Dreamrider

Leaving Las Vegas...er...Solarfun

Not technical, not fundamental, simply coincidental? But, here it goes, anyway: 1) The stock seems to be doing a bit of cyclical fluctuation at-or-below 20. So, maybe regain the sizable losses by playing the range with "baby steps"? 2) SOLF, YGE, etc, appear to mirror today here "what happened tomorrow"... in other markets... Tokyo/Hong-Kong? 3) Use 2 to play 1... Then again, it's only money.

MercadoLibre: The Next Baidu?

Bill, take a chill pill, bud. It is really not like you are perceiving it. That from someone that has actually lived in So. Am. Consider that for instance So. Am. currencies, i.e.: Argentina's (where MELI is based) in this case, seem to have stabilized once they stopped being pegged to the US dollar. Their economies have stabilized a bit as well. Look at Brazil now, and Brazil 20 years ago (Yup! in So. Am, too)... Then again, that is provided that you were born then, and had adult cognitive capabilities. Brazil 20 years ago was an economic pit, a liability to the World Bank, etc, etc... Now a days, every one wants to be in Brazil. I don't think that the later is because the trip to Sao Paolo to investigate possible investments in "tanga" manufacturing sector is tax deductible. Look at Argentina now... Remember Argentina 25-30 years ago? Where there were country-wide strikes, and political unrest arising from serious economic downfalls. Remember organized public protests, people beating up the walls of their Banco Central in Buenos Aires to get their money out? Well, it is 20-30 years later. Things are just a tad different now. Unfounded ethnic biases have no place in money... and this is about money, ain't it good ole boy?

Profit Taking Could Dim Solar Plays

Where the "blogger" may have a relative point, it must be noted that:

1) These solar operation's strength is in markets where oil-derived economic pressures are far greater than that in the US, i.e.: European Union Countries (remember their big contracts with Spain, France, etc), where a gallon of gas, regardless if oil was $55, or $99.99 per barrel, is the equivalent $5-$7/gallon, even back to 1998!

2) Because of the currency disparity of between the Euro and US dollar, couple to Chinese "hogging" the falling dollar to produce PV's sold to Europeans that pay in Euros...

3) What everyone has been talking about - supply not being able to keep with demand, i.e.: shortage of the primal epoxy required for the production of PV's. So... hmmm... Did Mao resurrect, and multiply his snot in a Christ-like-miraculous fashion, so there is a sudden oversupply of "organic" epoxy? Or is it that the plant being built by HOKU is going to be soooo big that the Pacific Ocean is going from salt water to salty epoxy... Supply demand still applies; low supply of epoxy = higher prices, higher prices for epoxy = higher prices for PV's, higher prices for PV's = greater revenues, unless, of course, all Europeans decide to not use their light bulbs at all in unison, in which case, we should buy stock in Chinese wax candles factories