Hot Air, Two Faced, and The Bionic Human
Finally, we close with brief comments on Hot Air, Two Faced, and The Bionic Human. First, manufacturers of HVAC equipment (Heating, Ventilation, and Air Conditioning) have announced price increases of 5% to 7%. This is very similar to what occurred from 2004 – 2006. For their customers, the cost of Hot Air just went up. Second, the Commerce Department announced that solar panels that collect electricity on both sides would be exempt from anti-dumping duties, unlike the one sided panels common today. Utility scale projects are expected to use this exemption to bring millions of kilowatts of panels into the country duty free. With this action, we see the US Government as Two Faced. And third, researchers from the University of Newcastle have developed a 3D Printed Artificial Cornea. In addition, scientists at the university have developed a self-assembling cornea from 4D Biomaterials. These 4D Biomaterials can change shape or function when exposed to specific external stimuli. We see this as another step on the road to The Bionic Human.
Confidential – Do not copy or distribute. The information herein is being provided in confidence and may not be reproduced or further disseminated without Green Drake Advisors, LLC’s express written permission. This document is for informational purposes only and does not constitute an offer to sell or solicitation of an offer to buy securities or investment services. The information presented above is presented in summary form and is therefore subject to numerous qualifications and further explanation. More complete information regarding the investment products and services described herein may be found in the firm’s Form ADV or by contacting Green Drake Advisors, LLC directly. The information contained in this document is the most recent available to Green Drake Advisors, LLC. However, all of the information herein is subject to change without notice. ©2019 by Green Drake Advisors, LLC. All Rights Reserved. This document is the property of Green Drake Advisors, LLC and may not be disclosed, distributed, or reproduced without the express written permission of Green Drake Advisors, LLC.