Sustainability Arbitrage LLC and 2021 Surprise Forecast

I am pleased to announce that Macro ESG is now the research product of Sustainability Arbitrage LLC, a company that I founded. Macroesg.com will be the research portal for Sustainability Arbitrage.  

I believe that a significant surprise event likely to happen in 2021 will be the massacre by the Taliban of mid-level and low-level collaborators in Kabul, Afghanistan. I have not seen this idea stated anywhere and as it is so obvious – it leads me to believe that this could be a surprise with power in the markets.