Japan’s Lost Decades Revisited
Japan’s experiment with Abeconomics remains widely misunderstood. It is modelled on an earlier successful Japanese reflation attempt in the 1930s. Since the eurozone is plagued by similar ills which threaten […]
Protected: Research Report Solazyme
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Protected: New Research Report 22nd Century Group
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New Model Portfolio
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Risk is returning
We see risks to stocks increasing, it’s time to get more cautious. The Ukrainian situation seems to escalate with the eurozone economy already in big trouble, but consumption growth in […]
Revolt in the Eurozone?
The present path of policies in the eurozone is not sustainable for economic nor for political reasons. A move toward complete monetary union is politically unfeasible and the prospect of […]
Intrusion Rally Still Has Legs
Intrusion (INTZ) is a little known security company with several interesting products. TraceCop is a stable cash flow generating product that has a unique database which makes the product difficult […]
The Japanification of Europe
The eurozone is resembling Japan’s lost decades ever closer on a host of metrics, including demographics, growth, inflation, yields and debts. In some respects, the eurozone crisis actually resembles the […]
The Coming Solar Capex Boom
Demand for solar energy keeps on rising briskly, after steep price falls. Prices have stabilized and companies recovered some of their profit margins. For growth to continue, companies need to […]
Solar + Storage is Close to an Inflection Point
Solar energy has already achieved grid parity in a number of locations, but problems with its intermittent nature remain. Energy storage will greatly diminish these remaining problems, so solar + […]