Latest Articles

Published on Sunday, 31 May 2015 08:58
  AXA, one of the world's biggest insurers headquartered in France, became the first global financial institution to shun investments in coal, selling Euro 3 billion (US$ 3.45 billion) between now and he end of the year. The proceeds will be reinvested in clean and green technologies .
Published on Sunday, 31 May 2015 08:56
  Producing beef for eating at the  table releases more heat-trapping greenhouse gases than is generally realized — in fact  more, pound for pound, than is generated by the production of most other kinds of food.
Published on Wednesday, 13 May 2015 04:45
  Tesla, the electric car manufacturer lead by Elon Musk, has announced a new battery product, intended for home and business energy storage. Mr. Musk called the initial response “crazy off-the-hook” and said reservations had flowed in by the thousands since the announcement. “We’re basically sold out through the middle of next year,” he said. The repressed demand for effective batteries with the advent of renewable energy sources almost ensures their success, if these Tesla batteries are effective.
Published on Wednesday, 13 May 2015 04:43
Oil majors face a real risk of stranded assets, and not just related to efforts to limit carbon emissions.

Latest Portfolio News

Published on Friday, 27 February 2015 21:35
The RealReturnEnvironment (RRE) portfolio has been liquidated this past week as US benchmarks for the small, medium and S&P 500 reached record highs. Price earnings ratios are stretched and while it is always possible that further equity gains are available,  there is a real risk that equities will hit a downdraft given the still pending political and debt issues in Europe and the slowing economic growth in Asia. Debt markets are also under stress as interest rates will no doubt begin to rise in the United States in the coming months so that capital values will suffer. As a result it is felt prudent for the RRE portfolio to go into 100% cash for the foreseeable future and this section will be suspended over this time frame.   
Published on Monday, 02 February 2015 04:13
Equity markets were down last week taking levels back to the mid December levels reflecting the weak earnings reports in the US and the problematic Greek election outturns. Apple was an exception with its great iPhone 6 sales, notably in China. The RealReturnEnvironment (RRE) portfolio was up 2.31% from the end of the year 2014 (see below).
Published on Monday, 19 January 2015 03:30
The markets are very volatile with the pending European Central Bank decisions on quantitative easing against the backdrop of the unlinking of the Swiss Franc form the Euro and those major disruptions. Fortunately the RealReturnEnvironment (RRE) portfolio is not exposed to Europe and while it has fallen during the past week, the declines have been relatively modest as the RRE portfolio has only given up the previous week's 1%  gains since December 31.The portfolio position so far in 2015 is now relatively unchanged. See below.
Published on Monday, 12 January 2015 03:30
The RealReturnEnvironment (RRE) portfolio on January 11, 2015 stood at $197.9 thousand compared with an end-December 2014 valuation of $195.34 thousand for a gain of 1.3% over the first week of 2015.