The Savior of the Western World A few days ago I wrote about my startling realization about ESG as both a corporate policy and investment philosophy driver. That realization was that the corporate world is very quickly coming around to the view that ESG is no longer a “nice to do” and has turned convincingly into a “need to do”. And that tectonic shift in investment approach is forcing boards to take ESG and all…
Words and Pictures I have stumbled on a movie tonight that has happened at a moment when I have realized that after being ahead of myself on these stories for a dry long time, I have run the kettle dry. I just published a story for tomorrow morning and have to get a jump on Saturday’s story and then Sunday’s, etcetera, etcetera. How unusual that I should stumble on this particular movie staring Clive Owen…
Tho Tho Thore Do you remember that old superhero joke about Thor, the God of lightning and thunder that wields his mighty hammer across the heavens? He wakes up after a drunken one-night stand somewhere on the other side of the tracks in Valhalla and has the familiar awkward issue of waking up in some unknown mere mortal’s boudoir. So, he stands up and does what a Germanic God of mythology is supposed to do,…
The ESG Canary On this Delta flight to Atlanta we are in the new first class configuration. There are things to commend it and things not to like. On the plus side, everyone has their own cubicle with a big-screen TV. I cannot see anyone in total, just a small slice here and there, except for Kim, who is across from me in the center section. If she was not with me, there would be…
Of Fleas and Flies When Thomas was a kid in early grade school, he would come over to stay with me and we would often work together on writing projects. I don’t know if he liked doing it because he is a natural writer or if he just wanted to mimic me, but he still writes a bit, so I like to think he at least enjoyed it. I think it was while I owned…
Ethical Dilemma As I prepare for my ethics course starting in a month, I am spending time thinking about the root issues of business ethics and how best to present and then teach that material to best effect. I’m fairly clear that the best method will be to force debates that engage the students and make them think through the issues I define for them. Obviously, I want to provide a framework and guidance on…
MLK and What It Means to Me Tomorrow is the national Martin Luther King Jr. Memorial Holiday, commemorating the civil rights activist that was born Michael King Jr. on January 15th, 1929 in Atlanta, Georgia and who preached and led the civil rights movement from 1955 until his assassination in 1968 in Memphis, Tennessee. He advocated non-violence during a violent time in America’s history and he used civil disobedience and the resultant publicity that came…
Back on the Hilltop We flew in from Florida yesterday and I cannot express how good it felt to get back home. I know that especially as we age, we become more inclined to being homebodies, but in addition to that and being around all my “stuff” (as the great George Carlin would say), I have also genuinely come to love the climate and environs of our San Diego hilltop. I have spent my life…
Life As I Know It It is the morning of January 6, 2022, so I am both keeping an eye on the news for any important developments, but at the same time I do not want to engross myself in the ongoing and continuous rehashing of the January 6th Insurrection that took place a year ago today. It is less that I don’t want to hear it or want to somehow ignore it, but rather…
On the Water Today we are spending the day with Frank and Barbara at their recently purchased home in Daytona Beach Shores. It has been explained to me that the Gulf Stream that hugs the Eastern Coast of Southern Florida, departs and heads out to the deep blue Atlantic somewhere around Jupiter, where I was a day ago. That means that the weather up here in Daytona is supposedly markedly cooler than it is down…