Themes -- 2025

Locator: 46419THEMES.

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Updates Posted In 2025
Major Themes

 

Investing

Geopolitical

Fourth Industrial Revolution --> Sixth 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 --> Sixth Industrial Revolution

Sixth industrial revolution: link here.

Wiki, link here.

AI: the magnificent seven.

LCDs: incredible electricity demand.

Energy

EV shake-out.

Natural gas.

Southern Surge

The Gazification of Manhattan