A solution for “stranded” gas
There are reasons for natural gas to become more important over time. It burns much cleaner and cheaper than oil. There is a lot of it stranded, too small to […]
Sigma Design roars back
he magic words have been said, the inventory problems are a thing of the past, they got a (modest) upgrade, and now it appears that the IPTV market is taking […]
Daily Distortions no.14. Two critics chicken out. A coincidence?
We’ve written two articles for SeekingAlpha (you can find them here and here). The second one attracted some funny comments. We have explained why these comments were funny before (here), […]
Raymond James update on InterOil 14/8
Not a whole lot of news, but still well worth reading.
IOC: Some notes from the conference call
Some of the things we were able to take down (we had some technical problems, a Microsoft update restarted the PC automatically in mid presentation, thanks Microsoft!). Our own comments […]
Goldman argues commodities will rebound
An interesting thesis, demand for China is central:
UNG a turn-around candidate?
We provided you an article from Goldman arguing that the commodities correction is coming to an end, the worst-case scenario is already built in. Althoug it didn’t mention natural gas, […]
InterOil books $15.1M profit
Subject of much baseless attack (no doubt this has to do with the massive shorting and naked shorting in the stock), but meanwhile, the keeps performing better and better.
The solar good news show continues
After blockbuster results from LDK, we have another reporting company Canadian Soar, CSIQ), and more (slightly less) blockbuster results. But the shares are… down 10%
Daily Distortions no. 13 Eric Sussman, the corrupt UCLA professor sequel no.2
We featured two posts analyzing stuff written by a certain Eric Sussman, a UCLA lecturer (here and here). So far, he hasn’t been able to disprove anything we’ve written. And […]