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  • Big Oil Under Serious Threat
    Fri, May. 9 CVX, RDS.A, XOM 692 Comments

    Summary

    • Oil majors face serious challenges, for decades, resource nationalization has kept them out of many of the cheapest fields.
    • They're struggling to replace existing reserves and production with new reserves and production.
    • Climate change could present them with a staggering $28 trillion bill.
  • Hard Money Versus Soft Money
    Thu, May. 8 44 Comments

    Summary

    • Many in finance argue that the Fed policies are deeply mistaken and that the Fed is cohorting with Wall Street.
    • The paradox is that these are some of the same guys who would benefit most from that situation.
    • We think this apparent paradox can be explained by the power of ideas.
  • The Polish Markets Are Cheap
    Sun, May. 4 EPOL, PLND 13 Comments

    Summary

    • Poland, greatly helped by EU membership, has been an economic success story.
    • The economic success is insufficiently priced into equity values, which are historically cheap.
    • Some short-term risk remains due to the crisis over the Ukraine.
  • An Underappreciated Turnaround At Paul Mueller
    Thu, May. 1 MUEL 9 Comments

    Summary

    • Paul Mueller has achieved substantial operational and balance sheet improvements, a notable turnaround that deserves much more attention.
    • The shares are still very cheap - a return to 2007 highs and dividends should be on the cards.
    • The time of harvesting for the company seems to have arrived.
  • No Second Solar Slump In Sight
    Tue, Apr. 29 JKS 16 Comments

    Summary

    • Some argue that we are about to experience a second great solar stock slump.
    • While there are some headwinds, we think these are temporary.
    • The negatives have already been priced in.
  • The Limits Of Shareholder Capitalism
    Thu, Apr. 24 SPY, SH, SSO 14 Comments

    Summary

    • Shareholder capitalism places shareholder value at the center and aligns managerial compensation with the interest of shareholders.
    • It has been successful on its own terms, and corporate profits and share prices have risen a lot.
    • But there is also a downside - investments have declined, there is more financial instability, inequality has increased and it may help produce a low growth equilibrium.
  • NQ Mobile Is Oversold
    Wed, Apr. 16 NQ 62 Comments

    Summary

    • The earnings miss is due to one-off factors and fast growth in lower-margin business. The dramatic sell-off is, therefore, overdone.
    • NQ is in the midst of a fundamental change away from a near-commoditized business, and its new platform strategy is already starting to deliver.
    • New significant revenue streams are opening up.
  • Solar Projects Provide Stability, Higher Margins
    Tue, Mar. 25 CSIQ, FSLR, JASO 4 Comments

    Summary

    • Solar stocks have been violently cyclical in the past.
    • But decreasing dependence on subsidies and increasing dependence on projects will reduce this significantly.
    • A less cyclical nature warrants a higher valuation for solar stocks.
    • But problems remain, like grid problems and energy storage.
  • Opportunities And Risks For JinkoSolar
    Mon, Mar. 10 JKS 7 Comments

    Summary

    • After a monumental rise the last two years, shares in JKS still have further to run.
    • There are considerable risks, but we think these are outweighed by the opportunities.
    • The solar market is expanding, less dependent on subsidies, and panel prices and margins still move in the right direction.
    • And big opportunities lie in distributed and utility scale projects, these enjoy much higher margins and are not cyclical.
  • The Wal-Mart Economy
    Editors' Pick • Thu, Mar. 6 WMT 86 Comments

    Summary

    • Business investment is low, despite record corporate profits, cash balances and low interest rates.
    • Part of this is a sectoral shift from high capital intensive manufacturing to lower capital intensive services.
    • But it is reinforced by a shift in categorical income distribution from wages to profits.
    • This creates a negative feedback loop and threatens to lock the economy into a low growth equilibrium.
  • Keynesianism Gone Wild
    Tue, Feb. 11 SAN, TEF, BBVA 9 Comments
  • JinkoSolar Sell-Off Provides Opportunity
    Editors' Pick • Mon, Jan. 27 JKS 11 Comments
  • Why We Are Keynesians
    Fri, Jan. 24 SPY, QQQ, DIA 233 Comments
  • Sell-Off At Destiny Provides Big Opportunity
       • Tue, Jan. 21 DSNY 85 Comments
  • Buy Into A Stealth Football Revolution
    Thu, Jan. 16 MANU 20 Comments
  • Buy French Equities
    Thu, Jan. 16 EWQ 19 Comments
  • Accumulate Trina Solar
    Tue, Jan. 14 TSL 7 Comments
  • Samsung's Opening Shot In The Battle For The Soul Of Capitalism
    Fri, Jan. 10 SSNLF 13 Comments
  • Solar Energy Poses A Threat To The Shale Gas Revolution
    Wed, Jan. 8 FSLR, SPWR, YGE 374 Comments
  • How To Save The Euro
    Tue, Jan. 7 FXE, EUO, ERO 15 Comments
  • Watch Out Google, Ubuntu Touch Is Coming
    Sun, Jan. 5 GOOG 25 Comments
  • The Ticking Time Bomb Under The World Economy
    Editors' Pick • Thu, Jan. 2 FXE, EUO, EWG 310 Comments
  • The Surreal Phantom Ten-Fold Rise Of Vision China Media
    Dec. 29, 2013 VISN 19 Comments
  • Our 2014 Double: Destiny Media
       • Dec. 25, 2013 DSNY 40 Comments
  • Is The U.S. Bankrupt?
    Editors' Pick • Dec. 20, 2013 PLW, GOVT, TRSY 876 Comments
  • Intel Faces Many Hurdles
    Dec. 18, 2013 INTC 41 Comments
  • There Is Such A Thing As A Free Lunch After All
    Dec. 9, 2013 49 Comments
  • InterOil Sell-Off Provides A Big Opportunity
       • Dec. 9, 2013 IOC 86 Comments
  • Do We Need Permanent Public Deficits If Larry Summers Is Right?
    Dec. 4, 2013 SPY, DIA, QQQ 21 Comments
  • Time Is On The Side Of The NQ Longs
    Nov. 29, 2013 NQ 151 Comments
  • The Austrians Are Wrong - Inflation Isn't Coming
    Nov. 27, 2013 42 Comments
  • The Economics Of Massive Force
    Nov. 25, 2013 SPY, QQQ, SH 6 Comments