Dear Reader, The major news outlets have declared Joe Biden the winner of the 2020 presidential election. The Biden victory was declared by the media based on projections in several states, including Pennsylvania. But projections are not official certifications, let alone final votes in the Electoral College. (The composition of which will not be determined […]
What comes after the China / Australia schism we are seeing unfold before our eyes? The immediate consequence is that we may see more tariffs and trade barriers erected as both sides seek retribution…
Ho ho ho, December away we go! Yesterday I left you with the idea that ‘green’ energy was a thematic to back for the next decade. It seems to be the appropriate colour elsewhere too! The other sector I’m excited about right now is cannabis. I’ve been saying this to my paid subscribers for a […]
On 27 October 2020, something awfully strange occurred to a mysterious, no-name stock on the ASX. Strategic Elements is one of those weird little jack-of-all-trades tech stocks that always has a few crazy projects on the go at any one time. Kind of like a small-cap Tony Stark (the Iron Man guy). It’s only a […]
The trend is clear. Renewable energy is getting cheaper and more competitive every year. We’re very close to a tipping point where renewable power is set to be cheaper than coal. That’s pure economics speaking, not ideological musings…
Dear Reader, The bitcoin bonanza is back. But why? The list of possibilities is rather long… With central bankers back to printing vast amounts of money, perhaps people want money that can’t be printed. With taxes likely to spike in coming years to pay for COVID-19 policies, perhaps people want money that’s hard to tax. […]
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