by Erik Kobayashi-Solomon | Mar 11, 2019 | Commentary
Most people think of the arctic as remote – a wasteland inhabited by polar bears (true) and penguins (untrue) – with little relevance to their daily lives. Most people are…
by Erik Kobayashi-Solomon | Mar 7, 2019 | Commentary
If you ask most people how we will get to a zero-carbon world, they’re likely to talk about electric cars and wind farms. However, climate cognoscenti know that the two…
by Erik Kobayashi-Solomon | Mar 6, 2019 | Research
Each month, we screen for attractive “bond replacement” investment candidates by looking up the reports of investments purchased by “Superinvestors” covered by the Dataroma site. Dataroma follows 64 managers that…
by Erik Kobayashi-Solomon | Feb 28, 2019 | Commentary
Author and podcaster, Sam Harris, points out that people’s political positions tend to cluster: if you meet a gun control advocate, you can safely bet they also favor legal access…
by Erik Kobayashi-Solomon | Feb 22, 2019 | Commentary
Ray Dalio, the founder of the enormously influential hedge fund, Bridgewater Associates, takes as the first of his Life Principles: Embrace Reality and Deal with It. There is simply no…
