
Thinking Hard about the China Overproduction Narrative
29/05/2024
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By Garvin Jabusch.
Watch almost any financial news network recently, and you almost can’t help yourself assimilating a major new narrative: China's [...]

AI and the Warp Speed Economy: A Review of “The Coming Wave” by Mustafa Suleyman
25/09/2023
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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
13/09/2023
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This summer we executed our annual rebalance of the Next Economy Index portfolio—which serves as both empirical compendium and basis for an investment [...]

The Crisis in Ukraine: Authoritarianism’s Threat to the Next Economy
1/03/2022
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Markets aside, the events of the past week have been devastating. Russia’s war on Ukraine is ending lives and placing millions more in harm’s way, while [...]

Liz Lane & Garvin Jabusch on “It’s The Economy” ~ KGNU Radio
7/05/2020
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Originally aired by KGNU Radio
Host Liz Lane interviews Robert Reich on his new book "The System: Who Rigged It and How to Fix It." and Green Alpha's CIO [...]

Green Alpha’s Annual Stakeholder Letter & 2019 Outlook
24/01/2019
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End-of-year 2018 was one of the worst that U.S. stock markets have experienced, and traders have no trouble finding reasons for pessimism. Like, maybe [...]

2017’s Top Sustainable Investing Trends from Green Alpha ~ Your Mark on the World
4/01/2017
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Originally published by Your Mark on the World http://yourmarkontheworld.com/2017s-top-sustainable-investing-trends-green-alpha-advisors/
By Jeremy Deems [...]

Energy: From Commodity to Technology and How it Changes Everything
23/06/2015
Originally posted on Seeking Alpha http://seekingalpha.com/article/3277225-energy-from-commodity-to-technology-and-how-it-changes-everything
By Garvin [...]

Solar: Energy, But Not Oil
12/02/2015
Originally posted on Seeking Alpha http://seekingalpha.com/article/2910526-solar-energy-but-not-oil
By Garvin Jabusch
Summary
♦ Solar will become [...]
Year-to-date Macroeconomic Commentary ~ Audio Recording