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    • Fri Sep 19th 11:23 AM
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      Commented on:
      Longer Term Reversal Trigger
      Good article!
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    • Thu Sep 18th 12:27 PM
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      Commented on:
      VMWare Facing Pressure from All Sides
      Informative article. Thanks.
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    • Fri Jul 4th 11:32 AM
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      Commented on:
      What Was Left Out of the Jobs Report
      Very good analysis. Thanks.
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    • Wed Jul 2nd 10:55 AM
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      Plains Exploration Pays Chesapeake $1.65 Billion for 20% of Haynesville Shale
      Very good paper. Thanks!
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    • Wed Jul 2nd 06:03 AM
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      Commented on:
      Will Electric Power Cause the Next Price Shock?
      to jse17: just go and watch video.google.fr/videos...

      Human cause of global warming is a scam indeed for more taxes and juicy carbon credits trading.
      View article »
    • Mon Jun 23rd 09:58 AM
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      Wall Street Breakfast: Must-Know News
      Why is it that governments did't monitor and regulate the wall street speculators and their "subprimes". Why is it that governments do not monthly tax to oblivion the commodities and again wall street speculators on their unrealized and realized profits? Money and politics?
      View article »
    • Sat Jun 14th 05:22 AM
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      ECB Calls Bernanke's Bluff
      To JasonC:
      US M1 is not a reliable measure of the money supply as it only sums cash and demand accounts. US M3 is the measure that sums ALL shortly available payment instruments. Why then did the FED stop publishing this measure in March 2006? Can you give us the result of the "inflation identity" measuring the rate of inflation since 2003 (Inflation (%P) is equal to the rate of money growth (%M3), plus the change in velocity (%V), minus the rate of output growth (%Y))?
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    • Fri Jun 13th 05:26 AM
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      ECB Calls Bernanke's Bluff
      "..Bernanke and his boss, Treasury chief Henry Paulson.." Yes one wonders about the independence of the FED. The huge monetary creation and lack of oversight of the past years by the FED was an easy way to finance the gigantic US budget deficits brought about by useless and ruinous internal and international policies.
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    • Fri May 23rd 10:19 AM
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      Commented on:
      Textainer Group: Counting on Container Shortages, Slow Ships to China
      To C. Chapman: thanks for the clue.
      View article »
    • Fri May 23rd 04:38 AM
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      Textainer Group: Counting on Container Shortages, Slow Ships to China
      Being also long TGH, I found this article interesting especially about the correlation between the price of TGH and the Baltic Dry Index. Where do you find quotes of this index though? TGH has also returned to leasing refrigerated containers and quickly booked a large order of these.
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    • Tue May 20th 11:19 AM
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      Who's Wrong About Inflation?
      If all your budget ends up going into food and energy what do you care about the price of "discretionary&qu... goods. Bureaucrats need to constantly invent concepts, useless as they may be, to justify expanding their offices at the taxpayer's expense. By the way, is there a "price of government" index?
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    • Tue May 20th 10:07 AM
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      Diving Into the Water ETF
      Thanks to the author for the clearing work which is good since it elicited many comments and it will push me to dig deeper.
      View article »
    • Sat May 10th 09:01 AM
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      Commented on:
      Contrarian Pick: Flash Memory Vendors
      Agree with this well argumented view. In addition there are national security reasons why the US cannot let down a company like MU; control of computer memory manufacturing and testing is a strategic component of defense. I am long MU.
      View article »
    • Fri May 9th 12:56 PM
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      Commented on:
      'The Worst Is Over for Financials' - Really?
      Besides the continuing nasty surprises from the Financials, beware of negatives coming from cash rich companies who have invested cash in now illiquid instruments.
      View article »
    • Fri May 9th 05:40 AM
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      Commented on:
      The Debut of FROs
      Who will guarantee the payments under these contracts?
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