Climateer Investing

tag:blogger.com,1999:blog-64425143213581190042026-10-17T20:51:10.628-07:00Climateer Investing<i>In war, everything not censored is a lie.</i>climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comBlogger53757125tag:blogger.com,1999:blog-6442514321358119004.post-90528987132871146332026-10-17T18:48:16.532-07:002026-10-17T18:48:16.695-07:00"Rioters have set fire to the historic City Hall in Limoges, France, causing its roof to burn and its clock tower to collapse"

Via OpenSourceIntel:  FRANCE: Rioters have set fire to the historic City Hall in Limoges, France, causing its roof to burn and its clock tower to collapse. Built in 1883, the 143 year old landmark survived 2 world wars and was designated a protected historical monument in 1975. It’s gone now. https://t.co/m4MKZ2N6Nu— Open Source Intel (@Osint613) October 17, 2026Earlier:"Live: Chaotic

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-74928652024098369202026-10-17T18:44:23.229-07:002026-10-17T18:44:23.332-07:00"Live: Chaotic scenes as organisers of French protests claim 800,000 have taken to streets"

From France24:Issued on: 17/10/2026 - 07:17Modified: 18/10/2026 - 02:22A protester's hand was blown off by a police crowd-control grenade on Saturday as the nationwide demonstrations against the higher cost of living and school conditions turned violent. According to France’s biggest trade union, the CGT, some 800,000  people are taking part in the protests. Follow our liveblog for the

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-92206246286437898462026-10-17T15:01:15.664-07:002026-10-17T15:07:36.712-07:00"What if everything we’ve come to think of as American is predicated on a freak coincidence of economic history? And what if that coincidence has run its course?"

As is our wont, a repost of a repost. April 21, 2024Projecting a linear extension of past trends into the future has worked remarkably well for forecasters such as Ray Kurzweil, enough so that they can call themselves futurologists or somesuch and get paid for that rather nebulous title.  There's a problem though. In the business of speculating on markets it is encapsulated in the

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-58117574334195683882026-10-17T13:26:05.563-07:002026-10-17T15:44:43.584-07:00As We Approach Halloween: "She Opens the Window"

From Emma at her Past Life, Present Cleavage substack, October 12:Florence Balcombe was the pretty one. In 1870s Dublin that was practically a job title, and she did it so well that men wrote her letters, and one of the men writing letters was a very young Oscar Wilde. He was at Oxford, not famous yet, already dressing like he knew he would be. At some point he gave her a small gold cross.She

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-38412528192985052962026-10-17T09:06:31.814-07:002026-10-17T09:06:31.946-07:00"Startups Race to Cash In on Gold Rush Sparked by Whey Protein Shortage"

No whey. Saaay!*From Bloomberg, September 30:A prolonged squeeze on America’s favorite protein powder is turning into an opportunity for food-tech companies that extract the macronutrient out of everything from alfalfa to bog microbes. Leaft Foods has never been so busy. The New Zealand startup, which makes a protein shot extracted from alfalfa leaves, saw sales spike 600% in the year

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-62767869126881268162026-10-17T08:32:32.466-07:002026-10-17T08:32:32.582-07:00"Fewer than 5 innovations could return 1920s era growth"

From Cody Finke's substack, October 12:US growth and stagnation:In the US, the period from 1870 to 1970 saw massive economic growth. Known as the “special century,” real GDP per capita grew about 2.0% per year. After 1970, growth stagnated and real GDP per capita has only grown about 1.8% per year since.[1]Researchers noticed that total factor productivity (TFP, a measure of how efficiently we

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-91698592742828388532026-10-17T04:17:50.658-07:002026-10-17T04:17:50.742-07:00U.S. Drought Forecast To January 31, 2027

From the University of Nebraska - Lincoln, October 15 The two shades of green indicating 'drought removed' and 'drought improves' are almost exactly where a stylized representation of El Niño rainfall is expected in the continental United States. From IRI/Columbia via NOAA:

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-87460415907591522482026-10-17T03:42:19.110-07:002026-10-17T03:46:32.726-07:00President Macron: Shut Up, America's 1st Amendment the 'Opposite of Free Speech'

From Reclaim the Net, October 3 and 4:Emmanuel Macron says American free speech is "the opposite of free speech." In his view, freedom only exists inside a "common framework" set by the state. He compared posting an insult online to hitting someone in the street. Those are different things, because one is speech and the other is violence. He wants people punished for posting "nonsense," with

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-69054977547377132732026-10-16T11:50:21.419-07:002026-10-16T20:43:12.182-07:00"They war-gamed dimming the Sun. It went even worse than you think."

If it were my headline it would read "worse than you might think" but it's Ars Technica's on top of an Ars Technia story so we'll go with it. October 13:Solar geoengineering simulation shows what happens when geopolitics takes over.  When it comes to deciding the fate of the planet, Colleen Golja always thought science and reason would have a seat at the table. That was until one

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-30368828299590353562026-10-16T10:55:25.013-07:002026-10-16T10:55:25.128-07:00"Canada’s top growing companies by three-year revenue growth"

From the Globe and Mail's Report on Business magazine, September 25:Ranking Canada’s Top Growing Companies of 2026The 375 companies on the ranking are closing the innovation gap and finding ways to grow through the ups and downs of a turbulent economy and geopolitical landscape For the past eight years, Report on Business magazine has produced a ranking of Canada’s Top Growing Companies,

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-17872595254745602212026-10-16T10:44:43.874-07:002026-10-16T10:44:44.041-07:00"California tech giant plots massive layoffs as industry sheds 14,000 jobs"

From the New York Post, October 14:More job cuts are coming for Silicon Valley after the company behind a popular productivity app revealed plans to let go of a “large part” of its workforce. Italian tech conglomerate Bending Spoons, the owner of Airtable, disclosed the move in an X post from Federico Simionato, a product leader at the parent company. The cuts were a reflection of the

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-18810344557217652462026-10-16T04:42:30.460-07:002026-10-16T04:42:30.702-07:00Speaking Of Hyper-Pareto Distribution Of Profits: "Nvidia and Micron are about to dominate earnings season" (NVDA; MU)

How investors react to this is a separate question but the truth remains that sales and earnings and cash flow afford some measure of comfort in a cold, indifferent universe.From Yahoo Finance, October 7: ....The two companies are expected to account for more than one-third of earnings per share growth for the S&P 500 (^GSPC) for the third quarter, according to a ZeroHedge analysis. The

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-5117174644435864422026-10-16T04:14:26.357-07:002026-10-16T12:42:27.315-07:00Venture Capital Exhibits A Hyper-Pareto Distribution Of Profits: The Top 5% Of VCs Garner 90% Of The Profits

From the University of Chicago's Booth School of Business, Pro-Market, SeptemberWhat Makes a Venture Capitalist Successful? In new research, Blake Jackson and Ilya Strebulaev track the careers of 100,000 people working at venture capital firms in the United States to ask which investors succeed and why. They find that five percent of VCs generate 90 percent of the industry’s profits, that

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-77078958627696814162026-10-16T03:11:19.175-07:002026-10-16T03:11:19.400-07:00"Nvidia is investing heavily into Europe – why now?"

From EU Startups, October 15:NVIDIA has had a busy week on this side of the pond. From announcing new investments in British and French startups to launching collaborations in Sweden, supporting AI research and bringing developers together in Barcelona, Paris and London, the US chipmaker appears determined to play a bigger role in the continent’s technological future. The activity comes ahead of

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-36999548119745429712026-10-15T04:52:20.236-07:002026-10-15T04:52:20.420-07:00More Gartner On AI: "By 2030, 80% of Neocloud Providers Are Expected to Cease Independent Operations" (CRWV)

Following on October 14's IBD article: "Why Gartner AI Outlook Sent CoreWeave Stock, Neoclouds Reeling".From Gartner, October 14:Gartner Says Over $3.5 Trillion of AI Infrastructure Spending Could Be Exposed to Impairment by the End of 2030 By 2030, 80% of Neocloud Providers Are Expected to Cease Independent Operations More than $3.5 trillion of AI infrastructure spending

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-30034767463099544952026-10-15T03:46:50.938-07:002026-10-15T03:46:51.187-07:00"Black Thurdsay" For Korea's KOSPI Index

From the Yonhap News Agency via UPI, October 15: Seoul shares crash over 7 pct on chip rout amid AI, inflation woes South Korean stocks plunged more than 7 percent Thursday as major chipmakers extended losses amid growing concerns over the sustainability of investments related to artificial intelligence (AI) and rate hikes by the Federal Reserve. The Korean won weakened against the U.S.

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-10891722149479688882026-10-14T18:01:33.889-07:002026-10-14T18:01:34.000-07:00"Scientists Collected Deep-Sea Rocks. They Spontaneously Caught Fire in The Lab."

From ScienceAlert, October 11:Scientists investigating the possibility of a 'gold rush' on the bottom of the ocean have hit upon an unforeseen 'landmine'.Researchers at the United States Geological Survey (USGS) are now warning that some deep-sea minerals may spontaneously combust when they are brought to the surface. In 2022, that happened to two samples of metal-sulfide rocks

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-84552924559475290972026-10-14T17:36:11.317-07:002026-10-14T17:36:11.318-07:00"Stock Selloff Extends to Asia as Chip Rout Deepens"

Tokyo's Nikkei Index is down 2190 points (3.23%) While Seoul's KOSPI is down another 5% in early trade.From Bloomberg, October 14/15 A selloff in equities spread to Asia after chip stocks tumbled on Wall Street, as hotter-than-expected US inflation fueled bets on more aggressive Federal Reserve rate hikes. Treasuries rallied.MSCI Inc.’s Asia Pacific equities gauge dropped 1.5%, heading for a

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-63356446128739612912026-10-14T17:24:09.390-07:002026-10-14T17:24:09.390-07:00"Chinese AI firms tap cheaper ‘dim sum’ offshore yuan debt for funding edge"

Cheap coal-fired electricity plus cheap funding plus a national strategy of distilling frontier AI models make for a formidable competitor.  From Bloomberg via The Japan Times, October 14:Tencent Holdings is leaning into cheap offshore yuan debt to bankroll its artificial-intelligence infrastructure, the latest prominent example of leading Chinese technology firms using that edge over

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-25839163895608261922026-10-14T17:05:53.318-07:002026-10-14T17:05:53.422-07:00"Nvidia's secret weapon for accelerating AI factories" (NVDA)

From The Deep View, October 14:Nvidia has figured out a way to build AI factories a lot faster.These massive data centers bring together billions of dollars of computing equipment into a facility where a ton of different tech, power, cooling, and logistical systems have to work together seamlessly. Managing that kind of complexity is one of Nvidia's strengths.With chip design, Nvidia architects

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-40405907276877379572026-10-14T16:34:20.282-07:002026-10-14T16:34:20.471-07:00"Why Gartner AI Outlook Sent CoreWeave Stock, Neoclouds Reeling"

From Investor's Business Daily, October 14:CoreWeave (CRWV) stock plunged Wednesday as shares in other artificial intelligence-focused "neoclouds" also sold off after market research firm Gartner predicted an industry shakeout. In a news release, Gartner forecast that by 2030 "cost pressure and a lack of a differentiating business model will force over 80% of neocloud providers to cease

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-17759159719524787922026-10-14T16:30:39.052-07:002026-10-14T16:41:40.835-07:00"Greta Thunberg joins Paris student protests"

From the Telegraph, October 13:Climate activist condemns ‘extremely violent’ police response as French school unrest continues   Greta Thunberg has travelled to Paris to join the student protests sweeping France.The Swedish climate activist joined pupils outside the Paul-Éluard lycée in Saint-Denis,

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-34753021311655026812026-10-14T05:39:50.595-07:002026-10-14T05:39:50.767-07:00Inflation: CPI Headline UP 0.6% In September, UP 3.7% Year-over-Year

From the Bureau of Labor Statistics, October 14:CONSUMER PRICE INDEX - SEPTEMBER 2026The Consumer Price Index for All Urban Consumers (CPI-U) increased 0.6 percent on a seasonally adjusted basis in September after rising 0.4 percent in August, the U.S. Bureau of Labor Statistics reported today. Over the last 12 months, the all items index increased 3.7 percent before seasonal adjustment.The index

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-13331490757137715192026-10-14T04:02:55.435-07:002026-10-14T04:02:55.549-07:00Capital Markets: "China's Trade Surplus Swells and the Market Awaits US CPI"

From Marc to Market:Investors are wary of the unwinding one of the most crowded trades, long the AI ecosystem.  Despite cracks, the market remains resilient. So far, the rise in interest rates has not derailed the narrative. The dollar’s fortunes also seem to be to some extent linked the AI. It seems clear that the significant US current account deficit has been largely financed by foreign

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.comtag:blogger.com,1999:blog-6442514321358119004.post-89164708187799432152026-10-13T16:33:04.613-07:002026-10-13T16:33:04.727-07:00 Taiwan’s GDP [growth] to reach 10.7%, IMF says

If they keep this up they'll be able to buy that big land mass to their west.From the Taipei Times, October 14: BIG SURGE: Taiwan, the only economy projected to post double-digit percentage growth this year, and South Korea account for 62% of net trade in AI-related computing hardware  The IMF has sharply raised its forecast for Taiwan’s GDP growth to 10.7 percent this year, the

climateerhttp://www.blogger.com/profile/12588010121648399850noreply@blogger.com