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Climateer Investing 08/23/2019 08:20
With the exception of Yara we haven't looked at the fertilizer companies since before the 2018 Potash/Agrium merger. From DTN's Progressive Farmer:. DTN Retail Fertilizer Trends. Prices for All Fertilizers Move Lower for First Time in Almost Two Years. Large decreases in average retail fertilizer. prices were seen the second week of August 2019, according to retailers.
Climateer Investing 08/23/2019 07:31
HT up front: thanks to a friend who wishes to remain anonymous. First up, from the Economist:. Bride prices in China have shot up, bending the country’s society out of shape. Our most popular video of 2018 — The Economist (@TheEconomist) August 20, 2019. And from Dalrock:. The marriage marketplace connection to China’s ghost cities. Way back in 2011 I wrote an.
Climateer Investing 08/23/2019 00:35
No, not ARM Holdings but that's a good guess. By-the-bye, speaking of guesses we might consider offering prop bets on whether SoftBank takes the chipmeisters public again to refill Mr. Son's coffers. From Forbes:. The Skype Mafia: Who Are They And Where Are They Now? Skype is widely regarded as one of the. most successful tech companies to come out of Europe, but who are the. people that built.
Climateer Investing 08/23/2019
From Gastro Obscura:. An "Arctic mystery" may lead to a future of food under the permafrost. In 1886, the renowned geologist, zoologist,. and explorer Baron Eduard von Toll stood on the coast of the largest of. the New Siberian Islands, gazing north into the Russian Arctic Ocean. He was sure he saw it in the distance: Sannikov Land, a mythic island. that had bewitched and eluded explorers for a.
Climateer Investing 08/22/2019 23:35
While the official plan is four Chinese carriers by 2025, The Diplomat in an article last year said the actual number may be seven. Which seems quite a few for a country that brags about their one-shot "carrier killer" weapons. Anyhoo, from Sputnik:. China’s first. domestically built aircraft carrier, the Type 001A, will most likely be. in service by the end of this year, according to reports. .
Climateer Investing 08/22/2019 13:14
From, Australia, August 22:. ‘We will continue to represent men at their best’: Gillette’s backflip after ‘toxic masculinity’ backlash. Gillette says it is "shifting the spotlight from social issues" after an. ad about "toxic masculinity" caused a customer backlash. Razor brand Gillette says it is "shifting the. spotlight from social issues to local heroes" after an ad delving into. "
Climateer Investing 08/22/2019 12:28
Longtime readers know most of the highlights of the intermittency problem and the storage/renewables paradigm and the need for backup dispatchable baseload, sometimes on a gigawatt-for-gigawatt basis so we'll just jump right in. Press release from Cell Press, publisher of the journal Joule, via EurekAlert:. The cost of energy storage will be critical in determining how much. renewable energy can.
Climateer Investing 08/22/2019 12:12
Originally posted in October 2017, an odd corner of the insurance business. If there was a euro/renminbi to be made, the Dutch re/insurers would already be on it:. ...the herverzekering crowd in Amsterdam, they're tough bastards.*. But they aren't, so this reads a bit like Death of a Salesman, Tibet-style. From Pacific Standard:. On the northeast corner of the Tibetan Plateau, in central.
Climateer Investing 08/22/2019 10:03
From the company:. The WSE is the largest chip ever built. 56x the size of the largest GPU. The Cerebras Wafer Scale Engine 46,225 mm2 with 1.2 Trillion transistors and 400,000 AI-optimized cores. By comparison, the largest Graphics Processing Unit is 815 mm2 and has 21.1 Billion transistors. From VentureBeat:. Cerebras Systems unveils a record 1.2 trillion transistor chip for AI. New.
Climateer Investing 08/22/2019 09:35
From Crain's Chicago Business:. There's more to the story of Business Roundtable's push to serve a higher purpose than mere shareholder returns. What’s in it for them? Call me jaded, but that was my first question when news broke. that a group of CEOs at some of the country’s largest companies had. decided to redefine the purpose of a corporation.
Climateer Investing 08/22/2019 05:36
From CNBC:. Huawei is. facing a "life or death crisis" amid continued pressure from the U.S. government, Ren Zhengfei, its founder and CEO told employees. The. Huawei boss laid out plans to bring more efficiencies to the. organization, including simplifying the reporting structure and moving. managers to other positions where required. The Chinese tech. giant is on a U.S. blacklist which.
Climateer Investing 08/22/2019 00:36
The response to the German 30-year zero-coupon offering was 'tepid'. From FT Alphaville:. When the European Central Bank was building its new headquarters on the. banks of Frankfurt’s Main river, stenciled on one of the hoardings. around the construction site was an image of a suave Mario Draghi at the. roulette table, chips stacked, with Angela Merkel the glamourpuss, at. his side. The.
Climateer Investing 08/22/2019 00:07
From ZD Net, August 20:. French researcher nets $15,000 prize for finding bugs in Moscow's Ethereum-based voting system. A French security researcher has found a critical vulnerability in. the blockchain-based voting system Russian officials plan to use next. month for the 2019 Moscow City Duma election. Pierrick. Gaudry, an academic at Lorraine University and a researcher for INRIA,. the.
Climateer Investing 08/21/2019 23:38
The best short discussion of the refining end of the opportunity in the low-sulphur rules that you are likely to find. From FreightWaves:. In anticipating the price impact on diesel prices from the launch of. IMO 2020 on January 1 – with any impacts expected to start before that –. most forecasters have been fairly moderate in their outlook, with some exceptions. But Fitch Solutions, a unit.
Climateer Investing 08/21/2019 14:18
From futures 2.1660 down 0.0520. We do not recommend initiating positions within 24 hours of the Thursday storage reports unless you a) are a good guesser as to what the number will be and b) (and possibly more importantly) you can guess how the crowd will react to said number. It's the old Keynesian beauty contest paradigm. Back in the day it used to be easier, when you just needed to know the.
Climateer Investing 08/21/2019 12:53
This is a couple weeks old but I was asked to justify my ongoing contention that:. China is still building-out its coal infrastructure. You didn't believe the "largest developer of renewables" spin did you? They are the largest developer of renewables and they are the largest developer of nuclear and they are. the largest developer of coal and will be the largest developer of. natural gas if.
Climateer Investing 08/21/2019 12:26
'Despite'? It's a feature, not a bug. And if creditors aren't paying attention they are going to los A LOT of money. From PitchBook:. Dividend recapitalizations have never been a popular moneymaking. technique for those outside of the private equity industry. For one,. they usually only benefit a select group of investors or shareholders. And they typically damage a company's credit rating,
Climateer Investing 08/21/2019 09:39
Professor Selgin calls himself a recovering academic. Personally I think he is the youngest-looking Professor Emeriti I've ever seen. From the Alt-M blog:. If the recent. yield curve panic proves anything, it proves that, in financial markets,. what may start out as a mere statistical correlation, and possibly a. spurious one, can become a genuine causal relationship. In particular,. if enough.


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