Climateer Investing

In war, everything not censored is a lie.

Thursday, June 19, 2025

"Reconductoring: Building Tomorrow’s Grid Today" ("same towers, better wires")

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From Hackaday, June 11: What happens when you build the largest machine in the world, but it’s still not big enough? That’s the situation t...

"Coinbase seeks SEC approval for ‘tokenized equities’ — Report"

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From CoinTelegraph, June 17:  If approved by the US regulator, the investment offering could have Coinbase competing against other stock tra...

"Iran Launches First Strike on Israel Using Mach 13+ Fattah Hypersonic Missile: Can it Turn the Tide of the War?"

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Is this what Iran was teasing a couple days ago? From Military Watch magazine, June 18:  The Iranian Revolutionary Guards Corps on June 18 a...
Wednesday, June 18, 2025

"'Largest jewelry heist in U.S. history': 7 indicted in massive Brink's job'"

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From The Los Angeles Times via Yahoo News, June 17: It was a jewelry heist days in the making — one allegedly planned by thieves who had wor...

Ummmmm—Tokenized Real World Assets: Reinsurance Products Targeting 20% And 42% Returns

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Grandmother always said "If you are getting more than the risk-free rate of return you are taking on risk somewhere." She was real...

"Amazon CEO tells employees to expect cuts to white-collar jobs because of AI"

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From Business Insider, June 17: Amazon CEO Andy Jassy said that generative AI is changing the company's workflow. He said that in additi...

As Russia Continues Its Advance Toward Berlin...

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....Germany is advising citizens to stock up on sausage and cheese.   It's the 'Wurst Käse scenario'   Earlier - " Rheinmet...

"Rheinmetall partners with Anduril to build military drones for Europe"

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From EuroNews, June 18: German defence giant Rheinmetall and US defence tech company Anduril announced their plans to design and manufacture...

Islamabad Denies Iranian Claim That Pakistan Would Nuke Israel Should Israel Nuke Iran

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From Delhi's Mint newspaper, June 17: Pakistan junks Iran's BIG claim of 'assurance' on attacking Israel with nuclear bomb; ...

"At Paris Air Show, eVTOL Industry Preps for Takeoff"

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From the Daily Upside, June 17: It’s a bird … it’s a plane … it’s an … electric vertical takeoff and landing vehicle, or eVTOL (neither of ...

"300 million humanoid robots are coming — and here are the companies that will benefit" (UBS names names)

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From MarketWatch, June 18:  A new report estimates there will be 2 million humanoid robots at work in a decade and 300 million by 2050, he...

Capital Markets: "Dollar Comes Back Softer ahead of FOMC Outcome"

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From Marc Chandler at Bannockburn Global Forex: (Commentary resumes with the weekly outlook on June 21) Overview: Yesterday's dollar b...

"US Embassy in Israel to close from Wednesday to Friday"

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From The Hill, June 17: The U.S. Embassy in Israel will be closed from Wednesday to Friday because of the ongoing “security situation” in t...
Tuesday, June 17, 2025

"The launch of ChatGPT polluted the world forever, like the first atomic weapons tests"

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From The Register, June 15: Academics mull the need for the digital equivalent of low-background steel  Feature For artificial intelligence...

Pro Tip: If Offered The Position Of Iranian “war chief of staff", Decline the Honor

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From the Times of Israel, June 17: Israel says it took out new top Iranian military commander, after killing predecessor A senior Iranian ge...

Will The U.S. Lend Israel A Couple B-2 Bombers Before The War Powers Resolution Comes To A Vote?

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You need the planes to deliver the bombs. No other plane will do. And you need the bombs to damage Fordow, no other bomb will do.  And you n...

"Fischer Black questioned everything, even his own Black-Scholes model."

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From the Wall Street Journal, June 12:  My Economist Father Growing up with groundbreaking economist Fischer Black as my father had many ad...

"Blaise Metreweli named as first woman to lead UK intelligence service MI6"

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From The Guardian: Sun 15 Jun 2025 17.30 EDT   Metreweli, 47, has held series of director-level roles in foreign intelligence service and in...

"Trump says looking for 'real end, not a ceasefire' to Israel-Iran conflict"

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From India's Economic Times via MSN, June 17: US President Donald Trump said Tuesday he was aiming for a "real end" to the co...

"Senate committee's changes to tax bill slam US solar stocks" (FSLR)

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From Reuters, June 16: Shares of U.S. solar energy companies tumbled in extended trade on Monday after Republicans who control the U.S. Sena...

Capital Markets: "Dollar Becalmed, Gold Softer, Oil Firmer"

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From Marc to Market: Overview:   The latest phase of the Israel-Iran conflict continues and the impact on the markets remains minimal. Oil p...
Monday, June 16, 2025

"Explosions seen across Tehran after Trump warns Iranians to evacuate"

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From the Jerusalem Post, June 17:  At the same time as explosions were being reported, US President Donald Trump called on Iranian civilians...

Iran Offers Flexibility In Nuclear Negotiations In Return For Immediate Cease-Fire

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With the destruction of some, but far from all, of Iran's nuclear enrichment facilities and bomb-making ability, the concern is no longe...

BlackRock Investor Day 2025: "BlackRock Aims to Double Operating Income, Market Cap by 2030" (BLK)

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First up, from MarketsMedia, June 12:  BlackRock is focussing on growth in higher multiple, less market sensitive products which include pr...

U.S. SEC: "Remarks by Commissioner Peirce at the Third Annual Conference on Emerging Trends in Asset Management"

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Commissioner Peirce is a bit of a wild child and more willing than most commissioners, past and present, to experiment in the areas of marke...
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