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Investment Analysis Clubs / Macro Economic Trends and Risks


Subject:  Re: Arctic Ice Date:  2/23/2014  9:11 AM
Author:  bjchip Number:  445290 of 536793

There are really only TWO possibilities here (apart from massive conspiracy theories). One is that someone is tampering with data, and we know how that works out.

The other is that the science (* not the scientists *) is agreeing with some actual physical reality, as with evolution, or gravitation...

The review of the papers, not the opinions of the scientists, gives us the 97% number and that sort of thing is never an accident.

So the science as far as it is necessary to settle it, is settled. The risk analysis needs doing and Lord Stern had a few choice words about just how badly he UNDER-estimated the risk.

I've posted what I expect to happen a few times. This is an externality for the markets at present. Not as important as whether the Fed statement says the tide should go out or come in... and I expect that to continue for years more. Just saying you want to watch out for it, because the 2x4 event that gets the attention of the market, well for your investment purposes, you'll be better off it you can see it coming soon enough to duck.
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