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:

• the best place to park your money now through at least the end of 2023, link here.
• cash is king? Dividends? 
• commodities: a generational opportunity?
  

Unemployment:

• BofA: 7.6% -- September 23, 2022 (https://www.breitbart.com/economy/2022/09/23/worse-to-come-bank-of-america-expects-unemployment-to-soar-to-5-6-next-year/)
  
• reader: 5.6% -- September 23, 2022

ESG is dead:

• October 9, 2022.

US: the three-day workweek. 

Coal: the transitional fuel. 

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

Oil:  

• US oil independence could happen in 2023. 
• Forecasts for 2023 and five years out.
  

De-globalization:

• February 2, 2023: no stopping it now -- Peter Zeihan.

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:

• to be tracked here.

Politics

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