Latest Articles

Published on Thursday, 16 October 2014 15:30
Polynesians took advantage of an unusual shift in climate and trade winds about 1,000 years ago to sail downwind towards New Zealand and other Polynesian islands. The previous assumption about them having to sail up-wind to reach these destinations have been discarded.
Published on Wednesday, 15 October 2014 07:27
The emissions mitigation report of the Fifth Assessment of the Intergovernmental Panel on Climate Change (IPCC) is framed to address this 2 degree Celsius objective of warming since the Industrial Revolution. This objective needs to be ditched to effectively move ahead in Paris in 2015 on an effective international climate program.
Published on Tuesday, 14 October 2014 07:21
A regional government in San Joaquin Valley in California has argued that up to 10% of their excess recorded ozone levels was caused by East Asia and is seeking an exemption from a $ 29 million fine imposed by the United States' Environmental Protection Agency (EPA). Will they succeed?
Published on Thursday, 09 October 2014 15:22
As reported in Nature, the University of Sydney in Australia has ceased to invest in coal mining, becoming the first such institution in the country to take that position. This is not only a good environmental position but also is good financial decision, a win-win all the way around.

Latest Portfolio News

Published on Monday, 13 October 2014 14:57
The RealReturnEnvironment (RRE) portfolio has been hit by the global slowdown and the pending fall of Europe back into recession. The continued geopolitical concerns from Hong Kong to Ebola to the Middle East to Ukraine have caused further uncertainty that has not only dampened the outlook for the markets but has also resulted in volatility returning with a vengeance as we have seen wild swings in market averages. As a result the gains in the RRE portfolio since December 2103 when founded, have fallen back from 30% to 22% at the end of this week (see below). The losers are notably Pacific Basin Shipping (down 33%) and General Electric (down 6%).
Published on Monday, 06 October 2014 15:12
The RealReturnEnvironment (RRE) portfolio has suffered this past week due to the geopolitical issues and notably the Hong Kong disputes over the nature of the Chief Executive elections in 2017 when only officially approved candidates will be given a spot on the ballot for selection by the citizens of Hong Kong. The popular uprising is continuing. Despite the market recovery on Friday, the RRE portfolio is down some 2% to a reduced gain of 27.3% over the period since December 2013.
Published on Monday, 29 September 2014 11:03
While the market recovered on Friday, the S&P 500 index was down 1.37% on the week given the negative reactions to the Apple product and system vulnerabilities. While the RealReturnEnvironment (RRE) was vulnerable from its Apple holdings, the RRE portfolio was only down by about one percent over the week so that its cumulative gain since its inception in December 2013 has been pared to about 29%. Again, the gains from portfolio differentiation proved to be helpful.
Published on Monday, 22 September 2014 02:53
The RealReturnEnvironment (RRE) portfolio has exhibited stability despite the general market sell-off, notably earlier this past week and the continued decline of Pacific Basin Shipping which should have been sold much sooner once its decline had exceeded 10%. In overall terms the RRE portfolio is up 30% since its inception in late 2013.