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Monthly Archives: August 2008

Emergency rules against naked shorting end

So, what do we know from the installation of those emergency rules against naked shorting?

August 13, 2008 admin

Solar energy, a pretty strong contrarian view

An interesting and strong opinion about solar energy (and energy in general is also mentioned, as solar doesn’t exist in a void). All strong stuff!  We have some comments as […]

August 12, 2008 admin

Solars are getting hot again

The selloff in oil and gas has affected the solars as well, but growth remains very strong. LDK just announced absolutely blow-out results (and is up 20% in after-hours trading). […]

August 12, 2008 admin

Sigma Design upgraded

We haven’t written a lot about this company as nothing much has happened, but underneath, things seem to be improving. We called earlier that 15 would be the bottom, it […]

August 11, 2008 admin

Oil and China, stocks and the dollar..

Demand from China for energy was ratcheting up, right? Higher prices wouldn’t affect that, right? Well…

August 11, 2008 admin

Murder on WallStreet. How they brought down Bear Stearns

A very instructive article. Somebody needs to put a stop to these destructive practices. It’s criminal. Here is the whole article (the emphasis is ours).

August 11, 2008 admin

Chinese shares crash

Funny, we just wrote a not so positive outlook for Chinese shares in the weekend, citing inflation problems, and here’s what happens.

August 11, 2008 admin

Protected: The Week in Solar 11/8

There is no excerpt because this is a protected post.

August 11, 2008 admin

Is the mother of all corrections in China’s shares over?

Since last year, China’s shares have been correcting very steeply. Ok Arugably, they were very expensive at the top, but since the economy is still growing at 10% a year, […]

August 10, 2008 admin

IOC has no reserves? A primer on resource classification

We think this will become useful in the near future. Let us bring you up to speed…

August 10, 2008 admin

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