Investing for the Green Leap Backward

Benefiting from green madness

Jul 09, 2022

∙ Paid

In my previous article “The Green Leap Backward” I explained how misguided green policies were going to be a lot worse before they get better. This is because “Ecologism” has morphed from a political movement to a religious/ideological mania.

Cyclical Value Investing

The Green Leap Backward

When Ideology Meets Reality… The Great Leap Forward was an effort by Maoist-era China to jump-start the country into modernity. It was as ambitious as it was unrealistic, promised a utopian future, and delivered a nightmare. The Great Leap was supposed to turn backward rural China into an industrial prosperous nation. It focused on eliminating for good t…

3 years ago · Cyclical Value Investing

A key component is ignoring good solutions (like nuclear) and focusing on idiotic solutions (like windmills).

But I want to step away from (literally) fighting windmills Don Quichotte style. Or bemoaning the gigantic damage it will do to society and our economies.

Instead I think that every insanity on that scale provides plenty of opportunities. So here are the kind of investments we Westerners should focus on for the next years.

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