Salient to Investors: Fareed Zakaria said: Lee Kuan Yew said America will remain the world’s dominant power in the 21st century only if it is the dominant Pacific power. Global stability will be shaped by how the US handles China. Graham Allison at Harvard said that since 1500, war resulted
READ MORE... →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.
READ MORE... →Salient to Investors: Concern is growing that a potential change in Japan’s incentives for clean energy may lower demand from the world’s second-largest solar market, amid a glut of panels. Gordon Johnson at Axiom Capital Mgmt said all of the Chinese module companies rely heavily on Japan. He is concerned
READ MORE... →Salient to Investors: Fareed Zakaria said: The purpose of ISIS’ execution videos was to provoke the US and it worked. Al Qaeda tries to appeal to all Muslims while ISIS is distinctly sectarian and anti-Shiite and hostile to Kurds, Christians and many others in the Middle East – if they all fight in
READ MORE... →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
READ MORE... →Salient to Investors: Lu Ting at Bank of America said China’s recovery is being driven primarily by domestic demand but international demand is picking up too, and will boost market confidence in China’s recovery amid the turmoil in some emerging markets. Zhu Haibin at JPMorgan raised estimates for China’s growth
READ MORE... →Salient to Investors: Ben Inker writes: Capitalism should cause the return on capital to be in line with the cost of capital, and assets with similar risks should offer similar long-term returns. Equities should trade at replacement cost, and the long-term return to equities should be approximately the same as
READ MORE... →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.
READ MORE... →Salient to Investors: 16 of the 29 US states requiring utilities to buy renewable energy are considering paring back those mandates after a plunge in natural gas prices. Read the full article at http://www.bloomberg.com/news/2013-04-23/u-s-states-turn-against-renewable-energy-as-gas-plunges.html Click here to receive free and immediate email alerts of the latest forecasts.
READ MORE... →Salient to Investors: Angelo Zino at S&P Financial Services said there is no way the Suntech shareholders are going to get anything. Zino said a host of companies have gotten billions of dollars from Wall Street investors, who will ultimately get nothing. Risks to investors in solar have spread after the collapse
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