In a comprehensive study of foreign stocks, returns become “normal” through reducing multidimensionality to one. Importantly, the characteristics of firms matter, whether across oceans or within countries.
On a temperate mid-January day, I flew South to the Texas Triangle with chief executive Randy Kendrick to visit Sandow Lakes Ranch. I liken his development to the best case of reindustrialization and circular economy envisioned. Many hands were involved and forces at play…
The SXSW IVY Family Office Network conference revealed many trends, and importantly, what investors and entrepreneurs are advancing. Most importantly, the people. Shout out to women for Women’s History month with a few curated inspirations.
The cover story for the D CEO November 2023 energy edition. Some excerpts and backstory are highlighted that preview the feature.
On October 11-12, University of Montana and Montana World Affairs will host a conference covering topics in energy, diplomacy, geopolitics and technology. I’ll present my body of work there.
