Latest Articles

Published on Saturday, 20 August 2016 13:26
Biomass is fading as fuel source for power plants on both economic and scientific grounds.
Published on Saturday, 20 August 2016 04:51
Burning coal has the worst health impact of any source of air pollution in China and according to recent research caused 366,000 premature deaths in 2013.
Published on Sunday, 14 August 2016 05:09
Is this swapping electricity delivered from the grid for batteries and renewables as has been initiated in South Australia financially viable?
Published on Sunday, 14 August 2016 05:08
InsideClimate News says Instead of waiting for large utilities to go greener, US companies are buying renewable energy directly, upending the traditional system. Is this possible and could this be what gets utilities' attention and forces them to consider clean energy as the future?
Published on Sunday, 14 August 2016 05:07
Australia is now claiming that it is reversing its previous cutbacks on climate change research. But it may be prudent to wait for the details, when released.

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).