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Tag Archive for: (FIW)

april@madhedgefundtrader.com

January 23, 2025

Diary, Newsletter, Summary

Global Market Comments
January 23, 2025
Fiat Lux

 

Featured Trades:

(WHY WATER WILL SOON BE WORTH MORE THAN OIL),
(CGW), (PHO), (FIW), (VE), (TTEK), (PNR),
(WHY WARREN BUFFETT HATES GOLD),
(GLD), (GDX), (ABX)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2025-01-23 09:06:262025-01-23 10:27:40January 23, 2025
april@madhedgefundtrader.com

Why Water Will Soon Become More Valuable Than Oil

Diary, Newsletter

If you think that an energy shortage is bad, it will pale in comparison to the next water crisis. So, investment in freshwater infrastructure is going to be a great recurring long-term investment theme.

One theory about the endless wars in the Middle East since 1918 is that they have really been over water rights.

Although Earth is often referred to as the water planet, only 2.5% is fresh, and three-quarters of that is locked up in ice at the North and South poles. In places like China, with a quarter of the world's population, up to 90% of the freshwater is already polluted, some irretrievably so by heavy metals.

Some 18% of the world population lacks access to potable water, and demand is expected to rise by 40% in the next 20 years.

Aquifers in the US, which took nature millennia to create, are approaching exhaustion, especially in Northern Indiana and California’s Central Valley. While membrane osmosis technologies exist to convert seawater into fresh, they use ten times more energy than current treatment processes, a real problem if you don't have any, and will easily double the end cost of water to consumers.

While it may take 16 pounds of grain to produce a pound of beef, it takes a staggering 2,416 gallons of water to do the same. Beef exports are really a way of shipping water abroad in highly concentrated form.

The UN says that $11 billion a year is needed for water infrastructure investment, and $15 billion of the 2008 US stimulus package was similarly spent.

It says a lot that when I went to the University of California at Berkeley School of Engineering to research this piece, most of the experts in the field had already been retained by major hedge funds!

At the top of the shopping list to participate here should be the Claymore S&P Global Water Index ETF (CGW), which has appreciated by 14% since the October low.

You can also visit the PowerShares Water Resource Portfolio (PHO), the First Trust ISE Water Index Fund (FIW), or the individual stocks Veolia Environment (VE), Tetra-Tech (TTEK), and Pentair (PNR).

Who has the world's greatest per capita water resources? Siberia, which could become a major exporter of H2O to China in the decades to come.

 

 

 

 

 

The New Liquid Gold?

https://www.madhedgefundtrader.com/wp-content/uploads/2016/07/Waterfall-e1468881253121.jpg 263 400 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2025-01-23 09:04:442025-02-20 12:40:35Why Water Will Soon Become More Valuable Than Oil
april@madhedgefundtrader.com

May 15, 2024

Diary, Newsletter, Summary

Global Market Comments
May 15, 2024
Fiat Lux

 

Featured Trade:

(WHY WATER WILL SOON BE WORTH MORE THAN OIL),
(CGW), (PHO), (FIW), (TTEK), (PNR)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2024-05-15 09:04:252024-05-15 09:59:08May 15, 2024
april@madhedgefundtrader.com

October 5, 2023

Diary, Newsletter, Summary

Global Market Comments
October 5, 2023
Fiat Lux

Featured Trade:

(THE JOHN THOMAS BIOGRAPHY IS OUT)
(WHY WATER WILL SOON BE WORTH MORE THAN OIL),
(CGW), (PHO), (FIW), (VE), (TTEK), (PNR)
(THE BEST TESTIMONIAL EVER)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 april@madhedgefundtrader.com https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png april@madhedgefundtrader.com2023-10-05 09:08:512023-10-05 17:49:20October 5, 2023
DougD

Why Water Will Soon Become More Valuable Than Oil

Diary, Free Research, Newsletter

If you think that an energy shortage is bad, it will pale in comparison to the next water crisis. So investment in fresh water infrastructure is going to be a great recurring long-term investment theme.

One theory about the endless wars in the Middle East since 1918 is that they have really been over water rights.

Although Earth is often referred to as the water planet, only 2.5% is fresh, and three quarters of that is locked up in ice at the North and South poles. Global warming is freeing up some of this, but not fast enough.

In places like China, with a quarter of the world's population, up to 90% of the fresh water is already polluted, some irretrievably so.

Some 18% of the world population lacks access to potable water, and demand is expected to rise by 40% in the next 20 years.

Aquifers in the US, which took nature millennia to create, are approaching exhaustion.

While membrane osmosis technologies exist to convert seawater into fresh, they use ten times more energy than current treatment processes, a real problem if you don't have any, and will easily double the end cost of water to consumers.

While it may take 16 pounds of grain to produce a pound of beef, it takes a staggering 2,416 gallons of water to do the same. Beef exports are really a way of shipping water abroad in concentrated form.

The UN says that $11 billion a year is needed for water infrastructure investment. It says a lot that when I went to the University of California at Berkeley School of Engineering to research this piece, most of the experts in the field had already been retained by major hedge funds!

At the top of the shopping list to participate here should be the Claymore S&P Global Water Index ETF (CGW). You can get is for a bargain now, as it has just fallen by more than 10% since the stock market melt down began.

You can also visit the PowerShares Water Resource Portfolio (PHO), the First Trust ISE Water Index Fund (FIW), or the individual stocks Veolia Environment (VE), Tetra-Tech (TTEK), and Pentair (PNR).

Who has the world's greatest per capita water resources? Siberia, which could become a major exporter of H2O to China in the decades to come.

 

 

 

 

 

Waterfall

The US is Still the Saudi Arabia of Fresh Water

https://www.madhedgefundtrader.com/wp-content/uploads/2014/03/Waterfall.jpg 283 432 DougD https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png DougD2023-10-05 09:04:312023-10-05 17:48:29Why Water Will Soon Become More Valuable Than Oil
Mad Hedge Fund Trader

May 19, 2023

Diary, Newsletter, Summary

Global Market Comments
May 19, 2023
Fiat Lux

Featured Trades:

(WHY WATER WILL SOON BE WORTH MORE THAN OIL),
(CGW), (PHO), (FIW), (VE), (TTEK), (PNR), (BYND)

 

CLICK HERE to download today's position sheet.

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2023-05-19 09:04:272023-05-19 15:08:52May 19, 2023
Mad Hedge Fund Trader

June 2, 2022

Diary, Newsletter, Summary

Global Market Comments
June 2, 2022
Fiat Lux

Featured Trade:

(WHY WATER WILL SOON BE WORTH MORE THAN OIL),
(CGW), (PHO), (FIW), (VE), (TTEK), (PNR), (BYND), (MCD)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2022-06-02 11:04:592022-06-02 22:23:35June 2, 2022
Mad Hedge Fund Trader

May 19, 2022

Diary, Newsletter, Summary

Global Market Comments
May 19, 2022
Fiat Lux

Featured Trade:

(WHY WATER WILL SOON BE WORTH MORE THAN OIL),
(CGW), (PHO), (FIW), (VE), (TTEK), (PNR), (BYND)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2022-05-19 11:04:182022-05-19 13:13:29May 19, 2022
Mad Hedge Fund Trader

October 1, 2021

Diary, Newsletter, Summary

Global Market Comments
October 1, 2021
Fiat Lux

Featured Trade:

(WHY WATER WILL SOON BE WORTH MORE THAN OIL),
(CGW), (PHO), (FIW), (VE), (TTEK), (PNR), (BYND),
(WHY WARREN BUFFETT HATES GOLD),
(GLD), (GDX), (ABX), (GOLD)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2021-10-01 14:06:232021-10-01 14:36:14October 1, 2021
Mad Hedge Fund Trader

September 2, 2021

Diary, Newsletter, Summary

Global Market Comments
September 2, 2021
Fiat Lux

Featured Trade:

(MANY THANKS FOR YOUR CONCERNS)
(WHY WATER WILL SOON BE WORTH MORE THAN OIL),
(CGW), (PHO), (FIW), (VE), (TTEK), (PNR), (BYND)

https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png 0 0 Mad Hedge Fund Trader https://madhedgefundtrader.com/wp-content/uploads/2019/05/cropped-mad-hedge-logo-transparent-192x192_f9578834168ba24df3eb53916a12c882.png Mad Hedge Fund Trader2021-09-02 09:06:582021-09-02 13:46:18September 2, 2021
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