From the category archives:

infrastructure

No truly comprehensive environmental cost analysis can afford any longer to ignore the growing impact of global data and systems for organizing and storing it.  Not only does more data require more storage, but storage and processing require energy supplies of their own.  And this doesn’t even get at the issue of “data exhaust” or [...]

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The other day, a reader reminded me of the post I wrote a year and a half ago on the coming double-digit inflation.  More and more, lately in the news we hear snippets about inflation cropping up in the food prices around the world.  Yet inflation is still almost taboo to talk about inside the [...]

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So, like many people, maybe you’re sick of the so-called “doom and gloom” crowd – that’s too bad.  Because reality doesn’t depend on fashion and it isn’t going to wait for you to agree with it before basic cause and effect takes hold and serves you up a dish you don’t like.
Niall Ferguson is different [...]

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Calls have been coming for a while to halt Saturday delivery by the US Postal Service (USPS) in order to cut back on costs, but this hasn’t stopped the USPS from raising pay checks in the meantime (and employee compensation has been estimated to be about 80% of their costs).
Yet just this past Friday, the [...]

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ETF investors have noticed the enormous growth in ETFs offered over the past two years.  We’ve gone from simple “emerging markets” ETFs like Vanguard’s VWO and iShares’ EEM/XEM to not only BRIC ETF offerings (such as Claymore’s CBQ), but now iShares Canada is offering ETFs specific to India (TSX: XID), Brazil (TSX: XBZ) and Latin [...]

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Platinum may be a precious metal, but it has more industrial uses than gold (the chief use being the metal used for catalytic converters in cars).  For that reason, and because it is traded less than gold, platinum costs more per ounce.
So if you want to make a hybrid infrastructure/precious metals play, platinum might be [...]

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Want to make a pure infrastructure play?  What could be better than investing in freight rail.  North American railroads carry the bulk of imports, exports, food, grain and other cargo back and forth through the U.S. and Canada – sometimes the same product, multiple times.  This even makes railroads a unique way to play the [...]

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