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Investing in technology stocks is a mixed blessing though..

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Amazon posted stellar Q3 results in October and the shares have been on a tear since then. First an interesting take on the company’s situation, then we’ll look at whether there are some trading opportunities…

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What moves airline stocks? The energy cost that is required to move the planes, one would say nowadays. Well, that is true, but only to a certain degree..

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The froth might continue for a while. Apparently, in the futures market, the natural hedgers have all but disappeared which leaves the place for the speculative buyers. But in the real world, usual supply and demand are starting to exert their influence.

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There is no question that the manically depressed solar sector does suffer from another depressed bout of sell-off. But this time, is there any substance behind it? 

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In this short analysis, one concept plays a key role, core capabilities. Sigma Design, the stock we’ve been covering is in trouble, and this concept could offer a way out. Luckily, management seems to have some understanding of it, and we have to delf into a little economics of knowledge to make things clear (hopefully). 

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There is a discussion going on in the media about whether, and if yes to what extent, the current boom in commodities (both soft and hard, that is, raw materials and grains), is driven by speculation. Once again, a bit of simple economics goes a long way in explaining.

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This time we dig into some industry dynamics to help explain what’s been going on with Sigma Design. We saw a big runup turning into an almost equally big fall from October 2007. The price seemed to have rebounded somewhat, we think there is every chance that will continue, general markets provided.

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These solar energy stocks, like our present favourite Trina Solar (TSL) are terribly volatile as one look at the graph will testify. What is behind that? 

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One of our featured companies is eFuture (EFUT), a leading Chinese producer of supply-chain management software (SCM). Here, we will look into what that actually does.

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