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 [...]
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 [...]
The Crisis in Ukraine: Authoritarianism’s Threat to the Next Economy
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
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
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
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
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
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