canb888

The 'Problem' With Solar Companies is Not Really a Problem

The problem with GS is the same as the problem they claim of the solar companies, i.e., "They need to continue to make money in order to repay their debts. It's that simple."

Who can say that is not also true for GS. If GS stop making money, how can they repay their debt? Based on that, should we all start to short GS? It's becoming ridiculous.

Semiconductors: Is the Glass Half-Empty or Half-Full?

Did not realize you sold out on LDK which you had written some very good articles before. Also noted you wrote about talking to Jesse who was shorting LDK at the time you were promoting it. Did Jesse convince you that LDK is no longer what you said it was?