Latest Articles

Published on Tuesday, 22 July 2014 06:26
Australia has dumped its carbon tax in the first move of a developed country to signal so prominently a reversal of previously enacted climate change adjustment policies. Tony Abbott, the Prime Minister, claims that this reversal will save Australian taxpayers $9 billion and unleash the Australian economy. While the carbon tax may not have been fully offset under the previous Labour Government's policies, one thing is abundantly clear, Australia now stands as a key denier of international climate change policies and will make a further consensus for such policies in Paris in 2015 almost impossible.
Published on Thursday, 17 July 2014 14:54
Smart grids are not hard to achieve. a simple device can moderate your peak load demands, for example for air conditioning in summer, and thereby consigning brown outs and black outs due to excess demand to our history. Technically simple with proven results, so what is the issue? 
Published on Wednesday, 16 July 2014 14:52
Bloomberg's New Energy Finance estimates that a much higher share of new electric generation investments in the world will be in renewables over the coming 15 years  to 2030. They justify their optimism based upon a much steeper fall in renewable generation costs than seen by other forecasters.
Published on Tuesday, 15 July 2014 06:48
President Obama has just come out with his new climate plan to cut carbon dioxide by 30%, from 2005 levels  by  . Under this plan he favors the intensified use of natural gas, particularly to replace coal with about 50% reduction in carbon dioxide emissions, despite the fact that natural gas is largely made of methane. Methane is released from oil and gas fields, from leaking pipelines and notably it is produced in large quantities by the digestion processes of dairy and beef cattle.

Latest Portfolio News

Published on Monday, 14 July 2014 14:45
Nervous markets this past week reflected in worries about the upcoming earnings season just underway in the United States and the Portuguese bank woes lead to small declines in the market over the week. The RealReturnEnvironment (RRE) portfolio ended up 17.3% since its inception in late 2013.
Published on Monday, 07 July 2014 03:44
The RealReturnEnvironment (RRE) portfolio showed further gains this week as the Dow Jones Industrial Average hit a record level of 17,000 on the back of continued good job creation in the United States. From its inception in late 2013, the RRE portfolio is now up 19.2% (see below). These levels of returns in 6 months lead one to believe that this is currently an asset bubble at work. However, some ananlysts would argue that the financial ratios for equities on a forward basis are still within historical norms. Nevertheless, the stock market is now clearly in the nose-bleed altitudes.
Published on Monday, 30 June 2014 05:08
Following is an article on Southwestern Energy Company (SWN) which was the original natural gas play with larger more profitable reserves over the longer haul. The RRE portfolio would rather hold this stock as opposed to Continental Resources, Inc. (CLR) despite the latter's  gain of 40.5% since inception in December 2013. CLR has been mainly in shale oil  during the past year or so when the Southwestern Energy Company was having unexplained financial turbulence  which meant it was wiser to be in substitute company, even if not a pure natural gas play. Now things are changing, fortunately, as he following review makes clear and at an appropriate time the RRE portfolio will probably shift back to SWN.
Published on Monday, 23 June 2014 03:09
The RealReturnEnvironment (RRE) portfolio has remained relatively flat during the past week with a gain, since initiation in late 2013, of 17.8%. The gains in the US shares have more than offset the continued losses on half of the Asian portfolio and namely in China Mobile and Pacific Basin Shipping Ltd. Among the US shares, Palo Alto Networks in the current star with a gain of about 60% (see below).