2020 has been a fascinating year for energy. Now for investors, this anticipated renewable energy boom will likely mean a few things. First of all, it doesn’t mean that all fossil fuels or the companies behind them will up and disappear overnight. Far from it…
We are at the dawn of the most important energy market disruption in 100 years. A great system change to a lower-emissions future is on.And it’s going to have a multitude of second-order effects few can contemplate…
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 […]
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