Uncovering earnings manipulation and one-time benefits that Wall Street seldom talks about.
We have been uncovering risks hidden behind the accounting for institutional investors since 1988.
Newsletter to accompany the podcast of the same name - exploring issues relating to climate change and the energy transition
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The U.S. government and consumer are broke, and the economy is on shaky footing. And yet, it's still a great time to be an investor! Let me explain...
I connect the dots in macroeconomics, technology & culture to help you understand the "big picture", build perspectives with clarity, identify great businesses & improve your financial & mental wellbeing to thrive in a better world tomorrow.