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Sunday, January 2, 2022

Themes -- 2023

Locator: 442023C.

Revolutions

AI: a new decade begins.

The Over-Riding Themes

Global energy: the 21st century is America's century.

Medicine: it's all about CRISPR, mRNA.

Information: it's all about semi-conductors, automation, robotics.

De-globalization: not all will agree. Many will fight it. Too much invested. 

China's downfall (added November 1, 2023)

Themes Posted in 2022 for 2023.
With Updates

Economy 

US banking crisis: will follow here.

Ukraine:

  • Putin's War: shifting the burden to the population. The Russia File -- from the Wilson Center. Link here. April 17, 2023

Tectonic shifts: link here.

For investors:

Unemployment:

ESG is dead:

US: the three-day workweek

Coal: the transitional fuel

  • Germany using more coal than ever, April 17, 2023.

Oil:  

De-globalization:

European de-industrialization:

  • October 9, 2022 -- where this theme will be followed.
  • April 17, 2023: Germany shuts down last nuclear reactor. 

Renewable energy:

  • will continue to send bad vibes.

AAPL

  • re-shoring
  • opens first retail store in India, April 17, 2023.
  • expands operations in India, moving out of China.

Semi-conductors:

  • the Biden administration policies will cripple China;
  • Peter Zeihan

"Flu":

  • 2022 - 2023 season will be worse than most Americans expect.
  • one word: complacency

Hydrogen:

Politics

The downfall of Donald Trump: added May 4, 2023. To be tracked here.  

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