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jerryking : smart_grid   12

WSJ: Galleon and the Trouble With Insider Trading
Jan/Feb 2010 | The Corporate Board | Andy Kessler.

Information now travels at the speed of light. The edge to human traders
is mostly gone, arbitraged out by fast computers.
Near-term blips in stocks will always be driven by those with industry
contacts, legal or illegal. The only way to truly beat the market long
term is to use your head, think out long-term trends, figure out where
productivity and therefore wealth is being created in the economy,
and invest alongside it. This might include investing in wireless commerce, gigabit broadband, personalized prescription drugs, oil shale extraction, or electric smart grids that can better allocate power to where it is needed.
[January 06, 2020 |WSJ| Tech Will Rule These ’20s, Too by Andy Kessler]
So what’s next? My fundamental rule for finding growth trends is that you need to see viable technologies today, and then predict which ones will get cheaper and better over time. Microprocessors, storage, bandwidth—all still going strong after half a century.
2020s  alpha  Andy_Kessler  arbitrage  beat_the_market  broadband  commoditization_of_information  hydraulic_fracturing  ideas  insider_trading  JCK  long-term  personalization  power_grid  productivity  productivity_payoffs  Raj_Rajaratnam  shale_oil  smart_grid  strategic_thinking  technology  traders  trends  trend_spotting  wealth_creation 
june 2011 by jerryking
Managing Water as Scarcity Looms -
SEPT. 27, 2010 | WSJ | By GERALDINE AMIEL. Suez
Environnement's CEO Taps Opportunities Amid Escalating Global Shortages;
a Particular Thirst for China. As the world's population grows and
migrates to cities, water shortages are happening in places where
scarcity was unthinkable only 5 yrs ago, such as the Spanish coast,...
London,--is described by the U.K. Environment Agency as "seriously water
stressed." And in March 2009, a report by the WEF said the lack of
water would "soon tear into various parts of the global economic system"
and "start to emerge as a headline geopolitical issue."...``on the U.S.
East Coast, "people are used to having water—they don't think further,
they don't think about future generations." Mr. Chaussade prefers
thinking for the long term. His main hobby is planting trees in his
garden and watching them grow, imagining what people will think of them
in 100 yrs. "The garden must be beautiful when you create it,--It must
remain so when you're gone."
water  scarcity  China  Suez  Veolia  CEOs  smart_grid  desalination  imagination  wastewater-treatment  sensors  HBS  gardening  long-term  far-sightedness  unthinkable  geopolitics 
september 2010 by jerryking
Obama: Clean Energy's Venture Capitalist-in-Chief
Aug. 5, 2010 | BusinessWeek | By Mike Dorning.The White House
is gambling on a new industrial policy to promote electric cars and
batteries—but does history show such govt backing is a good idea? Obama
is the U.S.'s venture capitalist-in-chief. By the end of 2011, the
White House plans to channel more than $50 B to thousands of clean-tech
companies through tax credits, low-interest guaranteed loans, and
grants. Add in money for a "smart grid," research, and consumer tax
breaks, (e.g $7,500 credit for buying an electric car) and the
commitment rises to $69 B. Obscured by political battles over health
care and financial regulation, Obama has turned the govt. into the chief
financier of a mfg. base for clean-technology: high-performance
batteries, electric cars, low-energy lights, super-efficient air
conditioners, wind turbines, and solar panels. HBS Prof. Josh Lerner
wrote Boulevard of Broken Dreams, an examination of decades of govt.
efforts to spur the growth of chosen industries.
industrial_policies  obama  cleantech  smart_grid  power_grid 
august 2010 by jerryking
Ohm Economics -
January14, 2009 Forbes Magazine by Scott Woolley,
smart_grid  software  smart_meters 
february 2009 by jerryking

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