Press: 3 Money Managers See LED Industry Shining in 2013 (01/13)
This is the third article in my series based on my panel of green money managers’ predictions for 2013. The first article looked at what they expect 2013 holds for the Solar industry, and the second looked at their predictions for the Smart Grid. This installment focuses on the LED industry. Jeff Cianci: Faster than ...
JPS Global Investments — Fall 2014 Newsletter
I have never been much of a fan of the local news broadcast. It doesn’t make me particularly happy or improve my understanding of the world to learn about the latest car crash, burglary, or consumer scam. On the more uplifting side, stories of a cat stuck in a tree, a dog on a skateboard, or a Girl Scout Troop giving back to the community are a bit lost on me. But these days I could be tempted to “go local,” because the news that actually matters is quite unsettling at present: Ukraine, Islamic State, Ebola, and Hong Kong, to name a few headlines. Goldman Sachs came out with a call to “buy American Exceptionalism,” but it sounded more like a sales pitch and in this interconnected world it is hard to believe we can dance while Rome burns.
JPS Global Investments — Summer 2014 Newsletter
Sometimes change is good. In that spirit, I have revamped my newsletter. Whereas in letters past, I have provided a digest of the markets, I have decided to take a different tack going forward and share some personal observations and anecdotes of the world of investing with you. Rather than trying to take a panoramic picture of what is an ever changing landscape I will focus on finding unique snapshots that I hope you will find interesting, insightful, and at times perhaps even amusing.
Press: Demands for Fossil Fuel Divestment at UO
The Register Guard — Eugene Oregon April 19 2014; The University of Oregon Foundation should sell its fossil fuel stocks, according to a UO student body vote tallied late Friday afternoon in an Associated Students of the University of Oregon election. The nonbinding 2,427-899 vote also asks the foundation, a nonprofit organization that manages the ...
JPS Global Investments — Spring 2014 Newsletter
Whereas in much of the country summer has been underway for a while, here in Portland it is not reliably summer until after the 4th of July, at least according to the locals. It only takes a rainy day or two in June for that assertion to persist. In similar fashion, non-Oregonians believe it always rains in Portland. It really doesn’t. Where am I going with this? Once people have framed a belief, they will look for the data points to confirm and perpetuate it. Let us segue to real estate. One often hears the phrase “real estate is the best long-term investment,” but is it really true or is it just perpetuated by behavioral biases that filter out all evidence to the contrary?