Themes -- 2025

Locator: 46419THEMES.

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AI: Posted January 17, 2025

AI: catch-all for sixth industrial revolution. 

• Chips.

• Large data centers:
• copper
• natural gas
• mundane storage

• Space communications:
• SpaceX
• Blue Origin
• Loft Orbital
  

• E-commerce: 
• Amazon
• Walmart
  

• US military-industrial complex:
• Department of Defense
• unmanned vehicles, drones

 

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Updates Posted In 2025
Major Themes

American Economy: An Entrepreneurial Explosion

Added January 16, 2025 -- three calendar days before the inauguration. Added January 16, 2025.

 

Woke

DEI and ESG: both dead.

DEI is dead: the definitive article (added January 16, 2025). The blog.

Investing

Geopolitical

"Re-making" the Mideast 

• losers: Iran, Syria, Hamas, Hezbollah, Russia (posted January 15, 2025)
  
• Syria's Assad falls (posted January 15, 2025)
• Russia could lose its only Mideast seaport
  
• Iran decapitated -- air defenses destroyed (posted January 15, 2025)
• Russia bogged down in Ukraine (posted January 15, 2025)
  
• Trump elected president; pretty much will fully support Israel (posted January 15, 2025)

Fourth Industrial Revolution --> Sixth Industrial Revolution

Technology:

• private / public space launches; satellite communication (posted January 15, 2025)
• AI --> large data centers and everything that derives from AI (posted January 15, 2025)
• energy requirements: natural gas, wind, solar
• CHIPS Act, 2022 -- updated two years later; posted January 15, 2025)

Energy

 

New President / Vice President

Trump 2.0 — tracked here.

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.

Immigration Policy

 Southern Surge: tracked here.

The Gazification of Manhattan (Palestinian protestors pro-Israeli protestors, October 7, 2024).