Thoughts on Thursday - Energy Supercycle Averted?
Snooze alert, long-winded market perspective ahead
There's a crackling fire in the woodstove, rain pattering on the roof, the ice is too thin for fishing, and I have 1 bar of cellular signal .....
Is the energy supercycle a myth?
was it side-lined? .... is it finished?? Is that all there was?
Has Covid changed the fundamental nature of mankind so much that past records can no longer be relied upon to project trends at all?
Nope, the changes recently sweeping throughout the globe are transformative, but Covid is just a small (and recent) chunk of the crap-tide
The 800-pound gorilla that nobody wants to look directly in the eye ....
... the inflamed boil, a pustule that's only going to get worse ....
... and will eventually either burst (in the most repulsive way possible) or cause the demise of the host ...
... is the weaponization of climate science and various additional societal fears (insert EVERY campaign topic here)
... all for political power which has become the slush fund for career politicians (and everyone in their orbit)
We're "three legs deep" in a proxy war (actually several, but one dominates the checkbook and headlines) and cornpop has nukes
.... just things to keep an eye on ...
Time to chop some wood and hope that our society can lance this boil in every affected country
We can steer a path that empowers everyone to live a better, more secure life
Defund the swamp, decentralize power, Drill Tau2
Cheers
spec
- Foglifter -
