Musk Sails into the Swamp
The week of May 16, 2022: Musk and Twitter, Musk and ESG, as well as inflation, baby formula, and much, much, more.
The Capital Letter
ESG, Energy, and War: BlackRock’s Nod to Reality
The week of May 9: BlackRock’s tricky path, inflation, carbon tariffs, baby formula, and much, much more.
Index Funds: ESG or Consumer Welfare? Choose One
The week of May 2: index funds and antitrust, as well as inflation, Hawaii’s pandemic, and more.
ESG, a Ratings Agency, and Utah
The week of April 18: rating a ratings agency’s ESG ratings, inflation, taxation, Twitter, Disney, and much, much more.
Bad News Bears
The week of April 4: inflation, recession, stagflation, and much, much more fun reading.
ESG — A Playground for ‘Useful Idiots’ and ‘Feckless Knaves’?
The week of March 28: the ESG swamp, tax, inflation, social mobility, the pandemic, and much, much more.
War and ESG
The week of March 21: when ‘socially responsible’ investing is irresponsible, inflation, the oil price, health care, and much, much more.
King Dollar’s (Possibly) Shrinking Realm
The week of March 14: a (possible) risk to the greenback’s leading role, inflation, the Fed, climate, and more.
Bloc Trade: Russia, China, and the Limits of Globalization
The week of March 7: Russia’s (possible) transformation into a Chinese satellite, inflation, the price of gasoline, tax, and much, much, more.