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Monthly Archives: July 2008

Update on some of the stocks we follow

Just a quick review. 

July 25, 2008 admin

Investing in the long-term future

One problem with markets, we just gave an example in the previous entry, is that they tend to rather heavily discount the not so near future. One investor argues for […]

July 25, 2008 admin

Solar is growing up, literally

How about this, a field, 2 kilometers by 600 meter, filled with solar cells (‘thin film’ solar cells, as it happens). Is this the future?

July 25, 2008 admin

The world according to economics: a market problem

Have we hit bottom last week. We are fairly sure we haven’t, but the SEC move against naked shorting in some of the financials was a clever move (that should […]

July 25, 2008 admin

Oil prices

t doesn’t happen often, but our oil market prediction of July 9th looks spot on, and for all the right reasons..

July 24, 2008 admin

Sigma Design (SIGM) update

We haven’t written a lot about this company lately, as not much has happened. We argued earlier that it would probably form a bottom around $15. It temporarily went a […]

July 24, 2008 admin

Trina Solar chart

Trina Solar is at a really crucial level. We’ve been here before. This support better holds. We’ve actually taken the two year chart here, so you can look at it’s […]

July 24, 2008 admin

The Efficiency-Equity trade-off

A news snippet on July the 9th tells about a demonstration in booming Peru, where the poor feel left out of the economic growth, wich is enjoying China like rates […]

July 24, 2008 admin

The World according to Economist; Free Trade part 2

We continue (see here for part 1) the election platform which would attract the economist vote according to Greg Mankiw. Free trade features prominently in that platform. It’s also in […]

July 23, 2008 admin

Protected: InterOil’s shelf financing, update from Raymond James

There is no excerpt because this is a protected post.

July 23, 2008 admin

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