Market Factors: Energy transition conference generates new investing strategies

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Market Factors,Marketfactorsnewsletter

Plus, a dangerous time for markets is about to begin

This edition starts with new investment ideas allowing investors to profit from defossilization and moves to an explanation for why the last two weeks of September are historically the most dangerous for markets. The diversion is more of a potential real life health-care horror story and we then look to a raft of important economic events happening for the rest of the week.

BofA sees biofuels made from waste oils, fats, greases and other biomass making substantial inroads, particularly in aviation. Ammonia is a potential energy source for maritime use. I learned two new acronyms to add to my vast collection – SAF and RD . Not all of Mr. Blanch’s investment ideas are easy to implement but it does help open investor eyes beyond the ‘buy copper, ignore oil’ strategy for climate change-sensitive strategies.Goldman Sachs Briefings newsletter explained why there is no two-week period with a worse performance history for the S&P 500 than the latter half of September.

 

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