For Investors
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Major Themes
Energy, international:
- The Mideast in a post-Trump world;
- Tensions heating up?
- Mexico on the cusp
- Venezuela: a friend in Washington?
Energy, national:
- US, under Biden, rejoins the global push to pivot from "black" to "green"
- Costa Azul
American agriculture:
- Cold snap, France: ruined vineyards
- Cold snap, Germany: took out grains like rapeseed (canola);
- Farmers to the world
Bubbles or good investments:
- Housing
- Bitcoin
- EVs (Tesla, others)
Covid-19:
- "Long-haulers"; the fibromyalgia syndrome of the 2020's;
Re-locations:
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