Some implications of the new short rules
We try to make sense of them..
Will the commodity bull run return?
This is becoming more likely. Why? Because in the unprecedented actions that central banks everywhere, and more especially America’s Fed (or ‘sovereign wealth Fed’, as it’s jokingly called now) will […]
A 12 year old revolutionizes the solar cell
On what seems to be already a pretty good day, another optimistic story. We’ve argued that solar energy has the future because the combination of steady piece-meal improvments and revolutionary […]
China props up its stockmarket
Could now be the time to buy?
Summary of the new landscape
Levelling the playing field in rapid fashion. Let’s summarize.
Sec considering banning (temporarily) all short selling
You might remember that in the beginning of all the present troubles we wrote an article titled “Silver lining?” We could not have thought that the lining would be this […]
Hedge funds went one too far.
Long overdue, and only coming after the hedge funds went one too far. The article suggests a direct relationship between naked shorting of Morgan Stanley (and perhaps Goldman Sachs as […]
Leveling the playing field
Until now, one (but only one) of the stunning facts of financial markets in the US is that while funds have to make public their long positions (here is a […]
InterOil short squeeze? Part II
The details of the regulation were not clear when we wrote a little while ago. They are now. And they are good!