Showing posts with label infrastructure. Show all posts
Showing posts with label infrastructure. Show all posts
Thursday, September 10, 2015

Picking Correct Hard Asset Benchmarks

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Hard assets deserve more attention than they get. Commodities, real estate, and perhaps even infrastructure are often lumped together into ...
Tuesday, July 01, 2014

Alfidi Capital Checks Out Mineta Transportation Institute National Policy Summit 2014

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I attended the Mineta National Policy Summit for 2014 at the Commonwealth Club  a few days ago.  More policymakers should follow the Mineta...
Friday, March 07, 2014

Bad Infrastructure Grades Include Pipelines And Electricity Transmission Lines

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It is very depressing to read the poor grades the ASCE gives to America's infrastructure.  The organization's Infrastructure Report...
Monday, February 03, 2014

Pricing and Exporting North American Natural Gas For Asia

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The investor relations community works hard to convince analysts like Yours Truly that junior exploration companies in North America have g...
Monday, January 20, 2014

Business Opportunities In California Water Problems

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I recently wrote a Third Eye OSINT study of potential water supply impacts on global stability.  California is not immune from water suppl...
Wednesday, December 25, 2013

Water-Energy Nexus Can Drive Infrastructure Investment

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I heard an oblique mention of the water-energy nexus at one of the many public events I attend.  These two resources are indispensable to ...
Tuesday, September 03, 2013

Infrastructure as a Separate Asset Class

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Infrastructure is gaining acceptance as an investment style.   Some observers even recognize it as a separate asset class.  I'm a fina...
Saturday, June 29, 2013

Mineta Transportation Institute Holds Forth on Transportation Funding in 2013

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The Mineta Transportation Institute held its annual policy summit last week at the Commonwealth Club .  I have a background in both transpo...
Wednesday, May 08, 2013

US-Bangladesh Tech Investment Summit at TiE

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I'm really glad I attended part of yesterday's US-Bangladesh Tech Investment Summit down at TiE Silicon Valley.  I didn't do an...
Friday, February 15, 2013

The Haiku of Finance for 02/15/13

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Create the green bank Sell green bonds for green projects Watch out for green fraud
Saturday, December 15, 2012

The Haiku of Finance for 12/15/12

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Low water levels Hurting riverborne commerce Where is stimulus?
Sunday, May 06, 2012

China Bullishness Slips Into Too Many Yahoo Stories

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I'm going to start weaning myself from a reliance on Yahoo! Finance for information.  I'm increasingly disappointed with the select...
Monday, November 21, 2011

Occupy Movement Clueless About Infrastructure

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The Occupy movement's local offshoots are alienating their local neighbors with incoherent tactics.  A case in point is the DC movement...
Tuesday, May 17, 2011

America's Third-World Transportation Infrastructure

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The U.S. is going to have serious problems generating wealth for its citizens for the remainder of this century if it can't effectively ...
Wednesday, February 23, 2011

U.S. Infrastructure Deals In Brazil

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America's commercial infrastructure is in a sorry state.   This nation's bridges, railway overpasses, dams, locks, ports, and variou...