…so isn’t Obamas tax breaks for small business adressing the wrong problem?
Source and further reading: What’s holding back small business? Marginal Revolution.
Archive | 20:59
Investors Prefer Cheap, Chinese Solar Panels
17 Sep
“Solarfun Power Holdings Co. makes solar panels that cost 35 percent less than Germany’s Schott AG and is headed to double sales in 2010. Its shares jumped 73 percent this quarter and lead Chinese stocks that are set to take the top five slots on the Bloomberg Global Leaders Solar Index for the first time in five quarters.”
As I mentioned before: I don’t place bets on companies that I do not believe will prosper in the long run – that is why I stay away from western peers in Germany and Norway (Renewable Energy Corporation).
Get the full article from Bloomberg.
The Sector Chart – Bloomberg Global Leaders Solar Index:
V. S - Solarfun Power Holdings Co:
V. S - Renewable Energy Corporation:
[Quotes via Bloomberg]
Weekly Visual Wrap-Up
17 Sep
click on image for a larger version.
You find the political counterpart here: Ideology: Two Cows – Now What? And full wrap from the Holberg Funds here (only in Norwegian).
Innhold:
Japan-scenario?
* Spooky: Aksjemarkedet i USA har fulgt Japan med ti års “lag”
* Lange renter i Vesten har nærmet seg Japan de siste 10 årene
* Noen vedder (mye) på at USA ikke skal bli som Japan
* Boligboblen i USA sprakk 15 år etter Japans
* Amerikanerne yngler, mens japanerne krymper
* Det er de fremvoksende økonomiene som bidrar mest til global økonomisk vekst
* Verdenshandelen “back on track”
* Amerikanerne har strammet inn livreima (og vi håper de er ferdig)
* Arbeidsledige amerikanere sliter med å få jobb igjen
* Tuppen og Lillemor: Oljeprisen og aksjemarkedet
* Utlendingene bestemmer kursutviklingen på Oslo Børs?
* 20 år uten konkurransedyktig avkastning i aksjer
* Men de neste 20…
* Du får nesten like mye i utbytte fra amerikanske selskaper som rente på statsobligasjoner
* Psykologien i aksjemarkedet er undervurdert
* Vi synes vi får hyggelig avkastning i bankobligasjoner
* …og vi liker de små bankene bedre enn de store
* Banken gir deg nå bemerkelsesverdig billig fastrentelån
* Aksjeeiere blir stadig mer utålmodig
* Ukens definisjon: Kapitalisme
Friday Financial Fraternité
17 Sep
Barron’s: Are the Charts Lining Uo for A Bull Market? Comparisons to September 2004 suggest that the stock market could soon bottom.
BBC: One in seven ‘in poverty in US‘. One in seven Americans was living in poverty in 2009 with the level of working-age poor the highest since the 1960s, the US Census Bureau says.
Image by AJC1 via Flickr
Bloomberg: Senate Approves Tax Cuts, Eased Credit for Small Businesses. The U.S. Senate approved legislation to cut taxes and ease credit for small businesses in a long-delayed victory for Democrats eager to show voters they are working to create jobs.
BusinessWeek: Economy’s Fix: Think Years, Not Quarters. Tom Keene talks with Bob Shiller, Peter Orszag, and other leading economists on how to “get out of this mess”.
CNBC: RIM Shares Push Higher as Results, Outlook Top Forecasts.The smartphone maker posted quarterly results that exceeded analysts’ expectations and raised its outlook for the current quarter on Thursday, sending shares higher in late trading.
Forbes: My Worst Vendor: The U.S. Government. The problem with government-run businesses is not just their high cost.
MarketWatch: Oracle sales rise 48%. Software giant reports higher profit, says it will invest $4 billion in research and development.
Reuters: Stocks set to make a comeback. U.S. stocks are expected to make strong gains by the end of 2010 as fears of a double-dip recession ease, a Reuters poll finds.
The Economist: Sizing up China’s cities. Policymakers should embrace mega-cities. Businessmen should escape them.
The Business Insider: The Great Housing Bamboozle: How The Numbers Show Home Ownership Is A Terrible Investment.
The Financial Times: National interests collide in the new world disorder.
The Guardian: Shock fall in UK retail sales adds to fears of double-dip. August figures for high street spending provide latest evidence that UK economy is cooling.
The New York Times: A More Nuanced Look at Poverty Numbers.
The Telegraph: Royal Bank of Scotland takes a knock.
The Wall Street Journal: China’s Yuan Gesture Could Backfire. The sudden rise in the Chinese yuan has fueled speculation that Beijing is trying to head off a political backlash in the U.S., but its approach risks aggravating anger in Washington instead.
[Chart via Barron's]
Photos by Maersk Line
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