“You Need to Calm Down”

“You Need to Calm Down” is the title of a recently released song by singer-songwriter Taylor Swift.  While this is probably good advice for all of us, it is particularly appropriate for investors.  With a constant drum beat of conflicting investing and political commentary, markets tend to be subject to frequent, short-term, and often ill-advised, … Continued

Buyer’s Remorse and Brexit?

With the October 31 deadline for a Brexit withdrawal rapidly approaching, it is increasingly clear that there is no political consensus for the terms under which the United Kingdom would exit from the European Union.  It has been suggested that, while 52% of British citizens voted in favor of Brexit in June 2016, increasing awareness … Continued

“Flygskam”

“Flygskam” is Swedish for “flight shame,” a rising headwind for the airline industry that is particularly strong in Sweden and Scandinavia.  Climate studies show that airlines are a major factor in the increase in greenhouse gases.  A European Commission study noted that someone flying from Europe to New York, and back, generates roughly the same … Continued

Electric Vehicles (EV) are Coming; Ready or Not

The global auto industry is scrambling to meet carbon-emission mandates and, currently, EVs appear to be the solution of choice.  Unfortunately, advances in battery technology and cost are not cooperating.  Cutting the cost of batteries is probably the industry’s most urgent challenge.  Batteries are estimated to account for 35%-45% of EV total costs.  Unless EV … Continued

Understanding Brexit; Reprise

In light of British Prime Minister Boris Johnson’s move to suspend Parliament for several weeks, it might be helpful for investors to review our blog of 30 Apr 2019; Understanding Brexit. Understanding Brexit In Great Britain you can bet on almost anything through authorized bookmakers.  Currently, the odds on Brexit happening are now, for the … Continued