The strongest businesses have Moats.
New York, NY
Joined January 2014
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Michael Moats retweeted
This week jobs, next week inflation for April.
#Inflation will be hot - y/y will easily exceed 3%, could nip at 4%, strongest since 2011.
Some will use the term “stagflation” which was coined in 1973-75 recession to describe ⬆️ inflation & ⬆️ unemployment. That will be wrong.
Covid and TX freeze caused shortages in semiconductors and plastics, higher prices for oil, wood, copper etc, upended shipping and supply chains. Will folks who have been wrong about inflation start saying circumstantial price increases prove them right? wsj.com/articles/one-week-te…
Global organizations that set corporate reporting standards fail to keep pace with the ESG boom, opening the door to greenwashing and more, according to one such group bloomberg.com/news/articles/… via @business
"It would be one of the largest -- if not the largest -- funds in a sector that’s attracting a flood of new capital." bloomberg.com/news/articles/…
“The difference between whether fossil fuels or renewables are cheapest literally is now down to the interest rate.” — Saul Griffith link.medium.com/uuVQuETfh3
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About to download at least one of these to my Kindle so I can read about why I should not have given any money to Amazon. ft.com/content/39d5bd82-0bf5…
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A new technology turns everyday trash into plastic treasure. #circulareconomy wapo.st/climate-solutions-re…
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“Shares of companies perceived as environmentally responsible significantly outperformed shares of companies that were not” nytimes.com/2019/11/15/busin…
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This administration is making operational decisions based on the ideas that well-established EPA science isn't good enough but that conspiracy theories about Ukraine are. nyti.ms/2CxNwt0
Michael Moats retweeted
Boston friends, toss one of your City Council at Large votes to @votehalbert. He’s a great guy and one of the more thoughtful people I’ve ever known.
"If ITER succeeds... humankind could have limitless emissions-free power by midcentury." bloomberg.com/features/2019-… via @BW
Bank regulators present a dire warning of financial risks from climate change apple.news/AE17bktZaTOm53vY5…
Entirely.
The cost of Trump’s tariffs has fallen "entirely" on U.S. businesses and households, Goldman Sachs has said. cnb.cx/2nkSXI8
"'climate champions' will benefit from an unprecedented growth to 2030... analysts estimate there may be a need to triple the current capacity of renewable projects" bloomberg.com/news/articles/… via @markets
You should read this week’s @bhavemymoney from @ambiej 🧚Money and fairytales 🧚 betterhavemymoney.substack.c…
Michael Moats retweeted
I’ve hired a few people in my time.
I’ve never been disappointed by hiring someone who is less technical but is a great human who cares for others.
I can teach tech pretty easily.
But boy have I seen people who are strong technical people with toxic attitudes destroy a team.
Michael Moats retweeted
Headline #jobs number of 130K is really 105K when one subtracts the 25K census workers. Private payrolls are down from 131K in July to 96K in August. The 3 month moving average for private payrolls is now below 150k vs above 200k for most of 2018.
#FOMC
#recessionwatch
