I'm heading to bed. Exhausted.
But three quick thoughts:
- gasoline shortages, formula shortages, semi-conductor/chip shortage: one may want to take these seriously; more tomorrow, if I remember;
- shale oil remains bigger than folks realize -- watch Vicky Hollub, Warren Buffett
- it's amazing how fast we've gone from $1.99 gasoline to folks talking about $10-gasoline -- in less than a year? I guess elections matter.
Detroit Diesel. Not good. Maybe more tomorrow, if I remember.
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All my posts are done quickly: there will be content and typographical errors. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them.
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