Free markets are extremely useful tools, but they have their limits as well, as they rely on price signals that provide incentives on which economic actors take decisions, but at […]
It’s been quite a week. Let’s review a little of what’s been going on with the four companies we have advised you to take positions in.
Sometimes, markets do not work as one is inclined to expect. For instance, when the housing and credit crisis started to really scare the markets early this year, and increasingly […]
Our puppies are all in a perky mood this morning. Help came from GDP figures, which (in our view), were surprisingly good. The economy grew by an annualized 0.6%, the […]
We ran some comments about an article by Motley Fool about the housing crisis and the general state of the market this morning. Today, the market seems to be in […]
A company that hardly sells anything (with some luck they’ll have $2M in revenues this year), will only seriously start producing in 2010, but nevertheless has a grown-up market capitalization […]
Let’s start with IOC first. This gripping story is nearing the finish line. In two or three weeks, we’ll know the outcome of a DST test which will say a […]
We’ve been a little quiet about Trina the last couple of days, this is not because we don’t like it anymore. We had quite a run, after we advised to […]
Some good news out of The Netherlands. They started (or better said, re-introduced) subsidies for the installation of solar panels for citizens and businesses alike. On April first (no joke). […]
There is quite a sell-off going on in the solar sector, and as always, the companies move more or less in lockstep. When there is selling, it is usually so […]