Climateer Investing
In war, everything not censored is a lie.
Tuesday, May 28, 2019
Chips: "Arm announces its new premium CPU and GPU designs"
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From TechCrunch: Arm, the company that designs the basic chip architecture for most of the world’s smartphones, today announced the lau...
Today I Learned: Alphaville's Bryce Elder Switches Tasks Quicker If Not Attempting to Loin
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We try not to be too hard on Mr. Elder for tardy arrivals at Markets Live. It's been five months since we posted: Was Apple's Decis...
Swine Fever Virus In Vietnam; Pork Prices Rising In France
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Three from Reuters: May 26 Vietnam swine fever cull surges, 1.7 million pigs dead Vietnam culled a further 500,000 pigs over the past tw...
"Volkswagen to Reshuffle $56bn Battery Push as Samsung Deal at Risk"
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From Bloomberg, May 26: VW ultimately needs 300-gigawatt hours of annual battery cell supply and without robust global multi-sourcing cont...
Grains and Soybeans Jumping Higher
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This piece notes the storms across the Midwest but it should also be pointed out that it has been cooler than average—in some places much co...
Cat Bonds: "NOAA says 30% chance 2019 hurricane season sees above normal activity"
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The headline story from Artemis, May 24: The U.S. National Oceanic and Atmospheric Administration’s Climate Prediction Center says there is...
"Ikea will soon have a meatless version of its iconic meatball"
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This is probably a better idea than the last time the meatballs made an appearance on the blog: "CMA CGM Partners with IKEA to Test M...
Monday, May 27, 2019
Russia Floats Another Nuclear Icebreaker
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These aren't even the next-generation ships and they are still the most powerful in the world. The troika of doom. From the Barents O...
"Bloat Does Not Explain the Rising Cost of Education"
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The writer has a comfy endowed chair in economics at George Mason University. From Marginal Revolution: by Alex Tabarrok ...
Bank of England: "Opening the machine learning black box"
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From Bank Underground: Machine learning models are at the forefront of current advances in artificial intelligence (AI) and automation....
Interview With One Of The Sharpest Central Bankers In the World, Russia's Elvira Nabiullina
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We've been singing her praises for a few years now. Here's the introduction to a 2018 post: "Russia’s central bank quietly ra...
"China's January-April industrial profits tumble 3.4 pct year-on-year"
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Two from China Global Television Network (CGTN). First up, the headline story,27-May-2019: China's industrial firms posted a 3.4-pe...
"Netflix Has 175 Days Left To Pull Off A Miracle... Or It's All Over"
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In other news, " Model Emily Ratajkowski: 'organic content is king' in brand building ". Okay, just kidding. Ms Ratajkows...
"NOAA warns of threat to weather forecasts from 5G spectrum"
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From the American Institute of Physics, Physics Today, May 24: The agency’s administrator testified to Congress that the harm to weather m...
Capital Markets: Trade and Rare Earths and Brexit and Other Stuff
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After all these years I should know better but it still seems hilarious that the totally misnamed "VanEck Vectors Rare Earth/Strategic ...
Ha! The FT's Keohane & Cie Has Been Working The Nissan-Renault Fiat Chrysler Beat
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On May 18 the question on everyone's lips was " Where In the World Is David Keohane? 'BNP Paribas rolls out hologram projection...
Sunday, May 26, 2019
On the Passing of Murray Gell-Mann: THE MAKING OF A PHYSICIST
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Professor Gell-Mann is the third Nobel Laureate on the blog today but his is in physics, a point that makes a difference to some people incl...
"Every Tech Commercial"
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Since we're on the topic of advertising and manipulation here's a repost from 2013 that holds up pretty well. From College Humor: ...
Andreessen Horowitz: "Investing in the Podcast Ecosystem in 2019"
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From A16Z: In the world of podcasting, the flywheel is spinning: new technologies including AirPods, connected cars, and smart speakers ...
"The Return of the Hidden Persuaders"
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The sight of the Facebook ad salesman extolling the mindbending effects of advertising on FB to potential customers at the same time his bos...
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