Talk of an alternative energy "bubble" started percolating in the trade and cyber-press over the past several months. The fact is, the staid Dow Jones industrial average has done as well or better than most alternative energy indexes. So, hot, or not? Since global energy demand is rising unabated, the core question is, how big a piece can alternatives capture?
Read MoreIt seems inevitable when Congress returns that there will be new energy legislation. Understandable. Civilizations cannot survive much less thrive without abundant, reliable energy supplies. The bellwether energy commodity, oil, is at prices at or near record levels, and turmoil continues in the Middle East, from which the world gets over one-third of its petroleum.
Read MoreOnce upon a time, a century ago, Americans competed with their transportation for food. Back then, almost 30% of the nation's verdant farm land was used to grow food for fuel--feeding horses, of course, our bio-chemical transportation infrastructure, instead of today's thermo-mechanical horsepower. Those days are gone.
Read MoreMost investors have no idea that there is currently a mad speculative scramble going on in the commodities markets over the future price of uranium. Yellowcake, the raw unrefined uranium oxide from mines, has jumped from $10 per pound five years ago to $138 per pound recently. A year ago, yellowcake was selling for $45 per pound.
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