Worries that the market for DRAM and NAND chips will cool this year are flawed, writes Daniel Kim with Macquarie Research. He thinks prices will keep rising because supply will remain tight and Apple and other manufacturers have no other choice but to pay up to build their wares. That may be good for Micron […]
Entries Tagged as 'Uncategorized'
May 14th, 2017 · No Comments
July 18th, 2016 · Comments Off on SunPower’s Crash Is An Opportunity
SunPower’s shares have halved since the beginning of the year. But a couple of weaker quarters isn’t necessarily a big concern due to the volatility of quarterly figures. Apart from pricing in the power plant sector, we see little in terms of long-term trends turning unfavorable, and we think the shares will come back in […]
January 28th, 2016 · Comments Off on January 2016
This is what we argued yesterday Look at the Amazon earnings and earnings expectations (click the attachment): You see that from Q4 2015 onwards, there is a marked acceleration expected. This is, of course, largely based on the profitability of AWS, Amazon Web Services. But before we’ll buy, we like to have some confirmation that […]
January 19th, 2016 · Comments Off on January 2016
When bad news turns into good news, we could have reached the point where markets start to stabilize, at least for some time: Shares in Europe and Asia rose on Tuesday and the dollar gained after data showing China’s economy grew last year at its slowest pace in a quarter of a century led investors […]
January 19th, 2016 · Comments Off on Profiting From Eurozone Dysfunctions | Seeking Alpha
A good part of the disappointing growth can be blamed on the existence of a world savings glut. However, the good news is this seems to be topping out. However, eurozone dysfunctions produce additional savings, which we show are likely to remain. But there is a way to actually profit from this dysfunction. Source: Profiting […]
January 14th, 2016 · Comments Off on January 2016
Let us recapitulate why we just bought JKS: It’s the market leader in China China has just committed to the Paris climate deal China has a terrible pollution problem in many of its cities Solar energy is only getting cheaper, so does energy storage, and combined this seems to be the future of electricity generation […]
January 7th, 2016 · Comments Off on China crisis
Funny enough, the previous article was written in September, arguing the China forex figures are the most important market indicator right now. Indeed: China is burning through cash as it battles to support the yuan. The nation’s foreign currency reserves tumbled by a record $108 billion in December as the central bank sold dollars to stem a slide […]
June 18th, 2013 · Comments Off on The NSA’s Surveillance Will Devastate Commerce | News & Opinion | PCMag.com
Many foreign governments have long-since distrusted American software systems. Our companies have billions and billions of dollars in overseas sales and none of the American companies can guarantee security from American spies. Does anyone but me think this is a problem for commerce? John Dvorak via The NSA’s Surveillance Will Devastate Commerce | News & […]
April 3rd, 2013 · Comments Off on Liberal Versus Conservative: A Tale Of Two Economies – Seeking Alpha
Now, we think that this perfectly describes what has happened to the US economy post 2008. There was a whopping $9 trillion hit from falling house prices to household balance sheets and the private sector savings rapidly exceeded private investment: via Liberal Versus Conservative: A Tale Of Two Economies – Seeking Alpha.
January 13th, 2013 · Comments Off on The Weekly Charts
Marktes continuing to rise?