ESG Orphan @EsgOrphan
Constrained Capital's ESG Orphans Index: Foss Fuel 25%, Nuke Energy 25%, 21% Weapons, 25% Alc+Tobac, 4% Gaming. For the coming ESG unwind. esgorphans.com Joined February 2022-
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ESGV -5% 1mo, -3% 1 wk ESGU -5% 1mo, -2.7% 1 wk Fossil fuel (XLE proxy) +3% 1mo, -1% 1 wk Nuclear names (XLU) +2% 1mo, +1.7% 1 wk Weapons (ITA) -1% 1mo, +50bps 1 wk Tobacco (PM) -1.5% 1mo, +4% 1 wk Alcohol (BUD) -2.5% 1mo, -10bps 1 wk ESG Orphans see love vs broad mkt. It's ON!
Struck a nerve, 115+k views. ESG Orphans relatively/absolutely to see inflows as ESG outflows pick up. It's Gresham's Law. We can help folks recreate $ORFN w highly correlated portfolio of low px ETFs + a few stocks. Hit us up if interested to hear more. The thesis is working!!
Struck a nerve, 115+k views. ESG Orphans relatively/absolutely to see inflows as ESG outflows pick up. It's Gresham's Law. We can help folks recreate $ORFN w highly correlated portfolio of low px ETFs + a few stocks. Hit us up if interested to hear more. The thesis is working!!
Bloom keeps fading from the ESG rose. We always said ESG adds costs, lowers returns, ignores risks. Now many seeing this. SEC waffles on emissions. realclearwire.com/articles/2024/… We never disliked the environment, governance, or good social behavior. We hated Wall St's BS ESG narrative.
More shenanigans in the Wall St post-ESG shiny object world...virtue signaling getting harder, but they're still doing it. "Still focused on the virtue signal, but ESG itself, no, not so much, once misallocation of capital and malinvestment was revealed. We still care though!"
More shenanigans in the Wall St post-ESG shiny object world...virtue signaling getting harder, but they're still doing it. "Still focused on the virtue signal, but ESG itself, no, not so much, once misallocation of capital and malinvestment was revealed. We still care though!"
Truth in ESG w @anasalhajji youtube.com/watch?v=5WslqV… Truth in ESG w @AswathDamodaran youtube.com/watch?v=HmZhTw… We talked about the Wall Street version of "saying good vs. doing good." Damodaran called said, "There's no there, there." Dr. Alhajji said, "We're going to need energy."
Truth in ESG w @anasalhajji youtube.com/watch?v=5WslqV… Truth in ESG w @AswathDamodaran youtube.com/watch?v=HmZhTw… We talked about the Wall Street version of "saying good vs. doing good." Damodaran called said, "There's no there, there." Dr. Alhajji said, "We're going to need energy."
heartlanddailynews.com/2024/02/net-ze… ESG raises costs, lowers returns, sends risks massively higher. Food, energy insecurities push inflation. Talked about this for years now. Still talking about it. Happy to consult, talk to anyone on how to manage risks about it, position yourself for it.
@FracSlap Remember the Volkswagen diesel scandal 2015. Then see Forbes talking about all these auto makers : forbes.com/sites/michaelt… All in the name of E.S.G. and saying good vs doing good, regulatory capture, and circumvention. All in a days’ grift, look at us. We’re such rule…
Been reading Thomas Sowell's "Economic Facts & Fallacies" lately. Pure genius. "Fallacies have staying power. Elected officials cannot admit a policy turned out badly without risking their careers. Same with those who have dedicated their whole careers on notions. Leaders of…
@VivekGRamaswamy And btw Unilever "top ESG" company while they're among the worst offenders of plastic waste in the world. See: reuters.com/investigates/s… Failure in the "E" of ESG. Everyone bitten by the ESG bug likes to say good while not doing good. Talk is cheap. Profits are better. Also, Dove…
My good friend Stephen Heinz (def worth a file on all things climate, esp skepticism about the panic) highlighted "costly ESG" and risks to farming and food inflation, insecurity. It's something we touched on MANY times in the past few years: stephenheins.substack.com/p/costly-esg-s… Worth a read.
@calleymeans Big food conglomerates produce UPF (ultra processed foods) and then create another division to process stuff even further by adding prebiotics, probiotics, postbiotics, etc. to pile onto the UPF business. Rather than solve the problem by providing healthier foods, they march…
@leekern13 Let's do simple math which isn't simple for many liars, gas lighters, and antisemites. 1.8BLN Muslims in the world. I'm sure there are good Muslims. What % are "good, peaceful" people? 95%, 90%, 80%? Every 10% = 180mm people. 95% good = 90mm bad. 80% good = 360mm bad. 99% good =…
Last year we talked with Aswath Damodaran of NYU and discussed his "skeptical" look at ESG. In this clip, check out the 8:00 mark to hear his views on the evolution of "ESG" and what it will morph into. He specifically mentioned "sustainability" and "impact."
Last year we talked with Aswath Damodaran of NYU and discussed his "skeptical" look at ESG. In this clip, check out the 8:00 mark to hear his views on the evolution of "ESG" and what it will morph into. He specifically mentioned "sustainability" and "impact."
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@EsgOrphan @MarkNeuman18 It was a shame that one closed. Good concept
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Happy Hanukkah!
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First: your smug smirk at the hearing said it all. Second: tell me you completely exposed yourself and are desperate to keep your job without telling me that. You should be fired and you bring shame on a once great university.
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Appeared on Yahoo Finance today to talk about ESG funds seeing large outflows, the politicization of ESG, and the fact that Larry Fink has jumped out of the burning building that is ESG (ahem🙄) and now refuses to even use the term… finance-yahoo-com.cdn.ampproject.org/c/s/finance.ya…
@chamath Lol. Even Larry Fink is trying to flee the burning building that is ESG today 🤷♂️
Honestly, this needs to go viral. I can’t clap loud enough. What a respectful, gentle, intelligent and thoughtful human being @votetimscott is.
Take note: You don't always have to be brash towards people you disagree with. As long as your points are valid, you have no reason to fight. How @votetimscott did this was a masterclass on The View. He killed them with politeness.
Satire, or unfortunate reality of contemporary monetary policy?
Regardless of how well informed they are about ESG, Americans prefer that their fund and retirement account managers base their investments solely on financial factors - not environmental, social and governance goals. mrctv.org/blog/most-amer…
@EsgOrphan @oledoteth interesting take on the assignment...
Did John Kerry blame climate change on FARMERS? "Food systems themselves contribute a significant amount of emissions.." Great! Then let's stop eating food and eat insects..Brilliant! He's another one that needs to go! 79 yrs old and clueless. Does anyone see a pattern here?
If you care about others, you tell them the truth. If you care about yourself, you tell them what they want to hear. I’d rather speak truth & lose the race than to speak poll-tested platitudes & win. We’ll find out next year if that’s a winning strategy or not.
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