Posts Tagged ‘solar energy’

Mad Hedge Fund Trader’s Global Market Comments

Mad Hedge Fund Trader’s Global Market Comments
October 6, 2009

Featured Trades: (OBAMA), (FSLR), (SOLAR) 

1) If you wonder where I am on the evening of Thursday, October 15, I will be having dinner with Barrack Obama, President of the United States. I received the invitation to San Francisco’s exclusive Saint Francis Hotel to meet the Commander-in-Chief with 250 of the city’s “A-listers,” which I have reproduced below. Of course $30,400 for two is a bargain to sit down with the most powerful man in the world, but that doesn’t include another $10,000 for my date’s dress. I have been asked to arrive two hours early to provide for security screening. With my opinions plastered all over the Internet, that will no doubt involve a full proctologic exam. But hey, anything for some overcooked chicken.  Times are hard, and we all have to do our bit to stimulate the economy. Maybe I should go for a table of ten for only $150,000? Until then I shall be boning up on subjects I know are dear to the President’s heart to make chit chat, like playoffs for college football, or how he got stiffed in his Chicago Olympic bid. He could have made such a killing renting out his Hyde Park house that I visited last December (click here for story ), which would have been walking distance from many of the events! How much do you think I should  leave for a tip?
 

     Obama2.jpg picture by madhedge    
 
 
Obama5.jpg picture by madhedge 
 
 
2) Solar is about to become a big part of our lives, as it careens toward long sought profitability, and it will suit you to learn more about it. To get a good introduction to the industry, both through some good engineering statistics and some great pictures, then check out the September edition of National Geographic magazine by clicking here. Total world electricity demand today is 16 terawatts (16,000 megawatts), and that is expected to grow to 20 terawatts by 2020. Solar comes in two flavors, thermal and photovoltaic (PV). Thermal is the old dinosaur technology, with thousands of convex mirrors arrayed to heat piped oil, which is then used to power a conventional steam power plan, converting about 24% of the sun’s energy into electricity. The future is with photovoltaic


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Solar Panel Glut

Solar stock lovers, here are a few articles reporting a glut in solar panels likely to persist for years. - Ilene

Solar Panel Glut Will Scorch Small Players (CSIQ, FSLR, SPWRA)

solar panelsCourtesy of Lawrence Delevingne at Clusterstock

The predicted story of 2009 for solar — crushed demand leading to a major glut in panels — is playing out even worse than expected.

A new report from research firm DisplaySearch says solar panel production is up 56% this year versus last, while demand is down 17%.

This wild imbalance will clobber the small fish in the market.

Charles Annis, author of the DisplaySearch report, tells us to expect "rapid price declines, building inventories, lower profit margins, losses for many, and likely some industry consolidation."

It’s not all bad. "The current ‘Solar Cycle’ is severe due to changes in policy and the economy, but another boom will come and the industry will continue to grow and mature."

Stefan de Haan, senior analyst of photovoltaics at iSuppli says the over-supply is going to be monstrous. "Our actual numbers translate into a module oversupply of 90% this year. This is the peak of the module "glut". From 2010 on, the situation will ease due to adjusted production volumes and increased end-user demand."

So, who’s in trouble? iSuppli’s de Haan mentions Solon (one of the biggest European producers) and new polysilicon manufacturers using the "Siemens" process, many of them from China.

Climatewire points to to Advent Solar, DayStar Technologies and Blue Square Energy as "among the solar companies in the United States that are feeling the pinch and could be shaky."

But why are big fish like First Solar (FSLR), SunPower (SPWRA) and Canadian Solar (CSIQ) — who all turned in good second quarter financial results — doing well?

"In most cases, costs will be decisive," says de Haan. First Solar benefits from a cost advantage, SunPower has a better brand so it can command a premium, and "they benefit from the developing Californian market – small in absolute numbers, but growing significantly."

Adds Annis: "The PV supply chain is very broad based. The effects of the glut affect different companies quite differently. The companies you mention are all market leaders, are vertically integrated, benefit from scale of manufacturing and long term supply contracts. They have low costs per watt and even with the dramatic reduction in module pricing, costs…
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Phil's Favorites

Powell Spews Baby Poop In Attempt To Reassure Investors

 

Powell Spews Baby Poop In Attempt To Reassure Investors

Courtesy of  

Let’s look at a few of Chairman Pow’s words at yesterday’s press conference. Please read them and tell me whether this sounds to you like a man who doesn’t understand what he’s doing. Or if you think he’s deliberately pulling words out of his ass, stringing them together, and spewing them from his mouth in an effort to gaslight the investing public.

I’ll take the latter. The Fed is in the propaganda business. It knows what it is doing. Double talk, lies, and utter bullshit are its stock-...



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Lee's Free Thinking

Powell Spews Baby Poop In Attempt To Reassure Investors

 

Powell Spews Baby Poop In Attempt To Reassure Investors

Courtesy of  

Let’s look at a few of Chairman Pow’s words at yesterday’s press conference. Please read them and tell me whether this sounds to you like a man who doesn’t understand what he’s doing. Or if you think he’s deliberately pulling words out of his ass, stringing them together, and spewing them from his mouth in an effort to gaslight the investing public.

I’ll take the latter. The Fed is in the propaganda business. It knows what it is doing. Double talk, lies, and utter bullshit are its stock-...



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Zero Hedge

Visualizing The World's Stock Market's Performance For The Past 30 Years

Courtesy of Jeff Desjardins, Visual Capitalist

Charting the World’s Major Stock Markets

Most investors around the world are familiar with the S&P 500 index.

Not only is it the most widely accepted barometer of U.S. stock market performance, but it’s also been on a 10-year bull run, now sitting at all-time highs near 3,170.

This week, we chart those historical returns, and then use the U.S. benchmark as a backdrop to compare other major stock markets around the world, such as those in Europe, Asia, and Canada.

Putting Them All at Scale

One challenge in comparing global markets directly is that all indices are on arbitrary scales. ...



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Chart School

Funds are getting ready to move out of USA

Courtesy of Read the Ticker

Just before the hang over in the US equity markets, money will move and take their well earned gains else where. Here is why.

More from RTT Tv







Charts in video.

US is in the late cycle boom.

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US stock market with the US dollar, they have risen together from 2012. A change of this will force money to move.


Cli...



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Kimble Charting Solutions

Euro Breakout In Play? Gold Bulls Sure Hope So!

Courtesy of Chris Kimble

The Euro has spent much of the past 2 years trading in a down-trend.

Though precious metals like Gold have fared well, this has been a bit of a headwind because it means that the US Dollar has remained firm.

Big Test In Play for the Euro

The Euro is testing a confluence of important support just as the downtrend is narrowing and ready for a “break”. That support includes lower falling wedge support and the Euro’s long term up-trend support line (see points 1 and 2).

If the Euro can succeed in breaking out at (3), it would be bullis...



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Insider Scoop

8 Healthcare Stocks Moving In Friday's Pre-Market Session

Courtesy of Benzinga

Gainers
  • Sarepta Therapeutics, Inc. (NASDAQ: SRPT) stock surged 36.4% to $137.00 during Friday's pre-market session. The market value of their outstanding shares is at $6.1 billion. The most recent rating by Janney Capital, on December 13, is at Buy, with a price target of $175.00.
  • GlaxoSmithKline, Inc. (NYSE: GSK) shares surged 1.1% to $46.44. The market value of their outstanding shares is at $112.9 billion. According to the most recent rating by UBS, on November 21, the current rating is at Buy.
  • AstraZeneca, Inc. (NYSE: ...


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Digital Currencies

Three Men Arrested In NJ For Running Alleged $722 Million Crypto Ponzi Scheme

Courtesy of ZeroHedge View original post here.

Authored by Kollen Post via CoinTelegraph.com,

United States authorities in New Jersey have announced the arrest of three men who are accused of defrauding investors of over $722 million as part of alleged crypto ponzie scheme BitClub Network, per a Dec. 10 announcement from the Dep...



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Members' Corner

Tobin Smith: Foxocracy, the 2020 Election, and the Stock Market

 

For decades, Fox News has been spreading false information and hooking its audience into an angry, xenophobic and paranoid worldview. It's no mystery that Fox was instrumental in the 2016 election -- but how did it do it? How did it gain so much influence? Tobin Smith, CEO of Transformity Research, Inc. and former Fox News contributor and talk show host, explores this phenomenon and discusses Fox News’ emotionally predatory and partisan propaganda media strategies and tactics in his new book, ...



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The Technical Traders

VIX Warns Of Imminent Market Correction

Courtesy of Technical Traders

The VIX is warning that a market peak may be setting up in the global markets and that investors should be cautious of the extremely low price in the VIX. These extremely low prices in the VIX are typically followed by some type of increased volatility in the markets.

The US Federal Reserve continues to push an easy money policy and has recently begun acquiring more dept allowing a deeper move towards a Quantitative Easing stance. This move, along with investor confidence in the US markets, has prompted early warning signs that the market has reached near extreme levels/peaks. 

Vix Value Drops Before Monthly Expiration

When the VIX falls to levels below 12~13, this typically v...



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Biotech

Why telling people with diabetes to use Walmart insulin can be dangerous advice

Reminder: We are available to chat with Members, comments are found below each post.

 

Why telling people with diabetes to use Walmart insulin can be dangerous advice

A vial of insulin. Prices for the drug, crucial for those with diabetes, have soared in recent years. Oleksandr Nagaiets/Shutterstock.com

Courtesy of Jeffrey Bennett, Vanderbilt University

About 7.4 million people ...



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Mapping The Market

How IPOs Are Priced

Via Jean Luc 

Funny but probably true:

...

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Promotions

Free eBook - "My Top Strategies for 2017"

 

 

Here's a free ebook for you to check out! 

Phil has a chapter in a newly-released eBook that we think you’ll enjoy.

In My Top Strategies for 2017, Phil's chapter is Secret Santa’s Inflation Hedges for 2017.

This chapter isn’t about risk or leverage. Phil present a few smart, practical ideas you can use as a hedge against inflation as well as hedging strategies designed to assist you in staying ahead of the markets.

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About Phil:

Philip R. Davis is a founder Phil's Stock World, a stock and options trading site that teaches the art of options trading to newcomers and devises advanced strategies for expert traders...

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About Ilene:

Ilene is editor and affiliate program coordinator for PSW. She manages the site market shadows, archives, more. Contact Ilene to learn about our affiliate and content sharing programs.

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