Managing the asset markets? Part I
One of the pillars of the ‘new economy’ thesis, popular at the beginning of this decade, was that the traditional business cycle would be flattened and the economy could grow […]
Looking for cheap stocks in an expensive market III
Here is something we wrote yesterday: Banks don’t trust one another because risk has been put in a blender and distributed as confetti to all of them, making a proper […]
Looking for cheap stocks in an expensive market II. TSL update
We ran some comments about an article by Motley Fool about the housing crisis and the general state of the market this morning. Today, the market seems to be in […]
Performance check and update
Friday 25th of April 2008 After just a couple of weeks, we cannot really complain with the stock advise we have provided.
Looking for cheap stocks in an expensive market
In a pretty good article from Motley Fools’ Ray Gibbons about how the economy will get worse, there is some solid advice on stocks. The general thesis of that article […]
Dry hole?
There are those that argue that Elk2, InterOil’s first appraisal well after they discovered a massive amount of natural gas at Elk, is a ‘dry hole’. It’s an argument one […]
EFUT perking up
The Chinese supply-chain software producer has had a good couple of days since we first mentioned it (or didn’t, as we made it into a rather silly guessing game), helped […]
The bright electronic future in China
The mystery company we were talking about yesterday is E-Future Information Technology (EFUT). It’s a Chinese company. What does it do? Lots of stuff, but basically it produces supply chain […]
IOC update no. 2 24/4
It’s pretty hard to keep up. The drilling report that was out this morning did not contain any news, apart from the fact that one can deduce that there were […]