Locator: 46419THEMES.
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Updates Posted In 2025
Major Themes
Investing
Geopolitical
Fourth Industrial Revolution
Energy
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2025 Themes Posted In 2024
New President / Vice President
Trump / Vance vs Harris / Walz
Investing
BRK: under new leadership.
Geopolitical
Mideast: re-mapped after Israel's campaign against Hamas, Hezbollah, and Iran.
US THAAD troops in Israel: to help Israel defend itself again Iran; US-Israel-Arab dynamic changed.
Fourth Industrial Revolution
Wiki, link here.
AI: the magnificent seven.
LCDs: incredible electricity demand.
Energy
EV shake-out.
Natural gas.
Southern Surge
The Gazification of Manhattan
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