Worries that the market for DRAM and NAND chips will cool this year are flawed, writes Daniel Kim with Macquarie Research. He thinks prices will keep rising because supply will […]
SunPower’s shares have halved since the beginning of the year. But a couple of weaker quarters isn’t necessarily a big concern due to the volatility of quarterly figures. Apart from […]
This is what we argued yesterday Look at the Amazon earnings and earnings expectations (click the attachment): You see that from Q4 2015 onwards, there is a marked acceleration expected. […]
When bad news turns into good news, we could have reached the point where markets start to stabilize, at least for some time: Shares in Europe and Asia rose on […]
A good part of the disappointing growth can be blamed on the existence of a world savings glut. However, the good news is this seems to be topping out. However, […]
Let us recapitulate why we just bought JKS: It’s the market leader in China China has just committed to the Paris climate deal China has a terrible pollution problem in […]
Funny enough, the previous article was written in September, arguing the China forex figures are the most important market indicator right now. Indeed: China is burning through cash as it […]
Many foreign governments have long-since distrusted American software systems. Our companies have billions and billions of dollars in overseas sales and none of the American companies can guarantee security from […]
Now, we think that this perfectly describes what has happened to the US economy post 2008. There was a whopping $9 trillion hit from falling house prices to household balance […]
Marktes continuing to rise?