Latest Articles

Published on Tuesday, 30 September 2014 03:09
The world’s largest banks, insurers and pension funds have pledged to raise $ 200 billion by the end of 2015 to combat climate change. But are these pledges for real and what will there money finance, exactly?
Published on Thursday, 25 September 2014 11:06
The 1987 Montreal Protocol that banned or phased out ozone depleting chemicals. How is it being implemented?
Published on Wednesday, 24 September 2014 10:56
Germany will soon be getting 30% of its power from renewable energy sources. Germany is by far the largest economy to reach this level. But what are the costs?
Published on Tuesday, 23 September 2014 10:54
Residents of Boluo County in Sothern China are demonstrating against a proposed garbage incinerator plant. What is the problem?

Latest Portfolio News

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.
Published on Monday, 22 September 2014 02:53
The RealReturnEnvironment (RRE) portfolio has exhibited stability despite the general market sell-off, notably earlier this past week and the continued decline of Pacific Basin Shipping which should have been sold much sooner once its decline had exceeded 10%. In overall terms the RRE portfolio is up 30% since its inception in late 2013.
Published on Monday, 15 September 2014 10:45
The RealReturnEnvironment (RRE) portfolio has held up surprisingly well during the current market correction when most major indices have been trending lower. The RRE portfolio is 24.8% since its inception in December 2013, most recently helped by the successful Apple product launches of iPhone 6 and iPhone 6+.The weak performance of General Electric continues despite offloading of its household appliance division for $ 3 billion and Pacific Basin Shipping stock remains very depressed, perhaps in line with the lack of trade recovery in Asia.
Published on Monday, 08 September 2014 04:56
Markets have seemingly stabilized despite the geopolitical concerns, notably in the Ukraine. The RealReturnEnvironment (RRE) portfolio is this week up 30.5% since the RRE portfolio was initiated in December 2013 (see below). With General Electric now marginally in the black, the only loser in the RRE portfolio is Pacific Basin Shipping Ltd, now down 13.3%.