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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 is why, but also the risks explained by an opponent…

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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..

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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 to fix that..

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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 well with Trina Solar (TSL), despite some profitable trades, but we explained that here, recently.

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Here is a useful one, with a touch screen and letting you make notes in text, underline things..

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Not mutually exclusive, it’s what we did at first as well..

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Triggered by a closing hedge-fund..

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We’ll have to see how long the little downdraft last, and how to profit from it..

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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..

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We don’t see reasons for panicking, in fact, quite the contrary..

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