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Heavy’s Substack

Heavy Lifting

Real-world commentary on sustainability, capitalism, and climate change

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Substack
PricingOnly free issuesPublishesDaily
Issues115Founded2 years agoLast Issue6 days ago
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Latest Issues

EFRAG Is Putting European Sustainability Standards at Risk

Photo by Maxence Ambert on Unsplash

Professor Kerstin Lopatta became Chair of EFRAG’s Sustainability Reporting Board on May 1, 2026, for what was supposed to be a three-year term. Five months later, on September 30, 2026, she resigned. Cor...

6 days ago
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The Missing Whistleblower, the Ghosted Chair, and the Wired Mice

Photo by OurWhisky Foundation on Unsplash

The last five years have witnessed enormous anti-ESG pushback from elected Republican officials in red states. Examples include a letter to asset managers from 25 red state attorneys general and tr...

10 days ago
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A Survey of Anthropic’s Risk Factors

Shiva Rajgopal and I recently published “Anticipating the Risk Factors in Anthropic’s IPO Prospectus: What they should be and what they will be.”

We are now running a follow-up survey, open through October 15, 2026. It asks you to rate 17...

11 days ago
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Anticipating the Risk Factors in Anthropic’s IPO Prospectus

This piece is co-authored with Shivaram Rajgopal and also published on his Substack newsletter The Googly.

Photo by SHAN LU on Unsplash

Anthropic has confidentially submitted a registration statement for what may be the largest initial pu...

12 days ago
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The Red State Attorneys General Letter to the Big Four Firms

Dan Crowley, a lawyer at K&L Gates who focuses on financial services, has been a good friend of mine for over 20 years. And he’s a Republican. All of you know I’m a Democrat. Not surprisingly, there are issues on which Dan and I disagree. B...

24 days ago
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  • Heavy Lifting

    I am an avid weightlifter and accomplished 550 pound tire flipper. I am focused on finding bipartisan solutions to the sustainability issues important to companies, investors, and the world.

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