Fund manager logic — sell wind turbines, buy oil

Andrew Howells
8 min readDec 1, 2023

A collection of climate stories mostly

You might be wondering why I’m back in such short order with another finance story.

A couple of weeks ago, I wrote about Cathie Wood, the CEO of Ark Invest and her search for disruptive innovation, whatever that means? If you missed it, she was an early investor into Tesla. She believes the next big money spinner…