Connecting Dots

Connections not Coincidence

On EROEI

This was written in July of 2011 Energy Return On Energy Invested and its variations is a metric frequently used to look at our efficiency in harvesting energy with respect to the energy input.As an aside, regarding fossil fuels in day to day use we talk about energy production when strictly speaking we don’t produce […]

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Looking at cash from April 2015

This post was written in 2015 but I decided to dust it off – most of it is relevant today. As fixed income returns have been compressing, it has become harder and harder for banks for find investments which have no capital charge under Basel III and have a positive enough yield to cover the […]

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