How Deep Will The Solar Crash Be?
Spot prices in solar panels have moved sharply downwards. Once again, this is causing widespread damage in the industry. We do a little survey of the market and the condition […]
Second Chance For Destiny Media Investors
Destiny Media struggled for years making a success of its streaming video solution, Clipstream. They’re now trying a new approach that holds more promise. The stock price is basically reflecting […]
Exciting Times At Microsoft
Microsoft is on a roll with its cloud business and cool hardware. And there is more to come, like the HoloLens. Cracking the ability to run Windows on Snapdragon chips […]
The Black Swan Market
The markets have risen inexorably, despite numerous sizable market risks and already steep valuations. We seem to live in markets that price in all good news and ignore risks unless […]
Headwinds For Polaris Should Gradually Subside
Polaris performance was stellar until they ran into some considerable headwinds. While these headwinds still persist during 2017, they should gradually ease. When that happens, the ongoing improvement programs are […]
Trump Vs. China, Round One
Since China is considerably more dependent upon the US market, at first sight, it looks like the US is in a strong position versus China to deal with trade frictions. […]
Cliffs Natural Resources’ Stock Price Exploded In 2016 – Any Rocket Fuel Left?
It has been quite a ride for Cliffs Natural Resources this year. The company recovered on the back of cost cutting and a recovery in the iron ore price. It […]
When Will China’s Debt Problem Detonate?
Chinese debt, particularly its corporate debt, has been rising explosively and now stands at unprecedented levels according to basically any metric. The magnitude is such that many expect some kind […]
Is Donald Trump Going To Spoil His Own Party?
There are two sides to Trump, one good for the markets and one that might scare the markets. We saw this phenomenon most violently on election night itself. However, we […]
OPEC Vs. Reality, Which Will Give First?
OPEC has shot itself dramatically in the foot with the market share based strategy two years ago, foregoing hundreds of billions in revenues. The about-face this month is more rational, […]