Locator: 45658B.
Stories tomorrow.
- this week’s theme: energy transition is over. Peter Zeihan.
- one-two punch:
- renewable energy not doable in long term
- interest rates will kill it in short term
- wind, offshore: geographically viable only in the western GOM (perhaps)
- Warren Buffett sells more HPQ
- XOM-PXD
- who’s next?
- Trump: speaker of the US House — fantasy land but nothing surprises me any more
- Fain: announcement tomorrow at noon. My hunch: no change.
- AMD: AI
- more on Rivian tomorrow
- for the umpteenth time — latest reading (today): 4.9%
- Josh over at twitter has lost all credibility
- Charles Lindbergh - Nazi Germany - WWII
- history may not repeat but itcertainly rhymes
- US and natural gas: it no longer makes sense
- Americans like a tragedy with a happy ending
- the “wall” is back
