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Inflation – why it is so important to monitor

Inflation – why it is so important to monitor

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The millennial investor boom

The millennial investor boom

Millennial investors, born 1986-91, since Covid struck, have Wall Street taking them seriously. Millennials are the new generation of smartphone day traders. Millennials own 7% of the US total wealth (USD 9.1 trillion) compared to the 26% of baby...

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Even if you don’t plan for energy profiles to change, the world does. ACF C-Suite Guide.

Even if you don’t plan for energy profiles to change, the world does. ACF C-Suite Guide.

In part I of this blog https://acfequityresearch.com/decoupling-of-gdp-and-energy-growth/ We discussed some of the fundamental changes in macro-economic relationships happening now and revolving around energy and GDP growth. In part II we consider some of the implications for extractives (basic resources –...

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Decoupling of GDP and energy growth: A CEO guide. McKinsey Quarterly April 2019

Decoupling of GDP and energy growth: A CEO guide. McKinsey Quarterly April 2019

In the analysis below ACF takes a short form look at the data within the most recent McKinsey Quarterly report and overlays some of its own interpretation. When I try to reduce the whole of economics to one idea to...

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