Tesla: Pioneering Decarbonization Amidst Investment Complexity
By Garvin Jabusch.
In the rapidly evolving landscape of sustainable technology, Tesla, Inc. (NASDAQ: TSLA) stands as a paragon of innovation and [...]
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 [...]
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 Next 10 Big Green Stocks ~ Bloomberg and FA Magazine
This article was written by Suzanne Woolley on November 12, 2021 and was originally published by Bloomberg News and FA Magazine
It’s been called “a lot [...]
Systemic Risks & Economic Solutions: Transportation
With transportation contributing ~8 gigatons of greenhouse gases (CO2 equivalent) to the atmosphere each year, the sector is a key driver of the climate [...]
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 [...]
Commentary: Hiding in Plain Sight ~ Pensions & Investments
Information asymmetry, climate investing and the active management edge.
Originally published by Pensions & Investments
By Garvin Jabusch
The theory of [...]
Q1 2024 Macroeconomic Review: Tenacious Inflation’s Lingering Impacts