Friday, July 6, 2007

A liquid, transparent market

For the second time in 20 hours Mark Gongloff at the WSJ's Energy Roundup has pointed us to stories about water: China’s Water Problem and America’s Water Problem.

I have a water problem. Except for a small short in Azurix when Enron spun it off, I've never made money off H2O. I'm thinking the business may be worth a look.

I'm going to start with Dam Nation:Dispatches from the Water Underground from the Greywater Guerillas. If I can figure out the politics I'll check in with the Investment Bankers and report back.