The US is losing economic power
For decades, the US has ran a trade deficit, which means it’s spending beyond it means, buying more abroad than the rest of the world buys in the US. The […]
Time to buy solars?
We mainly follow Trina Solar (TSL) here, and the sell-off has been so brutal on the back of the energy correction, but we think at the minimum, a trading opportunity […]
China is moving up the value chain
It’s a natural process. Most of the Asian ‘tiger’ economies started out as cheap assembly places for foreign companies and/or textile producers, and moved on from there as economic growth […]
Oil supply issues will remain
We see a rather big selloff in oil (although, to put that in perspective, prices are back to where they were half a year ago or so, when they were […]
The (brutal) week in solar
It’s been a particularly brutal week in solar stocks, with a massive sell-off on the back of faltering energy prices. Some of these stocks are now getting very cheap, and […]
InterOil anti-basher’s kit
Some necessary inoculation. There are a couple of hedge funds with 10M+ shares short, roughly half the float. This situation produces very large incentives to distort information, and we’re putting […]
Top scientist slams Pickens plan for aggravating the natural gas crisis
An interesting article from one of the best blogs on alternative energy. Top US scientist Brent Nelson sees much good in the T Boone Pickens energy plan to wane the […]
eFuture figures come in strong
They have strong results and are on their way to surpass $20M in revenue this year, almost triple figure growth.
Asset deflation spirals through de-levering
We wrote earlier about self-reinforcing mechanisms in the economy. We’ve got another one for you, a particularly nasty one..
Vexing problems for China’s central bank
You might be inclined to think that countries with big trade surplusses do not have problems. They’re just sitting there, amassing assets from the rest of the world. Think again. […]