Tag: commodities

The Case for Investing in Solar Energy

While I called solar energy “mostly a speculative venture” in my previous post while making the case for investing in LNG transport, I want to make the case for why solar still has a role in my portfolio. Continue reading “The Case for Investing in Solar Energy”

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Shorting Trump: A Starting Point

ABC News reported yesterday that President Trump contradicted 4 of his campaign positions in 1 day. It is not unusual for a politician to reverse some positions once the election is over, but the Trump administration’s progression since the election has been unusual, to say the least. After an impatient start that involved signing a record number of executive orders, Trump ran into a wall with his healthcare plans. Rather than try to climb the wall or find a door, he tried to break through it with his bare hands, but after hitting it a few times, he just gave up and walked away. Trump then reorganized his National Security Council, demoting his controversial advisor Steve Bannon. Now, I suspect that a lot of things he campaigned on are less likely to happen. Continue reading “Shorting Trump: A Starting Point”