Subsidies Can’t Save Green Energy
There are two ways to make money as a business: The entire offshore wind industry chose option 2. Unfortunately, subsidies can’t save them. Last week, I wrote about why I prefer uranium to copper over the next couple of years. The general thesis was that copper demand relied too heavily on Net Zero goals and […]
A Golden Bull… [Dirty Dozen]
What matters, as I say, is the background, not the foreground because the foreground is where everyone is looking. What matters in financial markets -and in life? -is not what you see straight ahead but what you glimpse out of the corner of your eye. ~ John Percival “The Way of the Dollar” In this […]
