Energy is the trend
The lower it goes the more productive we are
The more energy we have and the lower the cost in the long run, we will have a higher quality of life.
Here are some random observations over the week, like last week….
The more Anti-Business organizations are put under the microscope the more opportunity for business, not just big, to thrive here
Amazon not playing fair, maybe why Walmart is worth more than it
Long WMT/ Short AMZN ?
Nuclear
Japan
While I can never do it, apparently short the Yen and buy everything not nailed down has made a lot of people rich
So if Yen gets strong, what needs to be sold?
When the true rules of the game of war are truly realized, we are in a real war…
Trend change
It ends, doesn’t begin. NYC has been radical for a lifetime; this is the ultimate product of that.
Communism has been a +100 year bubble.
Unfortunately, things don’t just revert to what was…
Is it the rise of Kings?
Interesting take on Mark Cuban
Want more?
I have more?
But can you handle it?
Let me know if this is exactly what you are looking for at the end of the week.
Make Saturday grand,
Eric