By David Callaway, Callaway Climate Insights ESG related stocks are outperforming the S&P 500 Index so far in March. Through Wednesday, the S&P 500 ESG Index was up 2.35% for the month, vs. a 1.78%…
By David Callaway, Callaway Climate Insights The ground is still wet from Northern California’s most recent rainfall, and spring ski conditions are perfect up in Lake Tahoe, but the state is already gearing up…
By David Callaway, Callaway Climate Insights The Biden Administration’s long-awaited infrastructure plan Tuesday, a massive — and impossible — $3 trillion spend and tax strategy, did little to impress financial markets. But it started…
By David Callaway, Callaway Climate Insights Can global warming thaw the frosty relations between China and the U.S.? After an acrimonious and unproductive set of meetings in Alaska this past weekend — which left…
By David Callaway, Callaway Climate Insights Lordstown Motors ranks among the worst-performing electric vehicle stocks so far this year, as shares fell sharply following allegations against it by short-seller Hindenburg Research and disclosure of…
By David Callaway, Callaway Climate Insights SAN FRANCISCO (Callaway Climate Investors) — “It’ll be a dry St. Patrick’s Day during a global pandemic when I ever start another business.” With those words, a year…
By David Callaway, Callaway Climate Insights It’s always hard to think of Volkswagen without conjuring Herbie or Nazis or Dieselgate from 2015, but the fact that the German auto giant has survived so much…
By David Callaway, Callaway Climate Insights One pumped-up electric vehicle stock is a scandal. Two is a trend. That’s the reality investors — including, again, General Motors (GM) — face this week after short-seller…
By David Callaway, Callaway Climate Insights now you’re no doubt tired of reading about the one-year anniversary of the Covid lockdown, the 10-year anniversary of Fukushima, the 17th anniversary of the Madrid train bombings,…
By David Callaway, Callaway Climate Insights It was only last week that Goldman Sachs Group (GS) entered the climate pledge frenzy with the same old, net-zero-by-2050 promise made by all the others. CEO David…
The more than 25 million Facebook shares sold short as of the most recent settlement date were over 9% more than the figure two weeks earlier, as well as the greatest level of short…
The more than 4 million Amazon shares short as of the most recent settlement date were almost 14% more than the figure two weeks earlier, as well as the greatest number in almost a…
By David Callaway, Callaway Climate Insights The nascent U.S. offshore wind community is celebrating this week after the Interior Dept. gave environmental approval to the biggest new wind farm to date in New England,…
By David Callaway, Callaway Climate Insights Months-long expectations for a bold climate plan from China were dashed over the weekend after the world’s largest polluter laid out only moderate ambitions for any action over the…
Analysts recommended buying the following eight top tech stocks last week, including Microsoft, Oracle and Twitter.
By David Callaway, Callaway Climate Insights These solar stocks have had a great start to the year (as of Wednesday’s close, in this table), but remain volatile and were hit Thursday in a broad…
By David Callaway, Callaway Climate Insights SAN FRANCISCO (Callaway Climate Insights) — Higher bond yields shaking markets these days with threats of inflation tied to post-Covid spending are having a dramatic impact on the…
By David Callaway, Callaway Climate Insights As the world’s greenhouse gas emissions return to pre-pandemic levels, the importance of putting a price on carbon to curb pollution rises to the forefront in Washington. While…
By David Callaway, Callaway Climate Insights An ominous report over the weekend that China had infected India’s power grid with malware and actually blacked out Mumbai one night last year as a warning to its rival…
Many investors are looking to position themselves for a reopening and recovery of the U.S. economy. These seven recent analyst stock picks play right into that theme.
