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Monthly Archives: July 2008

eFuture marching on

We haven’t written about this company for a while, as Chinese shares were in a heavy sell-off and there wasn’t much news out. But that doesn’t mean we changed our […]

July 23, 2008 admin

Protected: InerOil’s Shelf Financing take 1

There is no excerpt because this is a protected post.

July 23, 2008 admin

Protected: IOC update 22/7

There is no excerpt because this is a protected post.

July 22, 2008 admin

Credit crisis mark II

So far, the US economy has, somewhat miraculously in our view, stayed out of official recession territory. Growth was held up by booming exports and expansionary fiscal and monetary policy. […]

July 22, 2008 admin

The World according to Economics. Part1: Free Trade

We are interested in the space where politics and economics meet (as former students of both disciplines). Often, politics gets in the way of economics, even in the economically most […]

July 21, 2008 admin

The Week in Solar Energy

A new series in which we’ll comment news items that appeared elsewhere. 

July 21, 2008 admin

Profiting from long term trends I

In the first part of a new series we will focus on two related long-term trends, economic growth and the expansion of the middle class.

July 20, 2008 admin

The numbers do not always add up

The US, the place of origin of the housing and credit market that now haunt other economies and markets, turns out to be surprisingly resilient. There are a number of […]

July 18, 2008 admin

Where is the money going?

That was the end of a previous entry on Thursday. Now, this actually turns out to be an important question in more than one aspect. The US economy might depend […]

July 18, 2008 admin

TSL takes a hit on pricing of convertible

Yes, the timing is awkward. Volume is high, some people are ready to take the notes and dumb the shares in advance, apparently.

July 18, 2008 admin

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