January 23, 2023

Key Takeaway: To a very real extent, this is the unwinding of the 1990s peace dividend when the Berlin Wall fell and the United ...

Defense Spending: an opportunity & a risk

December 22, 2022

IntroductionIt's no secret that the Earth is heating up, and if permanent, it has serious consequences. As global temperatures rise, the costs of adapting ...

Growth Opportunity: US Adaptation & Resilience to Climate Change

December 7, 2022

Before we do our deep dive, let’s simplify the overall environment for work from home (WFH) or work from anywhere (WFA), boiling it down ...

WFH: future path & impact

November 1, 2022

Climate change is considered by many to be the greatest challenge in modern history. As global temperatures increase, countries are faced with numerous natural ...

Carbon Markets Deep Dive: global structure & outlook

October 16, 2022

US voters will go to the polls in early November for the critical midterm elections that will determine the composition of the next US ...

US Midterm Elections: a bigger, longer impact than you know

September 22, 2022

Let’s start with the big picture on interest rates. 90 central banks around the world have raised interest rates. This week, Indonesia, Norway, Philippines, ...

Fed & Rates: Next Friday is the big day

September 9, 2022

Quick Intro The passage of the massive, and erroneously named, Inflation Reduction Act (IRA) is a milestone in the US fight against climate change. ...

Inflation Reduction Act: provisions and subsidies

August 14, 2022

Key takeaway: Given the inability of central banks to accurately assess risks, one must question their ability to manage policy in a manner that ...

Global Economic Activity & Monetary Policy Review: US, EU, UK, China and Japan

July 28, 2022

On Wednesday, the US Federal Reserve raised its short-term interest rates by 75 basis points, to a range of 2.25% to 2.50% from a range of ...

Interest Rates: what happens next

July 14, 2022

As we prepare for the USMidterms, I’m thinking more about #2024 & what I’d advise the next US president. The one key area I ...

Inflation: what I’d advise the next president

June 29, 2022

A Myriad of Changes in a Disrupted World The plastics industry is one that is highly dependent on energy and water for its operation. ...

Plastics Industry & the Impact of Global Developments

June 17, 2022

Since it’s been a one-way street negative market narrative during the recent sell-off, I thought it may be helpful to put down a list ...

Economic & Market Positives vs. Negatives