PLPort.2015.3.21

On Dec. 21, 2012, I put $16 Million imaginary dollars in equal imaginary investments in 16 real energy companies; $8.0 in the Sustainable Energy space and $8.0 in the Fossil Fuel space. The pattern, clear by March, 2013, is the Sustainable Energy Space is outperforming and the Fossil Fuel space is underperforming the indices.

Excluding the value of dividends and transaction costs,

  • The Fossil Fuel portfolio is now worth $6.7 Million, down 16.07%.
  • The Sustainable Energy portfolio is now worth $18.2 Million, up 127.62%.
  • The Dow Jones Industrial Average is up 38.47%, from 13,091 on 12/21/12 to 18,209 on 3/20/15
  • The S&P 500 is up 47.42%, from 1,430 to 2,108.

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PopLogPort.150221
On Dec. 21, 2012, I put $16 Million imaginary dollars in equal imaginary investments in 16 real energy companies; $8.0 in the Sustainable Energy space and $8.0 in the fossil fuel space. Excluding the value of dividends and transaction costs,

  • Fossil Fuel portfolio: from $8.0 M to $7.06 Million, down 11.76%.
  • Sustainable Energy portfolio: from $8.0 M to $16.73 Million, up 109.18%.
  • Dow Jones Industrial Average: from 13,091 to 18,140, up 34.15 %,
  • The S&P 500: from 1,430 to 2,110,  up 42.10%.

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Humphrey Bogart and Ingrid Bergman in Casablanca, 1943

Humphrey Bogart as Rick and Ingrid Bergman as Ilsa in Casablanca, 1942

“Of all the gin joints in all the towns in all the world, she walks into mine” – “Casablanca.

Once rare, the incidence of Autism has increased exponentially from less than 0.02% of boys to 2.38%.

Before the MMR Vaccine: 400 to 500 died each year as Millions contracted the disease. Due to widespread administration of the vaccine, the incidence of Measles dropped to 37 reported cases in 2004.  But because people believe (falsely) that the MMR vaccine triggers Autism, they stopped immunizing their children. There were 644 cases of Measles in 2014.

If the MMR Vaccine does not trigger Autism, what does?  Glyphosate? Possibly. And what’s Glyphosate? The active ingredient in Monsanto’s Roundup.

This is a story of unintended consequences.

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PLPort.2015.1.21

On Dec. 21, 2012, drying off from Hurricane Sandy, I put $16 Million imaginary dollars in equal imaginary investments in 16 real energy companies; Eight in the Sustainable Energy space and eight in the fossil fuel space.

  • The Dow Jones Industrial Average is up 34.15 % from 12/21/12 to 1/21/15
  • The S&P 500 is up 42.10%.
  • The Fossil Fuel Portfolio has dropped 14.55%.
  • The Sustainable Energy portfolio is up 85.09%.

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PLEP_M24On Dec. 21, 2012, I put $16 Million imaginary dollars in equal imaginary investments in 16 real energy companies; Eight in the Sustainable Energy spaces and eight in the fossil fuels spaces. The results:

  • The Dow Jones Industrial Average is up 36.2 % from 12/21/12 to 12/19/14.
  • The S&P 500 is up 44.8% from 12/21/12.
  • The Fossil Fuel Portfolio has dropped 10.00%.
  • The Sustainable Energy portfolio is up 91.34% from Dec. 21, 2012 but down from August, 2014.

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Earth from Space. Courtesy NASA & the American Taxpayer

Earth from Space. Courtesy NASA & the American Taxpayer

Coral Davenport, in the New York Times, writes (here),

“President Obama could leave office with the most aggressive, far-reaching environmental legacy of any occupant of the White House. Yet it is very possible that not a single major environmental law will have passed during his two terms in Washington.

“Instead, Mr. Obama has turned to the vast reach of the Clean Air Act of 1970, which some legal experts call the most powerful environmental law in the world. Faced with a Congress that has shut down his attempts to push through an environmental agenda, Mr. Obama is using the authority of the act passed at the birth of the environmental movement to issue a series of landmark regulations on air pollution, from soot to smog, to mercury and planet-warming carbon dioxide.”

The coal industry skels from both parties consider this a “War on Coal.” Environmentalists could argue that it is a war for our grandchildren, a war for the biosphere, and even a war for a competitive 21st Century economy. Political hyperbole aside, it seems that any “War on Coal” is being waged by the methane and fracking industries, OPEC, and the “Invisible Hand” of the marketplace, not the President of the United States and the United States Environmental Protection Agency, EPA.

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PLPort.2014.11.21On Dec. 21, 2012, I put $16 Million imaginary dollars in equal imaginary investments in 16 real energy companies; Eight in the Sustainable Energy space and eight in the fossil fuel space. At the close of trading, Nov. 21, 2014, that would be worth $24.3 Million and all of the increase is in the sustainable energy portfolio.

  • The Dow Jones Industrial Average is up 36.05 % from 12/21/12 to 11/21/14.
  • The S&P 500 is up 44.34% from 12/21/12.
  • The Fossil Fuel Portfolio has DROPPED 0.02%.
  • The Sustainable Energy portfolio is up 105.99% from Dec. 21, 2012 but down from August, 2014.

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PLPort.2014.10.21

On Dec. 21, 2012, I put $16 Million imaginary dollars in equal imaginary investments in 16 real energy companies; Eight in the Sustainable Energy space and eight in the fossil fuel space. Between December 21, 2012 and October 21, 2014

By 10/15/14, GT Advanced Tech had filed for bankruptcy protection, and other stocks in the portfolio dropped to points near their Dec. 2012. The portfolio as a whole dropped 55% from Sept. 19, 2014. Stay tuned, and keep your seat belt on. [click to continue…]

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Fort Calhoun plant, seen from above.

Ft Calhoun Plant – Arial View

The Fort Calhoun nuclear plant reopened in December, 2013. The plant, on the west bank of the Missouri River about 20 miles north of Omaha, Nebraska, closed for refueling in April, 2011, and was flooded in June, 2011. Refueling a nuclear plant typically takes about 6 – 12 weeks. Due to the flooding, the Fort Calhoun plant was closed for 970 days, from April, 2011 until December, 2013. (NY Times / Associated Press, here). Back in June, 2011, the cost estimate by David Lochbaum, Union of Concerned Scientists, was roughly $970 Million in lost revenue, plus the costs of repairs. [click to continue…]

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The Deepwater Horizon Spill

The Deepwater Horizon Spill

“You can’t have oil without oil spills.” – Markwayne Mullin, R, Oklahoma. (Official / GovTrack)

Wind and Sun Won’t Spill

In a period when the Dow Industrials rose 30%, the S&P 500 rose 40%, and the Popular Logistics “Sustainable Energy Portfolio” rose 223%, the “Fossil Fuel Portfolio” rose 21%.

This suggests that a paradigm shift is underway in the energy industry.

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Energy Portfolios: 20 Months: Conclusions & Observations

by L J Furman, MBA August 29, 2014

Conclusions: The performance of most of the companies in these portfolios supports the hypothesis that a paradigm shift away from fossil fuels and toward renewable energy systems is underway. Investing in an index fund may have been more lucrative – and less stressful – than investing in the Fossil Fuel portfolio. Investing in paradigm shifting […]

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Energy Portfolios, 20 Months: Sustainable Energy up 229%, Fossil Fuel up 18.4%

by L J Furman, MBA August 23, 2014

On Dec. 21, 2012, I put $16 Million imaginary dollars in equal imaginary investments in 16 real energy companies; $8.0 iMil in the Sustainable Energy space and $8.0 iMil in the fossil fuel space. The Dow Jones Industrial Average is up 30.16 % from 12/21/12. The S&P 500 is up 39.3% from 12/21/12. The Fossil […]

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Colony Collapse Disorder

by Garry R. Osgood August 18, 2014

2006 was something of a banner year for both beekeepers and growers. A high fraction of beekeepers experienced better than 50% losses. Many growers could not rent bees at any price. Lots of almond groves in California went without pollination that year, and, as with many species of nuts, if the pollen isn’t carried over […]

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The case of the Disappearing Bee

by Garry R. Osgood August 11, 2014

There aren’t enough bees to perform all of the pollination work in the United States. So, if you like to travel, make money doing it, and don’t mind a sting now and again, then professional beekeeping may just be for you.  And hey – it’s a seller’s market. About 1.4 million hives get hauled to […]

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Behind Oz’s Curtain

by C C Reilly July 27, 2014

Behind Oz’s Curtain of ‘Law and Order’ By C.C. Reilly Bill Thompson: Schools not Prisons “The [$34 million] the city wants to spend on [the Brooklyn House of Detention design] contract would be better used as a means to reduce class sizes and build more schools.” NYC Comptroller William C. Thompson, Jr. November 19, 2009

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