Preface to all six parts: During this President’s Day Weekend, I have taken the 90 items from my Bear Pen and broken them into six equal posts. In each instance, the first five charts are free to everyone, and the other ten are visible to pay…
Preface to all six parts: During this President’s Day Weekend, I have taken the 90 items from my Bear Pen and broken them into six equal posts. In each instance, the first five charts are free to everyone, and the other ten are visible to pay…
Structural impairment caused by Bubble excess escalates over the life of the boom.
The pain and dislocation unleashed during the bust is proportional to the excesses of the preceding boom.
Coal came under scrutiny for its high carbon emissions at COP26, but many countries are forecasted to increase coal production until 2024.
This is kind of interesting……….you know how Cathie Wood always goes on and on about how she outperforms because of “innovation“? Well, here is the boring old SPY compared to her hot-to-trot fund over the past eight yea…
One of my greatest short ideas ever, and one in which I enjoyed maybe 10% of the profits I should have. Ya dummy! Oh, and unrelated, here’s your Chamath update…….
Meanwhile, back in the wintry real world, everyone facing a dime in higher costs is jacking up their price by a dollar.
Total Housing Inventory in the United States decreased to 860 Thousands in January from 880 Thousands in December of 2021. Total Housing Inventory in the United States averaged 2324.79 Thousands from 1982 until 2022, reaching an all time high of 4040 T…
Amid rising tensions between Russia, Ukraine and the West, Russia’s oil and gas exports rebounded sharply in 2021. According to the Bank of Russia, crude oil exports climbed to $32 billion in the fourth quarter of 2021, the highest level since 2014. As…
Methane is an invisible and odorless gas that is quietly oozing from abandoned oil and gas wells in the United States and affects the climate in a major way. Compared with CO2, methane is much more harmful in furthering climate change. It has 25-80 tim…