Macroeconomic

Beyond the Headlines: Navigating the Economic Landscape with a Long-Term Lens

Reflecting on any prior time period, in this case Q2 2024, it’s important to do so in the context of the totality of the picture we’re trying to [...]

Q1 2024 Macroeconomic Review: Tenacious Inflation’s Lingering Impacts

The first quarter of 2024 revealed a more-persistent-than-hoped picture of inflation. While showing significant deceleration compared to 2023 peaks, [...]

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 [...]

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 [...]

2023 YTD Macroeconomic Commentary

In the first quarter of 2023, the global economy continued to be characterized by the key challenges of 2022, including the ongoing COVID-19 pandemic, the war [...]

The Long View: Past Informs Future

The world, and economy, were complex and volatile throughout 2022. In Green Alpha’s signature investing style⁠—combining macro trajectory analysis, [...]

Year-to-date Macroeconomic Commentary ~ Audio Recording

The first four months of 2022 have been historic for the world, and dramatic for economies and markets. The dynamics involved are ongoing, so the geopolitical [...]

Hacking Bias, Talking Process, and Seeking Truth with Annie Duke

By Garvin Jabusch Annie Duke is an author, a former world poker champion, a business consultant, and an expert on the behavioral pathways of decision [...]

Green Alpha’s 2018 Economic Outlook ~ Worth

The three economic trends you should be watching next year. Originally published by Worth By Garvin Jabusch In some form, the Next Economy already exists. [...]