UNG a turn-around candidate?
We provided you an article from Goldman arguing that the commodities correction is coming to an end, the worst-case scenario is already built in. Althoug it didn’t mention natural gas, […]
InterOil books $15.1M profit
Subject of much baseless attack (no doubt this has to do with the massive shorting and naked shorting in the stock), but meanwhile, the keeps performing better and better.
The solar good news show continues
After blockbuster results from LDK, we have another reporting company Canadian Soar, CSIQ), and more (slightly less) blockbuster results. But the shares are… down 10%
Daily Distortions no. 13 Eric Sussman, the corrupt UCLA professor sequel no.2
We featured two posts analyzing stuff written by a certain Eric Sussman, a UCLA lecturer (here and here). So far, he hasn’t been able to disprove anything we’ve written. And […]
Emergency rules against naked shorting end
So, what do we know from the installation of those emergency rules against naked shorting?
Solar energy, a pretty strong contrarian view
An interesting and strong opinion about solar energy (and energy in general is also mentioned, as solar doesn’t exist in a void). All strong stuff! We have some comments as […]
Solars are getting hot again
The selloff in oil and gas has affected the solars as well, but growth remains very strong. LDK just announced absolutely blow-out results (and is up 20% in after-hours trading). […]
Sigma Design upgraded
We haven’t written a lot about this company as nothing much has happened, but underneath, things seem to be improving. We called earlier that 15 would be the bottom, it […]
Oil and China, stocks and the dollar..
Demand from China for energy was ratcheting up, right? Higher prices wouldn’t affect that, right? Well…
Murder on WallStreet. How they brought down Bear Stearns
A very instructive article. Somebody needs to put a stop to these destructive practices. It’s criminal. Here is the whole article (the emphasis is ours).