The start of ’22 has not been kind to water or clean tech stocks; or for that matter, most equities in general. This is a continuation of a rotation that began in November of last year. The S&P Clean Tech Index is already in correction, 23% from its high last year and down 7% year …

Hemingway’s seminal novel, The Sun Also Rises, does much to explain the human condition. It’s lessons can also be applied to markets[i]. Much literature and history does so but I have always found this novel to be poignant. This idea of using evidence from independent, unrelated sources or a “synthesis of knowledge” was propounded in …