Latest Articles

Published on Saturday, 14 May 2016 23:15
  Law suits are being initiated to spur governments to implement their policies to limit climate change and they even seem to be working. The success of the legal suit in the Netherlands which got the courts to force the government to more aggressively implement Netherlands climate change commitments, has seemingly spurred similar suits around the world. Individuals in New York, Pakistan, Peru and New Zealand have taken their Governments to court to speed up the implementation of climate change commitments.
Published on Saturday, 14 May 2016 23:14
  China seems to have gotten tougher on environmental infractions in terms of the size of fines and the related consequences.
Published on Saturday, 14 May 2016 23:12
  Solar Thermal Power has stalled out in the United States as a result of higher costs and the availability of cheaper natural gas. But there are new potentials in China which are more viable due to the lack of cheap natural gas.
Published on Friday, 29 April 2016 06:08
In a delayed but monumental flight from Hawaii to California, the solar powered plane has landed successfully.
Published on Friday, 29 April 2016 06:05
Record temperatures continue in 2016, another record likely in the books? And what about that temperature increase goal of keeping below 1.5 degrees Celsius, as adopted as the goal in the Paris Accords?  

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).