Doug Friedenberg takes a look at Twitter as a random news generator on subjects close to the hearts of portfolio managers, and finds it invaluable for the information just beginning to enter your known universe.
Posts Tagged ‘ climate change ’
Guest columnist Doug Friedenberg reviews "Windfall," and looks at the potential for investing in a changing climate.
Guest columnist Doug Friedenberg looks at climate change's investment potential.
Columnist Doug Friedenberg looks at why the American understanding of climate science has been exceptional, why substantial financial interests may bring it in line with the rest of the planet, and why portfolio managers should care in the first place.
PM's are used to assessing variables like changes in interest rates, unexpected business competition, disruptive technologies, and a host of known unknowns when making their portfolio decisions. An interview with Gernot Wagner reveals climate change as an already visible black swan, with an unimagined capacity for disruption..........and opportunity.
The Investor’s Climate Change Conundrum: Is It Worth Watching Your Hamptons Beach House Sink Beneath the Waves Just to Make a Few Bucks from Carbon Emitters?Dec 13th, 2011 | Filed under: Alpha Strategies, Infrastructure, Today's Post
We report on a talk given by Dr. Keith Crane of the Rand Organization about renewable energy and climate change at a meeting of the FInancial Policy Council. Dr. Crane showed that the cost differences between renewables and coal shrink when the costs of carbon emission controls are also counted. Subsequent research revealed possible reasons why the average person in the United States has a unique inability to accept climate science, in opposition to the conclusions of the U. S. Defense Department.