How Profits Motivate Change

Why portfolio construction is messy, personal, and never perfect. We compare the pros and cons of several portfolio strategies, including target-date funds, risk parity, and role-based portfolios. We conclude with three AI-related fallacies that will help us better navigate the c ...  عرض المزيد

In this mini episode, I share some examples of how I am using Claude Cowork and other tools to boost my productivity and build investment portfolio analysis tools. I also share more details on the live portfolio cohorts we will be holding next month.You can learn more about our l ...  عرض المزيد

Water scarcity brings unique challenges in the path to a more sustainable future. Solving for them will mean both risk and opportunity for governments, corporates, and investors.

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Jessica Alsford Obviously, everyone's ...

Arizona recently announced new constraints on housing development in the areas around Phoenix. At issue is water rights and scarcity, which have been a challenge for the US Southwest for as long as people have been living there. That being said, the region is currently in the mid ...  عرض المزيد

A Times investigation revealed that in much of the United States, communities and farms are pumping out groundwater at alarming rates. Aquifers are shrinking nationwide, threatening supplies of drinking water and the country’s status as a food superpower.

Christopher Fla ...

In the western US a landmark deal to protect one of the country's most important waterways has finally been reached. The Colorado River serves more than 40 million Americans across multiple states, but it’s drying up at an alarming rate. Drought, overuse, and climate change are l ...  عرض المزيد