📑 Research Notes for 2021-06-01
This week, we look at the "Great Reset" emerging from the pandemic, individual earnings over six decades, the capex spending increase among companies, and big oil's new problems.
We conduct extensive investment research and share the most interesting content that we come across every week. Here is a curated list of this week’s top observations.
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How to Navigate the 'Great Reset.’
(Bloomberg)
Pandemic lockdowns are coming to an end in the U.S., and with them, a massive economic recovery has begun. The closest parallel is the post-World War II era. That period created a massive societal “reset” in terms of employment, housing, infrastructure, wages and financial markets -- just like now.
Lifetime Earnings in the United States over Six Decades.
(University of Chicago)
The stagnation of average earnings and rising income inequality in the United States since the 1970s has not only motivated economic research but has also informed discussions about political shifts among various demographics, as well as inspired policy debates about how to address this long-run phenomenon. This is especially true when it comes to the fate of male workers.
An Investment Bonanza Is Coming.
(The Economist)
As lockdowns lift across the rich world, people are going out and spending. Australia’s restaurants have been crammed for months. America’s shopping malls are filled with people splurging stimulus checks. Cinemas in Britain, which were allowed to reopen in mid-May, are packed once again. Yet behind the scenes another, potentially more significant, spending bonanza is just beginning.
Big Oil Finds It Hard To Ignore Pollution Amid Investor, Court Pressure.
(ARS Technica)
Legal ruling and shareholder votes appear to represent a dramatic shift in the way courts and shareholders plan to hold oil companies accountable in the face of a changing climate.
Curated by Joseph Lu, CFA®
Joseph has over a decade of experience as an investment professional, primarily in quantitative analysis and portfolio management roles. He is the founder and managing director of Conscious Capital Advisors and a CFA® Charterholder. The CFA charter is a globally respected, graduate-level investment credential by the CFA Institute, a global association of more than 90,000 investment professionals working in over 133 countries.
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