For ethanol, the money keeps flowing
It’s almost comical the amount of money that keeps getting invested in ethanol. I’ve commented on this before, how despite the weak performance of the existing crop of ethanol companies, like VeraSun...
View ArticleWhy private equity will have to pay up
In a contentious debate the fun begins when one side or the other starts slinging mud to confuse people. It has started in the battle over taxation of “carried interest,” otherwise cast as whether...
View ArticleLeaks in the alternative-energy bubble
Fittingly for the day of the Iowa caucuses – a day when presidential wannabes pay obeisance for the last time of the year to the ethanol gods – a high-profile renewable energy company announced a...
View ArticleSure signs of an alt-fuels investment bubble
I’ve written a handful of times in the past year about signs of a green backlash and a bubble in alternative-energy investments. I’m not one of those global-warming deniers, though. Nor do I think...
View ArticleUnderstanding Bernanke — and the economy
Like anyone who wants to know where our economy is going, I’ve been scouring the economics news more than usual of late. It’s confusing stuff. Market pros typically say the Fed under its newish...
View ArticleHedge fund vet: The bubble is about to bite
Julian Robertson, the founder of Tiger Management and one of the most successful hedge funds managers ever, says we’re about to get bit. While Robertson agrees that the economy is recovering, he feels...
View ArticleRolling Stone, bias, and the pitfalls of the human brain
On Sunday evening, Rolling Stone magazine released a bombshell retraction and apology for their “A Rape On Campus” story from November 2014. After the publication of an independent review by Columbia...
View ArticleWhat unicorns can do when the bubble bursts
Entrepreneurship 101 suggests that smart startups conserve their cash, particularly if they are the kinds of startups that are trying to create entirely new markets. Savvy investors are supposed to...
View ArticleHype, growth, and chasing unicorns in tech
During the first tech bubble, I was going to retire by 30. I had stock options in a successful startup, a great career, and new opportunities seemed to be popping up every day. I knew a lot of people...
View ArticleHere’s how the growing corporate debt bubble could burst
Wall Street bankers have pushed corporate executives to become more and more comfortable with debt. Perhaps they have pushed too far. Earlier last week, when worries started to emerge about mining...
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