Climateer Investing

In war, everything not censored is a lie.

Friday, March 29, 2019

"China Cracks Down on ‘Himalayan Viagra’ Used to Bribe Officials "

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From the OCCRP: Chinese anti-corruption authorities in the northwest Qinghai province have launched a three-month campaign to crack down ...
Thursday, March 28, 2019

"Saudi Arabia Looks to Enter Arctic LNG With Large Investment"

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From High North News: The world’s largest oil company Saudi Aramco aims to acquire large stake in Novatek’s Arctic LNG 2 project. Large Ru...

"Commodity Traders Turn to LNG as Big Oil Profits Prove Elusive"

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Have I mentioned LNG? It appears the game is afoot. From Bloomberg via RigZone: With margins narrowing in the crude oil business, some o...

"Commodity traders superior to chimpanzees, research shows"

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Lest we forget. A repost from 2008: I made a serious career track mistake. Years ago a counselor pointed out that I seemed to have an a...

Duuude, This Paul Murphy Fellow Is Taking No Prisoners

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From FT Alphaville: Yeah, we're just capturing this snapshot so it sits on the internet. Forever. Wirecard stock was quoted at €123....

"How Turkey Committed Financial Suicide" (plus an Avenatti drive-by)

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From ZeroHedge: We have extensively documented the ongoing collapse of Turkey's financial system in the last few days as Reserves pl...

(Retail) Questions Americans Want Answered: "Will Subscription Coffee Carry The Breakfast Wars?"

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From PYMNTS.com: Breakfast, we have been told since time immemorial, is the most important meal of the day. But it’s not because medical ...

More On WeWork's Burn Rate

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From Crunchbase: Morning Markets:  In today’s boom, rare is the tech giant that makes money. And some even lose a lot. And then there’s We...

Re/Insurance: Early "2019 hurricane forecast points to slower season if El Niño holds"

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Both IRI/Columbia and Australia's BOM are forecasting El Niño or at least El Niño conditions * , see after the jump. From Artemis: An...

"When Can Yield Curves Fail As Indicators? "

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Now. As noted in the intro to Feb. 28's Rhyme Time at the San Francisco Federal Reserve Bank: "Did the Yield Curve Flip? Will the ...

Capital Markets: "Brexit Uncertainty Deepens as Parliament is Divided, while Turkey's Short Squeeze Falters"

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From Marc to Market: Overview: The lurch lower in global interest rates continue. The US 10-year yield is at new 15-month lows, five ba...
Wednesday, March 27, 2019

Questions the Irish Are Asking: "Are the English ready for self-government?"

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Reminiscent of the emancipated slave quoted in Ken Burns' The Civil War who, upon seeing his former master marched past as a prisoner-of...

It's Like Uber But For Bras

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From Crunchbase: App-Powered Bra Seller ThirdLove Raises $55M ThirdLove , the direct-to-consumer women’s bra and underwear company, anno...

Turkey: Just Try To Get Your Money Out (TUR)

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Buy emerging markets they said, diversify your geographical risk they said. From MarketWatch: A popular Turkey-focused ETF tumbles nearly...

Worst-Case Wednesday: How To Cross a Piranha-Infested River

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Would also apply to "How to get to the Boardroom". See e.g. blood in the water. From Quirkbooks: If you are going to certain pa...

"Ride-hailing, Fracking, Capital Hunger, And Future Profits"

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Alex, I'll take "three realities and a dream" for $1000 please. From Crunchbase: Morning Markets:  I’m a bit jet lagged, bu...

Today I Learned Amazon Makes 14 Cents On Every Lyft Ride

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From poet and piano player (also Lightspeed [India], ex-A16Z)  Hemant Mohapatra‏: So @lyft is paying $8m/mo to @AWS -- almost $100m...

"Edvard Munch's Scream isn't screaming, says British Museum"

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Oh dear. Don't tell the Norwegians. From The Telegraph: L ook at Edvard Munch’s Scream and what do you see? According to the Britis...

"New Report: Germany Caved To France On Copyright In A Deal For Russian Gas"

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From Techdirt: from the horse-trading:-the-public-internet-for-russian-gas dept Mon, Mar 25th 2019 3:41pm — Mike Masnick In the hours...

Why the EU Copyright Directive Can't Be Amended

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Trickery. From Techdirt: Enough MEPs Say They Mistakenly Voted For Articles 11 & 13 That The Vote Should Have Flipped; EU Parliament ...
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