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ESG Investing, Some Thoughts

Demand for securities that comply with Environment, Social and Governance (ESG) criteria has continued to mount, especially since publication of the Intergovernmental Panel on Climate Change’s (IPCC) latest reports which highlight the existential challenge that climate change poses to life… Continue Reading →

ESG Transition Implications

As investors continue to press for reduction of carbon producing activities in the companies they buy, it is worth reflecting on the potential transition costs.  Sky high natural gas prices in the UK have exposed the many applications of coal,… Continue Reading →

The impact of COVID-19 deaths on the working age population

More than 140,000 children under the age of 18 lost a parent or significant caregiver to COVID-19 between April, 2020 and June, 2021 in the U.S., according to a report released by the Center for Disease Control (CDC) yesterday.  While… Continue Reading →

Infrastructure!

The INVEST in America bill, HR 3684, also known as the infrastructure bill, passed the House on July 1st, and the Senate on August 10th.  You can view the Senate voting roster here.  We raise this, despite heavy political haggling… Continue Reading →

Toto, I think we’re back in Kansas

During its “vote-a-rama”, the Senate approved an amendment (by 86-13; amendment 3114) to remove the prohibition against states using federal funds to make up for tax cuts. As we wrote in May, it is common federal practice to prevent state/local… Continue Reading →

The July Jobs Report, Another View

Last Friday’s labor report showed strong job growth, further indication that we’re beginning to recover from the pandemic. These widely reported figures are seasonally adjusted. However, the Bureau of Labor Statistics typically makes a large seasonal adjustment to local education… Continue Reading →

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