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Archive for January 2011

Outlook for 2011

Disclaimer: I am not a professional investor, and not authorized to give advice. As you read the following, remember that the phrase ‘caveat utilitor’ has never been more applicable. Accuracy and completeness of information is not guaranteed.   “U.S. Is Running Out of Time to Fix Deficit, Budget Woes” “China Tightening Monetary Policy to Damp … Continue reading »

US Housing : the supply-side

I read a very interesting article today that points out supply-side issues in some US housing regional markets that contribute to the bubble-and-bust phenomenon. Read it at The Truth About the U.S. Housing Market

A buy pitch for INSU

Underinvestment in American infrastructure is a well-known story. The area that has suffered the most under-investment is water infrastructure, as most of it is hidden away from us–we don’t even think about it when we flush our toilets. But, chronic underinvestment has its price. According to the U.S. Environmental Protection Agency (EPA), 40% of U.S. waterbodies … Continue reading »

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