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Kolanovic And Wilson Embrace Energy Bull Case
"We are not out of the woods yet on inflation," JPMorgan analysts led by Marko Kolanovic wrote Monday.
I agree actually. In fact, I think the odds of developed market inflation settling back near 2% reliably and sustainably are quite low.
That's not to say we won't see periods of price stability (as arbitrarily defined by policymakers). It's just to suggest "we're not in Kansas anymore," as Judy Garland might put it. The "Great Moderation"'s over, the "peace dividend"'s no more, Western electo
World electric automobile market is doubling at an accelerating rate according to some research data. Electricity prices are dropping especially if we use a solar panel to charge said electric vehicle. Said solar panels continue a long term trend of price reduction. I seems there is no scenario where the oil and ICE industries do not implode over the next few years. A virtual economic tsunami wave is almost here. I hope to see no one caught flat footed.
It is in the nature of organic systems to expand until they have absorbed all the surplus energy in the system.
More “free” solar and wind electricity just means we’ll use more electricity.
I would take the other side of the inflation bet. My bet won’t work until credit gets hit though. It might have to wait until 2025….
It’ll be time to flip bearish energy if it looks like Trump is going to win.
EPA & other regulatory greenlight any and all expanded production.
Saudi Arabian & Russia like Trump & will want to reward him with a quick shot of deflation where voters notice it the most: at the gas pump.
Possible massacre of green energy subsidies, crushing green energy crps