by Erik Kobayashi-Solomon | May 13, 2020 | Big Picture
This morning’s release of Gross Domestic Product (GDP) – the standard measure of a nation’s economic activity – contains an important warning that equity market investors would do well by heeding. The warning is not that equity markets are trading too rich vis-à-vis...
by Erik Kobayashi-Solomon | May 8, 2020 | Big Picture
The news this morning is sobering: over twenty million Americans lost their jobs in April, causing the unemployment rate to jump to its highest level in post-War history. To the extent that is natural, biological processes came together to create the coronavirus that...
by Erik Kobayashi-Solomon | Apr 21, 2020 | All Post-Carbon, Big Picture
On this, the 50th anniversary of Earth Day, we should all be celebrating that the Levelized Cost of Energy (LCOE) for alternative generation sources is dependably lower than that of carbon emitting sources. (My co-contributor at Forbes, Silvio Marcacci, wrote an...
by Erik Kobayashi-Solomon | Apr 10, 2020 | Big Picture
As loyal readers of this column will know, your correspondent views capitalism as the economic expression of our species’ most powerful advantage – Adaptation – and believes that capitalism is one tool that has the potential to allow our species to thrive in a...
by Erik Kobayashi-Solomon | Apr 1, 2020 | All Post-Carbon, Big Picture
On Tuesday, March 31, the Trump Administration announced it was rolling back Obama-era auto emission targets. Unfortunately, this is not an April Fools’ Day joke – it is official government policy, policy that makes a mockery of the name of one of the sponsoring...
by Erik Kobayashi-Solomon | Mar 25, 2020 | All Grids, Big Picture, Grid Modernization
The prominent Cincinnati entrepreneur and investor, Tim Schigel – founder and managing partner of Refinery Ventures – piqued my interest when he told me about an innovative company in which his firm invested at the end of last year – Winston Privacy. Winston Privacy...
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