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August 18, 2008Is Palladium Overpriced Even At Less Than $300/Ounce?
Analysis of: Timminco CEO Blamed For Norilsk Woes | www.financialpost.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
If we believe the news out of Russia then there must be palladium aplenty residing in the vaults of, or under the control of, Norilsk, the world's largest palladium producer.
August 18, 2008
Nuclear power and oil sands
Analysis of: Nuclear heat advances oil shale refining in situ | www.ogj.com
Author: GLG Expert Contributor
Analysis of: Nuclear heat advances oil shale refining in situ | www.ogj.com
Author: GLG Expert Contributor
Unconventional oil is thought to be the coming thing but logistic substitution analysis suggests that the coming dominance of gas in world markets makes this doubtful. Nuclear energy has been considered for producing oil sands in Alberta and rejected. A new paradigm for where to look for light oil may...
August 14, 2008Why Is GM Trying To Develop An Unproven Technology. Lithium, While Its Chief Rival Ramps Up Production Of A Proven Technology That GM Was The First To See And Rejected, Nickel Metal Hydride?
Analysis of: Hybrid race heats up for carmakers | www.ft.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
General Motors may not actually have a plan to compete with Toyota in the hybrid market. General Motors engineering and purchasing was disastrously shortsighted in the late 1990s and early 2000s, and its product planning group remains so even now. All of GM's product planning and sourcing errors were...
August 13, 2008The Age of Dollar Priced Metals Is Drawing To a Close and Perspective is The Key To Objectivity
Analysis of: Metals prices dive as dollar rallies | business.timesonline.co.uk
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Is it ridiculous to assume that a marked change in the value of the US dollar in relation to the resource backed currencies of all or even some of the BRAC countries, Brazil, Russia, Australia, and Canada, will not affect the immediate dollar price of the natural resources produced in...
August 13, 2008Timing not Strategy Revitalized Wal-Mart
Analysis of: Engineering a Change at Wal-Mart | online.wsj.com
Author: Nicholas White, President, White & Co
Castro-Wright says his strategy, not the economic down turn saved the company's bottom line. But, the facts don't bear that position out . Investors should be weary of retail executives that believe their own press clippings.
August 12, 2008Will Movado's Earnings Decline?
Analysis of: Movado Group, Inc. Reaffirms FY 2009 EPS Guidance; Announces Initiatives To Streamline Operations And Reduce Expenses | www.reuters.com
Author: Nicholas White, President, White & Co
Management's behavior casts doubt on Movado's future earnings growth. Here's why
August 12, 2008Gold Has Become Just A Symbol Of Wealth Rather Than Intrinsic Wealth. The Possession Of And The Production Of Energy Is The Wealth Of Nations.
Analysis of: Stocks Gain as Oil’s Fall Continues | www.nytimes.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Gold has no utilitarian value whatsoever. Oil, however, is intrinsically the single most valuable commodity in the world and will remain so until the production of electric energy and the fueling of ordinary passenger and freight carrying vehicles in a nation no longer uses more oil than that nation...
August 12, 2008Blue Nile Faces Bigger Challenges Than Higher Diamond Prices
Analysis of: Blue Nile faces rising diamond prices | money.cnn.com
Author: Nicholas White, President, White & Co
Investors may be underestimating Blue Nile's real challenges in the second half. Here's why.
August 8, 2008Mercedes May Cancel Hybrid SUV Plan, Because It Can't Get Nickel Metal Hydride Batteries. What Happened To Lithium?
Analysis of: Mercedes May Cancel Hybrid SUV Plan Due To Chevron Dispute | www.informationweek.com
Author: Jack Lifton, Managing Director, Jack Lifton, LLC
Mercedes is leading the green charge in European luxury cars. It is bringing its Bluetec diesel engines to the market to improve fuel efficiency and lower emissions for its premium cars. Mercedes also keeps talking about a plug-in hybrid using a 'lithium' battery that is supposed to be coming soon....
August 7, 2008Short Sellers Only Beneficaries of Zale's Management Changes!
Analysis of: Zale Makes Sweeping Executive Changes | www.jckonline.com
Author: Nicholas White, President, White & Co
With about 46% of Zale's stock float sold short, short sellers will be the only beneficiaries of Goldberg's "sweeping' management changes. Here is why.
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