Tag: Solyndra

A Breakdown of Biden’s $2.3 Trillion Green New Deal

A Breakdown of Biden’s $2.3 Trillion Green New Deal

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

2021 Outlook: The Froth Will Continue

2021 Outlook: The Froth Will Continue

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