Climateer Investing
In war, everything not censored is a lie.
Friday, April 26, 2024
"Operation Menai Bridge: The plan for King Charles III’s death explained "
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From Page Six, April 25: King Charles III ascended to the throne following the September 2022 death of his mother, Queen Elizabeth II. ...
"Nvidia Stock Rises. What Microsoft and Google CEOs Said About Its Chips" (plus some NVDA - TSLA history)
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It's good when people with money like what you're selling. From Barron's, April 26: Updated April 26, 2024 9:54 am ET / Original...
Things You Don't See Every Day: The Tree-Climbing Lions Of Uganda
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From the Kampala News: .... MUCH MORE They seem pretty chill.
Treasury Cash Balance Means Fewer Bills-n-Bonds to Be Sold (for now)
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Fewer notes too but they're not alliterative. From the ZH eXtwitter feed: Treasury cash soars by $173BN on April 15 to $897BN, as taxes...
"How China plans to win the global EV war" (plus the IEA’s Global EV Outlook-2024)
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Well, the West had a good run. I suppose we can all become models and influencers now. From The Australian Financial Review, April 25: The B...
"U.S. solar companies, imperiled by price collapse, demand protection"
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It's also a demand problem. Residential rooftop installer SunPower just announced they were laying off one-quarter of their workforce du...
"What Biden Can and Can’t Do After Declaring a Climate Emergency"
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The rumors are once again circulating that the President is planning to issue some sort of Executive Order regarding climate and we happened...
"Huawei Revs Up Intelligent Driving Push With Software Launch"
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Huawei is taking their profits from the phone business and doing a lot of investing in their futuretech. I just wish they had done the lase...
Thursday, April 25, 2024
"‘A Damn Hard Thing to Do’: Tesla Co-Founder JB Straubel Takes on Battery Recycling" (Redwood Materials)
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From Bloomberg via Yahoo Finance, April 25: That’s exactly what he’s been doing for the last five years. The company he built, Redwood Mat...
"Capitalizing Truth: Pragmatism and the Logics of Capital"
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We've looked at the definition and etymology of speculation a few times, more after the jump. In the meantime, here, coming in at a diff...
"Why the U.S. and China Suddenly Care About a Port in Southern Chile"
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From Americas Quarterly, April 23: Punta Arenas sits at the very tip of South America… Punta Arenas is at the intersection of changing shipp...
"Construction’s manufacturing boom: Mapping the biggest facilities underway in the US"
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This is the part of Bidenomics (borrowing big to spend bigger) that might be justifiable. At the conclusion of the construction you have, at...
Despite Weaker GDP Numbers Jobless Claims Fall, Stock and Bond Speculators Not Happy
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First up, from Yahoo Finance, April 25: GDP: US economy grows at 1.6% annual pace in first quarter, falling short of estimates The US econom...
"Babble hypothesis shows key factor to becoming a leader"
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Thanks, I think, to a friend. From Big Think, July 28, 2021 : Research shows that those who spend more time speaking tend to emerge as the ...
Jamie Dimon, "Now He's Worried About An Artificial Economy 'Fueled by Government Deficit Spending'"
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An opportunity to hammer-home what is probably the most important fact about the current iteration of the American economy. Lifted in toto f...
Wednesday, April 24, 2024
Chinese AI Regaining Some Lost Glory: SenseTime's Stock Halted In Hong Kong After Jumping As Much As 36%
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Ha! We just flashed-back on SenseTime in Monday's post on the British real-time facial recognition vans and apps: ICYMI: The Most Valuab...
Electric Vehicles: "Goldman Sachs says escalating price war in China’s EV market could ensnare BYD, push sector into losses"
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Its a tough business. From the South China Morning Post, April 24: Overall industry profitability could become negative in 2024, if BYD ...
"Rush for US Dollars May Be Around the Corner, Mizuho Says"
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That would certainly shake things up. From Bloomberg via yahoo Dinance, April 24: The swaps market is flashing warnings there could be a das...
S&P Cuts San Francisco's Credit Rating Outlook From Stable To Negative
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A bit behind the curve there S&P. From the San Francisco Chronicle, April 22: San Francisco’s post-pandemic downturn threatens city’s hi...
"Corporate silence on impactful trends not securities fraud, US Supreme Court rules"
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From Reuters, April 12: Shareholders cannot sue companies for fraud if they flout a rule requiring disclosure of trends expected to affec...
Private Equity/Infrastructure: "Carlyle sees a cash cow in AI electricity boom"
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From Semafor, April 17: The Scoop The private equity firm Carlyle Group is courting artificial intelligence-focused data centers as anchor c...
FTX: "Sam Bankman-Fried agrees to help FTX investors in lawsuits against Tom Brady, Larry David"
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From the New York Post, April 22: Investors in Sam Bankman-Fried’s bankrupt crypto firm FTX agreed to drop their claims against the convict...
RAND Corporation CEO On The Here-and-Now Dangers Of Artificial Intelligence
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As we saw in April 14's RAND: "Artificial Intelligence and Biotechnology: Risks and Opportunities" the RAND Corporation has v...
Tesla Q1 2024 Earnings Call Transcript (TSLA)
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In pre-market action the stock is up $17.47 (+12.07%) at $162.15. Below are the words that are adding billions ($50+) to the company's v...
"A South Korean woman says she fell in love with a fake Elon Musk who talked up a storm about building Gigafactories and luxe helicopter rides. Then she gave him $50,000"
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From Business Insider via AOL, April 24: A South Korean woman lost $50,000 after falling in love with a fake Elon Musk. The Musk impersonat...
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