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Monthly Archives: September 2008

Protected: Some InterOil rumors

There is no excerpt because this is a protected post.

September 25, 2008 admin

New Raymond James comment

Not a whole lot of news as we made most of these points already here but still some interesting tidbits.

September 24, 2008 admin

Reprieve for solars?

Finally, the Senate agreed to extend the US incentives (in the form of tax credits) for solar companies for another eight years. Will the House follow?

September 24, 2008 admin

Sequenom (SQNM) flying

We wrote earlier about this very promising biotech company (you might want to revisit that to see the big potential), and today, they’re off to the races. Here is the […]

September 24, 2008 admin

Protected: The Week in Solar

There is no excerpt because this is a protected post.

September 24, 2008 admin

Complex financial markets need regulation

We have written a piece about how market fundamentalism led to under-regulated asset markets (especially when financial products are complex and the dangers of opportunistically exploiting information asymmetries are rife), […]

September 24, 2008 admin

A Primer on Peak Oil

A nice article people send us serves as a primer on the so called ‘peak oil’ theory, the theory that soon, world oil production will reach it’s peak, and then […]

September 23, 2008 admin

Some implications from the Conoco/Origin deal

We posted earlier on this deal for Origin’s coal seam gas in Nothern Australia. Now some stylized facts, and some calculations to arrive at valuations for InterOil.

September 22, 2008 admin

Are those new anti-naked short rules effective?

The short answer is, it all depends. Not everybody things the new crackdown will be effective. Some opinions..

September 22, 2008 admin

The end of American capitalism? The ‘visible handshake’ sometimes trumps the ‘invisible hand’

We wrote an earlier piece on July 17 called Socialism for the rich (Jim Rogers and Nouriel Roubini later came with the similar terminology). Some people are indeed worried that […]

September 21, 2008 admin

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