A primer on short attacks
Some investors don’t know what a short attack is, some still wonder whether it in fact exists, others don’t want you to find out. In short, all you ever wanted […]
IOC’s financing problems serious II?
Interoil owes Merrill Lynch $130M, which is due early May. We argued earlier that it is unlikely that Merrill will actually call in this loan, as they have a big […]
Central Banks in the mortgage business?
On Sunday, the Bank of England (BoE) announced that it was branching out, into the mortgage business. Do they see an opportunity here in this market in steep decline? No, […]
Using economics to analyze stocks. What makes your stock tick?
Find the one or two variables that really move your stock and you will know a whole lot more. In this new series we will use a little (simple) economics […]
LNG sells at almost $20 in Japan
We posted a couple of articles on the economics of liquid natural gas (LNG) and liquified natural gas from Papua New Guinea today (see our section background material on the […]
Solar demand is set to rise
Some good news out of The Netherlands. They started (or better said, re-introduced) subsidies for the installation of solar panels for citizens and businesses alike. On April first (no joke). […]
DRYS, that stunning graph is driven by another
Turns out that we were looking at the wrong chart. We can be forgiven, perhaps, as that two year DRYS chart is a real stunner. But it is driven almost […]
Oh what a graph
This one is a real beauty, it’s from a Greek company called DryShips (Nasdaq: DRYS). we find it so beautiful that we post immediately for your viewing pleasure. What’s so […]
Solar sell-off
There is quite a sell-off going on in the solar sector, and as always, the companies move more or less in lockstep. When there is selling, it is usually so […]
Iceland attacked by hedgefunds
Hedge funds are in the news lately, mostly in a negative way. They are almost completely unregulated, and with their enormous amount of leverage, they can wreck havoc on innocent […]