Oil prices
t doesn’t happen often, but our oil market prediction of July 9th looks spot on, and for all the right reasons..
Sigma Design (SIGM) update
We haven’t written a lot about this company lately, as not much has happened. We argued earlier that it would probably form a bottom around $15. It temporarily went a […]
Trina Solar chart
Trina Solar is at a really crucial level. We’ve been here before. This support better holds. We’ve actually taken the two year chart here, so you can look at it’s […]
The Efficiency-Equity trade-off
A news snippet on July the 9th tells about a demonstration in booming Peru, where the poor feel left out of the economic growth, wich is enjoying China like rates […]
The World according to Economist; Free Trade part 2
We continue (see here for part 1) the election platform which would attract the economist vote according to Greg Mankiw. Free trade features prominently in that platform. It’s also in […]
Protected: InterOil’s shelf financing, update from Raymond James
There is no excerpt because this is a protected post.
eFuture marching on
We haven’t written about this company for a while, as Chinese shares were in a heavy sell-off and there wasn’t much news out. But that doesn’t mean we changed our […]
Protected: InerOil’s Shelf Financing take 1
There is no excerpt because this is a protected post.
Protected: IOC update 22/7
There is no excerpt because this is a protected post.
Credit crisis mark II
So far, the US economy has, somewhat miraculously in our view, stayed out of official recession territory. Growth was held up by booming exports and expansionary fiscal and monetary policy. […]