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    • Tue Nov 11th 17:45 PM
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      Commented on:
      Five Ways to Profit from China's Stimulus Plan
      Don't forget USO. When economic activity picks up, oil consumption rises exponentially.
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    • Thu Nov 6th 12:09 PM
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      Commented on:
      A $40 Bottom in Oil?
      AT $48/b Saudis will start running a budget deficit. You will see bigger cuts in production as oil drops from current levels.
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    • Thu Oct 30th 19:04 PM
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      Commented on:
      The Next Tech Boom: Infrastructure 2.0
      Who is going to finance this boom? Not the banks! Today, large tech companies are financing the purchases of their customers.
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    • Thu Oct 30th 16:14 PM
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      Commented on:
      Why Oil and Gold Are Headed Much Higher
      Several wild catters will go out of business and reduce the supply and E&P in oil. It is going much higher.
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    • Thu Oct 30th 16:12 PM
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      Buy, Sell or Hold Update: Brazil ETF Soars in Three Trading Days
      The Fed Swap line with Brazil helps too...
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    • Wed Oct 1st 16:33 PM
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      Commented on:
      AAPL's Time For Greatness Is Now
      Wait for apple's earnings and guidance. The rest of the world has iPhone on its Chrismas Wish List.
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    • Fri Sep 26th 11:39 AM
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      Vale Wants More for Its Iron Ore; China Won't Budge
      China is playing games by publicizing a glut in ore and other minerals that does not exist. Vale should stay put;
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    • Tue Sep 23rd 09:11 AM
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      Commented on:
      Yesterday's Crude Spike: Most Cut-and-Dry Case of Speculation Yet
      It wasn't speculation. There are delivery issues and suppliers bought back the contracts. This is bullish for oil.
      View article »
    • Wed Sep 3rd 16:53 PM
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      Commented on:
      Three Reasons Solar Sell-off May Be in Early Innings
      Why do we believe Obama will subsidize solar? He has said he would allocate money for research into alt-energy.

      The simple reason Solar is not taking off at the utlities is it requires subsidies from the state. NatGas at $7 is much more efficient and cheap alternative for power generation.
      View article »
    • Mon Sep 1st 22:50 PM
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      Commented on:
      Solar Breaks Oil Price Dependence
      These stocks are trading on technicals and not fundamentals. I would trade and not invest in these stocks.
      View article »
    • Mon Aug 11th 09:14 AM
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      $200 Oil: Before Decade's End, Not Year's
      Oil is headed down until end of olympics. The supply has not increased and is not expected to increase meaningfully until end of 2009. So we will see $150-$170 oil this yea.r
      View article »
    • Sun Jul 27th 14:49 PM
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      Why I'm Not Buying Oil's Recent 'Correction'
      China inventories are opaque to the world. Olympics related lowering of oil consumption will last until August. We will be seeing $150 oil before end of the year.
      View article »
    • Fri Jul 18th 13:53 PM
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      Commented on:
      Google Proves Mortal: Opportunity Knocks?
      Goog will not make $20/sh in earnings in 2008 unless it report spectacular quarters for rest of year. It will face a multiple contraction.
      View article »
    • Fri Jul 18th 10:46 AM
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      Commented on:
      At These Prices, eBay Is a Steal
      Paypal alone is $17/sh. So you get the skype, adverts & marketplace for $3/sh.
      View article »
    • Wed Jul 16th 21:08 PM
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      Commented on:
      Energy Sector Takes a Hit
      In a bear market, all sectors have to go down. Energy was a outlier and now is turning mainstream.
      View article »