I’ve been unwavering in my call for continued US real estate carnage since 2009 … nothing has changed my mind and I continue to believe it gets worse … my friend Barry Ritholtz agrees BUT he does pitch a great solution around immigration policies that I totally agree with.
Archive for the ‘Renewable Energy’ Category
In Case You Didn’t Believe My OCT/09 US Real Estate Call: Barry Ritholtz Video
AGORACOM Wire – Small-Cap Renewable Energy Plays As Italy Says “No” To Nuclear
AGORACOM WIRE – THURSDAY JUNE 16, 2011
Think The PIGS Are In Trouble? 7 U.S. States That Could Be Heading For Something Worse
Gregor Macdonald – my friend and keynote speaker at the first ever AGORACOM Online Gold & Commodities Conference – was interviewed On BNN Squeeze Play earlier today. Quite simply, Gregor is a rising superstar in the world of online financial commentators and worthy any minute of time invested into consuming his material – especially when it comes to energy.
For example, take a look below at the topic of his BNN interview. Â This isn’t another guy on the web with an opinion. This is powerful, valuable and actionable information. Â Grab a coffee, sit back and click on the image below to be taken to his 10 minute interview (I wish BNN would provide embed codes!)
Regards,
George
Gregor Macdonald To Provide Keynote Presentation At AGORACOM Online Gold & Commodities Conference This Week
I am very proud to announce that Gregor Macdonald, an oil analyst and energy sector investor who also focuses on the coming transition to alternatives, is a keynote speaker at this week’s AGORACOM Online Gold and Commodities Conference, this December 3rd and 4th We’re not going to let the cat out of the bag just yet but we can tell you that Gregor is working hard and “feeling quite good about my presentation, which will concentrate on Coal, and Energy Transition (with some internal nods to failed monetary policy and scarce resources)”.
Gregor’s thoughts on the energy sector and alternatives are sought after by investors around the world, as evidenced by the fact he has written for the Financial Times of London and cited in the New York Times, The Financial Times, The Los Angeles Times, The San Francisco Chronicle, WIRED, and the Oil And Gas Journal. In addition, he recently appeared on MSNBC in the United States and BNN in Canada.
Gregor has also made a major impact on the real-time financial discussion stream via the StockTwits Financial Network, where more than 3,000 investors follow his commentary and watch is weekly 1-hour show every Sunday night. As such, his keynote will provide tremendous value to investors that are seeing direction in the energy markets during this volatile time. Please check our schedule to tune into Gregor’s presentation. The conference is free for investors and does not even require registration unless you plan to interact with companies, presenters and fellow investors.
In addition, Gregor will be in good company amongst our highly acclaimed line up of keynote speakers that will include:
- Barry Ritholtz
- Paul Kedrosky
- Eric Coffin
- JF Tardif
- Peter Grandich
- Peter Spina
Gregor produces two newsletters:Â Gregor.us Monthly – a big picture take on global energy and economics and Gregor Weekly – a new global macro and model portfolio service via the StockTwits financial network,
You can follow his free public commentary via his blog, Twitter or StockTwits TV.
See you at the conference!
Regards,
George
China’s Renewable Energy Investments Could Pay Off For These 3 Companies
China’s unprecedented economic growth over the past 30 years has come at a huge cost to the environment and this is no surprise for most of you who live in urbanized areas. In fact , 20 of the 30 most polluted cities in the world are in China. 400,000 people die of pollution related diseases each year. One third of Chinese territory is affected by acid rain and approximately 70% of its water supply is polluted.
The damage has not only been to the air the Chinese breath or the water in their rivers, but also to its reputation across the world. But there are signs that China is serious about tackling pollution to prove to the world that it can develop while causing less damage to the environment, plus giving a better quality of life to its citizens. $184 billion is being devoted to China’s renewable energy markets – set to become the largest in the world. And yet if that wasn’t enough, the chief economist from Deutche Bank predicts that China will invest an astounding $754 billion over the next 36 months to reduce the magnitude of this growing, enormous problem.
POTENTIAL LARGE SECULAR GROWTH OPPORTUNITY
If that plays out correct, it will create one of the largest secular growth opportunities the country has seen aside from massive infrastructure and real estate development which have moved the country to Third in the World according to GDP. China is currently the world’s biggest consumer of coal, the cheapest yet most polluting source of energy. The country uses a quarter of the world’s coal reserves and depends on it to provide more than two thirds of its energy needs, while 2 new coal-fired power plants come on line each week.
The rapid growth has also altered old Chinese habits that used to be environmentally friendly. As soon as you walk out from your hotel onto the street of Beijing you realize that the typical image of Chinese city streets being packed with bicycle-riding commuters is becoming a thing of the past. During the first quarter, China surpassed the US with the number of vehicles sold and for the first time surpassed 1 million vehicles in March.
Pollution problems in China are estimated to cost the country more than $200 billion annually, and it should be no surprise that pollution is widely considered to be the #1 challenge to China’s sustained economic growth. World governments are fast adopting carbon standards which will penalize businesses for producing greenhouse gases. China’s Eleventh Five Year Plan calls for more than $190 billion in investment by industrial companies for cleanup. As a result of this focus, China’s environmental protection industry is growing at an annual rate of at least 23%, substantially faster than China’s normalized GDP growth (forecast for 2009 at 7%).
COMPANIES THAT MAY BENEFIT FROM CHINA’S MASSIVE INVESTMENT IN GREEN ENERGY