Can Japan survive without monetary life support?

One month ago, I moved to Japan. We plan to stay about a year. The idea is to keep the kids bi-lingual. I managed to rope my Dad into joining us for a week. We needed his help on the flights. The middle child is a bit of a handful, especially on a plane. I like to say that if she had been born when I was, we’d have lost the Cold War. But we managed to keep her busy. It only took the combined efforts of everyone on the plane though…

A perfect storm for green energy stocks in 2024?

What if the green energy boom and bust cycle has nothing to do with green energy at all? And what if the conditions that gave rise to an extraordinary boom in clean energy stocks in 2020 and 2021 are about to reappear in 2024?

Back to the future: of energy

Last week the UK government announced that it would authorise the construction of a handful of new, gas-fired power plants. While the government claims that it is still fully committed to its ambitious net-zero plans, it pointed out that, due to the unexpectedly poor performance of both wind and solar, in particular for base power production, more traditional, backup capacity was necessary.