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Entries from August 2009

Incredible nonsense

August 31st, 2009 · 5 Comments

There are a lot of people in need of some urgent economics101…

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Tags: Opinion · The Markets

Manas (MNAP) update

August 28th, 2009 · 10 Comments

Just a couple of points to keep in mind..

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Tags: MNAP

Manas Petroleum (MNAP) report by Cohen

August 27th, 2009 · 3 Comments

Well, we got it as a speculative buy from 24 cents in March, it’s getting more traction and higher prices, and things really could turn quite interesting over the next couple of months..

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Tags: MNAP

A few nice InterOil links

August 26th, 2009 · 6 Comments

We will update regularly..

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Tags: IOC

World Economy on the mend?

August 26th, 2009 · Comments Off on World Economy on the mend?

Good news from US housing, but less good news out of China..

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Tags: China · The Markets

Some ideas in solar

August 26th, 2009 · Comments Off on Some ideas in solar

Food for investment thought..

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Tags: LDK · Solar sector

This bodes well (or badly, depending on your position) for energy prices

August 26th, 2009 · Comments Off on This bodes well (or badly, depending on your position) for energy prices

Iran sanctions to extent to oil and gas industries…

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Tags: Oil

More on the solar shake-out

August 26th, 2009 · Comments Off on More on the solar shake-out

Turns out we did have a point last year to focus on STP and TSL in the solar sector after all… They look most likely to survive the shake-out that’s going on right now…

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Tags: Solar sector · STP · TSL

Shake-out in the solar sector

August 25th, 2009 · Comments Off on Shake-out in the solar sector

With Suntech selling panels in the US below cost price and prices falling by almost half in a year, it’s ugly out there. But this produces two effects for the longer run which are particularly beneficial…

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Tags: Solar sector · STP

Wallstreet advice badly falters in biggest rally in decades.

August 19th, 2009 · Comments Off on Wallstreet advice badly falters in biggest rally in decades.

This is funny, or not, depending to whom you’ve listened the last couple of months..

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Tags: The Markets