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Science Doesn’t Care What Trading Desks Are Saying

by Erik Kobayashi-Solomon | Dec 13, 2018 | Big Picture

Icebergs float in a fjord after calving off from glaciers on the Greenland ice sheet in southeastern Greenland. President Donald Trump seems to be describing another planet’s climate because the Earth he described doesn’t quite match what data shows and...

Investments That Ignore Climate Change Just Burn Money

by Erik Kobayashi-Solomon | Nov 5, 2018 | Big Picture

April 4, 2012.Flickr Like many of you, I have been shocked reading the stories about the Camp fire in Northern California and the Hill and Woolsey fires, just west of Los Angeles. Fires have long been a feature of Californian life, but the concept of “megafires” is a...

Two Tales Of One City: The St. Joe Company

by Erik Kobayashi-Solomon | Oct 16, 2018 | Big Picture

It would be the best of times, it would be the worst of times… This line – paraphrased from Dicken’s classic tale of the French Revolution – summed up the opinions of two investing giants early in 2011 regarding the real estate developer, The St. Joe Company JOE....

The Biggest Financial Story Of Our Lifetimes

by Erik Kobayashi-Solomon | Oct 12, 2018 | Big Picture

The biggest financial story of our lifetimes was published this week. Wall Street paid it no heed. True, markets have declined modestly for a few days, driven by – pundits say – general worries about increasing long-term Treasury yields, trade frictions with China,...
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