Archive for June, 2008
Crisis news abounds
I have a couple of positive topics I am interested in writing about today or over the next few days. However, the severe negativity surrounding the stock and real estate markets and now consumer confidence makes writing positive stories feel Pollyannaish. In my opinion, irrationality abounds, first entire sectors of the market were being driven [...]
Obama big fan of Ethanol: NYTimes.com
Obama Camp Closely Linked With Ethanol - NYTimes.com
The New York Times article linked above gives some interesting background on Barack Obama’s support of ethanol policies and some of his advisors, like former South Dakota Senator Tom Daschle, who are from the farm belt and are strong ethanol supporters.
With Mr. Obama as the current leading contender [...]
The next economic boom from the Economist.com
The power and the glory | Economist.com
I found some interesting reading over the weekend, and much of it was directed towards the renewable energy. The longish article (read it all) linked above hypothesized the next boom in investments will be in the energy field, specifically renewables. I found the short history of economic booms to [...]
Aircastle fears appear unfounded
CSPresentationJune2008Final.pdf (application/pdf Object)
A couple of days ago Aircastle Ltd. (AYR: 4.83 -0.54 -10.06%) gave a presentation at the Credit Suisse Capital Goods Finance Symposium and they have posted the slide show to their website. The link above is a PDF presentation of the slide show.
Going through the slides, it is apparent that Aircastle is in [...]
Sacramento housing sales up again
Business - Home sales up for 2nd month - sacbee.com
I wrote on this subject last month, when the Sacramento real estate market had it’s first year-over-year (YoY) increase in houses sold in several years. I read and write about the Sacramento market for a couple of reasons. First, I lived there for about 5 years [...]
