InterOil’s third party assessment, some observations
People are getting impatient with regard to the third party assessment of InterOil’s resources. We say, there is no reason to worry.
LNG demand outstrips supply for another decade and a half
We already build this in our thesis on the LNG (liquid natural gas) market and the economics of InterOil’s LNG facility, but it’s nice to have specialist on our side.
Buy banking stocks? Not yet.
A sound take on the bail-out plan and some very sound advice for investors. If you think now is the time to invest in banking stocks because of the recapitalization […]
The End of Naked-Short-Selling?
Will the amended rule 204T once and for all kill the nefarious practice of naked short-selling? Well.. at least the SEC admits there is a huge problem, that’s a start. […]
Crisis, what crisis?
Stock prices collapsing, some valuations implying a nuclear winter, accelerating falls in energy prices, many scary stories about the end of subsidies, a global recession or even depression to boot, […]
US presidential candidates on innovation policy
Innovation is the main driver of economic growth. It’s an issue that has been moved to the back burners due to the financial crisis, but it’s no less important. Here […]
Innovation to suffer?
One of the main strength of the US economic model is it’s innovation system. How is that faring in the financial crisis?
Gordon Brown’s plan is working, confidence is returning
This really is good news. We were due for some. Gordon Brown, prime minister of the UK, architected a three pronged approach to the financial crisis. Europe followed pretty fast, […]
About time. Prevention is better than treatment
We ran a series a couple of months ago comparing the stance of some of the biggest central banks in the world, the Fed (US), the ECB (European Central Bank), […]
A difficult market for our puppies
In the words of Jim Cramer, a lot of broken stock prices, but not necessarily broken companies. We think that the main companies we write about here, InterOil (IOC), eFuture […]