For Investors
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Major Themes
Energy, international:
The Mideast in a post-Trump world;
Mexico on the cusp
Venezuela: a friend in Washington?
Energy, national:
US rejoins the global push to pivot from "black" to "green"
Costa Azul
Bubbles
Housing
Bitcoin
EVs (Tesla, others)
Covid-19
"Long-haulers"; the fibromyalgia syndrome of the 2020's;
Re-locations: tracked here.
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