The Hackensack

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In response to the list of questions I submitted to him last week, I got an e-mail from Alloy Steel CEO Gene Kostecki a couple of hours ago...

On the off chance any of you have a question for the Hank Reardon of wear plates, leave it in the comment thread below. Mr. Kostecki has app...

A few months ago, we mentioned James Kynge's 'China Continental' thesis. In that post, we excerpted an essay Kynge had written i...

In a post last week ( "Matt Taibbi versus Goldman Sachs" ), I wrote, Taibbi takes the hedge fund manager [Michael] Masters at his ...

James Kynge laid out his thesis for China's continuing growth in the wake of declining exports in a recent Financial Times column, ...

Hat tip to Aaron Edelheit for this PDF of Matt Simmons's PowerPoint presentation to the Commercial Club of Boston last month: "The...

Ugly tape for Alloy Steel International (OTC BB: AYSI.OB ) on a down day. Looks like a flat-lining EKG. No company-specific news today, but ...

Alloy Steel International ( AYSI.OB ) filed its 10-Q today for its fiscal Q1 (the fourth calendar quarter of 2008). The company essentially...

The titles of a few posts I have on deck, but haven't finished yet: - TBT or not TBT - More on Mohnish - Some Bullish and Bearish Indica...

From the Lex Column in yesterday's Financial Times ( "Holy Hydrocarbons" ): An old joke in Israel says that Moses turned left...

A few quick updates: - U.S. Energy Corp. (Nasdaq: USEG ) filed an 8-k and issued a press release today announcing that it had retired its ...

Vaalco Energy (NYSE: EGY ) ended the week up over 20%, after releasing an update on its drilling program. From the release: HOUSTON, Dec. 3...

Alloy Steel International (OTC BB: AYSI.OB ) filed its 10KSB annual report today. A few notes on it: - Fiscal 2008 net income was $0.15 per...

Another interesting article from the American re fossil fuels, this one by Ralph Bennett: "Why Gasoline is Still King: Electric roadst...

From Vaclav Smil's essay in the American , "Moore's Curse and the Great Energy Delusion" : “Energy transitions” encompass ...

Alloy Steel International (OTC BB: AYSI.OB ) belatedly filed an 8-k announcing its preliminary full year sales and pre-tax profit (the comp...

There was an interesting juxtaposition in today's Financial Times . Page seven contained an article on commodities with the bearish head...

Yesterday, the Financial Times reported that South Korea's Daewoo Logistics had leased half the arable land on Madagascar ( "Daewo...

Last month, the CEO of Alloy Steel International, Inc. (OTC BB: AYSI.OB ) gave us a brief update on the company and mentioned they were plan...