ONE-TWENTY TWO: Trading Financial Markets
Exploring the poetry in financial markets for students of money and economy since the year 2000.
(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) {snip} This piece is a follow-up post to “Preparing for Profits in a Resource-Constrained World” (Part 1) in which I discussed the implications of Jeremy Grantham’s fundamental thesis of a new world where resources are … Read more
The slogging has been a little tough since I recommended buying First Solar (FSLR) on the other side of an earnings disappointment. FSLR did disappoint and after the stock broke down from post-earnings consolidation, I insisted the stock remained a buy even as short interest reached new highs. After bouncing 11% so far this week, … Read more
Silver's price rise clouds outlook for solar panels | The News Journal | delawareonline.com Soaring silver prices are hampering the solar industry's ability to compete with fossil fuels. Panel makers consume about 11 percent of the world's supply of silver, used to conduct electricity in solar cells…High silver prices may provide a competitive advantage to … Read more
Wall Street's Irrational, Dangerous Hatred of Solar Stocks | Alternative Energy Stocks For most of 2011, the stocks of solar power companies of all kinds, from providers of raw polysilicon to developers of finished utility scale plants, have been taking a beating on world and U.S. stock markets, partly because solar has been the industry … Read more
(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) GT Solar (SOLR) is one of the few companies, and just about the only solar company, that has survived the May-June correction in the general market. The stock has managed to stay on an uptrend … Read more