Money and Finance
- Mckinsey Report: Disruptive Technologies: Advances That Will Transform Life, Business, And The Global Economy
The relentless parade of new technologies is unfolding on many fronts. Almost every advance is billed as a breakthrough, and the list of “next big things” grows ever longer. Not every emerging technology will alter the business or social landscape—but...
- Mckinsey Report: Resource Revolution: Meeting The World’s Energy, Materials, Food, And Water Needs
Published in November of last year. It looks similar to the things that Jeremy Grantham discussed in his Q2 letter. Resource prices are rising and becoming more volatile. Without a resource revolution, we all face the prospect of damage to global growth,...
- Limits To Growth: Apollo Asia Fund - The Manager's Report For 1q2010
Our concern is over future earnings, given the precarious state of the global economy and doubtful prospects for Asia's exports. Since none of the major problems exposed by the crisis has been addressed, and panic responses have created new ones,...
- Energy For Asia: An Overview - By Claire Barnes
Economic growth dipped in 09, but there is widespread complacency that Asia is now back to 'business as usual'. That would require commensurate growth in the availability of energy. (The energy intensity of US GDP has fallen, but it is far from...
- Duke Energy Is Acquiring Piedmont Natural Gas (pny)
This morning I got word that one of my favorite dividend utilities is being purchased by Duke Energy. The deal which is a cash deal and is set to be completed by the end of the year for nearly $5 billion in cash. PNY shareholders are set...
Money and Finance
Lloyd's 360 Risk Insight report: Sustainable Energy Security
Found via Claire Barnes.
The report, produced in co-operation with Chatham House, explores the key global energy trends over the next 10 to 20 years and examines the major implications for business both in terms of future resource constraints and the need to move to a low carbon economy.
The report identifies the major energy risks facing business over the short to medium term, including operational, supply chain, regulatory, financial and reputational risks. It also identifies potential opportunities for companies in the areas of renewables and energy efficiency.
- Mckinsey Report: Disruptive Technologies: Advances That Will Transform Life, Business, And The Global Economy
The relentless parade of new technologies is unfolding on many fronts. Almost every advance is billed as a breakthrough, and the list of “next big things” grows ever longer. Not every emerging technology will alter the business or social landscape—but...
- Mckinsey Report: Resource Revolution: Meeting The World’s Energy, Materials, Food, And Water Needs
Published in November of last year. It looks similar to the things that Jeremy Grantham discussed in his Q2 letter. Resource prices are rising and becoming more volatile. Without a resource revolution, we all face the prospect of damage to global growth,...
- Limits To Growth: Apollo Asia Fund - The Manager's Report For 1q2010
Our concern is over future earnings, given the precarious state of the global economy and doubtful prospects for Asia's exports. Since none of the major problems exposed by the crisis has been addressed, and panic responses have created new ones,...
- Energy For Asia: An Overview - By Claire Barnes
Economic growth dipped in 09, but there is widespread complacency that Asia is now back to 'business as usual'. That would require commensurate growth in the availability of energy. (The energy intensity of US GDP has fallen, but it is far from...
- Duke Energy Is Acquiring Piedmont Natural Gas (pny)
This morning I got word that one of my favorite dividend utilities is being purchased by Duke Energy. The deal which is a cash deal and is set to be completed by the end of the year for nearly $5 billion in cash. PNY shareholders are set...