Latest Articles

Published on Thursday, 23 October 2014 14:38
A nuclear waste crisis in South Korea and no solutions in sight. Isn't it time to close down the nuclear industry?
Published on Wednesday, 22 October 2014 14:34
Does the production of petroleum from Canada's oil sands result in excessive carbon emissions? The environmentalists say YES, but how bad is it?
Published on Tuesday, 21 October 2014 06:23
The United Nations Climate Summit achieved little, but one action by Norway brightened up the scene. Norway will give Liberia $150 million to stop the destruction of its trees. A fair deal?
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.

Latest Portfolio News

Published on Monday, 20 October 2014 04:42
The RealReturnEnvironment (RRE) portfolio has continued to come under pressure with Ebola scares in the US, the oil price slide and continued economic weakness in Europe and in Asia. The RealReturnEnvironment (RRE) portfolio has suffered with the gains being reduced to 22.9 % since the RRE portfolio was founded in December 2013 (see below).
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.