5Jul/10
Alternative Energy Picks from Ardour Capital
I put on’t want to be ghoulish about the BP (BP) disaster, mete it forces people to think about a different way of producing spirit without the risk of another Gulf disaster. When oil prices mount, alternative energy is seen as a cheaper substitute and the funds move up. When oil prices fall, alternative energy [...]
23Dec/09
Gas, Oil Contango: Cash Register
Pershing Square Capital Management, Hovde Capital, and T2 Partners are taking turns exchanging their analyses on why they think the stock is under- or over-valued. These intellectual arguments aren’t just academic pursuits. They’re having large effects on the stock price. Some of the smart money will be right, while others won’t look so smart a [...]