Monday, May 26th, 2008
A massive energy innovation bubble on the horizon?
I can sense it - energy innovation will be the biggest bubble for investment - and the greatest economic challenge over the next 5-10 yrs. We all know “things are happening” even today, but a couple datapoints this weekend confirmed for me this really is going to be huge. One thing I’ve noticed continually happens is that a major issue like energy will likely see over-investment which drives exuberated expectations and which will lead to the pendulum swinging too far with a market correction to follow. But the pendulum is swinging and that’s a good thing for the world economy. I only hope the changes are not too late.
If I get time this week, I’ll explain more, but I even just noticed James Governor is expanding the Greenmonk analyst team. Follow the money is always a good model for investing in growth :-)
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May 26th, 2008 at 11:03 pm
Luis Villa said:
All the SV law firms are staffing up in green tech too.
May 26th, 2008 at 11:22 pm
Mike Dolan said:
I believe the East coast firms are ramping up as well. This will be big.
May 27th, 2008 at 6:17 am
James Governor said:
Hey Mike thanks for the pointer. Yes this is one bubble I don’t mind buying into. I see it as the biggest economic challenge of the next 20-30… but progress won’t be continuous. I agree with you about now being the time to seize what opportunities we can.