Tag Archives: Peak Oil

Gold Bricks and Sink-Holes – The Risk & Reward of Fossil Fuel, Solar & Wind

 

3 Gold-BrickOn Dec. 21, 2012, with virtual portfolios of 7 sustainable energy and 7 fossil fuel companies, I launched the Popular Logistics Sustainable Energy simulation, here.

On Feb. 8, 2013, after 6 weeks, after exercising virtual options to invest in 2 additional companies at 12/21/12 prices, I reported the results, here.

  • The Sustainable Energy portfolio is up 12.6%
  • The Fossil Fuel portfolio is up 5.09%.
  • The Dow Jones Industrial Average is up 6.52%
  • The S&P 500 is up 5.52%.
  • The Sustainable Energy Portfolio is up significantly more than the Fossil Fuel Portfolio, and the major indices.
  • The Fossil Fuel Portfolio is up, but lags the major indices.

 

Guatemala-Sinkhole

These results are not that surprising. Continue reading →

God, Keynes, and Clean Energy

Columbia University

Columbia University

NY. Jan. 25. Mark Fulton, “Climate Change Strategist” Deutsche BankAsset Management, spoke at Cary Krosinsky’s class in Sustainable Investing at the CERC, the Center for Environmental Research and Conservation, Earth Institute, Columbia University.

Krosinsky, Vice President of Trucost, recently co-edited and wrote the book Sustainable Investing: The Art of Long Term Performance with Nick Robins of HSBC. He is an Advisory Board member of the Association of Climate Change Officers (ACCO) and founder director of InvestorWatch. Trucost has built and maintains the world’s largest database of carbon emissions and other environmental impacts as generated by the world’s largest public and private companies. Their data and expertise is used by leading global fund managers and asset owners to manage carbon risk. Continue reading →