We have written a piece about how market fundamentalism led to under-regulated asset markets (especially when financial products are complex and the dangers of opportunistically exploiting information asymmetries are rife), […]
A nice article people send us serves as a primer on the so called ‘peak oil’ theory, the theory that soon, world oil production will reach it’s peak, and then […]
We posted earlier on this deal for Origin’s coal seam gas in Nothern Australia. Now some stylized facts, and some calculations to arrive at valuations for InterOil.
The short answer is, it all depends. Not everybody things the new crackdown will be effective. Some opinions..
We wrote an earlier piece on July 17 called Socialism for the rich (Jim Rogers and Nouriel Roubini later came with the similar terminology). Some people are indeed worried that […]
We try to make sense of them..
This is becoming more likely. Why? Because in the unprecedented actions that central banks everywhere, and more especially America’s Fed (or ‘sovereign wealth Fed’, as it’s jokingly called now) will […]
On what seems to be already a pretty good day, another optimistic story. We’ve argued that solar energy has the future because the combination of steady piece-meal improvments and revolutionary […]
Could now be the time to buy?