Posts Tagged ‘Coal’

• Not 2006: Model Portfolio Update
  Gregor Macdonald, July 8th, 2010 at 12:33 pm, Comments: 0

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• Gregor Weekly Macro Note: Saturday 12 December 2009
  Gregor Macdonald, December 12th, 2009 at 11:04 pm, Comments: 0

  Let’s talk about oil and coal: In the Summer of 2003, having already embarked on my oil journey, I took out a sheet of paper and started making notes on the global coal sector. To my initial astonishment, the entire listed market cap of coal names on the NYSE came in just shy of 30 [...]

• Cross Posting: Coal World
  Gregor Macdonald, December 4th, 2009 at 7:39 am, Comments: 0

  Yesterday’s presentation from the Agoracom Online Gold and Commodities Conference, Coal World, is up for accessible public viewing at the Agoracom website. |  see: Coal World (Adobe Presenter slide deck and audio which opens and starts the presentation in a separate window) .
  You can also read about this subject in a post published yesterday by [...]

• Readings: Tuesday 24 November 2009
  Gregor Macdonald, November 24th, 2009 at 11:48 am, Comments: 0

  What Peak Oil Can Do for Climate Change: Chris Nelder, Get Realist.
  Capital Journal – California’s Budget is Going to Be Dreadful: George Skelton, The Los Angeles Times.
  Early Data Suggest Suicides are Rising: Murray and McKay, The Wall Street Journal.
  Shifting the World to 100% Clean, Renewable Energy by 2030 – Here Are The Numbers – Jacobson [...]

• Podcast Picks: Friday 13 November 2009
  Gregor Macdonald, November 13th, 2009 at 7:49 pm, Comments: 0

  Blackout: Coal, Climate and the Last Energy Crisis: Richard Heinberg, Financial Sense Newshour.
  Seminars About Long-Term Thinking (SALT): Stewart Brand – Rethinking Green, The Long Now Foundation.
  Collapse Dynamics: an interview with Noah Raford,  Jason Bradford’s Reality Report.
  War, Inflation, Gold, and Collapse: interview with Marc Faber, Commodity Watch Radio (Frisby’s Bulls and Bears).
  Yalman and Joyce: on the [...]

• Readings: Wednesday 16 September 2009
  Gregor Macdonald, September 16th, 2009 at 10:26 am, Comments: 0

  The M-Shaped Recovery: Umair Haque, Harvard Business Review.
  States of shock: The Automatic Earth.
  Welcome to Earth’s ‘New’ Ocean: The Arctic: Andrew C. Revkin, NYT Dot Earth.
  Living With Coal: David G. Victor and Richard K. Morse, The Boston Review.
  California’s cash coming in below guesses: Steven E.F. Brown, San Francisco Business Times.
  The Rise and Fall and Rise of [...]