- coal is the new "security fuel";
- auto manufacturers are in deep doo-doo; they just don't know it yet;
- $100-oil for the long haul;
- oil super-cycle is just beginning;
- Bitcoin? Last "coin" standing?
- "Only Murders In The Building": "Twin Peaks" for the 2020s but so much better;
- next Fed rate increase: one and done
- OPEC+: spare capacity is a myth;
- Russia: no technology infrastructure to re-build military hardware lost in Ukraine;
- Russia: no technology to replace western technology needed for oil patch;
- call it a recession; but it ain't;
- 5%: the new "easy money";
- M2;
- psychedelic microdosing is the new speed;
- canned tuna is the new protein;
- ERCOT reliability;
- at best, a Pyrrhic victory for Putin;
- USC football: national champs favorite;
- Biden will still beat any GOP rival in 2024;
- I used to care but things have changed.
Wednesday, July 20, 2022
Things Have Changed -- July 20, 2022
Things have changed:
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