The markets reacted strongly to the Russian invasion of the Ukraine on Thursday, with the S&P 500 dropping 94pts at its low. (Friday rallied massively.) After President Biden assured action would be taken to mitigate the negative impact on the economy (SPR release), the S&P 500 rallied strongly and finished…

ESG Supercharged: $235B and $835B on clean energy & social safety net Before we get to the article, thought you’d like to check out some websites to get your ESG skill set up: •Principles for Responsible Investment: www.unpri.org/sustainability-issues •UN Sustainable Development: www.un.org/sustainabledevelopment/sustainable-development-goals •Sustainability Accounting Standards Board: www.sasb.org/standards-overview/materiality-map

Both the Fed and Biden had big meetings this week. Biden gave a “this-is-not-a-state-of-the-union” state of the union address on part 2 of his “infrastructure” plans. The Fed had a “we’re-not-tapering-and-inflation-is-temporary” meeting on monetary policy. …

Is it big? Yes. Is it bold? Yes. And we can get it done. President Joe Biden on the American Jobs Plan Fact Check: these are all true. At the Carpenters Pittsburgh Training Center, President Biden formally announced his $2 trillion plus “American Jobs Plan” (AJP) targeted at increasing growth…

The Fed’s Inflation Trolley Problem One of the more interesting philosophical and ethics experiments is the trolley problem. It’s a fictional scenario with varying mechanics, but let’s use this one. 1. You are a driver of a trolley. 2. The trolley brakes fail. 3. You are heading toward a switch…

Climb a wall of worry? Bah! How about a mountain! Here are my top 22 economic and market challenges for 2022. No list is complete and neither is this one. …

Why activists will be disappointed — As the world gets ready for COP26, it is a great time to review the Biden administration’s policies on climate change and know what to expect in Glasgow. Before now, we’ve been producing research to get everyone up to speed on climate change and how countries have been adopting policies…

“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 chain challenges that we’ve ever experienced in the life of Tesla and same difficulties with supply chain, with parts — over the whole range of parts…

The key factors driving demand 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 change related natural disasters. Second, the recent assessment report from…