China’s shift to domestic demand as exports slowing
We already noted this policy change before, retail sales are on fire in China, growing at 20%. And guess what eFuture’s strength is.. supply chain management for the retail sector. […]
China the best long-term profit play
We have argued for an investment in eFuture, a leading Chinese business software and services producer. Their specialities are in supply chain management (SCM), especially for retailers. These markets are […]
Is the worst over?
Well, if you ask a couple of famous economist, not really…
Short legal with RegSHO.com
Interesting, a company is launched to help shorts to short legally, it also contains a useful summary of what’s been going on.
Oil fundamentals still very good, according to Goldman Sachs
It’s a little bit of a tug of war between falling demand from rich countries and rising demand from developing countries. However, the first is temporary, while the latter is […]
Boone Pickens energy plan gains some traction
We reported on the T Boone Pickens plan for energy before. He’s the legendary Texas oil man (who holds 3M shares in InterOil) and he’s so disgusted with US energy […]
More background on the markets and LNG
A couple of articles with some interesting titbits.
A solution for “stranded” gas
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 […]
Goldman argues commodities will rebound
An interesting thesis, demand for China is central:
Emergency rules against naked shorting end
So, what do we know from the installation of those emergency rules against naked shorting?