InterOil, Daily Distortions no.16. UCLA professor Eric Sussman came up with a PR from May 2007 which was supposed to show IOC management is highly misleading. That PR announced a […]
A couple of articles with some interesting titbits.
In Daily Distortions no.15, we admit that we have overestimated the importance of the worst offender in this series, there came some wisdom from another board where they have more […]
An article from Bloomberg, which we reprint here, with some interesting conclusions at the end…
There are reasons for natural gas to become more important over time. It burns much cleaner and cheaper than oil. There is a lot of it stranded, too small to […]
he magic words have been said, the inventory problems are a thing of the past, they got a (modest) upgrade, and now it appears that the IPTV market is taking […]
We’ve written two articles for SeekingAlpha (you can find them here and here). The second one attracted some funny comments. We have explained why these comments were funny before (here), […]
Not a whole lot of news, but still well worth reading.
Some of the things we were able to take down (we had some technical problems, a Microsoft update restarted the PC automatically in mid presentation, thanks Microsoft!). Our own comments […]
An interesting thesis, demand for China is central: