Over the holidays, I caught up on some reading and among other things, I read “The State of Energy in Quebec,” a report produced and published annually for the past four years by the Chair in Energy Sector Management at HEC Montréal. It opened my eyes to the essential role individuals must play in the success of the energy transition, and in doing so, taught me an important lesson
... Read more »Posts Categorized: White Papers/ Thought Pieces
You Might Be An Emerging Manager If… Jan16
To help everyone out a little bit, I thought I’d use my 11+ years in the emerging and diverse manager space to create a handy-dandy checklist to determine whether or not a fund may be emerging. After all, it seemed like a great project for a winter weekend when 0.5 inches of snow has me pinned inside the house like the Southerner I am
... Read more »The Next Bubble Jan11
It’s my job as a trader and speculator to recognize stock market bubbles, and I think I’ve located the next one. It’s a fairly new industry and I’ll tell you what it is in a minute
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