How you invest in AI speaks volumes about you, specifically your risk tolerance. Because it’s been Your Survival Guy’s experience that investors realize their risk tolerance is intolerance, like a food allergy, after the fact. When they lose money. When you consider AI’s pull-on energy, doesn’t it make sense to have some utilities? Why not include ones that have a history of paying dividends and increasing them? The WSJ reports: In the U.S., with the most data centers, their share of electricity consumption could rise from 4% in 2022 to 6% in 2026, the International Energy Agency … [Read more...]
Rule #1: Don’t Lose Money
Warren Buffett famously said, “Rule #1, don’t lose money. Rule #2: don’t forget rule #1.” When I think of this, I’m reminded of Your Survival Guy’s efficient frontier. Worry more about how you invest than what you invest in. Keeping within your proper comfort zone is up to you. Action Line: If you need help finding your comfort zone, let’s talk. P.S. Happy Efficient Frontier Friday! “What do you do if the market crashes?” a new client asked me last week. “Good question,” I said. “I get that one a lot.” And it’s one of the reasons I’ve been writing to you, valued reader, on my … [Read more...]
Coal Plants Feeling a Squeeze with New EPA Emissions Rules
Jennifer Hiller and Eric Niiler of The Wall Street Journal tell their readers that new EPA emission rules, which come as power demand surges, will force coal plants to adopt costly technology or close. They write: The Biden administration on Thursday issued sweeping new rules that crack down on power-plant pollution and could force many of the country’s coal plants to shutter unless they undertake costly upgrades. The rules, which will almost certainly be challenged in court, mandate strict controls on carbon-dioxide emissions at existing coal plants and newly built natural-gas plants. … [Read more...]
Imagine If You Could Turn Water into Gold
Arick Wierson of The Robin Report tells his readers how Liquid Death sparkling water turned H2O into a billion-dollar elixir. He writes: Liquid Death sparkling water. Now that’s an ominous-sounding name. But it has singlehandedly turned H2O into a billion-dollar elixir. And its packaging seems to take inspiration from something in between Heavy Metal Goth and Mexico’s Día de Los Muertos – even the logo’s font has a sort of Sepultura-esque feel. Newcomers to this product might reasonably expect that inside each can you’d find some concoction of equal parts Jägermeister and gasoline. … [Read more...]
Rising Importance of Copper Could Force Largest Mining Deal on Record
Julie Steinberg of The Wall Street Journal reports that the U.K.-listed mining giant Anglo-American AAL and its chairman say the proposal undervalues the company, clearing the way for a potential bidding war. He writes: Anglo American AAL 3.54% on Friday rejected a $39 billion takeover proposal from rival BHP, saying the bid “significantly undervalues” the company and setting the stage for a potential bidding war. London-listed Anglo American said the unsolicited proposal, which was made earlier this month and which became public this week, features an unattractive structure that is too … [Read more...]
Your Survival Guy Breaks Down Boxes, Do You?
Your Survival Guy’s family does its best to live a green life. We recycle. But apparently, when it comes to breaking down cardboard boxes, that’s a one-man job—mine. I don’t remember signing up for this job. The boxes just pile up in the foyer. Then, when I trip over one and ask if “I” can take them out to the garage, I’m answered as if it is “my” job: “No leave that I need to return it.” Then there’s the humiliation of the blue recycling bin. Yes, I know how to recycle. But that doesn’t stop the city from slapping a “how to recycle” sticker on my blue bin. It’s embarrassing. And it’s … [Read more...]
Powering Data Centers with a Volcano
Tom Dotan and Asa Fitch of The Wall Street Journal tell their readers why the AI industry’s thirst for new data centers can’t be satisfied. They write: The frenzy to build data centers to serve the exploding demand for artificial intelligence is causing a shortage of the parts, property and power that the sprawling warehouses of supercomputers require. The lead time to get custom cooling systems is five times longer than a few years ago, data center executives say. Delivery times for backup generators have gone from as little as a month to as long as two years. [...] “The data-center … [Read more...]
Direct-To-Consumer – Mastering the Tricky Nuts and Bolts of Retail Logistics
Liz Young of The Wall Street Journal reports that suppliers are stepping up efforts to reach shoppers and are having to mount costly new supply chains built to the task. She writes: Apparel makers including Levi Strauss, Skechers and Canada Goose are trying to get closer to their customers. Doing that will require nailing the nuts and bolts of retail logistics. The stalwarts of department-store sales are taking the strategic step into direct-to-consumer (DTC) sales, reasoning that the investment is needed to kick growth into a higher gear and potentially reset the future of their … [Read more...]
Investing Is Math
Originally posted Oct 30, 2023. Sorry to burst your bubble, but investing is math. Sure, prices are fun to watch, but they aren’t the math of collecting income from your stocks, bonds, or that nephew who owes you. That’s math. You can see the money, rent, dividends, income, and even crumpled dollars coming into your possession. That’s investing. Look at today’s yields on bonds. Finally, you can sink your teeth into them. You can plunk $100,000 in a one-year bond yielding five percent and be pretty sure, especially in Treasurys, you’re getting $5000 plus your original outlay at maturity. … [Read more...]
Breaking: New Rules on Trillions in IRAs and 401(k)s
Good news. New rules will govern trillions in IRAs where your interests are put first. Americans will get new protections for money moved out of their 401(k)s and into IRAs, under Labor Department regulations released yesterday. What does this mean to you? 401(k)s are governed by strict rules requiring any financial advice to be in the interest of individual savers under a 1974 law called Erisa. Erisa rules have not historically applied once that 401(k) is rolled over into an IRA. Now a fiduciary rule will apply to IRAs. The change goes into effect September 23, with a year for firms … [Read more...]
- 1
- 2
- 3
- …
- 639
- Next Page »