Some preliminary conclusions from InterOil’s Antelope1 well
Some things are worth waiting for..
Energy stocks offer an enormous bargain
We have argued it before, long-term, as a result of the fundamental growth story of populous nations whose inhabitants want, and can increasingly afford, a middle-class life which is MUCH […]
Solars still interesting
We previously showed how France has taken the alternative energy (especially solar) bull by the horns, other markets are following, like the US and Italy. Prices in solar companies are […]
Sensible policy by Trina Solar (TSL) ensures survival
They just announced third quarer results, which were stellar, but guided downwards for the rest of the year and 2009. But the policy they are following as a result is […]
Bravo to France!
The new alternative energy initiatives in France are absolutely massive. Bravo to France, and considering this is actually the one market where alternative energy makes less sense, due to the […]
Phill Gramm still doesn’t get it, at all..
Guess who wrote this: “I don’t see why conservatives ought to defend a system that permits securitizing mortgages (or car loans) in a way that seems to make the lenders […]
Detroit Bailout?
We’re not in favour, we think that a Chapter 11 reorganization would be much better, but we recognize that no solution is perfect. Big retrenchment is unavoidable anyway
Pickens plan mark II
We wrote about the Pickens plan before, it’s a bridging plan to wean the US off (foreign) oil by using wind energy for electricity production and natural gas for driving […]
Laffer Curves Not Seductive
When you’re name is attached to an idea, it’s hard to change track. In fact, the incentives are such (especially if you have no other interesting idea anymore) to get […]
Paulson backtracks, rather embarrassingly
Sometimes Wall Street really doesn’t get it. Numerous economist (us included) have argued numerous times from the sidelines that the original Paulson plan was bad. We have aslo argued that […]