Bleak times for Solars. Blame the usual suspects..
Yea, there was big drama yesterday when the US House of Representatives shot down the rescue package, sending the markets into a tail spin. But there was also smaller drama, […]
“LNG is a sellers market for at least the next decade”
LNG is scarce, especially in Asia. We have argued this here more than once. There are people who think the world will soon be flodded with natural gas. They might […]
Wise words on the bail-out
Chris Whalen, the co-founder of Institutional Risk Analytics, argues that the Treasury should only pay for the losses on dodgy securities, not buy them up. That seems a good idea […]
Here is the latest on the US tax incentives for alternative energy
What a mock-up this is. Only excuse, US lawmakers had other things on their minds (and agenda’s). However, this is far from the first attempt to get the incentives extended […]
If you ever wanted to buy First Solar (FSLR), now might be the time
Little doubt First Solar is the king of the solar stocks. It’s growth and profitability are simply unmatched, and the next five years of production has already been booked. We […]
Bail-out off to a flying start
That something big was necessary became immediately obvious by the market reaction and the string of bank failures, and subsequent rescues..
Will it work?
The bailout plan seems on track, that’s step one. But another, more fundamental question is, will it work? Opinions differ. Not everybody is enthusiastic, or even optimistic…
Protected: InterOil, valuation update. “Things can only get better..”
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An alternative rescue plan
We reported on The Paulson plan and an alternative. The essence of both is that they argue that the markets for those complex financial products are unrealistically pessimistic and prices […]
The great train robbery
We have nothing against capitalism and free markets, quite the contrary. But we have argued that a dogmatic (and, to be frank, rather blind) attachment to market fundamentalism is at […]