Managing the Asset Markets part V
It looks like we were right on topic with this one, as a discussion about whether central banks have to stop bubbles in their tracks seems to have started in […]
Protected: Our battery play shows signs of life
There is no excerpt because this is a protected post.
The solar’s quest for grid parity
Give or take a couple of years, solar energy is expected to achieve ‘grid parity’, the holy grail of solar energy, around 2011. This is when solar will become as […]
A Wall of Money
We have been mulling about why Soros (as we reported) expects the credit crisis to have real bad effects on the economy, and in his view, house prices have much […]
DRYS; unstoppable cannon against unmovable wall?
We have written quite a bit about our favourite dry-bulk shipper DRYS, they had earnings out after the close, and they were rather good.
InterOil update
We can give you some highlights from the conference call and a take from a well known analyst from Raymond James.
Protected: The Investment Thesis for our Battery Play
There is no excerpt because this is a protected post.
How the European Union destroyed European football
Two English teams in the Champion League final, three in the last four and it could have been four, but two had to play one another in the quarter finals. […]
Making sense of George Soros
After having established pretty sound credentials by making his Quantum fund one of the early paragons in hedgefund land and taking on the Bank of England and coming out on […]
Managing the Asset Markets part IV
In the previous episodes (partI, II, III) we saw how ‘new economy’ forces increased productivity and flattened the business cycle, and restricted inflation more or less to asset markets. This […]