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Monthly Archives: June 2009

Shorts should pre-borrow shares to end abusive shorting

A curiously argued article, it starts off well, but then loses it’s way, just as the SEC…

June 5, 2009 admin

Krugman floored by an historian?

This is curious indeed. We’ve not been privy to that panel discussion, so we don’t know the context of the quotes, but we too have been warning about rising interest […]

June 5, 2009 admin

Raymond James on InterOil, June 4

For the sake of completeness, we like to have all reserch in one place..

June 4, 2009 admin

InterOil issues new shares

A real vote of confidence..

June 4, 2009 admin

Emerging market rally

Yes, growth is better (often much better) than in the core capitalist territories (US, Europe, Japan), but how much of that is priced in already?

June 4, 2009 admin

Rising interest rates a real threat to the recovery

When we argued that here, this is what we meant…

June 4, 2009 admin

InterOil from the boards, June 4

After the presentation, discussion..

June 4, 2009 admin

Some comforting thoughts on InterOil from…. the shorts!

Fraud busters were investigating InterOil. Have they found anything? Well…

June 3, 2009 admin

Dirty little secrets about securities lending..

Ever thought about lending out your shares? Actually, even if you never thought about it, the chances are that it is happening..

June 3, 2009 admin

Remarkable!

Teachers gone wild, are women more faithful? Challenging conventional wisdom can have a big pay-off, and some remarkable insomnia advice, amongst other remarkable news from the web..

June 3, 2009 admin

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