jbde

Economic Recovery? Commodity Charts Don't Think So

Money has to go somewhere to create a return.

Two choices: run up stocks, run up commodities

But as the author points out - stockpiles are growing while speculators push prices up.

It will end badly - very badly - there will be rampant price deflation. Not just due to speculators all rushing for the door, but for every common person selling whatever they have to raise cash to purchase necessities. Now that's deflation - and it will come.

The Honeymoon Is Over: Gauging the Market with an Obama Presidency

C.S.- what about SunPower, they use c-Si and in huge volume - their kicker in bifacial [ability to use backlighting - reflected or diffuse]. They achieve this by photolythography [CY - as in etching circuits] to apply BOTH + and - pickups on the backside. Since the metal is very narrow, the exposed Si enables the additional PV conversion. This is all opposed to other wafer users who place one pickup on the face of the wafer and the other on the back. SPWRA is a long time player in PV and well fixed in CA with commercial and utility scale customers. The CA defeat was for an extension, thus doe not effect mandatesfor the near future [2012]. Isn't LDK a bif supplier to SPWRA?