BrianSJ

Why I Am Long Active Power

I am with you on the sector and have enough small company innovation experience to understand the frustrations. However, it is still early days e.g. when Power Tree go public, will they dominate the sector? Someone new next year?

Grid Based Energy Storage: Notes, Questions and Heresies from Infocast Storage Week

> Jack, Henry Ford didn't build his business by making the best car,
> he built it by making an affordable car. The biggest issue storage
> investors need to come to grips with is the reality that the headline
> stories rarely deal with mass market products.

Henry Ford also intended the Model T to run on bio-diesel and to have hemp panels (it was to be The Farmers' Car), but certain industrial interests got him to change his mind. It is not obvious how much things have changed in terms of actually delivering renewables.

Why Microsoft Is a Buy

The only input on expectations for the future is 4% growth with an expectation of continuing profit at the same margins. On that basis, MS will do well. Gosh, I don't think I need any cruncher tools for that. How well-founded is this input? Well, they have had higher growth in the past, so it must be safe. Hmm. Not convinced about growth or margin. The server market is becoming much tighter. The corporate desktop market may well go for windows 7 but the Do Nothing Option will be very attractive Domestic PCs will continue to resent the MS tax more and more. Are they making money out of games yet?

Economists: They're Just Modelers

How many economists does it take to change a light bulb?
8. 1 to change the bulb and 7 to hold everything constant.

2009: Watch the Baltic Dry Index

www.imarex.com/home/bd...
There is a recently-started BDI futures. Accuracy yet to be proven I suspect but may be of interest.