Climateer Investing

In war, everything not censored is a lie.

Friday, September 27, 2019

So, What's New In Corruption?

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Looks like pretty much same-old, same-old. Bank execs killing themselves, public works fraud, pedophiles, murderers etc. From the Organiz...

Wyoming Landfill Burying Used Windmill Blades (and what to do with the ever increasing supply of the things)

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Not exactly an 'elegant' solution. Following up on Sept 21's " Solve This Wind Turbine Problem And Make Some BIG Money ...

Hurricane Lorenzo Now in "Beast Mode" As It Aims For Ireland, Scotland,Tromsø

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More seriously the Azores could be in trouble with just a small shift in the storm track. From Weather Underground's Cat 6 blog: Trop...

Risk: "The Ebola virus disease (EVD) outbreak in the Democratic Republic of the Congo continues"

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From the World Health Organization: Ebola virus disease – Democratic Republic of the Congo Disease outbreak news: Update 26 Sept...

Ag Futures, Ahead Of Monday's Quarterly Grain Inventory Report

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Monday is also one of the last crop progress reports of the season. From Successful Farming, Sept. 23: USDA Seen Pegging Soybean Stocks B...

The Market For Publicly Traded Swedish Private Equity Firm IPOs Is Smoking Hot

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Granted it is a small sample size, one. The other publicly traded Swedish PE firm is Ratos whose stock has been in a persistent decline sin...

Capital Markets: Limping into the Weekend with the Euro Languishing at New Lows and Sterling under Pressure

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From Marc to Market: Markets Limp into the Weekend with the Euro Languishing at New Lows and Sterling under Pressure  Overview: Equiti...
Thursday, September 26, 2019

"A Looming Wall Of Dollar Debt:" 2020 Could Be A Disastrous Year For China's Domestic Bond Market

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This is one of the reasons that China, much as it would like to, can't take the Yuan to 8 - 9 to the buck. What they'd gain in expo...

Stuff Some Fourteen Year Old Girls Do

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From The New Zealand Herald A World War II heroine who used her harmless appearance to gain the trust of Nazis before executing them has...

Almost 9,000 Tuna Escaped From Spanish Fish Farm During the Storm

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This is exactly why you don't want our finny farmed friends anywhere near their wild cousins. Yes, it was a big storm but that is no ex...

EIA Natural Gas Weekly Update

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TL;DR: An uptick in LNG shipments was not enough to offset lower demand and higher production. From the Energy Information Administration:...

Questions America Wants Answered: "Will Covenant Lite Loans Be An Issue?"

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It all that anyone is talking about. From UPFINA: Cov-lite loans are loans with fewer covenants. That means they have fewer restriction...

Natural Gas: He Who Fights And Runs Away

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There's a lot of gas around. Injections of excess gas into storage were 102 Bcf  versus expectations that were a lot lower: ...Trader...

Hurricane Watch For Great Britain: Lorenzo Coming Off the African Coast Looks Serious

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We've mentioned the long-haul Cape Verde storms that run all the way from the coast of Africa to the Americas later in the hurricane sea...

Kitchen Table Economics: "China to curb food price rises, keep factory prices stable"

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Oops, forgot a link on the Chinese Communist Party keeping power in the post immediately below: SCMP: "China’s Communist Party is look...

SCMP: "China’s Communist Party is looking at the beginning of the end of one-party rule"

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Back in October 2012 The National Interest wrote about the longevity of revolutionary—and then evolving into increasingly authoritarian—gov...
Wednesday, September 25, 2019

Shipping: CMA CGM Launches World's Largest LNG-fueled Container Ship

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We noted some of the amazing stats about these ships a year ago in " Shipping: "Why CMA CGM ordered 'game changing' 22,000...

Boston Dynamics' Atlas Robot Has Some New Moves

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While showing a fourteen year old gymnast and competitive figure skater the Parkour Atlas she said, without missing a beat, "They'r...

Convexity Maven: "The Opposite Of Bad Is Worse"

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Mr. Bassman knows some stuff. His mini-bio follows the jump. A Commentary by Harley Bassman September24, 2019 “The Opposite of Bad is ...

BlackRock and Alphaville Are Thinking About Pricing Carbon

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We've never been fans of carbon trading, preferring instead a ratcheting carbon tax and 100% rebate to households. A couple examples af...
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