uFor proof of work miners that seems reasonable, especially because it is a carbon tax. From a grid stability POV, they are just a bunch of resistive loads that require a ton of HVAC and provide almost no benefit to anyone not in the crypto space. Sure, folks will point out the one or two instances where they recapture the heat and repurpose it but is a really inefficient way to heat anything. Sort of like sugar laden cereal boasting about being a good source of fiber.
Thanks for sharing. I'm curious - you said that you are still seeing "plenty of good quality companies trading at 5-7% earnings yields and offering expected earnings growth of around 7-10% a year." Could you list some of these companies?
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Lessons Learned: Key Takeaways For Investors Following The SVB Collapse
Have your thoughts on this evolved at all since initially writing this aritcle?
Yiren Digital, Unloved And Undervalued
It seems that many investors have been blind or don't trust China and Chinese companies. But $YRD is a hell of a bargain stock!
Nvidia: Big Upside And AI Stock Market Darling Potential
Good pick. I'm bullish on $NVDA.
Making Cryptominers Pay For Costs They Impose On Others
uFor proof of work miners that seems reasonable, especially because it is a carbon tax. From a grid stability POV, they are just a bunch of resistive loads that require a ton of HVAC and provide almost no benefit to anyone not in the crypto space. Sure, folks will point out the one or two instances where they recapture the heat and repurpose it but is a really inefficient way to heat anything. Sort of like sugar laden cereal boasting about being a good source of fiber.
Amylyx Pharmaceuticals - An Emerging Leader In ALS
Sounds promising. Thanks.
Chart Of The Day: Ferrari - If You Can't Afford The Car Buy The Company
Great headline and good insight.
Investing In Yourself
Thanks for sharing. I'm curious - you said that you are still seeing "plenty of good quality companies trading at 5-7% earnings yields and offering expected earnings growth of around 7-10% a year." Could you list some of these companies?
Evogene Offers An Excellent Risk/Reward Ratio
Great article, very thorough! I think $EVGN is extremely undervalued. It's at its lowest price ever right now and truly a bargain.
LNG Shipping Cannot Keep Up With World LNG Demand
Great read, thanks for sharing.
Microsoft Up 4%+ Despite Missing Q2 Revenue Expectations
Stock looks up to me.
