How the Norwegian Sovereign Wealth Fund Fails to Understand Risk
By Garvin Jabusch.
The Norwegian Sovereign Wealth Fund's Flawed Approach to Climate Risk
The Norwegian Sovereign Wealth Fund’s mandate is “to [...]
Thinking Hard about the China Overproduction Narrative
By Garvin Jabusch.
Watch almost any financial news network recently, and you almost can’t help yourself assimilating a major new narrative: China's [...]
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 [...]
2023, 2024, and the Road Ahead
In 2023, the dichotomy of our future became starker: a potential utopia or a daunting dystopia. Our path hinges on collective decisions, particularly in [...]
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 [...]
Q1 2024 Macroeconomic Review: Tenacious Inflation’s Lingering Impacts