Friday Night
- Energy stocks are lagging the increase in oil prices.
- DDI excerpt of the Baupost annual letter discussing patience and style drift.
- Greentech Media is having a Solar Summit in Phoenix in May.
- ZH: volume on NYSE hits new non-holiday low! This must be really bad for the exchanges?
- John Robb on oil prices strangling the economy (again, for the third time in the past five years): "If you start seeing people with strong connections to the Israeli government buying up oil futures contracts for the 'Widows and Orphans fund,' start buying like crazy." Oil prices are one of the checks against central bank moneyprinting.
- ZH on David Rosenberg and the "Six Pins That Can Pop The Complacency Bubble".
- GTM: "NovaSolar, Formerly OptiSolar, Leaving Smoking Crater in Fremont"
- GMO has a new quarterly letter out [pdf]. His conclusion: "So in asset allocation there is one great opportunity – avoiding duration in fixed income – and one pretty good opportunity – down weighting most of the U.S. market."
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