LNG a very hot sector
By now, it should have been clear for quite a while that the ever rising price of crude oil indicates that there are real fears of a pending shortage, demand […]
The Mother of all Short-cover rallies?
We hope we can be forgiven, but we had quite a day. We advised to buy SIGM at $20 this morning, and didn’t even have the time for a proper […]
Sigma (SIGM) charges 15% ahead hours after we advised to buy
This morning we advised you to take a position in Sigma Designs (SIGM) at $20. Only half a day later, it’s approaching $23, so far so good. We promised you […]
Clarion Finanz shows Merrill the way..
Clarion Finanz turns out to show Merrill Lynch how thing must be done in a partnership. It has converted it’s part of the debt into equity, with a conversion price […]
Buy SIGM
We hope to finish the article today, but it looks like it might run again after a 10% run yesterday. We think this is a short-covering rally, and it’s really […]
A primer on supply-chain management (SCM) part I
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.
Dryships (DRYS) shipping ahead.
We started to get interested in dry-bulk shipper DRYS a couple of weeks ago, when it was in the mid 70s. From a technical point of view, we thought a […]
Managing the asset markets? Part II
Last week we discussed forces that were supposed to flatten the business cycle. However, they set in motion other forces that actually increased the business cycle. This is hardly a […]
Solar energy: free market versus industrial policy. Complements rather than subsitutes
Free markets are extremely useful tools, but they have their limits as well, as they rely on price signals that provide incentives on which economic actors take decisions, but at […]
Spring is in the air
Leaves return on trees, plants start to blossom, skirts shorten, people relax, Federer gets his ass kicked by a Spanish concentration of testosteron (style over brute force), it’s good to […]