[Russ Winter]

A key alt energy analyst took his sale rating off the solar group, which accounts for the big pop today. My sense is that these stocks are basing at extreme valuations and are in the accumulation phase, and will be big longer term winners. I am making no changes in my holdings,  although I specifically mentioned GTAT last week when it was trading at 7.

On the political economy front, bankster crony Monti is warning that Italy may fall into the hands of “populists”.  Populism is labeling for those who want to make those responsible, namely banksters, bear the costs of Europe’s debt crisis. In the US, Ron Paul, another populist, still has good impressive traction in his campaign although he continues to be marginalized (as always) by Lame Street Media. As far as Romney goes, you might as well put a neon sign on his nose that says “plutocrat bankster”. However, don’t take that as an excuse to go with Obama.

My goal is to disrupt the political process. I notice that heckling is becoming common. I like that.   The US politician that has the best message of all, Buddy Roemer received little support (0.5%) after running a “moneyball” campaign in New Hampshire depending on real people contributions rather than from kleptocrats.  Lame Street Media and the system completely marginalized this candidate inviting a pizza magnate to the GOP debates ahead of a one term Governor and four term Congressmen.   Roemer failed to be invited to all eighteen GOP clown car events. Although populism is gaining crowded in the US, it is difficult to get mobilized as it is obvious that the system is fighting them at every turn.  The Occupy Movement goes to Washington DC on January 17.

The Fed sent the US Treasury a check from it’s Bernie Madoff fund, totaling $77 billion.  On CNBC there was talk that the ECB would not take the same haircut on the Greek debt restructuring that others will be given: special rules for special people.

China Daily: Statistics showed that China’s export products to the United States,  European Union and Japan had dropped by 1.3 percentage points, 1 percentage point and 0.6 percentage pointsrespectively in terms of market share since the third quarter in 2011.  Zhong said the decline of market share had hit producers of the country’ s seven major varieties of labor-intensive products: textiles, apparel, shoes, cases, furniture, toys and plastic products



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