Solar Credit Crunch: Buy When There's Blood on the Streets (Part 1) Written By: Eben Esterhuizen 2007-08-22 03:02:00 It finally happened! On Friday the Fed cut its discount rate - what it charges banks for direct loans - by 0.5% to 5.75%, in an effort to increase liquidity in longer-term loans and bonds. But Bernanke-bashing is alive and well, and there is a choir of analysts saying that Bernanke has gone soft on inflation. The Fed walks a fine line between acknowledging a problem and offering relief without saying anything that might spook investors further.
U.S. Solar vs. Chinese Solar Written By: Eben Esterhuizen 2007-09-14 01:54:08 Yesterday, the World Bank said that China has the capacity to absorb the impact of the recent international financial market turmoil if it spreads to its robust economy. "Even if the financial crisis brings about a global economic slowdown, it will help China to adjust its pace of economic development," said Louis Kuijs, senior economist for World Bank's China office. Will Chinese solar stocks benefit from this momentum?
Will Higher Volatility Leave Solar Stocks In the Shade? Written By: Eben Esterhuizen 2007-06-13 23:34:35 It has been a crazy week in stock markets, with U.S. yields pushing higher and stocks trading sharply lower. The Fed's Geithner feels that volatility in U.S. Treasuries, at the highest in almost two years, may be returning to "normal." What's going on here, and how can solar investors position themselves for higher volatility?