Low energy prices won’t last
If you think low energy prices are here to stay, think again..
Obama should be good for alternative energy
Tax incentives were extended, companies came in with better results than expected, but the sector is one of the main victims of the market and energy retreats. This won’t last […]
European Central Bank way too cautious
England once again takes the lead in Europe by cutting interest rates by a quite unprecedented 1.5% (to 3%). We feel that Trichet, the head of the European Central Bank […]
What Obama can do
Actually quite sensible stuff from Jim Cramer. We’re not too sure about bailing out the car manufacturers though. Were would it end if the government begins with that? There is […]
InterOil and OilSearch, some really interesting calculations
There is another article on the AGL sale of its stake in the Exxon/OilSearch LNG project and fields, with very interesting valuation implications for InterOil.
InterOil versus Oilsearch
If you ever wondered why Merrill Lynch is fighting to stay into InterOil’s LNG plans, read the following below, with some VERY interesting valuation implications.
Euro power
A decade ago and more, when we were in a previous life in the academe, we had lively discussions about the pro’s and con’s of the euro (we used to […]
Stocks are cheap
At least to Jeremy Siegel, and indeed he has a few arguments to back that up. On the other hand, we’ve been moving off the lows quite considerably already, and […]
How about this for a bubble..
And it’s about to burst as well. What foreign diplomacy and policy were impotent to achieve but good old US style bubble economics has no trouble in letting Putin sing […]
Supply of oil in worse shape than demand
Oil prices might be down a lot, but they will rise again soon, the supply problem is far more structural and worse than the much more temporal demand ‘problem’..