Covering energy, wealth creation and preservation, and deep-dives into a select few of their pieces.
Student Bailouts, Secretary of Energy, Oil & Gas Drawdowns, Lithium vs Hydrogen, US Crops for Fuel, Tech's Bloodbath, Bitcoin in 401(k)s, Inflation LEVEL
US Budget, Netflix vs. Disney, Streaming Services, Owners of US Debt, Patagonia Supply Chains, Apple's Cash Hoard
The number of recessions has declined since the Great Depression - is this a good thing?
Gas Shortages, Oil Exports, LatAm VC Investments, YTD Sector Returns, GBTC Conversion, Impact vs ESG, and the Foo
Food Prices, Inflation, Natural Gas, Supply Chains, Share Buybacks
Fed Funds Rate, Yields & Mortgages, The Growth Equation, Sustainability to Impact, Tennis
Topic of the Year: Inflation, A Generational Shift in Fund Flows, Looking Forward to the US Dollar and Oil, and a Little Lykeion Fun
Real Yields, Debt, Strategic Petroleum Reserve, S&P Concentration, Fundamentals