Treasurer’s Orphan Manifesto
Others have commented on Treasurer Chalmer’s value-based economy essay in the Monthly, calling it an attack on capitalism. What interests me is the silence from...
How I found myself outside ESG in 2022
I started in ESG in 2013. In 2022, the global funds under management are now 21.5% of global investments. I do not work full time...
Anti-climate change and asset revaluation
Buy low, sell high One of the things that I am interested in within the politics-lobbying-climate change nexus is motivations and incentives. To date, my...
2020 goals – due diligence questions
I have done some work on my goals for 2020. I first completed a bottom-up analysis of what I wanted to achieve. Lots of my...
Books that need to be written
“If there’s a book that you want to read, but it hasn’t been written yet, then you must write it.” – Toni Morrison My books:...
Congestion as business model
What is your business model is to take time (and related productivity) from other road users? I have notice a growing discussion on congestion in...
Optimizing across to many objectives
I have spent some time in the sustainable investing world and, while I am net positive on its contribution to both longer term investment returns...
Investment framework *for future reference*
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Interview by The Climate Change Project – Investing in Water Infra and Tech
Download here – https://lnkd.in/gcNdxpg...
Protected: My central thesis
There is no excerpt because this is a protected post....