Operating at the Intersection of Technology and the Capital Markets
Tag: Solyndra
Biden's 10-Year Climate Plan - which the Administration is pursuing without the approval of Congress - will tax American companies and citizens. We expect: more bogus carbon offsetting programs across all industries (including Technology), higher consumer energy prices and job losses for Americans. This centralized government power grab is also sure to create enormous fraud … Continue reading Biden’s Climate Plan Is A Tax On Companies And Individuals
If you believe that the Federal Government is an efficient capital allocator you will love Biden's "infrastructure" spending program. Similarly, if you are a "GreenTech" executive or entrepreneur, this massive spending program is shaping up to provide a long-term tail wind. Government officials will have trillions of newly printed capital to play with. Slim chance … Continue reading A Breakdown of Biden’s $2.3 Trillion Green New Deal
From Bubble valuations to zombie companies to Cleantech, 2021 is likely to deliver more of the excesses of 2020. Barring a negative event out of left field, it will take a meaningful interest rate hike and/or corporate tax increase to derail the asset bubble of 2020 that bled into equities, fixed income, home values, lumber, … Continue reading 2021 Outlook: The Froth Will Continue
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