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Chinese shares crash

Funny, we just wrote a not so positive outlook for Chinese shares in the weekend, citing inflation problems, and here’s what happens.

August 11, 2008 admin

Protected: The Week in Solar 11/8

There is no excerpt because this is a protected post.

August 11, 2008 admin

Is the mother of all corrections in China’s shares over?

Since last year, China’s shares have been correcting very steeply. Ok Arugably, they were very expensive at the top, but since the economy is still growing at 10% a year, […]

August 10, 2008 admin

IOC has no reserves? A primer on resource classification

We think this will become useful in the near future. Let us bring you up to speed…

August 10, 2008 admin

What to make of the market?

Stock markets are future looking beasts, but the future is pritty murkey.. A rule of thumb is that it looks half a year ahead or so. We’ve written numerous times […]

August 10, 2008 admin

InterOil, Daily Distortions no.10

Some more comical stuff. Some people have asked us why we bother. We will explain that here as well.

August 9, 2008 admin

Solars hanging in there..

We did predict oil prices would correct exactly a month ago, when these were above $140, because of slowing demand. However, there is some collateral damage, even though it doesn’t […]

August 8, 2008 admin

Higher unemployment could very well kill the US consumer

In the previous entry we discussed whether the previous stimulus package had actually worked and what another one should look like. The spectre of rising unemployment gives additional urgency to […]

August 8, 2008 admin

Another stimulus package?

There is talk of another stimulus package. Is fiscal policy the right tool to get the US out of it’s funk?

August 8, 2008 admin

Daily Distortions on InterOil no.9

We have reported numerous articles about naked shorting. Now, would is surprise you if we tell you that there is one guy who just flatly denies it exists. Would you […]

August 8, 2008 admin

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