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Articles by William Page
Tariff Tracker: November edition
The November updates on the tariff tracker including updates in US tariffs, retaliatory tariffs and any after-effects, are set out below. • On 10 November 2025, as a result of the trade agreement reached between the US and China, the US reduced its ‘fentanyl-related’ tariff from 20% to 10% on all Chinese imports subject to the additional ad valorem rate of duty applicable under Executive Order 14195.
Network Effects, Platforms, and Antitrust Markets: Economic Authority in American Express
In Ohio v. American Express Co., the Supreme Court in 2018 held credit-card companies operate in a two-sided market, and both sides must be considered in evaluating the competitive effects of a company’s conduct. The Court relied on the economics of indirect network effects, as developed in the literature. We argue the Court’s application of the economics literature to resolve the case has established economic authority—authoritative economic knowledge that influences later decisions in mu ...
Tariff Tracker: August edition
The July updates on the tariff tracker including updates in US tariffs, retaliatory tariffs and any after-effects, are set out below. What has been announced? • On 1 August 2025, the US’s new global tariff regime took effect, with the US announcing new tariff rates affecting many of its trading partners worldwide. • The new regime softens some of the levies that were going to be imposed as part of the ‘liberation day’ regime in April 2025.
Q3 2024 GEOS Review and Outlook
Essex Global Environmental Opportunities Strategy (GEOS) Third Quarter ended September 30, 2024 With the US Presidential election approaching, it seems everything has been politicized today, including most facets of the energy transition. Yet we believe any political risk for the clean tech sector is overly discounted at present, expediting attractive valuations and growth prospects.
March GEOS 2024 Update
Essex Global Environmental Opportunities Strategy (GEOS) March 2024 Update The Anti-Bubble …a price fall in and of itself does not necessarily reflect adverse business developments or value deterioration. It is vitally important for investors to distinguish stock price fluctuations from underlying business reality. If the general tendency is for buying to beget more buying and selling to precipitate more selling, investors must fight the tendency to capitulate to market forces.
February GEOS 2024 Update
Essex Global Environmental Opportunities Strategy (GEOS) February 2024 Update Got AI? Performance for the Essex Global Environmental Opportunities Strategy (GEOS, Strategy) languished in January 2024 after strong performance in November and December. Our take is market sentiment continued to favor mega cap technology – what drove the equity market last year, as investors remain completely risk averse until they see the Federal Reserve lower interest rates.
January GEOS 2024 Update
Essex Global Environmental Opportunities Strategy (GEOS) January 2024 Update For the quarter and the year, GEOS significantly outperformed the secondary benchmark, the Wilderhill Clean Energy Index, as has been consistent with our track record during times of volatility amidst the clean tech sector. GEOS underperformed the primary MSCI World Index for the year, given significant headwinds including: Rising interest rates: Rising interest rates have impacted the Strategy in two ways.
December GEOS 2023 Update
Essex Global Environmental Opportunities Strategy (GEOS) December 2023 Update The recently difficult equity returns environment for the Essex Global Environmental Opportunities Strategy (GEOS) abated in the month of November 2023 given positive updates from management teams, broader equity market participation, and some coding from the Federal Reserve that inflationary declines are resonating and on target.
October GEOS Update 2023
Essex Global Environmental Opportunities Strategy (GEOS) October 2023 Update In his 1987 letter to shareholders, Warren Buffett described the difference between short term trading and long-term investing using the metaphor of a voting machine versus a weighing machine. In the near term, the market can behave like a political contest, determining equity share prices based on popularity, driven by sentiment and speculation – a voting machine.
September 2023 GEOS Update
Essex Global Environmental Opportunities Strategy (GEOS) September 2023 Update The month of August 2023 was a very difficult month for equities, especially smaller public equity shares. While it is hard to generalize an earnings season, second quarter earnings were muted, with many companies meeting earnings expectations at the low end of guidance. Market breadth, a measure of sentiment, was back to March 2023 lows, after broader participation in June and July.
August 2023 GEOS Update
Posted on August 10, 2023 by William Page Investment Commentary, Global Environmental Opportunities Essex Global Environmental Opportunities Strategy (GEOS) August 2023 Update Equity market volatility was dampened in July 2023, the result of Wall Street vacations and an investor redirection toward an economic soft landing versus the prior consensus for a recession.
July 2023 GEOS Update
Essex Global Environmental Opportunities Strategy (GEOS) July 2023 Update There was a lot going on in the second quarter of 2023 across our capital markets. Early in the quarter, the markets were absorbing continued banking stresses amidst the din from the media and strategists alike regarding their anticipation of a global recession.
June 2023 GEOS Update
Essex Global Environmental Opportunities Strategy (GEOS) June 2023 Update The tug of war between inflation and recession continued its reflection on the equity markets in May 2023 albeit to a lesser extent. Market returns were led by mega-cap tech stocks, and, interestingly, the most leveraged companies in the small cap arena. Climate change is one example of an environmental problem creating a multitude of investment opportunities.
Bedrock Morphology and Structure, Upper Santa Cruz Basin, South-Central Arizona, with Transient Electromagnetic Survey Data
The upper Santa Cruz Basin is an important groundwater basin containing the regional aquifer for the city of Nogales, Arizona. This report provides data and interpretations of data aimed at better understanding the bedrock morphology and structure of the upper Santa Cruz Basin study area which encompasses the Rio Rico and Nogales 1:24,000-scale U.S. Geological Survey quadrangles.
Hydrogeologic investigations of the Miocene Nogales Formation in the Nogales Area, Upper Santa Cruz Basin, Arizona
Hydrogeologic investigations were conducted to evaluate the groundwater resource potential for the Miocene Nogales Formation in the Nogales area, southern Arizona. Results indicate that parts of the formation may provide new, deeper sources of groundwater for the area.
Geologic Map of the Rio Rico and Nogales 7.5’ Quadrangles, Santa Cruz County, Arizona
The Rio Rico and Nogales (Arizona) 1:24,000-scale quadrangles are located in the Basin and Range Province of southern Arizona, and the southern edge of the map is the international border with Sonora, Mexico. The major urban area is Nogales, a bi-national city known as “the gateway to Mexico.” Rocks exposed in the map area range in age from Jurassic through Quaternary.
William Page: Stand up against sprawl for our springs
As a sixth-generation Floridian, cave diver and photographer, I see the unfortunate results of poor planning more often than I care to. Having been born and mostly raised in the Tampa Bay area, but also living overseas and in New York and the Los Angeles area (in addition to having family in Southeast Florida and visiting there for decades), I am perhaps more aware than most about growth and urban sprawl.
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