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How do investors invest in the fight against climate change while protecting themselves from inflation?
Inflation is coming, and so is the energy transition. The last time any of us witnessed real, headline price inflation was in the 1970s. I wasn’t investing at the...
In our last two letters, we have dived into a history of the Great German inflation of the early 1920s, and taken some lessons for investors today, in reviewing...
On Wednesday I wrote to you about the great German inflation of the early 1920s. It was the first part of a book review of Jens O. Parsson’s Dying...
Rarely has my jaw dropped so often during the introduction of a book. With inflation on the horizon, I’ve picked up a few books all at once actually –...
Last Friday, I wrote to you about an incredible week for the energy transition. I made a call, that the starting gun had been pulled on a global arms...
Today I’m sharing with you an update on some enormous developments in the fight against climate change. The Energy Transition is the great battle of our times, and we...
I work all night, I work all day to pay the bills I have to pay Ain’t it sad? And still there never seems to be a single penny...
Everyone is banking on vaccines marking the end of this abominable pandemic. Let’s hope that’s true. There is a subtle debate in play here, one which we would do...