News & Commentaries
‘A troubling precedent’: Businesses ask Senate to kill a plan to limit stock buybacks and dividends
“Businesses are urging Congress to strip a measure from a bill that would restrict defense contractors from issuing dividends or buying back their stock.” [COMMENTARY] A huge part of US stock market gains are due to stock buybacks — and instead of plowing profits so employed into business expansion. When investors receive funds from stock…
AI Can Measure How ESG Really Impacts the Bottom Line
“Advances in large language models are making rigorous sustainability analysis dramatically faster and cheaper, allowing investors and other stakeholders to connect companies’ disclosed environmental and social risks directly to financial performance in a matter of hours rather than weeks.” [COMMENTARY] For years, companies and investors alike have wondered how to measure the materiality of ESG on…
Renewable Energy Beats Fossil Fuels On Speed-To-Power (Shocker!)
“Renewables Remain the Lowest-Cost New-Build Generation Despite Rising Cost Pressures, Lazard’s 2026 Levelized Cost of Energy+ Report Finds.” [COMMENTARY] If you listen to the US administration or many leading investment industry talking heads, you would think renewable energy is defunct. Well, this report and others on this subject say otherwise! American sustainable investors should gain…
Expert dispels myths on renewable energy costs and reliability
“Griggs cites IRENA data showing most new renewables are cheaper than fossil fuels, with solar now 41% cheaper and onshore wind 53% cheaper.” [COMMENTARY] If the US wants to compete with China — eventually — on power production and costs — particularly to power the massive new data centres — it will need to heavily…
New “Ex-Elon” ETFs Aim To Strip Tesla (NASDAQ: TSLA) And SpaceX From Investor Portfolios
“Subversive Markets Lab LLC has filed with the SEC to launch two new ETFs designed to track major U.S. indexes while excluding companies founded, controlled, or led by Elon Musk.” [COMMENTARY] This post might seem somewhat unusual for this site; however, I’ve previously discussed the ethics of Elon Musk’s absolute control of SpaceX. He controls…
ESG ratings and new EU supervision as of 2 July 2026
“As of 2 July 2026, the ESG Ratings Regulation (Regulation (EU) 2024/3005, the Regulation) will start to apply. Adopted in November 2024, the Regulation aims to improve the reliability and transparency of ESG ratings used in the European Union.” [COMMENTARY] I suspect that other jurisdictions will also want to regulate ESG raters. However, the US will…
