Profiting from Physical Assets in a Resource-Constrained World – Rules and Picks (Part 2 of 2)

(This is an excerpt from an article I originally published on Seeking Alpha. Click here to read the entire piece.) {snip} This piece is a follow-up post to “Preparing for Profits in a Resource-Constrained World” (Part 1) in which I discussed the implications of Jeremy Grantham’s fundamental thesis of a new world where resources are … Read more

links for 2011-05-31

Germany to scrap nuclear power by 2022 – Sky News Germany on Monday became the first major industrialised power to agree an end to nuclear power in the wake of the disaster in Japan, with a phase-out to be completed by 2022. Chancellor Angela Merkel said the decision, hammered out by her centre-right coalition overnight, … Read more

No Watershed Quite Yet for Solar Stocks

Last week, I suggested that the nuclear power crisis in Japan could usher in a watershed moment for solar energy and its constituent stocks. For all of two days, most solar stocks soared. For example, First Solar (FSLR) gained 14%. However, March 15th marked a sort of peak in the market’s concern over Japan’s nuclear … Read more