Two new fronts open up in the crisis
More wise words from the recent Nobel laureate.
InterOil. Daily Distortions no.22
There is a new distortionist artist on the boards posting an unprecedented amount of nonsense in the most aggressive way. The fact that the shorts have to resort to these […]
Companhia de Saneamento Basico do Estado de Sao Paulo
It surely sound good! A Bossa Nova baby from Sao Paolo, not quite the girl from Ipanema, but we think it’s a very attractive stock nevertheless. Here is the chart, […]
Emerging market crisis threatens to engulf the EU
Just when you might think that in the US a glimmer of hope is emerging, there is another front that has opened up.. No wonder the euro is weakening so […]
The credit crisis that wasn’t?
According to some (rather serious) researchers, the credit crunch is a myth. This really is an interesting article, we have to say..
It’s always darkest just before the sun rises
One little sign that the market at the root of most troubles might, just might start to improve..
Brazil an opportunity?
Here is a pitch from Money Morning. We’re not entirely sold, but there are some interesting titbits we’ll discuss at the end.
Market irrationality
The sell-off in financial markets is, well, you know how it is. But an interesting question is how much it is related to fundamentals, and how much it is just […]
RayJay comment on InterOil October 24 2008
Here it is, confirming our earlier readings of the situation.
24/7 mobile data availability comes ever closer as WiMax takes on 3G
WiMax, a souped up version of WiFi (sort off), has been a promising technology for years to deliver wireless data at fixed locations (competing with cable and DSL), and in […]