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Couldn't Stand the Weather - The Texas Freeze
April 2, 2021
Investment inpacts from the Texas freeze.
Notable Covid-19 Deaths
March 13, 2020
Many common ideas, once held sacrosanct, are headed for the long home.
Early Casualties in the Climate War
February 14, 2020
The energy sector, as currently composed, is heading for collapse within a decade.
Infrastructure M&A and Private Equity
January 20, 2020
The real play is in companies that are leveraged to the creation of infrastructure assets.
The Timestretch of the Economic Cycle
January 3, 2020
Global central bank intervention has altered the very fabric of the economic universe, time.
The Coming Infrastructure Plan for the U.S. Economy
December 26, 2019
Western governments are about to steal the central planning playbook from China. The plan is infrastructure spending.
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