Investment Thesis for InterOil part 2: LNG markets
In the first episode, we took a look at the world oil market. The situation for natural gas is, if anything, even worse, although nothing of that is visible because […]
Solar energy is far from dead
A scenario we wrote at least half a year ago is actually materializing. Polysilicon prices are plunging, and with that, the price of the solar cells build with this, which […]
Nationalize the banks VI
We’ve argued for some time that the best way to deal with the financial crisis would be to nationalize at least some banks (you can read that here, here, and […]
Investment thesis for InterOil Part1, energy markets
We assemble a series of sources that provide a comprehensive picture. There will be a couple of parts. The first part is the state of energy markets in general. Demand […]
The Cultural Contradictions of Capitalism
The New York Times seems to have almost completely cornered the market for the best columnists. As you know, we’re big fans of Paul Krugman, but Thomas Friedman writes very […]
Management Ideas 2: Conversational Capital
Products that enable consumers to position their identity within a conversation (about the consumer experience) will turn consumers into avid advocacies. It’s a way to start powerful word-of-mouth campaigns that […]
Some surprisingly good news..
A rebound in Chinese auto sales. Since this is now the second largest car market in the world, it matters.
Management ideas: Five trends that will shape business technology in 2009
Some useful ideas from McKinsey.
Since when is Karl Rove an economist?
The world faces an unprecedented recession, that could easily spiral into a deflationary rot from which it is very hard to escape, but politics is muddling the necessary response. This […]
Why there is no world market for natural gas
We read stories about a coming “US gas glut”. There is something in that, but it will mostly be a local phenomenon. Here is why..