Sunday, January 2, 2022

Themes -- 2022

Oil:

EVs:

  • Tipping point.
  • Infrastructure.

Semiconductors:

  • Who makes what where.

Gaps widen:

  • between investors and savers;
  • between states that have moved on and those that haven't (Covid)
  • between states favorable for business and those not favorable

Supply chain challenges and opportunities

Geopolitical

  • US playing checkers; Xi, Putin playing chess

Jargon

Politics:

  • who's in charge of US domestic policy: elected representatives, or un-elected bureaucrats?
  • who's POTUS: Biden or Fauci?




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