Climateer Investing

In war, everything not censored is a lie.

Sunday, April 26, 2009

Swine Flu Spreads Panic Over The Web

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Guilty as charged. From TechCrunch : ...Swine Flu is the top trending topic on Twitter at the moment, with users rapidly tweeting about ...

Swine Flu Links: U.S. Declares Flu Emergency

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Holy smokes, this is developing fast. Here are some of the headlines at 2:00 pm EDT. From Bloomberg: Public Health Emergency Declared for Sw...
Friday, April 24, 2009

Germany's slump risks 'explosive' mood as second banking crisis looms

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Uh oh. From the Telegraph: A clutch of political and labour leaders in Germany have raised the spectre of civil unrest after the country...

Britain’s shrinking private sector

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Maybe we can all serve each other at the DMV. Probably wouldn't speed up the lines though. From FT Alphaville : Quite shocking really - ...

The S&P's Fourth Run at Resistance

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Update: The S&P 500 closed at 866.23 after trading as high as 871.53, So no resolution on the resistance question, we'll have to se...

Carbon Trade: Swiss Re closes emissions trading desk

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The players are jockeying for position. From Reuters : Swiss Re ( RUKN.VX ) has closed its carbon emissions trading desk, a spokesman said o...

Insight on Battery Maker Valuations

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AltEnergyStocks looks past the happy, happy joy, joy of the battery biz: ...I love the Li-ion batteries in my laptop and cell phone and beli...

Gold and copper on the pricing seesaw (China to the fore)

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Gold was recently trading at $909.80 up $5.10. Copper last traded at $1.9805 up $0.0308. From MineWeb: The gold price has been quietly picki...
Thursday, April 23, 2009

Easing bottleneck shifts the bet on oil futures (USO)

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From MarketWatch: The fast-shrinking price gap between crude-oil futures for prompt delivery and crude destined for delivery months down the...

Solar:"MEMC Q1 Top Line Misses; EPS Beats; No Guidance". And: "SunPower Whiffs Q1; Guides Below Ests; Cuts CapEx Plan" (SPWRA; WFR)

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Barron's Eric Savitz is a machine during earnings season. I count 31 post (so far) today. Just amazing, I don't know of anyone else ...

Wind: NREL Gearbox Study Aims to Grease Wind Power's Future

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From RenewableEnergyWorld : Wind turbines appear so simple — tall white sentinels cranking gracefully on the horizon. But up close, a wind ...

Carbon: President of CO2 developers EcoSecurities resigns (ECO.L)

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From Reuters: Pedro Moura Costa, president and co-founder of clean energy project developers EcoSecurities, resigned on Thursday, the compan...

Potash Cuts Forecast After Sales Reach ‘Virtual Halt’ (POT; MOO)

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POT was recently trading down 2.23% at 79.17. The MarketVectors ag ETF was down half a rock at $29.06. From Bloomberg: Potash Corp. of Saska...

A Really Smart Guy On Stocks, Bonds and Expected Returns

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Robert Arnott IS one of the sharpest knives in the drawer. He lays out some high level thoughts in an approachable manner which, to my mind,...

Carbon Trader Praises Chinese Carbon Trade (CAO.L)

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From Reuters: China should be praised for its lead role in a U.N.-backed scheme to cut carbon emissions and efforts to cap its flow of credi...

A plan to ease climate bill's impact on manufacturers

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Let the games begin! Long time readers know that it is the politics that will make fortunes, not traditional metrics. It will be fascinating...

What Did The Bear Do To Your Brain?

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From IndexUniverse: Most of the time common stocks are subject to irrational and excessive price fluctuations in both directions as the cons...

Portrait of a carbon trader

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From Plenty magazine : A new breed of financial wheeler-dealers. ... Environmental recruitment group Acre Resources told Reuters recently th...

Blankfein: "21st century belongs to Bric nations" (GS)

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From Livemint (India): In a free-wheeling interview, Lloyd Craig Blankfein, CEO and chairman Goldman Sachs, spoke about the issues before Wa...

EEStor Claims New Energy Storage Milestone, But Still No Product

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From BNET: What if there were an energy storage device for vehicles that was cheaper, more compact and much faster to charge than a battery?...
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