FlowBank

1179 days ago

Transportation emits 29% of greenhouse-gas

If you advocate for a cleaner ESG portfolio, are you also walking the talk? Fuels are still part of modern life, fuel industry remains competitive and regulated, and they are beginning to invest in cleaner solutions. Also notice how much coal is still produced. China is said to be the largest producer of coal related emissions. But this is also related the economic 'catch-up effect', where developing nations need to pollute like the west did in order to improve quality of life. #debate

COAL IS STILL MASSIVE

1179 days ago

Subsidized US fracking industry sees crude oil and natural gas output rising

Did you know that the fossil-fuel industry reaps $20 billion in benefits from direct taxpayer subsidies in the US ? Fracking is going to fall through the cracks if Biden pushes back on lobbying and prioritizes ESG and green investing. Let's start moving towards a more climate friendly asset allocation strategy.  

1179 days ago

Citi Panic/Euphoria Index is at an absolute extreme

Source: Citigroup, The Market Ear

Citi Panic/Euphoria Index

1180 days ago

Chronology of a rally by BofA

Source: Harnett (BofA) 

Market phases

1184 days ago

Don't fight the flows - China assets in demand from foreign investors

Uptrend for inflows into China equities and bonds

#Stocks #Bonds
Don't fight the flows - China assets in demand from foreign investors
bg_newsletter