Getty Images Dear fellow investors The year 2025 was marked by escalating ‘climate realism’ – a new and cynical term for climate denialism – and policy reversals attempting to slow the transition to more sustainable systems. Corporations, investors and asset managers faced increased political, legal and regulatory pressure to step away from sustainability commitments. Numerous global initiatives m...
Getty Images Dear fellow investors The year 2025 was marked by escalating ‘climate realism’ – a new and cynical term for climate denialism – and policy reversals attempting to slow the transition to more sustainable systems. Corporations, investors and asset managers faced increased political, legal and regulatory pressure to step away from sustainability commitments. Numerous global initiatives meant to galvanise collective action stalled, disbanded or diluted their efforts. At the same time, we must acknowledge that sustainable investing alone – despite some genuine and encouraging progress – is not delivering real-world impacts at the scale or the pace required. This challenging state of affairs could easily lead one to fear that sustainability, and by extension sustainable business and investing, have run their course. We at Generation categorically believe that is not the case. Indeed, beyond the news and rhetoric, evidence from the real economy bears out that the green transition is still happening albeit less noticeably. And herein lies a noteworthy contradiction: while progress on sustainability commitments has stalled in some cases, the technology powering the energy and wider sustainability transitions continues to flourish. As we take stock of the current moment, we must be clear-eyed about the factors that have contributed to these difficulties and what actions we must take to move forward. We think there are four key challenges facing sustainable business and investing. Firstly, the affirmative case for sustainable business and investing has of late been eclipsed by a well-funded and coordinated campaign from the fossil-fuel industry and others who benefit from the status quo. These interests have advanced a false but alluringly simplistic story, particularly in the United States. They claim the clean energy transition is too expensive, kills jobs, degrades security and is unfair to the poorest among us. Have no doubt: each assertion is categorically fa...
Nikola Milosevic/iStock via Getty Images Shares of Olin ( OLN ) have been a solid performer over the past year, gaining about 16%. Of course, even with this rally, shares are down substantially from highs around $60 as the chemicals sector has struggled with a prolonged downturn given weak demand and excess supply. However, the conflict in Iran may help to tighten supply and restore pricing power ...
Nikola Milosevic/iStock via Getty Images Shares of Olin ( OLN ) have been a solid performer over the past year, gaining about 16%. Of course, even with this rally, shares are down substantially from highs around $60 as the chemicals sector has struggled with a prolonged downturn given weak demand and excess supply. However, the conflict in Iran may help to tighten supply and restore pricing power for US-centric companies, supporting shares lately. Olin is now up 20% since I covered the stock in January , reiterating the stock as a “buy,” and with significant macro changes since then, now is a good time to revisit OLN. I believe the rally can continue. Seeking Alpha While much of the discussion over the past few weeks has been on the flow of crude oil being disrupted by the Iran War, it is important to remember that the Middle East is a major exporter of petrochemicals, given its access to abundant and cheap feedstock. Plus, some of the oil and gas that goes through the Strait is not used for transportation but rather as an input in petrochemical production. Indeed, as you can see below, last year the Middle East accounted for about 20% of Ethylene exports. ITP Over 90% of these exports flow into Asia and the remainder into Europe. Given the US’s abundance of natural gas, we too are an exporter. With the Strait closed, and production shut-in, Middle Eastern exports will almost assuredly decline this year, which will eventually impair production levels overseas. As it was, European chemical makers were already struggling with higher costs, and further production shut-ins are likely. This should help to alleviate the persistent oversupply that Olin and others have struggled with, creating favorable pricing. Importantly, with its primary focus in the US, Olin’s PVC production should face no outages. If anything, there could be scope to more fully utilize existing domestic capacity to make up for production shortfalls around the world. In fact, US PVC export prices are u...
The Trade Desk, Inc. (NASDAQ:TTD) is among Jim Cramer’s latest stock calls as he covered Exxon, Lockheed, and others. A caller inquired if Cramer sees an opportunity in the stock, and he replied: Okay, so they do have real competition, and the competition is Amazon. And I know, I think it’s very interesting that you […]
The Trade Desk, Inc. (NASDAQ:TTD) is among Jim Cramer’s latest stock calls as he covered Exxon, Lockheed, and others. A caller inquired if Cramer sees an opportunity in the stock, and he replied: Okay, so they do have real competition, and the competition is Amazon. And I know, I think it’s very interesting that you […]
(RTTNews) - Asian stock markets are trading mostly higher on Monday, following the mixed cues from Wall Street on Thursday ahead of the holiday on Friday, with markets in Japan and South Korea jumping, while most other markets in the region remain closed for holidays. Some trader
(RTTNews) - Asian stock markets are trading mostly higher on Monday, following the mixed cues from Wall Street on Thursday ahead of the holiday on Friday, with markets in Japan and South Korea jumping, while most other markets in the region remain closed for holidays. Some trader
Neurocrine Biosciences ( NBIX ) is in advanced talks to buy Soleno Therapeutics ( SLNO ) that could value Solerno, the biotech that makes the first commercialized drug to treat extreme hunger caused by Prader-Willi syndrome, in the low-to-mid $50s/share, or more than $2.5B, the Financial Times reported Sunday night. Discussions between Neurocrine ( NBIX ) and Soleno ( SLNO ) are progressing rapidl...
Neurocrine Biosciences ( NBIX ) is in advanced talks to buy Soleno Therapeutics ( SLNO ) that could value Solerno, the biotech that makes the first commercialized drug to treat extreme hunger caused by Prader-Willi syndrome, in the low-to-mid $50s/share, or more than $2.5B, the Financial Times reported Sunday night. Discussions between Neurocrine ( NBIX ) and Soleno ( SLNO ) are progressing rapidly, and a deal could come together as soon as Monday, according to the report . A deal for Soleno ( SLNO ) would be Neurocrine's ( NBIX ) first sizeable deal, adding a lucrative drug that could generate as much as $2.3B annually in peak sales, HC Wainwright analysts said. Shares in Soleno ( SLNO ), which has long been viewed as a takeover target because of the successful launch of its lead drug, jumped nearly 30% over the past week, as the wider biotech sector was helped by a flurry of deals. More on Neurocrine Biosciences and Soleno Therapeutics Neurocrine Biosciences Presents at Stifel 2026 Virtual CNS Forum Transcript Neurocrine Biosciences: The Song Remains The Same Soleno Therapeutics: Why I'm Staying On The Sidelines
tawatchaiprakobkit/iStock via Getty Images Main Thesis & Background The purpose of this article is to evaluate the Franklin FTSE Japan ETF ( FLJP ) as an investment option at its current market price. The fund "tracks a market-cap weighted index comprised of large- and mid-sized companies" and offers retail investors exposure to single-country ETF focused on Japanese equities. This is my first rev...
tawatchaiprakobkit/iStock via Getty Images Main Thesis & Background The purpose of this article is to evaluate the Franklin FTSE Japan ETF ( FLJP ) as an investment option at its current market price. The fund "tracks a market-cap weighted index comprised of large- and mid-sized companies" and offers retail investors exposure to single-country ETF focused on Japanese equities. This is my first review of FLJP and has come about in the wake of increased market volatility in both the US and around the globe. Driven by a military conflict in the Middle East and a spike in oil prices, many thematic plays are getting punished. Japanese stocks are no exception to see and are down about 5% over the past month: 1-Month Performance (Seeking Alpha) I feel this is important for context because some of my followers may be asking - "why now?". The premise is that equities have been in sell-off mode and I generally view such environments as opportunities to buy. This includes US stocks, of course, but I tend to branch out and diversify when markets are getting rattled too. This brought Japan on my radar because it is an area that had been performing well and I think the fact it has been caught up in the recent market correction marks a reasonable time to begin a position. There are a number of reasons why I like this idea - and FLJP in particular as a way to play it. One, the fund sports a competitive expense ratio. Two, Japanese equities offer above-average dividends. Three, the country is reliant on oil imports from the Middle East and that is causing some short-term weakness. That latter point is one I expect to smooth out with time and is central to why I see buying-in now as a smart move. I will take each of these points in turn below and discuss them in greater detail to support my thesis. First - Why FLJP? Cost Is A Major Motivator To start I will make a simple point on why FLJP is a solid choice for those interested in Japanese equities. This is not the most popular of fun...
Long-Term Social Media Use Linked to Depression, Self-Harm in Young People: Study Authored by Jerry Zhu via The Epoch Times, An Australian-led study has found children and teenagers who spend more time on social media are more likely to experience depression, self-harm, substance use, and lower achievement later in life. Published in JAMA Pediatrics , the systematic review examined data from 153 s...
Long-Term Social Media Use Linked to Depression, Self-Harm in Young People: Study Authored by Jerry Zhu via The Epoch Times, An Australian-led study has found children and teenagers who spend more time on social media are more likely to experience depression, self-harm, substance use, and lower achievement later in life. Published in JAMA Pediatrics , the systematic review examined data from 153 studies consisting of over 350,000 children and adolescents aged between 2 and 19 years, for up to two decades. “The strongest pattern we saw was between social media use and later problematic media use, suggesting early patterns of engagement may become more entrenched and difficult to manage over time,” said Sam Teague, a senior research fellow at James Cook University. The study focused on longitudinal research, which follows participants over time and offers stronger insight into how behaviours and outcomes develop. Teague said previous research in the field often relied on snapshots collected at a single point in time, making it harder to determine whether social media use preceded negative outcomes. However, she stressed the findings do not prove social media causes harm. Instead, the results show consistent links between higher use and a range of developmental outcomes, including cognitive, social-emotional, physical health, and motor development. Amy Orben, a professor at the Medical Research Council Cognition and Brain Sciences Unit at the University of Cambridge, said the relationship may be more complex. “It may be that children who are already struggling spend more time on social media, rather than social media being the cause of their difficulties,” Orben said. “Similarly, some personality traits or life circumstances might make certain children both more likely to use social media heavily and more likely to experience poorer developmental outcomes.” Adolescents Identified as Most Vulnerable Teague said one possible explanation is that time spent online may disp...
South Korean President Lee Jae Myung expressed regret to Pyongyang on Monday over drones sent into North Korea earlier this year, actions he called “irresponsible”. South Korea initially denied any official role in the January drone incursion – with authorities suggesting it was the work of civilians – but Lee said an investigation had revealed government officials had been involved. “Although thi...
South Korean President Lee Jae Myung expressed regret to Pyongyang on Monday over drones sent into North Korea earlier this year, actions he called “irresponsible”. South Korea initially denied any official role in the January drone incursion – with authorities suggesting it was the work of civilians – but Lee said an investigation had revealed government officials had been involved. “Although this was not the intention of our government, we express our regret to the North that unnecessary...