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Climateer Investing 02/20/2020 13:13
It was just four hours ago that, playing keyboard cowboy, yours truly wrote:. Further into the Twitter thread Mr. B makes the point that the low. ESG stocks are distinct from the Vice stocks and he's right both in his. catagorization and in their performance. The Vice stocks tend to be deep value issues which have dramatically. underperformed large-cap growth during the current bull run. Granted.
Climateer Investing 02/20/2020 12:20
Buy on mystery, sell on history. First up, the expectations via FX Empire:. ...EBW said the major surveys indicate a withdrawal between 141 and 147. Bcf, a pull on the lighter side of that range could further weaken. prices. Bloomberg analysts projected withdrawals as low as 138 Bcf and. as high as 158 Bcf. The Wall Street Journal estimates a figure as low as. 135 Bcf. Reuters is looking for a.
Climateer Investing 02/20/2020 09:18
Following up on the post immediately below, "Climate activists would be better off buying BP". I haven't personally double-checked the performance rankings but on the surface the result makes sense, see after the jump. From the twitter feed of Eric Balchunas, Senior ETF analyst for Bloomberg Intelligence:. An equal-weighted index of "ESG Rejects" (the 20 stocks in the S&P 100 with the.
Climateer Investing 02/20/2020 08:47
In a January 15, 2020 post, "Why Extinction Rebellion is wrong about BlackRock" Izabella was accused of bias. She responded:. Yes, because editing the internal magazine of BP for one year over 20. years ago instills a lifetime's worth of bias. And the fact i would take. a pay cut to from BP so as to become a Reuters graduate trainee is also. indicative of strong bias. As for being a natural gas.
Climateer Investing 02/20/2020 00:50
Two from The Loadstar. First up:. 19/02/2020. Ocean carriers have withdrawn more than 1.67m teu of export. capacity from China since the lunar new year holiday, according to an. Alphaliner survey. Based on an average freight rate of $1,000 per teu, the cumulative. revenue lost to the carriers will have exceeded $1.5bn, putting some of. the less-financially secure container lines.
Climateer Investing 02/20/2020 00:32
From the Mad Scientist blog, another of their scenarios:. Guns of August 2035 – "Ferdinand Visits the Kashmir": A Future Strategic and Operational Environment. [Editor’s Note: Today’s post by guest bloggers Mike Filanowski, Ruth Foutz, Sean McEwen, Mike Yocum, and Matt Ziemann (collectively, Team RSM3 from. the Army Futures Study Group Cohort VI in 2019), effectively uses. storytelling.
Climateer Investing 02/20/2020 00:14
This is pretty rapid uptake for a fuel that is different enough from bunker oil that it is not just a matter of flipping a switch to go from one to the other. Additionally the ships being powered by LNG include some of the largest cruise ships, container ships and within a couple years LNG carriers (using boil-off gas). For example, French container giant, CMA CGM is making a huge bet on LNG.
Climateer Investing 02/19/2020 23:49
From The Maritime Executive:. Royal Navy's Surface Combatant Fleet Set to Decline to 15 Vessels. The Royal Navy's surface combatant fleet - excluding auxiliaries,. minesweepers, submarines and carriers - is set to fall to just 15 ships. by 2027 under current plans, according to a new report from the UK. Ministry of Defense. The service's future Type 31 frigates have been delayed by four. years,
Climateer Investing 02/19/2020 15:14
Via the FT's natural resource editor, Neil Hume:. So here's one reason why the palladium price has hit a record higher and rhodium is also surging. Via AngloPlats pic.twitter.com/Fnx7eF2gwd. — Neil Hume (@humenm) February 18, 2020. The front futures are 11% higher than SUNDAY! when we posted Palladium Futures: "Goodbye to All That":. With automobile production shrinking around the world.
Climateer Investing 02/19/2020 12:22
Via The Nation's Ken Klippenstein. One of the more mask off headlines I’ve seen in awhile pic.twitter.com/CwlDXikoDG. — Ken Klippenstein (@kenklippenstein) February 19, 2020. Also via Mr. Klippenstein:. Ken Klippenstein Retweeted. Chosun Chillbo. @hermit_hwarang. ·. 19h. Jeff Bezos didn’t "donate" $10B to "fight climate change" he’s setting up a.
Climateer Investing 02/19/2020 11:48
Potash Corp. + Agrium = Nutrien. We haven't blogged much on any of the ag inputs because agricultural commodity prices have been so low there is no money moving up (or down) the pyramid. That may be changing over the next couple years. From Reuters:. Canadian fertilizer maker Nutrien Ltd on Tuesday reported a. smaller-than-expected quarterly profit and forecast full-year earnings. below analysts.
Climateer Investing 02/19/2020 11:01
From FinNews (CH):. The world’s largest furniture chain has teamed up with Swiss. Re for of its latest product launch: home insurance. So far, the. offering is available in two countries only. The Swedish giant furniture chain Ikea is launching a home insurance. product together with Swiss Re, or more precisely, with the Swiss. insurer’s online platform Iptiq, the insurer said in a statement.
Climateer Investing 02/19/2020 09:44
Sorry. That is fāke™ news. I was thinking about this gentleman:. 5:12 pm Feb 19SouthKorea appointed Kang Seung-seok as the new Consul General in Wuhan. Kang will depart for Wuhan Wednesday night, aboard a cargo plane carrying relief materials, including medical gloves to aid the city, reported Yonhap News COVID19. and wondering who he pissed off. That's from China's Global Times' Coronavirus.
Climateer Investing 02/19/2020 08:42
Way back in mid-October 2008 (5 - 10% daily DJIA swings, end-times prophesies, good times) we posted "Go Long Pitchforks: How To Profit From The Coming Populist Backlash":. The idea of making money off of populism is just so cynical. Ya gotta love it.... Unfortunately after a bit of research we had to report back:. ...Most of the pitchfork manufacturers are smaller, privately held. companies*.
Climateer Investing 02/19/2020 08:12
Was there a tech backlash? There has been a lot of blather and spiel—"Here at the firm of Blather & Spiel we believe..."— with opinion pieces in the Financial Times, NYT, The Week, The Economist and dozens of other outlets (including ours) arguing against one or another aspect of tech but that has resulted more in elegant posing (including ours) than in any action against "tech". Smart speaker.
Climateer Investing 02/19/2020 00:34
These folks think ahead. In 2018 we saw MOL's CEO commenting on the IMO 2020 fuel requirements:. Shipping: CEO of Third Largest Fleet Says "We're All Going to Go Bust". They are involved in pretty-much every aspect of moving stuff of the water, dry bulk, containers, automobiles, oil and refined products, LNG, just about anything you can think of. And from World Maritime News, January 31:
Climateer Investing 02/18/2020 14:59
From Politico.eu:. With China responsible for most of the EU’s pharma ingredients, supplies are at risk. At this moment, the novel coronavirus outbreak isn’t causing problems. for Europe’s medicines supply. But that’s almost certain to change,. industry experts warn — and at the worst possible time. Two weeks after the COVID-2019 spread was declared a public health emergency by the World.
Climateer Investing 02/18/2020 12:57
HT up front: This is one of the things Alphaville's Izabella Kaminska offered up when she was looking at Tesla's inexorable rise earlier this month. Via the Further Reading post, February 6, posted by Claire Jones, from IHS Markit:. Seeking to explain the lack of observable short covering in shares of Tesla since the start of December. Convertible bond arbitrage may constitute half of reported.
Climateer Investing 02/18/2020 08:57
From Markets not Live at FT Alphaville:. What can we possibly add on Apple’s coronavirus warning that has not. already been written? Nothing, of course. And how many search hits would. we lose if we didn’t mention Apple and coronavirus at least a couple of. times in the first few paragraphs? Enough to justify this laboured. intro, unfortunately. So. Toy maker Apple warned overnight. that.
Climateer Investing 02/18/2020 08:29
From National Public Radio, February 10, 2020:. At first glance, this modest home nestled against a hillside in the. mountains somewhere west of Colorado Springs appears to have all the. amenities you'd expect in a quiet retreat. There's even a two-story. tower built right in. An otherwise peaceful place to catch the. 360-degree view of winter's splendor. "[It's a] really nice place to sit and.

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