Solar Stocks Rebounding Again Today; Is it Time Yet?
I love the idea of solar, but I just don’t see it being the right time to invest. Solar stocks are still just reverse proxies for the price of oil, and until that changes it’s best to just keep up on research and wait.
Brain Purge - Solar Graves, Stimulus Binge, 99.9999 Downtime
Three articles that left an impression over the weekend:
From Mish’s Global Economic Trend Analysis: “Whole Lotta’ Stimulatin Goin’ On” - this piece shows just the depth and breadth of the various stimulus plans in the works around the globe. It’s truly an unprecedented response, which is good because we’ve got unprecedented problems. How effective these [...]
Global Markets, I Present to you President Obama; Now What?
Well, history has been made. Barack Obama has taken a staggering 338 electoral votes, and has won the Presidency by what, in political metrics, is an all-out landslide. Just because I’m not 100% sure I’d revealed my hand already, I will say that I fully believe we’ve elected the right man for the most important [...]
Solar Stocks Rebounding on Oil, Obama Prospects
The solar stocks have faced a brutal, early winter environment the past few month; the crushing of their equity along with a frozen debt market has effectively removed their medium-term funding. Meanwhile, the much lower price of crude oil has driven a move to broadly lower energy costs, which takes away from solar energy’s cost [...]
Oil, Commodities Continue To Weaken - An Inflection Point?
Looking through my recent posts, I don’t seem to have mentioned crude oil prices very much. I can’t see why as I’m studying it constantly throughout the day, more so now than ever. I’ll reiterate my earlier standing apology for any gaps in the information I provide; I will, however, use the ultimate excuse that [...]
What I’m Reading this Weekend
Barron’s has a fantastically insightful interview with Jeremy Grantham of GMO. His ideas about the inherent strengths and weaknesses of corporate CEOs are both eloquent and simplistic.
I’m trying to get a feel for the long-term trends in base metals (aluminum, copper, nickel, etc) by using these great charts at infomine.com
Reading through some white paper information [...]
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Pragmatic commentary on U.S. & global investing, demographics & secular trends, and the valuation of anything worth valuing. Objective, unbiased research; We believe in minimal design, zero gimmicks, and maximum results.
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- The Fuel That Fed the Subprime Meltdown (Written in September 2007)
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