Be Aggressive in Q1 2016 and Be Defensive Through Rest of 2016
This is a quick note on macro views in 2016. The analysis is largely based on cycles of industrial production, inventory levels, real estate...
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2016: A Year of Reckoning, But Possibly Not as Painful For The Prepared
I've been on the road meeting clients, ex-clients and friends and will have more to report after the holidays. But wanted to flag some takeaways...
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Why the Renewable Energy Boom Has Legs
The drive to green power is the well-understood destructive impact of fossil fuel consumption:Investment in renewable energy is driven by the...
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Announcing the International Solar Alliance
As the COP21 summit flagged off in Paris yesterday, Indian Prime Minister Narendra Modi, along with his French counterpart, Francois Hollande,...
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Is an OPEC Cut Imminent?
In my last thoughts on oil, where I plotted some of the structural factors that might take it over $100 in the next few years, I noted that the...
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