The Old Barons vs the Next Economy, Or, Why You Shouldn’t Believe Exxon’s CEO
By Garvin Jabusch.
ExxonMobil CEO Darren Woods has ignited fury with his recent Fortune interview, because everyone who understands the climate crisis for [...]
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 [...]
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 [...]
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 [...]
Big Oil’s Bad Day in the Context of Portfolio Management
By: Garvin Jabusch
I was impressed this week by Graham Sinclair's thoughtful piece “Why 26 May 2021 Matters,” looking at “Big Oil’s Bad, Bad Day” [...]
Why Investing in Solutions to the Climate Crisis is the Ultimate Gender-lens Strategy, Part 2
“S” and “G” won’t matter if we don’t save the world
If you missed Part 1 in this series, where we discuss the climate crisis’s [...]
To Thrive Long Term, an Economy must be Built (or Rebuilt) on Four Pillars of Sustainability
The first half of 2020 was a unique time in the markets and in the global economy. While the economy as a whole is struggling to adapt and transition to new [...]
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 [...]
Keeping Current Events in Context ~ Worth
What's an investor to do?
Originally published by Worth
By Garvin Jabusch
As investor Jeremy Grantham says in his most recent shareholder letter, “In [...]
Q1 2024 Macroeconomic Review: Tenacious Inflation’s Lingering Impacts