There are two kinds of investors in the world right now.
Some still believe climate is a slow-moving story. Something distant. Something that lives in reports and long-term projections.
Others just watched March behave like July… and realized the timeline has already collapsed.
Because when temperatures hit 112°F in March, breaking all-time records across the American Southwest, you are no longer looking at a future problem.
You are looking at a system that is already shifting.
And once that shift starts showing up in energy demand, food production, labor output, and policy decisions…
It stops being environmental. It becomes economic.
The Month the Calendar Broke