Posted by – April 11, 2014
Every day the sun crests the horizon and travels across the sky. Every day it provides energy to plants that feed animals that feed other animals that die that eventually become fossils that eventually become oil. The sun, directly or indirectly, powers almost everything on Earth.
Today, thanks to the proliferation of solar energy installations, the sun also powers robust income streams. Companies, individuals, and investors the world over are profiting handsomely from the enormous income-generating potential of solar energy. Its ascent over the past decade has been rapid, and it’s picking up steam.
Solar has become visible. It’s become economical. It’s become irrefutable. It’s become the future. –The Flaneur
The Wall Street Flaneur’s 2014 Solar Outlook
We first published a series on the solar industry nearly two years ago (part 1, part 2). Since then, we’ve covered the SolarCity IPO and published a state of the industry. The industry’s recovery and remarkable run in the stock market over the past 22 months has prompted many questions. Is it just speculation? How much room is there to run? What happens when incentives inevitably wither? More
Posted by – March 26, 2014
This Inflation-Hedging Investment May Already Be in Your Cabinet
Delicious and exclusive, investment grade scotch may be the best inflation hedge you already own.
The Federal Reserve’s current monetary policy is wholly unprecedented. That’s a fact. These tactics have never been tried before. If the mainstream media, economist community, and investment “experts” were capable of putting ego aside, they’d all agree – no one knows what is going to happen next.
The economists over at the Fed are writing papers about a potentially deflationary outcome, not dissimilar to the Japanese experience in near-zero interest rate policy. Other very smart economists are predicting an impending explosion of inflation, the likes of which could devastate the buying power of your hard earned savings.
What is a reasonable investor to do? It’s simple – take steps to protect your assets from these possible risks. Some say gold is the answer. Others real estate. Today, we want to tell you about another asset you may have never considered. It’s liquid. It’s brown. It can be very, very delicious. It can also be a fantastic investment and inflation hedge. -The Flaneur
Scotch Whisky – Europe’s Safest Investment
In January, a bottle of Macallan “M” sold for over $600,000 in Hong Kong, considered the most expensive whisky transaction in history. Granted, the purchased bottle was six times the normal size and the bottle was made of hand-blown crystal (the first 40 iterations were deemed imperfect and destroyed while the 17 craftsmen sadly shook their heads).
Posted by – March 7, 2014
Winners come in a variety of shapes and sizes. There are the companies that transform overnight from obscurity to the front page (like this, or this, or this). And then there are the household names that have been delivering products and services for decades and sometimes centuries.
For some of these companies, winning is a fluke. The right place, the right time, the right product. The hula hoop. Blackberry. MySpace. For others, it’s a function of a brand’s enduring strength and scale creating a barrier to entry too strong for challenger’s advances.
But for some neither luck nor legacy tell the story. For some companies, winning is about taking business personally. It’s about ruthlessly crushing the competition. It’s about dreaming big and delivering bigger. It’s about developing a game plan so strong, so indomitable, that it propels a small, $20 million company into a $166 billion behemoth in less than 25 years.
And why do we care about investing in winners? Because winning is the best investment strategy. –The Flaneur
From $20 million to $166 billion: How One Company Took Over The World One Sip at a Time
In 1989 a group of investors led by Marcel Telles purchased the second largest beer brewer in Brazil, Brahma. Backed by the Brazilian investment bank Banco Garantia (home to private equity master Jorge Paulo Lemann, one third of the group who would go on to found 3G Capital and control Burger King and Heinz Ketchup), Brahma rapidly began to change. More
Posted by – February 17, 2014
Happy President’s Day from The Wall Street Flaneur!
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Posted by – February 11, 2014
Comedian Joe Rogan hosts one of the most popular podcasts on the internet. His twice weekly, 3 hour long show typically features guests from the worlds of comedy, mixed martial arts, science, philosophy, and beyond. Occasionally though, Rogan will bring a guest onto the show that stands above the rest: a personality, an incredible story, or a subject matter expert in an intriguing are of the world (looking at you Astronaut Chris Hadfield