Nassim Taleb Likes Euros And You Should Too

(This is an excerpt from an article I originally published on Seeking Alpha on March 19, 2012. Click here to read the entire piece.) In November, 2010, Nassim Taleb (Mr. Black Swan) broke a long-standing media blackout to talk on CNBC about his distress over quantitative easing Part two (QE2). At the time, Taleb concluded … Read more

Earnings Warning By GrafTech International Highlights Weak Solar And Weakening Europe

(This is an excerpt from an article I originally published on Seeking Alpha on February 27, 2012. Click here to read the entire piece.) GrafTech International Ltd (GTI) is a small company with a $1.86B market cap whose fourth quarter and full year 2011 earnings report shed additional light on the weak solar sector and … Read more