Two of our companies got some good news on Monday, Brown & Brown (BRO) and Match Group (MTCH) will be joining the S&P 500 index, along with Ceridian (CDAY), replacing Unum Group (UNUM), NOV (NOV) and Perrigo (PRGO), which will be bumped down to the MidCap 400 (I don’t own those other four, to be […]
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The piece I wrote about Marin Katusa’s teased “carbon streaming” company a couple weeks ago got me to thinking about the ongoing opportunity in carbon emissions and carbon offsets as governments continue to push for emissions reduction, so I decided to add a little exposure to this to my Real Money Portfolio. Not Katusa’s specific […]
A bunch of readers have asked me about the latest Marin Katusa pitch about decarbonization and a new carbon-credit economy, so we’ll dig into that a little bit today. Marin Katusa has talked up carbon credits and taxes before, I recall… back when he was still Doug Casey’s mining newsletter guy, a decade ago, he […]
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