August 28, 2004 – TheStreet.com: Street Insight
Consensus oil price forecasts are too aggressive, and are not sustainable in the long run. The usual bullish argument sounds among the lines: Production capacity is maxed out (Saudis are pumping all the oil they can, Russia is a mess), demand in China, India, and South Korea is growing [...]

August 28, 2004 – TheStreet.com: Street Insight
Since I am the only contributor on the Street Insight that was born in Russia. I feel that I need to explain the Russian psyche that will shed some light on investing in Russia. 
Russian people like the idea of democracy, they love the idea of being able to complain [...]

August 25, 2004 – TheStreet.com: Street Insight
The real problem for Motorola will come when the growth rate of the cell phone industry slows down or stalls. Over the weekend, I was analyzing Nokia (NOK:NYSE) and while I have not reached a conclusion on the stock, one issue was evident to me: management has done a [...]

September 9th, 2004 – TheStreet.com: Street Insight

I canceled my TiVo (TIVO:Nasdaq) subscription last week; the unit went back to Costco (COST:Nasdaq). Costco has a generous return policy. If you are dissatisfied with a product (unless it is a computer), you can return it to any Costco store at any time after the purchase.

I purchased the [...]

August 8, 2004 – TheStreet.com: Street Insight

In my mind there are two issues that are of concern. First, interruption of much-needed oil flow from Russia (a very valid and important question since Yukos is responsible for 20% of Russian’s oil production). Second, the question in my mind that is even more important, is the impact [...]