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 [...]
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 [...]
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 [...]
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 [...]
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 [...]