The pipes, they are a changin’
The largest AI infrastructure deal in history was not funded by banks. It was absorbed by the buy side. That shift tells you more about the market than the technology itself.
Continue ReadingBrett S. Chappell3 minutes
Archive: Investing
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From Sovereign Bonds to Monte Cristo: A Tale of Two Waterloos 📚
What connects a research paper on emerging market bonds to Alexandre Dumas’ masterpiece? Both emerged from the post-Napoleonic era—but only one explores what truly counts.
Continue ReadingMarc O. Dines3 minutes
🌿 Unlocking the Secrets of ESG Data: A Guide for Asset Owners!
Differentiating Article 8 funds from Article 8+ claims poses challenges, especially concerning their ESG commitments. The EU’s SFDR regulation provides standardized reporting via the European ESG Template (EET), simplifying data analysis. This facilitates transparency, enabling stakeholders to evaluate genuine ESG performance without sifting through extensive sustainability reports.
Continue ReadingMarc O. Dines2 minutes
Imagine getting paid to use electricity!
Battery storage costs have plummeted 90% since 2010. The arbitrage opportunity is staring us in the face: bank free solar at noon, sell it back at 7pm when everyone gets home and prices spike.
Continue ReadingMarc O. Dines1 minute