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[Most Recent Quotes from www.kitco.com]

[Most Recent Quotes from www.kitco.com]




Inescapable Oil

Condor Options (June 12th, 2008) Writes:

For mental health reasons, we hardly ever watch CNBC anymore. But glancing at it this afternoon, at one point we saw three separate live graphics displaying the price of crude oil. So much screen space was taken up by live oil trackers, there wasn’t enough space left to show the chart of whatever alternative energy company they were pumping.

Was oil making a new high today? Did the U.S. unilaterally attack another country?  Did someone accidentally double-park in the Strait of Hormuz?  No.

If you feel like it’s been impossible to get away from oil and oil-related stories for too many years to count, that’s because you’re right. The CXO blog has a nice report up on a momentum-based sector investing strategy, and as they explain, the primary reason the strategy massively outperforms the S&P over the

...

LDK Solar (LDK) Founder Starts Thin Film Company – Competition for First Solar (FSLR)?

Trader Mark (May 9th, 2008) Writes:
Intriguing news! Details still appear sketchy but this young gun CEO seems like one of those guys you really want to hitch your wagon too based on where he has been, so early in life. I'd like to see details of the technology before commenting further.. and I'd like to note this news has nothing to do with LDK Solar itself... it's just the same founder. Just in case Best Solar IPOs in the US I better start watching it; it will be interesting to hear how far along they are and what First Solar (FSLR) management thinks of this (they do have a huge head start)... That said, all these huge initiatives plays into my thesis that we are going to have a major industry shakeout and (shorter term) gluts somewhere in the 2010-2012 time frame. [Jan 3: The Long Term in Solar] Anytime ...

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