Green Alpha Investments

On October 10th, Tesla hosted its highly anticipated “We, Robot” event on the Warner Brothers lot in Hollywood. The glitzy showcase offered a glimpse into Tesla’s vision of a future of autonomous transportation and artificial intelligence. Garvin Jabusch attended to see and hear firsthand the revelations and promises made by Elon Musk and company. Read all about it:  https://lnkd.in/gWmKNYM9

Deciding to invest in Tesla requires not only a thorough analysis of Tesla’s financial metrics and market position but also a forward-looking assessment of technological trends, regulatory developments, and the broader trajectories of the global energy transition, AI revolution, and macroeconomic developments. More here by Garvin Jabusch: https://lnkd.in/gbZpZZyb

While short-term volatility and challenges persist, the long-term economic outlook remains optimistic. The transformative power of AI and related technologies offers the potential for unprecedented productivity gains and economic growth. Read more here: https://lnkd.in/gkHb3tdY

The combination of (a) investing in the best innovators, (b) capitalizing on risk mitigation tailwinds, and (c) employing a benchmark-agnostic approach provides an excellent opportunity for very competitive portfolio returns over time. Read more by Garvin Jabusch here: https://lnkd.in/ghaKCHNm

The potential moderation of interest rates isn’t just an economic indicator—it’s a call to action for discerning investors. By focusing on these opportunities now, before the market fully prices in the implications of moderating rates, investors may position themselves for substantial returns in the coming cycle. More here: https://lnkd.in/gSBSPsXA

The economy is complex, messy, and full of surprises. But if you’re willing to look past the short-term noise and focus on the long game of innovation and productivity gains, there’s a lot to be excited about. Read more here: https://lnkd.in/gf8Vqzur

Case in point: “Norway fund rejects call for Shell to strengthen climate policy” reads a recent Times of London headline. More here from Garvin Jabusch: https://lnkd.in/gaFxG6VJ

But what is this major global economic debate about? Does it reflect deep differences in how countries view the global economy, particularly in the context of renewable energy and electric vehicles (EVs), or is it something else? By Garvin Jabusch https://lnkd.in/gNvj4UuA

Disruptive sectors like electric vehicles (EVs) and renewable energy faced misleading criticisms in Q1. Read the facts here: https://lnkd.in/gunxcmkk

"As Boeing’s continuing difficulties make clear, the costs of this short-sighted approach can be steep indeed – not just for individual companies, but for entire industries and the broader economy." Read more here by Garvin Jabusch https://lnkd.in/gBGsqQhi