Boeing’s Struggles Highlight the Perils of Stock Buybacks
By Garvin Jabusch.
In July 2019, I wrote about the dangers of stock buybacks, using Boeing (NYSE ticker BA) as a prime example of how this practice can [...]
The Old Barons vs the Next Economy, Or, Why You Shouldn’t Believe Exxon’s CEO
By Garvin Jabusch.
ExxonMobil CEO Darren Woods has ignited fury with his recent Fortune interview, because everyone who understands the climate crisis for [...]
The Semiconductor Imperative: Redefining Sustainable Investing
By Garvin Jabusch.
Image Source: Environmental Protection "The Role of Technology in Environmental Sustainability"
Traditional notions about what [...]
A Storm Inside Their Minds: Understanding the Link Between Climate Change and Youth Mental Health
By Garvin Jabusch.
For many young people, climate change fosters a downpour of dread, flooding their mental landscapes with anxious uncertainty. Far [...]
Investing in the Future: How Sustainability-Oriented Strategies Beyond ESG Mitigate Risk
By Garvin Jabusch.
Abstract
The best way to de-risk investments is to defuse the main risks to the economy. The best way to defuse primary economic [...]
When Fundamentals and Fear Diverge: Navigating the Growth Stock Divide in 2023
In the third quarter of 2023, market volatility persisted as the ongoing struggle between unexpectedly stubborn inflation and the Federal Reserve's tightening [...]
AI and the Warp Speed Economy: A Review of “The Coming Wave” by Mustafa Suleyman
By Garvin Jabusch.
“Modern civilization writes checks only continual technological development can cash.”
Mustafa Suleyman, The Coming Wave: [...]
Unlocking the Future: Key Takeaways from the 2023 Next Economy Index Rebalance
This summer we executed our annual rebalance of the Next Economy Index portfolio—which serves as both empirical compendium and basis for an investment [...]
Green Alpha’s Impact Investing Methodology
Where Money Moves in the Economy is Where Change Happens
High-functioning, prudently managed, innovative companies that are creating and accelerating [...]
2023, 2024, and the Road Ahead