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Environmental Risks
Couldn't Stand the Weather - The Texas Freeze
Jack Duval
April 2, 2021
Investment inpacts from the Texas freeze.
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Coronavirus: Post-Convivial?
Jack Duval
May 19, 2020
Any loss of conviviality is a loss to the unwritten laws that allow humans to live and flourish together.
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Coronavirus: By the Old Gods and the New
Jack Duval
May 5, 2020
The new gods are jealous gods and they were not pleased with the graven image of Trump’s name on stimulus checks. All glory must be to them.
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Coronavirus: A Hollywood Ending?
Jack Duval
April 16, 2020
The Fed can buy all the assets they want, but it won't make any company or individual consume goods or services.
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The Coronavirus Rally? It's a Fugazi.
Jack Duval
March 31, 2020
The world has to go through a deleveraging process where assets are sold to pay down debts. It has only begun.
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Notable Covid-19 Deaths
Jack Duval
March 13, 2020
Many common ideas, once held sacrosanct, are headed for the long home.
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Species Jump - Investing in the Time of Coronavirus
Jack Duval
March 9, 2020
In 1918 much of the world was as rural as it was during the Renaissance. Today, roughly 54 percent of global population lives in an urban area.
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$30 Trillion in ESGing and They Put You in the Index
Jack Duval
February 28, 2020
Many ESG funds and ETFs are merely closet index funds, gussied up in ESG raiment.
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Early Casualties in the Climate War
Jack Duval
February 14, 2020
The energy sector, as currently composed, is heading for collapse within a decade.
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The Coming Climate War
Jack Duval
February 6, 2020
The “reallocation of capital” that Fink writes about will not be smooth or pleasant. It will amount to a phase shift and many firms will not be able to make the leap.
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A Pace Layer Approach to Investing and Risk
Jack Duval
January 23, 2019
Small changes at the axis can cause enormous changes in layers further out.
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Hunger Stones: A 700 Year-Old Profit Warning
Jack Duval
December 20, 2018
Throughout human history, the economy and the environment have been inexorably linked.
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Environmentally Resilient Portfolios and the California Wildfires
Jack Duval
November 15, 2018
Oil has no answer for renewable energy, just as whale oil had no answer for kerosene.
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This Week in Risk
Jack Duval
November 1, 2018
The ratings agencies can, and will, act in capricious ways.
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Risk Transmission from Environment to Economy: The San Francisco Earthquake of 1906
Jack Duval
October 17, 2018
There are very clear paths of transmission from natural disasters to economic disasters.
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