Inflating the debt away?
We already argued on May 24 that the biggest risk in our view is rising interest rates, not hyperinflation. We also argued some mild inflation will actually be good. Here […]
A couple of nice oil sector charts
Oil is getting stronger and stronger (and speaking of it, they just recovered oil for the third time at InterOIL), let’s see whether that spills over into the sector..
Improving corporate governance
One big problem in the financial system are the short-term incentives in place for managers, which leads them chasing the wrong objectives and excessive risk taking. Here is a way […]
Two companies we were following last year
Are actually doing quite well. We were in and out of Sigma Design (SIGM, luckily we missed the downdraft by advising you a stop-loss at $20). We didn’t fare so […]
eBook readers grow up
Here is a useful one, with a touch screen and letting you make notes in text, underline things..
Raymond James blames it on the debentures though..
Not mutually exclusive, it’s what we did at first as well..
InterOil, so that was the sell-off..
Triggered by a closing hedge-fund..
Some more observations on InterOil’s sell-off
We’ll have to see how long the little downdraft last, and how to profit from it..
Barça’s Dream Team Mark II
Sometimes, we can’t help ourselves, and indulge a little. We know most of our readers are American and couldn’t care less. We hope you’ll forgive us..
Some observations on IOC’s sell-off
We don’t see reasons for panicking, in fact, quite the contrary..