I thought it may be helpful to do a quick, not totally complete, overview of the causes of the current supply chain problems. As always, I believe there’s never enough context on most “supply chain
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. The cause is simple as the Biden administration has engaged in
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 are three major factors driving the interest. First, COVID and climate
There is a global infection surge of the Delta COVID variant driving governments and companies to enact policies to reduce the risk. New Zealand, China (selective provinces/ports) and Hawaii are prime examples of governments moving
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 this to faith and show how it can provide strength to
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 reopening as over 14.7m jobs have been created. Yet, the country
For everyone trying to catch a summer break without watching Washington, I wish you best of luck because they are working hard to hammer out an infrastructure deal. This initial $1.2T bipartisan deal will set
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 sector. The plan also has implications for the world including the
First, a bit of perspective on ESG. This investable theme is challenging even if one focuses solely on the E for environment or energy. Rating agencies have struggled with metrics to analyze public companies’ efforts
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 and monetary policy unchanged. This was not a surprise. (Statement and Presser)What
