🐦 Jack Dorsey has a point

Take that, emissions | Ryanair's eyes are on the skies | [TOGETHER WITH]( Hi {NAME}, here's what you need to know for November 2nd in 3:02 minutes. 🚗 The world is changing how it gets about, whether jumping into a self-driving vehicle or strapping up to blast off into space. So join Scottish Mortgage Investment Trust’s Lawrence Burns for [The A-To-B Revolution](, and find out how to make your portfolio go places. [Get your free ticket here]( Today's big stories - COP26 kicked off over the weekend, and there are bound to be winners and losers in the world's stock markets - Jack Dorsey's has a point about hyperinflation, whether he's right or not – [Read Now]( - Ryanair reported worse-than-expected results, but investors aren’t particularly worried Emission Impossible [Emission Impossible] What’s Going On Here? COP26 – a United Nations climate meeting with more than 100 world leaders in attendance – [kicked off]( in the UK this weekend. What Does This Mean? The 2015 Paris Agreement saw 196 countries agree to [limit]( the global temperature rise to 1.5°C above pre-industrial levels, but most of their plans aren’t ambitious enough to achieve that aim. And even if they are, members still haven’t been meeting the targets quickly enough to halve emissions by 2030 and reach net-zero emissions by 2050. Cue COP26: a summit devoted to putting solid pledges in place and getting the whole process back on track. There could be any number of ways countries decide to do that, but expect a lot of talk about investment in renewable infrastructure, incentives to promote greener habits, and disincentives to limit the use of fossil fuels. Why Should I Care? For markets: The winners and losers of COP26. It’ll come as no shock to hear that investors are expecting renewable energy companies and energy storage firms to benefit from countries’ COP26-inspired investments. In fact, the market for wind turbines, solar panels, batteries, and hydrogen energy technology could hit $27 trillion if the world gets on track for net-zero by 2050, according to the International Energy Agency. As for the potential losers, high emission sectors – airlines, shipping, chemical producers, and oil companies – are all set to be in the firing line from stricter regulations. Zooming out: Aramco’s full of hot air. Saudi Aramco isn’t going to take this sitting down: the world’s biggest oil company – which [reported]( better-than-expected quarterly profit over the weekend – announced plans to achieve net-zero emissions by 2050 last week ([tweet this](). But if you’re skeptical, you’re right to be: Aramco has previously laid out plans to up its daily oil production by more than 8% by 2027, even as its rivals have promised to cut theirs. You might also like: [How to transform your investing clout into meaningful change.]( Copy to share story: [( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Emission Impossible&utm_campaign=daily-global-02-11-2021&utm_source=email) Analyst Take Jack Dorsey Has A Point [Jack Dorsey Has A Point]( What’s Going On Here? [Jack Dorsey’s tweet]( last week – that we’re heading into a period of hyperinflation – received a lot of attention from investors. But whether Jack’s precisely right or not is kind of beside the point. The point is that we probably are going to be facing high inflation for [a sustained length of time](. And that means your [classic inflation hedges]( – which are only built to offset inflation-induced losses in the short term – suddenly look inadequate. Instead, then, you want a long-term store of value. Gold and (certain) commodities are good examples, sure, but there’s actually [a much better choice](. So that’s today’s Insight: why hedging just won’t cut it, and [which store of value will protect your portfolio in the long term](. [Read or listen to the Insight here]( SPONSORED BY PORTAL A truly decentralized finance experience It’s not every day investors express [$300 million worth]( of interest in a company. So [Portal]( must be doing something special: it’s been offering investors [a chance to invest]( in its business at the ground floor. And while it’s called time on its private round investments for now, you’ll still want to add yourself to its [whitelist]( so you don’t miss out next time. Portal’s gained so much attention because its platform [combines]( the security and transparency of the bitcoin blockchain with the speed, liquidity, and affordability of going off-chain. Put simply, users can [trade securely, quickly, and affordably](, all while keeping their data completely private. You can even earn bitcoin for acting as a facilitator in the market. Don’t miss out: [sign up for the whitelist today](, or check back later if it’s full. [Register Your Interest]( Air Traffic [Air Traffic] What’s Going On Here? Ryanair [reported]( weaker-than-expected quarterly results on Monday, but investors have spotted just how many planes the budget airline’s putting into the sky. What Does This Mean? It’s true that investors had higher hopes for Ryanair, even though it posted its first quarterly profit since the start of the pandemic. But the company told them to keep their eyes trained squarely on the future. See, Europe’s biggest discount carrier has spent the pandemic using a substantial cash pile to increase the number of routes and flights it offers, and it’s got big plans to cut fares this winter to nab would-be passengers from its competitors too. In fact, the company’s expecting the number of passengers to overtake pre-pandemic levels as soon as next spring. Investors didn’t need telling twice: they shrugged off Ryanair’s initially disappointing results and sent its stock up. Why Should I Care? The bigger picture: What energy costs? This winter could be tough on Europe’s airlines, with a new Covid wave at risk of hampering customer demand and a rising oil price pushing up fuel costs. But at least Ryanair’s got the latter covered: it’s locked in the cost for 80% of all its fuel needs until next summer. That should help insulate the carrier even if energy prices keep rising, and protect its profits going into next year. Zooming out: It always comes back to inflation. It’s not just fuel costs that are rising: businesses are seeing costs rise for everything from raw materials to labor. And unlucky for you, data out on Monday [showed]( that a record 45% of UK companies are expecting to pass those costs onto customers through price hikes. That’ll only add to [inflation]( worries, and put more pressure on the Bank of England to raise interest rates – which should discourage additional spending – when it meets later this week. You might also like: [The highs and lows of investing in the airline industry.]( Copy to share story: [( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Air Traffic&utm_campaign=daily-global-02-11-2021&utm_source=email) 💬 Quote of the day “The past is always tense and the future, perfect.” – Zadie Smith (a British novelist, essayist, and short-story writer) [Tweet this]( SPONSORED BY PORTAL Introducing Portal … literally the first project to build a peer-to-peer layer on top of bitcoin for [a truly decentralized finance experience](. There’s already over [$300 million in whitelist interest]( for a $100 billion opportunity, but the [whitelist]( is only open for a few more days. Don’t miss out. [Portal]( is made up of architects from Casper Labs, Blockstream, and the inventor of the first layer 2 payment channel on Bitcoin. That was even before Lightning Network. Better still, [Portal’s]( users can [earn bitcoin]( and other crypto by acting as “facilitators” in the market using the “Portal Swap Protocol” – a powerful off-chain technology that keeps trading data private. You can [sign up for the whitelist]( here. [Sign Up For The Whitelist]( When you support our sponsors, you support us. Thanks for that. 🎯 On Our Radar - The DeFi platform of our dreams. [Zerion]( makes it super easy to [track]( your portfolio, evaluate [DeFi investments]( side by side, and [buy and sell them]( at the best prices.* - That’s a heck of a commute. [Bezos]( is building a business park among the stars. - A natural boost when your energy dips. Organifi Green Juice is an all-natural way to [lower stress](, [beat cravings](, and [manage your weight](. Try it with [20% off](.* - Not in my backyard. Please don’t ride on [wind turbine blades]( without adult supervision. - Let’s help you to your next step. [Fast-track your career in finance]( with Indeed: [search]( over 340,000 jobs, [discover]( the top-paying companies, and [find out]( how much your skills are really worth.* When you support our sponsors, you support us. 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