But Clinton said the trajectory for progress has been undermined by what she termed "the combined winds of hurricanes and the global economic recession."
VOA: standard.2009.04.14
While one looks to government to move things forward from a fuels and technology perspective and the other looks to strong regulatory and societal changes, both recommendations indicate that we need intelligent strategies with some legislative teeth to stop doing what has become a suicidal free market drift with the winds of global changes.
By doing only bottom-up analysis, investors implicitly assume that external factors (the winds and hurricanes of the global economy) have no impact on these cash flows.