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GreenTech: Burn Food For Fuel

Humans are wasteful (sorry, we know that’s hard to hear). Today, we’ll focus on our food waste. That’s because it constitutes about 10% of the excess bad stuff in the atmosphere that’s making us all so miserable, like carbon dioxide (CO2) and methane (CH4). Since

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Trading Desk: The Bear Went Too Far

Many of our positions have been rebounding so robustly that some investors scared by last year’s bear market are having uncomfortable flashbacks. “Is this a bubble,” they ask themselves. “Are these stocks swelling up too fast for their fundamentals to support?” In my opinion, the

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Trading Desk: No Fed Shock Coming

There’s no Fed dread out there. In fact, there’s less than there was a month ago, when bond yields started climbing. Anything you hear otherwise is not anchored in market reality. I know this because the rate futures market now puts a 2% probability on

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GreenTech: Flood Warning For Global Warming

In the eastern Libyan city of Derna, heavy rains cause mass flooding, displacing thousands. In Greece, record rainfall impacts the islands of Crete and Evia. Rio Grande do Sul in Brazil sees sweeping waters touching the lives of over 100,000 people. Japan reels from pummeling

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IPO Corner: Ghost Kitchens And More

After the Great Recession in 2008, the subsequent boom saw a heap of drive-thru places install a second window to process more folks. According to the National Restaurant Association, the number of fast-food restaurants with two windows went up by 20% in the five years

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Trading Desk: The Right Stocks Are Rallying

Mighty AAPL has lost about $150 billion in market cap in the last few days . . . enough to keep the market overall under a cloud. It’s hard for the S&P 500 and the NASDAQ to recover their momentum in any meaningful way when

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