The False Narrative of Economic Growth vs. Environmental Sustainability
I’ll tell you something worse than a few individuals preaching for the green transition. Far worse than any well-intentioned protestor are virtue-signaling companies that take those fantastical...
With lithium prices crawling at ground level after shedding close to 80% in a massive post-bubble sell-off, just about every lithium operation that’s still in business after the collapse will see...
Constellation Energy stock saw a 21% increase after yesterday's earnings report. Despite a quarterly loss, Constellation Energy Corp (NASDAQ: CEG) shares rallied.
As Buffett described it, the shale boom that ignited over a decade ago had saved the United States from being shackled to foreign sources of oil. He’s not wrong. Just imagine the situation...
Getting Bullish on Psychedelics Again
The long-term viability of internal combustion today is similar to the long-term viability of the typewriter in the early 1980s. The personal computer was coming, and insiders knew it...
Nvidia’s (NVDA) 4 month bull run, which doubled share prices from $400 to $800 and added $1 trillion to the company’s market capitalization, can be viewed as a social pattern as much as an...
Earlier this month, EU energy commissioner Kadri Simson announced their decision to establish an industrial alliance on small modular reactors (SMRs) to facilitate the deployment of the first of...
I know you’ve seen and maybe even felt some of this frustration yourself. We even recently talked about the growing disconnect in the market between reality and narrative. But today, the...
As of this year, there are over 22 billion wireless devices in operation across the world. That’s almost 3 devices for every man, woman and child...
For most of us, Groundhog Day brings another overwhelming feeling — a foreboding sense of déjà vu; whether or not you subscribe to groundhog-based weather forecasts, we’re getting a healthy...
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