Author: Andrew Horowitz

Links and Reading for February 23rd

Some of the more interesting and important items for February 23rd :

Lowest Volume on Opt-X in YEARS (The Tiger Effect?) – Tiger has a big effect on markets
Consumer confidence falls sharply – Yahoo! Finance – A monthly poll showed consumers’ confidence took a surprisingly sharp fall in February...

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Hot Coal Companies in A Cold Winter (PCX) (CNX) (BTU)

Volatile yes, but the companies in the coal industry have a great deal of opportunity ahead of them. Aside from the recent cold-snap and the fact that there are a backlog of ships waiting to load in ports around the world, coal is still one largest sources of electricity generation...

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Brand New Energy Source – Bloom Energy (Believe it or Not?)

The Holy Grail it is called. A brand new form of energy efficiency made from common beach sand. Of course there are other ingredients that are shown that seem common enough as described in this video. Do we believe this is for real?

And who is backing this initiative?

Bloom’s...

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Case Shiller Housing – Not Much Changed

Housing prices on a YoY basis showed improvement. That is a good sign. Of course if we look at a year ago and realize that home prices are still falling may make some stop and wonder how this is anything more of a statistical recovery.

Look at the chart and you...

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Debt Bomb – The “Enormous” Exposure to PIGS

So, just how much exposure are we talking about here and who is at most risk? Clearly it is concentrated in the EuroZone and a major amount is slanted toward Germany and France.

The chart below helps to explain why both German and French leaders have been working so hard  ...

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