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Monthly Archives: May 2021
Coming off the boil?
A handful of the world’s most expensive tech companies helped pushed US stock indices to record high valuations this spring. However, as shown here since 1986 (courtesy of my partner Cory Venable), the tech-heavy NASDAQ index has lost lift relative … Continue reading
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Eat for the Planet: Big meat and dairy
No amount of EVs and solar panels will be able to bend the curve on our environmental crisis, without a necessary evolution in our food system and consumption choices. Jennifer Jacquet is an Associate Professor in the Department of Environmental … Continue reading
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Secular inflation or inflated expectations?
The year-over-year rise in commodity prices into May has been the highest in 40-years (shown below since 1976 courtesy of Bloomberg–click for a close-up). When we look at this chart, it’s worth noting that previous commodity price spikes were followed … Continue reading
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