Raymond James on InterOil
Raymond James interesting day with InterOil…First, the research report, then some conclusions InterOil Corp. – Outperform 2; Companies Mentioned – IOCIOC: Thoughts from the Road – Integrated Strategy...
View ArticleThe Weekly Charts
Last week was the sixth consecutive week down, any light at the end of the tunnel? Commentary: It was more of the same for the markets as stocks suffered through another week of selling. The majority...
View ArticleHelping Greece was a choice, not necessity..
Interesting points from the highly respected John Kay.. From the Financial TimesAmerican lessons in how to run a single currency By John Kay In the 1990s, when European monetary union was a plan but...
View ArticleRemarkable!
Remarkable indeed.. Westerners genetically programmed for disaster.. 10 Questions (and answers) on Italian public finances from Goldman Apple’s tax bill and cash kitty GE’s tax rate.. American...
View ArticleIOC from the boards
More interesting stuff.. Yahoo! Message Boards – InterOil Corporation – PNG IndustryNews.net 11/16/2011 Yahoo! Message Boards – InterOil Corporation – Must read post-Henry Alford presents on IOC…....
View ArticleA 3 Trillion Euro Bazooka In The Making
That should do it, or.. A 3 Trillion Euro Bazooka In The Making – Seeking Alpha
View ArticleRemarkable!
Remarkable indeed.. EnergyNewsBulletin.net + China’s ‘pornstar-gate’ BBC – Magazine Monitor: 10 things we didn’t know last week Greece: On Pace for the Worst Recession in Modern History | Credit...
View ArticleThe Weekly Charts
Marktes continuing to rise? January 11, 2013 Market Summary January 11, 2013 | The markets in the United States moved marginally higher this week, with the Nasdaq leading the group and the Russell 2000...
View ArticleLiberal Versus Conservative: A Tale Of Two Economies – Seeking Alpha
Now, we think that this perfectly describes what has happened to the US economy post 2008. There was a whopping $9 trillion hit from falling house prices to household balance sheets and the private...
View ArticleThe NSA’s Surveillance Will Devastate Commerce | News & Opinion | PCMag.com
Many foreign governments have long-since distrusted American software systems. Our companies have billions and billions of dollars in overseas sales and none of the American companies can guarantee...
View ArticleChina crisis
Funny enough, the previous article was written in September, arguing the China forex figures are the most important market indicator right now. Indeed: China is burning through cash as it battles to...
View ArticleJanuary 2016
Let us recapitulate why we just bought JKS: It’s the market leader in China China has just committed to the Paris climate deal China has a terrible pollution problem in many of its cities Solar energy...
View ArticleProfiting From Eurozone Dysfunctions | Seeking Alpha
A good part of the disappointing growth can be blamed on the existence of a world savings glut. However, the good news is this seems to be topping out. However, eurozone dysfunctions produce additional...
View ArticleJanuary 2016
When bad news turns into good news, we could have reached the point where markets start to stabilize, at least for some time: Shares in Europe and Asia rose on Tuesday and the dollar gained after data...
View ArticleJanuary 2016
This is what we argued yesterday Look at the Amazon earnings and earnings expectations (click the attachment): You see that from Q4 2015 onwards, there is a marked acceleration expected. This is, of...
View ArticleSunPower’s Crash Is An Opportunity
SunPower’s shares have halved since the beginning of the year. But a couple of weaker quarters isn’t necessarily a big concern due to the volatility of quarterly figures. Apart from pricing in the...
View ArticleMicron, Western: DRAM, NAND Prices To Continue Higher, Says Macquarie – Barron’s
Worries that the market for DRAM and NAND chips will cool this year are flawed, writes Daniel Kim with Macquarie Research. He thinks prices will keep rising because supply will remain tight and Apple...
View ArticleSierra Wireless Loading The Flywheel
The shares of Sierra Wireless are lingering on restructuring cost and some temporary headwinds from some part of the markets. But the rest of the year should be better as the revenues from their...
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