I have been writing a lot about the transition from fossil fuels to alternative energy the past few years. One of the keys will be the moving to alternative energy will be the shift to EVs. The transition is clearly risky as we’ve learned in the short-term with some oil investments. The opportunities are also large. I invite you to follow along as I work through the analysis even deeper at Seeking Alpha. Here are a few pieces to get […]Read More
Post Tagged with: "oil"
With the flow of money out of “old economy” and “grandpa stocks”continuing, using corrections to upgrade our asset allocation is an essential idea. Already, we have raised cash on anticipation of a summer correction.Read More
The three most powerful natural forces in the global economy are aging-demographics, technology and climate change. While most recognize the first two, many deny the third. Most people don’t invest based on any of the three or just touch on tech.What I will jump start you on this year is that a massive new trend, based around all three factors, is developing. And it is developing very fast. There is an emerging intersection between sustainable investing and what I dubbed […]Read More
The price of producing solar and wind energy is now about equal to the price of gas and coal. This excludes all the clean-up and pollution costs of gas and coal. It is clear that the fossil fuel age has entered its end game.Read More