All the excitement over fusion energy. We won't see it in my investing lifetime, and I doubt Sophia will ever see it. But yet it will be the story of the day. Jennifer Granholm will be front and center today making it sound like our energy "problem" is solved.
From December 17, 2020, only two years ago:
- Toyota CEO: "Electric vehicles are overhyped." WSJ. Elon Musk himself said as recently as yesterday it's going to take alot more energy once we move to EVs. The good news: plenty of cars. The bad news: most Americans won't be able to afford them
A bigger story: the Southern Lights [Diluent] Pipeline: link here.
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China's Pivot On Covid-19
I'm surprised Peter Zeihan did not pick up on this. Very insightful.
It's hard to believe, but yes, China has a huge population problem, but not the one we all thought.
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