US stocks overpriced
There are two reasons for that. First, they are already very expensive as it is. Secondly, analysts have a habit of overestimating earnings on a systematic basis (and even more […]
All you ever wanted to know about natural gas
Numerous fine articles, a host of sources.
Stimulus packages in Asia’s biggest economies
Yep. inflation or no inflation, both Japan and China are embarking on stimulating their economies, on the Chinese plans, we actually wrote before. It’s a difficult balancing act as inflation […]
A Sigma competitor bites the dust
There was some disappointment at the somewhat slower expected progress in the IPTV and blue-ray market, mentioned at Sigma’s cc last week. They’re not the only one having these problems, […]
Tightening of world liquidity good for the dollar and US markets?
US turning the corner? We reported how Jim Cramer called a bottom for the US market, now there is the famous writer of the Gloom, Boom & Doom report Marc […]
Three LNG plans in Papua New Guinea
Here two articles (one from November last year, the second one from April this year give a nice overview of the three LNG plans in PNG. As always, the emphasis […]
PNG economy’s expansion plans are very substantial
Two articles about Papua New Guinea. The first about it already undergoing economic revival, the second one describes the (rather spectacular) effects on the economy if even a single LNG […]
Krugman on healthcare
Paul Krugman is one of the top economist in the world, but the last decade or so, he ventured into political commentating. His background and independence (his university job ensures […]
Some excitement enters in EFUT today
It’s very preliminary, it could just be someone who found out about this company with some spare cash. However, it could also be the beginning of getting some more realistic […]
Natural Gas Oversold
We argued (mainly on technical grounds) for a position in the natural gas EFT UNG. We’re not the only ones..