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Where’s the Money–Will the Real Financiers Please Stand Up?
We have entered into a different cycle of entrepreneurship and opportunity. That doesn’t mean the last cycle is ending. The internet, the delivery of content at faster speeds and lower cost, the...
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Trade Deficits, Energy Independence and, Oh Yes, CO2 Emissions
Our trade deficit with the rest of the world widened in September to $36.5 Billion, more than was expected. Oil prices, a weak dollar and a rising deficit with China were viewed as the culprits. To...
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Fuel Cells: Maybe they aren’t 10 years away…….
Up until a couple of years ago I have been in the camp that “fuel cells are 10 years away,” which is where they have been for the last 30 years. However, as I commented in a recent tweet that is no...
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One Million Electric Vehicles by 2015? Well, It’s a Start.
In the State of the Union address President Obama announced a goal of 1 million electric vehicles on the road in the United States by 2015. Part of that plan involves continuation of some existing...
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Reduce Oil Imports by 1/3? Can we do it all with fuel efficiency?
The short answer is maybe. It would require that vehicles being sold ten years from now would have to average 75 miles per gallon—not impossible, but improbable–unless. It requires political will,...
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Shutting Down Nuclear Power in Germany? This May be the Best Thing for...
So, Germany is shutting down all of its nuclear plants by 2022. At the peak the plants produced 27.5% of Germany’s electricity. Renewable Energy is now up to 17.5%. There is a big gap to fill in a...
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A Brief Look at the World—China, the US, Europe and the Lake Forest...
I am heading out to Chicago for one of the triannual meetings of the Lake Forest Investment Society. We have been meeting three times a year (yes, triannual can mean three times a year) for many years...
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Marcellus Shale:New York::Prudhoe Basin:Alaska. Why Not?
The New York Department of Environmental Conservation has put out a 46 megabyte document with proposed regulations on horizontal drilling and hydraulic fracturing of the Marcellus Shale formation in...
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The Debt Ceiling, Long Term Deficit Reduction and Insanity
Having barely survived the Fiscal Cliff, we now face the prospect of the crazies using the debt ceiling as a second attempt to derail this recovering economy. Everyone acknowledges that we have a...
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What to Expect in 2014 (And Beyond)
This outlook is being written a good 45 days later than when “What to Expect in 2013…” was written over a year ago. It is amazing how much can happen in that short time frame and can influence one’s...
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