Investing in Oil’s Last Hurrah is Risky — Oil Price Outlook
But let me backtrack. As you know, oil prices collapsed during 2020 after all the lockdowns and border closures hit demand.
Pandexit — Post Pandemic Economic Outlook
We leave the pandemic behind. This higher inflation is transitory, and things move slow. We are able to keep interest rates low while stimulating growth. It gives us time to reduce stimulus, raise taxes, and…
There’s No Going Back Now — British Petroleum
About 20 years ago, British Petroleum decided to rebrand. They shortened their name to BP and started using the tagline ‘Beyond Petroleum’. BP wanted to change their ‘big oil’ image and go greener.
The Megatrend You Can’t Miss — Central Banks Pumped Money
The take-home lesson has been that central banks can create money and governments can borrow it without driving interest rates higher.
Something Works until There’s a Tipping Point — Inflation is Transitory
The idea of higher interest rates is slowly seeping in as we see more signs of inflation. It may be that inflation is transitory…then again, things change…
The Money Wave — Investing in the Energy Transition
Investing in the energy transition is one of the big opportunities out there for investors. It likely won’t be a linear path, but this is a megatrend taking shape…
Sorry, We Don’t Take Cash — Bitcoin Dropped Massively
Bitcoin [BTC] up, bitcoin down. Bitcoin dropped massively a couple weeks ago after hitting an all-time high of over $84,000. As I write this today (Friday), bitcoin is slightly up, with one coin at $49,385…
When Inflation Comes to Shove — Inflation Feeds on Inflation
Inflation is THE story right now. We have inflation in commodities. Timber, oil, iron ore, copper — to name a few — are spiking.
Inflation Sprouts — Remember The Good Old Days?
The big story this week has been the surge in US inflation. US inflation surged in April from a year earlier as the economic recovery picked up…
It’s No Big Deal, Let’s Play Truco — Inflation is No Big Deal
Truco — or what translates into English as ‘trick’ — is a really popular card game in Argentina. It’s somewhat similar to Poker in the sense that, as the name explains, the goal is to…