Buy stocks of electric vehicle makers Tesla and Nio.
MACRO
Clearing Karmic Debt
On a long enough timeline, Karma always wins.
MACRO
Atonement
Covid-19 will accelerate the shift to sustainable, decarbonized economies and resilient inclusive societies.
MACRO
Burn Baby Burn, Climate Inferno
The road to hell is paved with good intentions.
MACRO
Themes for the Next Decade
Five major themes will underpin the “twenties”: balanced multipolarity, generational conflict, China’s introspection, atoms over bits, and climate change as an investment thesis.
