Search Results for: "solar"

PPT and the “God of the Gaps”

Writing in centuries past, many scientists felt compelled to wax poetic about cosmic mysteries and God’s handiwork. Perhaps one should not be surprised at this: most scientists back then, as well as many scientists today, identify themselves as spiritually devout. But a careful reading of older texts, particularly those concerned with the universe itself, shows…

American Gods

You have questions… You’re wondering how it could be possible that the S&P 500, the Nasdaq 100 and the Dow Jones Industrial Average could be climbing to record highs day after day, given, well, everything. How is it that stocks can break through to new heights while the country at large seemingly sinks to new depths?…

My Notes from the Sohn Investment Conference, Part I

Welcome to my notes from the 22nd annual Sohn Investment Conference, live from Lincoln Center on the west side of Manhattan. My coverage picks up at the start of the 2:15pm session. Prior to this, we heard from Keith Meister (Corvex Capital) on how we wants to see the CenturyLink – Level 3 deal progress…

Clips from Today’s Halftime Report: Jim Chanos Edition

My friend Jim Chanos was on-set for the entire hour for today’s show. It was great timing, today was definitely a day that we wanted to hear some perspective from one of the greatest living legends in the biz and a natural born skeptic. Chanos weighed in on China, Hewlett-Packard, Caterpillar, his new short position…

Technology Must-Reads

This was a huge week for technology earnings reports. I’m catching up on some tech industry reading this weekend, including the below few links: It appears to open season on Amazon as rivals come charging at its cloud business.  (WSJ) Why Doesn’t Facebook Want to Brag About Its Billion-Dollar App Ad Business? (Recode) The Barron’s cover…