• 4 minutes England Running Out of Water?
  • 7 minutes Trump to Make Allies Pay More to Host US Bases
  • 10 minutes U.S. Shale Output may Start Dropping Next Year
  • 14 minutes Washington Eyes Crackdown On OPEC
  • 44 mins One Last Warning For The U.S. Shale Patch
  • 3 hours Oil Slips Further From 2019 Highs On Trade Worries
  • 24 hours Once Upon A Time... North Korea Abruptly Withdraws Staff From Liaison Office
  • 16 hours Modular Nuclear Reactors
  • 1 day Poll: Will Renewables Save the World?
  • 1 hour Climate change's fingerprints are on U.S. Midwest floods
  • 2 days Chile Tests Floating Solar Farm
  • 50 mins Telsa Sales in Europe
  • 27 mins 3 Pipes: EPIC 900K, CACTUS II 670K, GREY OAKS 800K
  • 2 hours Read: OPEC THREATENED TO KILL US SHALE
  • 2 days China's Expansion: Italy Leads Europe Into China’s Embrace
  • 2 days China's E-Buses Killing Diesel Demand
  • 2 days Trump sells out his base to please Wallstreet and Oil industry
  • 2 days New Rebate For EVs in Canada
Mad Hedge Fund Trader

Mad Hedge Fund Trader

John Thomas, The Mad Hedge Fund Trader is one of today's most successful Hedge Fund Managers and a 40 year veteran of the financial markets.…

More Info

Trending Discussions

An Environmental Activist's Take on the Markets

I spent an evening with Lester Brown, president of the Earth Policy Institute and a winner of the coveted MacArthur Prize, for some long term thinking about the environment and its investment implications. 

Global warming is causing the melting of ice sheets in Greenland and Antarctica, glaciers in the Himalayas, and the Sierra snowpack. Water tables are falling and fossil aquifers are depleting.

In the coming decades this will cause severe shortages of fresh water that could lead to crop failures in India and China, where one billion people depend on mountain runoff to irrigate crops, and even California, which delivers 80% of America's vegetables.

The fresh water inputs in one person's food and materials consumption works out to some 2,000 liters a day. That is no typo. As a result, all food prices will rise. To head off the greatest threat to the global food supply in human history, we need to cut carbon emissions by 80% before 2020, not 2050, as is being discussed in Copenhagen.

This can only be accomplished by redefining food and the environment as national security issue and launching a wartime mobilization.

These difficult goals are achievable.

Enough sunlight hits the earth in a day to power the global economy for a year. Texas alone has 20 gigawatts of wind power operating, under construction, or planned, enough to take 5% of our 250 coal fired power plants offline.

Electricity demand could be cut by 90% purely through greater efficiencies, like switching from incandescent bulbs to LED's. Europe could get its entire 300 gigawatt power supply from solar plants in North Africa at current market prices.

Cars powered by wind generated electricity would bring fuel costs down to an equivalent 75 cents a gallon, as electric motors are three times more efficient than internal combustion engines.

While Brown's predictions are a little extreme for many, they mesh perfectly with my long term bullish cases for food and water plays. Take another look at the food sector ETF's, (DBA) and (MOO), and the water space ETF's (PHO) and (FIW).

Article courtesy of: The Mad Hedge Fund Trader




Download The Free Oilprice App Today

Back to homepage

Trending Discussions


Leave a comment

Leave a comment




Oilprice - The No. 1 Source for Oil & Energy News