Senior Analyst @Bloomberg Intelligence. Former @BGOV Sr Energy Economist & @IHSCERA Assoc Director. Co-author @EconDiet. Clemson & BU Grad. Opinions are my own.
Jul 3, 2021 • 9 tweets • 2 min read
👇 I really like this, and it rings true with my career experience.
I started my career doing long-form market and investment research - 50 page PDFs essentially.
But for the last 10 years I’ve worked at Bloomberg, where we’ve helped to pioneer fast, brief, modular research. 1/
2/ Slow research has its place, but when you spend months (or longer) writing a 50+ page report, there’s a lot of potential for stranded insight.
What’s worse, there’s a possible shot-selection problem: you could spend months researching a topic that nobody cares about.
Apr 3, 2021 • 5 tweets • 5 min read
Which segment performed better in 1Q this year: The global #wind industry or global integrated #oil majors? 1/5
You can load this chart on @TheTerminal by running {G #BI 108158}. #OOTT#EnergyTransition#ESG2/ Follow-up: Which segment performed better over the last 12 months? #wind vs. big #oil
(Hint: different answer.)
Apr 1, 2021 • 5 tweets • 3 min read
Tell me what you think: are #carbonneutral targets real, or just a form of green washing? 1/5
2. / Do you think companies striving to be carbon neutral will perform better over time?
Here's the performance of the basket since year-end 2017. While the BI Carbon-Neutral Theme Basket outperformed the MSCI ACWI in 1Q, it has trailed (slightly) over a longer-term basis.