Headlines Paint a Misleading Picture - and Why We Think Smith and Gutierrez are Tools
11/20/2008 by SCP Editor in Articles
Selling accelerated into renewable and clean tech stocks this week indiscriminately, exposing what appears to be a no-tolerance attitude for risk, regardless of how much risk has been priced into these stocks to date. Granted, there are ...
Analyst Notes: Cowen’s Rob Stone Weighs in on Suntech (NYSE:STP)
11/19/2008 by SCP Editor in Articles
November 20, 2008 – Analyst Notes – Cowen & Company’s Robert Stone issued comments this morning on Suntech (NYSE:STP) on the heels of its Q3 EPS miss by 21%. Stone said Suntech’s revenue is being hurt by steep ASP erosion due to ...
Solar Industry - Our Take on Legislative Outlook, First Solar (Nasdaq:FSLR) and LDK (NYSE:LDK)
11/18/2008 by SCP Editor in Articles
November 19, 2008 - Solar stocks took a hit on Tuesday on comments from J.P. Morgan’s Christopher Blansett about the potential for reduced subsidies for solar in Europe. Blansett said that 2008 may he thinks 2008 was a peak for solar ...
Weaker Than Expected Jobless Claims Confirm Recessionary Environment - Markets to Open Lower
11/19/2008 by SCP Editor
November 20, 2008 – The futures are indicating the markets are moving lower again this morning as the drum continues to beat across capital markets around the world about recessionary fears. That we are heading into a recession, and ...
CPI Drops - More Concerns About Corporate Outlook Weigh on Stocks
11/18/2008 by SCP Editor
November 19, 2008 – The futures are indicating lower openings this morning on the second day of testimony before Congress for the Big Three automakers who are making an appeal for $25 billion from the allocated $700 billion bailout ...
Markets Facing More Headwinds at the Open - Paulson and Bernanke Head to Capitol Hill
11/17/2008 by SCP Editor
November 18,2008 – The futures are indicating another lower opening this morning for the broader markets after the DJIA sold off 223 to start of this week’s session. The dour news hitting this morning’s headlines includes a 52,000 ...
Another Strike Against Nuclear
11/18/2008 by SCP Editor in SCP Blog
November 19, 2008 – We had previously published a criticism of nuclear power arguing that it is the wrong direction to take in addressing our country’s energy requirements in the twenty-first century. This morning the non-partisan ...
Senate Gambit Could Pay Off for Renewable Energy
10/02/2008 by SCP Editor in SCP Blog
October 2, 2008 – The Senate has really played hardball with the House on this one. Earlier this week, it was a foregone conclusion that the Senate and the House would not be able to reconcile their versions of the renewable tax credit ...
As Capitalism Crumbles, U.S. Taxpayers Pick Up the Pieces
09/24/2008 by Administrator in SCP Blog
A close friend sent this over today. As you all know, SCP content is 100% original and unique, and most of what we have been saying lately agrees in part or in whole with the following article, so here you are:
As Capitalism Crumbles, ...
NABE Finally Gets to the Party - However Dismal it Is
11/17/2008 by SCP Editor
November 17, 2008 - We are not big fans of the National Association of Business Economists, who have been ridiculously behind the curve on the unraveling of the global financial markets, and have voiced our criticism on more than one ...
Clinton’s Recommendation For Purpose-Driven Stimulus Makes Sense
11/11/2008 by SCP Editor
November 11, 2008 – Yesterday morning we had a chance to attend a Keynote Address from Bill Clinton at Rodman & Renshaw’s Global Opportunities Conference. We will go on record right now that the former President is a smart and ...
Hedge Funds, Investor Liquidity and Ghana?
10/31/2008 by SCP Editor
October 31, 2008 – In a perfect example of what is pressuring the current markets, adding to the deteriorating conditions, Deephaven Capital Management is reportedly freezing its $1.6 billion Global Multistrategy Fund so that managers ...
