Latest Articles

Published on Saturday, 25 June 2016 01:57
An interesting list of 10 unexpected impacts from climate change by scientists is worth noting. Following are a sample selection:
Published on Saturday, 25 June 2016 01:56
Tesla make electric cars and SolarCity makes household rooftop solar systems and hey both have the same principal investor, namely Elon Musk. So he has Tesla buy Solar City?
Published on Saturday, 25 June 2016 01:53
Coal may be in full retreat in the Philippines for electricity production.
Published on Sunday, 19 June 2016 07:38
The July issue of Scientific American notes that "scientists are increasingly confident about the link between earthquakes and oil and gas production, yet regulators are slow to react"
Published on Sunday, 19 June 2016 05:46
Did climate change play a role in the recent flooding of France and Germany?

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.
Published on Monday, 05 January 2015 00:34
The RealReturnEnvironment (RRE) portfolio declined in the last week of 2014 so that the gain over the year to December 31, 2014 was 28%. This portfolio value will be utilized as the basis for the RRE gains and losses in 2015 (see below).