The following is from this year’s Note 55 of The Kelly Letter, which went out to subscribers yesterday morning. Here we are. At last the campaign is about to end and America will choose its next president. At the end of whatever chaos ensues in a close vote, the next president will emerge. What will […]
Category Archives: Kelly Letter Excerpt
PC Stocks a Bargain Ahead of Windows 8
The following is from this year’s Note 52 of The Kelly Letter, which went out to subscribers last Sunday morning. This weekend’s Barron’s cover story shows a tombstone inscribed, “R.I.P. PC” beside this teaser: “As the personal-computer era wanes, Microsoft and Intel scramble to remain relevant. Apple and Google feast on the spoils of tablets […]
Also posted in Technology
Comments closed
Nuclear’s Questionable Future
The following is from this year’s Note 46 of The Kelly Letter, which went out to subscribers last Sunday morning. The Japanese government announced an about-face in its energy policy on Friday, pledging to become nuclear-free by the 2030s. In the wake of last year’s tsunami and the Fukushima nuclear power plant disaster that forced […]
Also posted in Energy, Environment, Japan
Comments closed
The Looming Election Letdown
The following is from this year’s Note 40 of The Kelly Letter, which went out to subscribers last Sunday morning. The letdown once the next White-House name is known may be acute. We’ll get either “Four more years of the guy who hasn’t done a thing for the economy” or “Four years of the guy […]
Also posted in US politics
Comments closed
Will Fear of Climate Change Reduce Oil Demand?
The following is from this year’s Note 38 of The Kelly Letter, which went out to subscribers last Sunday morning. We know the correlation between carbon emissions and temperature increase, so we can plot roughly how much more carbon we can emit globally before exceeding the two-degree temperature limit: 565 more gigatons. Even in this […]
Also posted in Environment, Oil
Comments closed
