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How Big Oil sells off polluting assets in a bid to look green

An oil flare burns at Repsol's oil refining complex in Cartagena, Spain. Repsol was one of the top sellers of assets between 2017 and 2021 in EDF's analysis.Bloomberg | Bloomberg | Getty ImagesOil and gas giants are increasingly selling off dirty assets to...

10 Wednesday AM Reads – The Big Picture

My mid-week morning train WFH reads: • Elon Musk Is Acting Like Henry Ford. Uh-Oh. Both auto magnates built dominant companies. Both became global celebrities. Both dove headlong into other pursuits. One lost his edge. So far. (Bloomberg) see also There Are Just Three Explanations...

Tax Alpha – The Big Picture

    One year ago today, I published a longish post on the advantages of direct indexing via tax loss harvesting (TLH). It became one of the most read pieces I wrote last year; RWM advisors found it to be a useful explainer for people...

Sentiment LOL – The Big Picture

Consumer Sentiment vs. Stock Market Returns   I am not a fan of most Sentiment readings. I don’t mean their current levels, but rather the way the entire complex gets used. This is not a new belief, but rather, a long-standing pet peeve. Sentiment readings can...

Transcript: Boaz Weinstein – The Big Picture

     The transcript from this week’s, MiB: Boaz Weinstein, Saba Capital, is below. You can stream and download our full conversation, including the podcast extras on iTunes, Spotify, Stitcher, Google, Bloomberg, and Acast. All of our earlier podcasts on your favorite pod hosts can be found...

Some factories might leave China, but big picture it doesn’t matter

China still holds the cards for global supply chains, whether or not Covid lockdowns frustrate businesses in the near term. An employee works on the production line of the screens for 5G smartphones at a factory on May 13, 2022 in Ganzhou, Jiangxi...