Climateer Investing

In war, everything not censored is a lie.

Saturday, February 21, 2026

China Is Going Nuts: Adding Massive Amounts Of Coal-Fired Electricity Generation

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From the Associated Press, February 3: Why China is building so many coal plants despite its solar and wind boom Even as China’s expansion ...

"Russian Woman Who Drunk-Texted FBI Agent Pleads to Spying for FSB" (now with more Epstein)

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Two posts from the Organized Crime and Corruption Reporting Project. First up, February 20: Nomma Zarubina heading U.S. prison for spying fo...

"CPUs are Back: The Datacenter CPU Landscape in 2026"

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From SemiAnalysis, February 9: RL and Agent Usage, Context Memory Storage, DRAM Pricing Impacts, CPU Interconnect Evolution, AMD Venice, Ver...

"The financialisation of AI is just beginning"

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From The Economist, February 17: Get ready for a new wave of securities, hedges and collateral This year just five American tech giants are ...

The First Bubble: German Silver Mining Shares

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For some years I had been intending to post a 20-page monograph entitled:  "The First Bubble. Silvermining in the Saxon Erzgebirge, c. ...
Friday, February 20, 2026

India As Beneficiary Of New World (Trade) Order

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From Barron's February 18 (pre-Supreme Court ruling): India Is the Big Winner in Trump’s Trade War  About the author: Brian P. Klein i...

Leaving California: Director Steven Spielberg Joins Other Billionaires In The Big Adios

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From the New York Post, February 19: Legendary director Steven Spielberg is latest billionaire to flee California in another blow to state  ...

Opportunity Is Everywhere

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Two From the Hegemon substack. First up the complete "How to monetize the rise of Medieval Peasant Brain ," December 15 , 2025:  A...

Wall Street Reactions To The Supreme Court IEEPA Tariff Decision

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From Bloomberg, February 20: It wasn’t a complete shock for markets. Yet the Supreme Court’s ruling striking down the cornerstone of Presid...

"EU Demands Russian Troop Withdrawal From Belarus, Georgia, Armenia and Transnistria in Ukraine Peace Framework"

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 I don't think Russia is going to agree to that. But maybe the EU is adopting Trumpian negotiating tactics: Ask for the moon and stars a...

"Supreme Court Strikes Down Trump Tariffs"

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Only the dead have seen the end of tariffs. *    Lifted in toto from ZeroHedge , February 20:  The Supreme Court on Tuesday  struck down Tr...

"Nvidia is moving in on Intel and AMD's home turf" (NVDA; INTC; AMD; META)

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The market may not have fully absorbed this news when it crossed the tape a couple days ago.* From Yahoo Finance, February 20:  Nvidia ( NVD...
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