♻️ GOING GREEN? NOT SO FAST! People with experience in politics and none in business tell us oil and gas and coal are energy sources of the yesteryear and we’re instead “going green.“ Not to be a wet blanket, but here’s where our energy currently comes from: We’re being told those tiny slivers of yellow and blue will power everything by 2030. Hmm… 🌎 DECARBONIZATION: THAT DOG WON’T HUNT Then there’s another “tiny” obstacle standing in the way of the world
In this line of work I have been fortunate to meet some of the most interesting and intelligent folks to walk this planet. One such gent I’ve more recently had the pleasure of speaking with on a regular basis is the extraordinarily eloquent mind of Tim Price of Price Value Partners. Some time ago Tim wrote this piece I’d like to share with you. It is as extraordinarily timely right here, right now. This is not some game. You get
Our leaders have taken us down a path that only has one ending, regardless of how rosy a picture they paint. Expect wealth confiscation, destruction of the middle class, as everyone finds out what really happens when debt is “cancelled”.
John Malone is the latest high profile investor to enter into agriculture, a sector which has been historically difficult to predict, but which now presents a mother of an asymmetric opportunity. We take you through our thesis, and discuss how to invest for higher food prices.