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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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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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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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In our series ‘The Economics of Stock Analysis’ Dutch ASM Lithography (ASLM). It’s a good example that even industry leaders very high-tech, knowledge intensive sectors cannot escape some unfortunate economic realities.  

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The Chinese supply-chain software producer has had a good couple of days since we first mentioned it (or didn’t, as we made it into a rather silly guessing game), helped by the rebound in Chinese shares, no doubt. We will increase our coverage over time, as we think it really is a ground-floor opportunity.

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Find the one or two variables that really move your stock and you will know a whole lot more. In this new series we will use a little (simple) economics in search of those basic factors. It will be demonstrated that this can really be quite effective in teasing out the most important factors that […]

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