RESEARCH & THOUGHT PIECES FROM OUR TEAM
The battle against climate change is relying on the same polluting building block that drove the second Industrial Revolution a century and a half ago.
- Bloomberg: "The Green Revolution Is Being Built on a Very Dirty Industry"
- The New York Times: "The Lithium Gold Rush"
- Bloomberg: "California...
National oil champions are likely to fill the gap left by private-sector players—meaning emissions won't shrink as fast as the supermajors.
- Bloomberg: "The Retreat of Exxon and the Oil Majors Won’t Stop Fossil Fuel"
- The New York Times: "Farewell, Millennial Lifestyle Subsidy"
- Vox: ...
How wild is the U.S. housing market right now? So wild, half of the houses listed nationwide in April went pending in less than a week. So wild, one poll found that most buyers admitted to bidding on homes they’d never seen in person.
- The Atlantic: "Why You Should Wait Out the Wild...
Vaccinated Americans are increasingly going out this spring—but not as much as their unvaccinated counterparts. Vaccinated consumers were less likely to go out to restaurants, salons and entertainment venues than those who don’t plan to get the vaccine, April spending and survey data...
Running a marathon is similar to being a Value investor, especially in recent years where it seems more like an ultra-marathon. Both activities are painful experiences that require the ability to suffer and persist through physically and emotionally straining times.
- Market Watch: "Tackling...
Risk is all around us. After the events of 2020, it’s not surprising that the level and variety of risks we face have become more pronounced than ever.
- Visual Capitalist: "Visualized: A Global Risk Assessment of 2021 And Beyond"
- Factor Research: "Market Timing via the VRP?"
- Euractiv: ...
China is the only major economy expected to report growth for 2020, helping it close the gap with the U.S. Lifted by its quick recovery from Covid-19, it has also expanded its role in global trade and shored up its position as the world’s factory floor.
- The Wall Street Journal: ...
It wasn’t just the Fed or the stimulus. The rise in savings among white-collar workers created a tide lifting nearly all financial assets.
We’re living in a world of rapid change, where disruption is the norm and innovation is the only way to stay relevant.
- Visual Capitalist: "5 Undeniable Long-Term Trends Shaping Society’s Future"
- Rand: "A $2.5 Trillion Question: What If Incomes Grew Like GDP Did?"
- The Wall Street...
Time to remake wage pattern with economic policies that generate robust wage-growth for vast majority.
Vast amounts of money are being shifted around based on strange and conflicting rules...
- The Wall Street Journal: "Tesla’s Addition to S&P 500 Shows Why Indexes Are So Weird"
- Yahoo Finance: "Millions of Americans Expect to Lose Their Homes as Covid Rages"
- The Diff: "How Bubbles and...
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