Greenlight’s Einhorn Said to Back Solar Stocks at Robin Hood – Bloomberg 10-20-14

Salient to Investors: David Einhorn at Greenlight Capital is believed to have recommended renewable power companies on the declining cost of solar energy and rising price of electricity, while betting against French sovereign debt. Read the full article at http://www.bloomberg.com/news/2014-10-20/greenlight-s-einhorn-said-to-back-solar-stocks-at-robin-hood.html Click here to receive free and immediate email alerts of the latest forecasts.

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Four Numbers Say Wind and Solar Can’t Save Climate – Bloomberg 09-20-13

Salient to Investors: Robert Bryce at the Manhattan Institute writes: Any transition away from our existing energy systems will be protracted and costly. Energy transitions occur over decades, even centuries. Coal use in the US is declining, but it is soaring in the developing world and booming in Europe. Global carbon

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The Race of Our Lives – GMO Quarterly Letter 04-26-13

Salient to Investors: Jeremy Grantham writes: The world, in its reckless use of resources and natural systems, shows many of the indicators of potential failure that brought down many prior civilizations. However, we have two saving graces that may save us – declining fertility rates and progress in alternative energy.

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Merkel Losing Allies in $700 Billion Shift to Renewables – Bloomberg 04-05-13

Salient to Investors: Marc Nettelbeck at DZ Bank said the entire energy switch has derailed – the difficulties connecting offshore wind farms to the power grid reduces their profitability and renders the original investment calculations of utilities invalid. Marc Oliver Bettzuege at Cologne University said the offshore expansion in Germany

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