Posts Tagged ‘Ben Bingham’

Goal for the Consumer Staples Sector: Wholeness

Posted by: Ben Bingham

Saturday, August 28th, 2010

Consumer Staples: Wholeness

Consumer Staples as a sector is mostly associated with non-cyclical essentials for life such as food and other products that are considered essential or are consumed on a regular basis without too much variation. It is what is acquired on the regular shopping trips as opposed to what is acquired when furnishing a home or getting prepared to return to school after summer vacation.  Nor does this sector include splurges or vacation spending. It is closely related to who we are day in and day out.  The phrase, “we are what we eat” comes to mind.

So what is important in this sector is that it defines who we are in the most basic sense. As human “becomings” we can choose to invest in consumer staples that enhance human lives daily.  Food that is grown in a mechanical way with synthetic inputs and outputs that appear to control production but avoid interaction with the micro flora of topsoil is likely to nourish in a way that is unsatisfying.  In the developed world, obesity may be linked to the consumption of food that leaves the consumer unsatisfied and longing for more. Just as the chemicals pass directly into the plant, by-passing the need for developing deep and broad root systems, the resulting food is not filled with the rich nutrients of the earth. Oddly we are in a situation where malnutrition and obesity seem to go hand in hand.

The answer to this situation is to invest in natural, organic, whole systems thinking that will support healthy food that truly nourishes and other consumer staples like paper products and detergents that consider the whole. Humans need to be taken care of on the level of subsistence, but there is something also nourishing when we consciously participate in the whole processes of agriculture and nature behind the food and other products which wind up in our homes every day. Once chemists took over the agriculture schools, it was no longer possible to follow what went into our food.  The archetypal activities of animal husbandry, composting, companion planting and the like (see the chapter on “all I needed to know”) provide beautiful nourishing pictures that can be part of the healthy digestion process as we give thanks before a meal. The researcher can seek companies that not only use holistic systems for producing healthy staples, but reach out to consumers to help educate them in the archetypes of agricultural and natural life…so that in the end there is a sense of wholeness in the home.

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Where are the LOHAS Investors?

Posted by: Ben Bingham

Thursday, August 26th, 2010

Prologue to Valuing Human Values in the Market

Reading the Labels

There was a tiny minority of us in the early 70’s that wore Birkenstocks for comfort not fashion, grew our own food organically, baked bread and made our own granola. Forty years later who of us would have imagined the massive shift of consumer values toward wholeness and sustainability that has occurred? Back then consumers who cared thought themselves to be a significantly small minority and accepted the fact that there was little healthy to choose in stores, so we made do on our own. Health-food stores and co-ops were just beginning to pop up and many of the altruistic proprietors had no clue how to keep moths out of the bulk grain or how to keep their distinctly unfresh looking veggies from dehydrating. It was generally assumed that the only way to eat enough protein was with meat three times a day and information on alternative lifestyles was limited to print editions of such classics as The Whole Earth Catalog, which was a great source book, opening minds to new ways of living on the planet and new markets to provide the resources needed. But it seemed more part of a cult than a visible trend.

Gradually with the dawn of personal computers in the 80’s and the internet in the 90’s, consciousness shifted and now the “conscious consumer” of the LOHAS market (Lifestyles of Health and Sustainability) has joined the mainstream, reading labels and demanding organic, safe, and healthy products. Today, there are very few educated people who simply don’t care how a product is made or what its impact is on them, on their family, or on the whole earth.

If this seemingly impossible transition could occur with little or no help from the “powers that be,” why is it not imaginable that financial markets are on a similar trajectory?  The premise of my forthcoming book is that the kinds of values that drive the LOHAS market will inevitably drive the stock market more and more over time. Investors are the consumers of the financial marketplace, and they are beginning to read labels.

 

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B Corp Founder Sets SRI Standard

Posted by: Ben Bingham

Friday, June 4th, 2010

Jay Coen Gilbert, the founder of B Corporation, is  a friend and founding investor in Benchmark  Asset Managers setting the highest bar for a socially responsible investor we have seen: “maintain buying power but invest 80% in ways that will help alleviate poverty and 20% in green solutions!” (more…)

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Bringing frugality back

Posted by: Ben Bingham

Tuesday, May 11th, 2010

Frugality is undervalued by greedy investors. I learned to value it in my first years of farming, in the early ’70’s, when my wife and I and our one-year old son never much went anywhere to spend money. Our income was $3000 for the year, boarding some horses, and this paid the rent. Everything we ate, on the whole, we grew, even grain for our cows, sheep, a horse, two mules and enough chickens to keep us in eggs. We hated to spend money and thought it was the root of all evil, I guess. (more…)

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What do you invest in?

Posted by: Ben Bingham

Saturday, May 8th, 2010

Many do not know what they are invested in, like homeowners who sprinkle Agent Orange (the chemical formulation used to deforest Viet Nam that made so many war veterans ill) on their lawns to kill dandelions only to have their children play on toxic turf. More and more the lessons I learned in farming seem to be relevant to resolving this disconnect (more…)

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