Investment framework *for future reference*
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Expectations of future price increases
I am in the middle of an age old question for consultants. A prospective client has a multitude of mostly independent and self-directing sub-entities within...
The ego or ‘why do I really want to manage money?’
When I returned from New York, one of things I told people was that I wanted to run a fund. I had not done that...
It’s not EVs that get ya, it’s the efficiency standards
In 2015/2016, my team did a deep assessment on what uptake of EVs might do to oil demand. What we found was that efficiency standards...
Assessing the opportunities
You are faced with three opportunities: A consulting project that involves a sector and approach which you have done before A new advisory project in...
“So…. what are you building?’
Starting a business feels routine and there is relief in getting some paid work but there is a nagging question of ‘what am I aiming...
Impact investing is reliant on social enterprise
I have felt detached from the term ‘impact investing’ since I first heard about it. My first interaction was during a panel at NYU in...
‘Stubborn Attachment’s by Tyler Cowen
I am a long time reader of Tyler Cowen’s Marginal Revolution blog. I started reading because of a smug view that ‘I had to read...
Nobel Memorial Prize
The degrees of separation between a winner of this year’s Nobel memorial prize in economics and I are small enough to warrant mentioning. One degree...
Increasing yield spreads
Economics doesn’t prepare you for the financial system. An degree in environmental economics is another step away again. If you read enough financial literature, you...