Is Oil Headed to $200?
Will Israel attack Iran’s oil production? … be careful about getting too bullish in the short-term … the greater “EV/AV” threat to oil …...
An Economic Revolution Is Arriving
The significance of next week’s Tesla event … what it means for autonomous driving … how it will change the auto ecosystem … an...
Our “Leaders” Aren’t Talking About AGI, but We Have To
Hello, Reader.
Neither J.D. Vance nor Tim Walz mentioned it at last night’s vice-presidential debate… nor did Kamala Harris or Donald Trump talk about it...
Understanding Self-Driving Cars and How to Profit From Them
If you’re a longtime reader of these issues, you’ll know that being at the forefront of innovation is central to my core investment approach....
The Strike is On (Check Your Toilet Paper)
The ILA strike begins … the effects on inflation and automation … manufacturing keeps contracting … Japan elects a hawk … Bitcoin crashes through...
