Climate Change
Our point of view:
- Climate change is happening.
- It's largely human-induced.
- We are past the point of no return.
- Going forward, adjustments and adaptation will be the modus operandi (MO).
- The least prepared or able to adjust and adapt will bear the brunt of the effects.This is an environmental justice issue.
Bill Gates on Energy
Global Energy Forum, Stanford, Nov 1-2, 2018. 36 min video.
Barry Ritholtz Interviews Jeremy Grantham
Sobering comments on the environment, climate change, and investing. 69 minutes.
This is What We Use to Come to Our Point of View
Ocean Shock (Added 12-26-18)
A Kind of Dark Realism (Added 12-6-18)
Fourth National Climate Assessment (Added 12-1-18)
Global Inequalities in CO2 Emissions (Added 12-1-18)
CO2 Emissions on the Rise (Added 12-1-18)
The 2018 Report on Health and Climate Change (Added 12-1-18)
Q: Is there a way to invest in companies engaged in fighting climate change?
A: We believe climate change is a done deal-- that it is not reversible in our lifetimes-- and that the impacts are likely to become more frequent, serious, widespread, and long-lasting.
We believe it's impossible to know ahead of time and with high conviction, which companies will succeed in delivering solutions for preventing, responding to, or adapting to climate change.
11-25-18
