I’ll give The Economist some credit for at least bothering to turn it into a question this time around since their last call didn’t work out so well. Where does oil demand currently stand? In Read More.
I enjoy researching obscure little sectors that supply is unable to keep up with demand moving forward. That said, this isn’t really anything groundbreaking with the majority of the commodity sector in that boat. So, Read More.
Time Is A Flat Circle
“Time Is a flat circle, everything we’ve ever done or will do, we’re gonna do over and over and over again.” – Rust Cohle (True Detective Series) This is really just a fancy way of describing Read More.
In today I’m running through the usual arguments I hear for renewables. It’s fair to say the average member of the publics knowledge is based on some variation of the below articles Renewable Energy Is Read More.
Avoiding The Monkey Trap
The monkey trap involves making a hole in a coconut large enough to fit the monkey’s hand through, but not large enough to pull it back out with a handful of nuts. The trap relies Read More.
Running On Fumes
The uranium market is like a spectator sport where you all sit in a stadium and watch a car go around the track and bet on when the car will run out of fuel. It Read More.
The Next Big Trade
Everything that you’re about to read is just me trying to position myself to get lucky by finding the most asymmetric trades on this ball of dirt. I’m not an economist or macro strategist throwing Read More.
When not If
There is a lot to unpack in this statement ‘When’ not ‘If’. My initial thoughts on the value of it is you want time passing to strengthen your investment thesis not raise more question marks. Read More.
At first glance, the renewable build-out is a compelling narrative. I mean who doesn’t want to power the world via wind and solar. Projections like the below 50 by 50 are easy for the public Read More.