Pages

Wednesday, July 20, 2022

Things Have Changed -- July 20, 2022

Things have changed:

  • 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.
I Ain't Go No, I Got Life --

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.