@vgr climate change is slow, and hedge funds have quarterly/yearly reports just like the rest of the corporate world nowadays
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@drethelin@vgr aiui the reinsurance industry is really the prime mover for pricing climate-change risk - 4 more replies
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@vgr arguably the terminal values of many coal stocks have deteriorated tremendously.Thanks. Twitter will use this to make your timeline better. UndoUndo
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@vgr Stock price of energy companies is almost entirely a bet on climate change, since their value is basically the value of their reserves.Thanks. Twitter will use this to make your timeline better. UndoUndo
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@vgr There have definitely been some changes in insurance pricing for coastal areas.Thanks. Twitter will use this to make your timeline better. UndoUndo
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