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  • Far Better News Than What You Are Seeing
    Wed, Jul. 9 CSIQ, JASO, JKS 10 Comments


    • Recent articles have left out the most important information.
    • Articles mentioned Trina Solar's 200MW project award, but not the pipeline of Zonergy projects to follow.
    • Articles discussed the 2014 goal reduction in China, but not the massive increase in subsidies.
    • Trina Solar appears to be oversold ahead of upcoming positive announcements.
  • Shorting SolarCity, Buying GT Advanced Technologies And Here's Why
    Thu, Jun. 19 GTAT, SCTY 15 Comments


    • There are just too many plans for giga-watt sized factories, especially when an industry is already glutted.
    • GT Advanced Technologies should win big, even if only a few of these factory plans are executed.
    • Recommendation today is to short sell Solarcity, at least temporarily, and buy GT Advanced Technologies for long term gains.
  • Gold, Silver, Natural Gas And Oil - Shifting In The Next 3 To 6 Months
    Jul. 25, 2013 GLD, SLV, UNG 14 Comments
  • Understanding The Future Of Solar - Part 2
    Jul. 23, 2013 CSIQ, FSLR, GTAT 16 Comments
  • U.S. Natural Gas: 3-to-6 Month Forecast
    Jan. 7, 2013 APA, BP, CHK 72 Comments
  • 32% Are Short Selling GTAT
    Jan. 2, 2013 GTAT 23 Comments
  • Understanding The Future Of Solar
    Oct. 15, 2012 FSLR, GTAT, SPWR 108 Comments