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 [...]
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 [...]
From Risk to Reward: Unraveling the Paradox of Market Resilience in a Turbulent 2023
2023 so far has been characterized by volatility, both up and down. Markets have managed to remain positive in aggregate. Some of the reasons for this [...]
This is How We Outcompete China
By Garvin Jabusch
China today is embarked on a program of standardizing and homogenizing its population (often by large-scale incarceration), to fit within [...]
Inequality in the U.S. is at the Root of the Trade Wars ~ Financial Times
Originally Published by Financial TimesBy Garvin Jabusch
Inequality is not caused by trade, but by disproportionate hoarding of the benefits by a few © [...]
Green Alpha Advisors’ Market Commentary – Q3 2018
In Q3 2018, we saw that the economy is functioning at a high level. It was a quarter of unusually rapid economic growth in the U.S., enough that the Fed [...]
Economic Empires of the Past & the Fight for the Future ~ Worth
Presidents Putin and Trump are preoccupied with the empires of the past, when they really should be looking to the future.
Originally published as [...]
Green Alpha Advisors’ Market Commentary – Q2 2018
Q2 2018 saw more than the usual amount of market reverberations emerge from macro policy. First and last on that list: tariffs and the fear of full-blown [...]
Green Alpha Advisors Identifies Six Key Trends Driving Sustainable and Impact Investing
Green Alpha Advisors Identifies Six Key Trends Driving Sustainable and Impact Investing
BOULDER, CO—July 09, 2018—Green Alpha Advisors, an asset [...]
Balancing Act: AI, Geopolitics, Climate, and Inflation