‘Climate change’ has become the default excuse for any number of adverse events — no further explanations needed — including many unrelated to climate.
The week of May 9: BlackRock’s tricky path, inflation, carbon tariffs, baby formula, and much, much more.
The week of May 2: index funds and antitrust, as well as inflation, Hawaii’s pandemic, and more.
ESG is the antithesis of what most investing is supposed to be about, which is the generation of economic return.
Managers of non-ESG funds should stick to the task set for them by their clients and not try to decide what is good or bad for society.
The games that climate-change activists play with language are an interesting sub-genre of the propagandist’s art.
Unilever’s shares have underperformed ‘despite’ its ESG approach. Gee, that’s a mystery.
For quite some time, different countries have been choosing different ways to fail in their energy policy.
Before too long, there will need to be a great deal more discussion about the extent of the West’s economic relationship with China