Friday, September 2, 2011

Risk management and sounding crazy

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In early June Carson Block and his firm Muddy Waters research published a report which made outrageous sounding allegations against Sino For...
45 comments:
Monday, August 29, 2011

The retail price of solar panels

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I just googled "Trina Solar". Here is the Google results page (from Sydney, Australia). Note the second advert which gives reta...
20 comments:
Saturday, August 27, 2011

Weekend edition: Hempton vs the Hurricane in a blow-off launch of "The Business"

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The cooler Mr Hempton and the Nick Hempton band are launching their second CD "The Business" in New York on Saturday Night. Sm...
4 comments:
Friday, August 26, 2011

Bank of America: some comment on the Buffett deal

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Warren Buffett got a sweetheart deal. The deep discount on Warren Buffett's investment proves Bank of America was desperate. All line...
47 comments:
Thursday, August 25, 2011

Bank of America: time everyone took a long cold shower and sobered up

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Forward: this was printed about four hours before Berkshire Hathaway took a $5 billion stake in Bank of America under sweetheart terms. Firs...
35 comments:
Wednesday, August 24, 2011

Trina Solar conference call notes

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Bronte Capital is both long and short Trina Solar. If Trina Solar shares wind up at $50 we make out like bandits. If Trina Solar goes rapi...
6 comments:
Tuesday, August 23, 2011

Trina Solar's very understanding banks...

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Trina Solar is fast becoming a test-piece about just how understanding a Chinese bank can become. They have just produced some pretty ordi...
15 comments: