The US natural gas cycle, from gas glut to gas shortage and back
There is someting of a gas cycle emerging in the US. This is due to some characteristics of the new unconventional gas sources, which need lots of capital and the […]
Why InterOil will get it’s LNG facility done
If we had to summarize, it’s simple. The economics are just way too good. Here is why.
The Zimbabwe solution
It’s what Irving Fisher proposed in the 1930s. It’s what Krugman proposed for Japan in the 1990s. In the latter case, that’s what the authorities (finally) did, and it worked. […]
Credit market thaw, but is it enough?
Isn’t it one thing, then it’s another. Just as many people thought that finally the authorities were doing the right thing, which they did (after wasting much time), we got […]
Breaking the short capital destruction cycle
Jim Cramer knows how to play the game, he was one of the hedge fund managers. He also knows how to stop them. The (originally British) plan goes beyond restoring […]
Are US stocks cheap?
Well..
US natural gas glut?
There is little doubt that Chesapeake is putting on the brakes in terms of capex spending, due to their debt position (and related credit market conditions), but more importantly because […]
Trina Solar will exceed expectations while disaster is priced in
We have stated a few times in this huge sell-off (including in our best visited post ever), that Trina Solar (TSL) seems to have disaster seem priced in. While it’s […]
Protected: InterOil’s Elk-Antelope, one resource or two?
There is no excerpt because this is a protected post.
Another take on the scam that calls itself the ‘SEC’
The Security and Exchange Commission (SEC) is there to watch over us so that we can feel safe to invest in the financial markets. It does nothing of the sort. […]