September 23, 2021

“This quarter, and I think we’ll continue to see that a little bit in Q2 and Q3, had some of the most difficult supply ...

Supply Chains: why the mess and when will it end?

September 13, 2021

ESG remains one of the hottest investment themes over the last 10-years but has truly picked up pace since President Biden came to power. ...

ESG Supercharged: $235B and $835B on clean energy & social safety net

September 2, 2021

As the torrent of money into ESG vehicles continues to flow, the question running through many people’s minds is “why now?” To me, there ...

Why ESG Now?

August 19, 2021

There is a global infection surge of the Delta COVID variant driving governments and companies to enact policies to reduce the risk. New Zealand, ...

US Delta Surge Peak: mid-September

August 15, 2021

Typically, a good preacher will understand what is causing concern and angst in their community and more broadly, the world. Then she/he will connect ...

Home Prices and Rent: a rapid price recovery

August 1, 2021

The US releases its monthly unemployment rate and non-farm payroll data on Friday. The charts below show the rapid recovery in jobs since the ...

What McDonald’s can tell us about the labor shortage

July 23, 2021

For everyone trying to catch a summer break without watching Washington, I wish you best of luck because they are working hard to hammer ...

The Big Infrastructure Bills: even larger than you think

July 15, 2021

Yesterday, the European Union released a sweeping 30-year plan to achieve net zero and reshape the economy. This has broad implications for every EU ...

EU Carbon Plan and US Infrastructure: tied at the border?

July 8, 2021

First, a bit of perspective on ESG. This investable theme is challenging even if one focuses solely on the E for environment or energy. ...

Fastest Growing Investable Theme

June 17, 2021

Let’s do a quick run through two topics impacting the economy and markets. Federal Reserve monetary policy. On Wednesday, the Fed left interest rates ...

The Manchin Fed

June 4, 2021

The inflation story keeps getting legs as more and more companies are citing inflation concerns in their investor calls and interviews. As a matter ...

Inflation Politics

May 20, 2021

Let’s get to what’s driving the markets, causing stocks to sink, crypto to crater and interest rates to rise: uncertainty over inflation. But it’s ...

The Biggest Driver of Uncertainty