STRAIGHT OUT OF VENEZUELA’S PLAYBOOK The following sounds like something you’d expect of Venezuela. Sadly, it is France (we double checked, just to be sure): French President Emmanuel Macron said the state will need to take control of some firms in the energy sector in a plan to bolster the country’s independence.
…the business. I read a shocking thread that I share with you below. While reading through this consider the implications for the entire Silicon Valley community and growth stocks in that space. Hazard Harrington on Twitter: “I work in Big Tech. A name you would know and have probably used
Lara Logan is a South African TV and radio journalist as well as a war correspondent. She is one fierce woman who has toured multiple war zones, personally endured horrendous treatment, and is one of the very few remaining honest journalists out there. I highly recommend watching this 10-minute clip of Lara
We can’t remember when was the last time we agreed with BlackRock’s Larry Fink, but he’s right — we’re witnessing an incredible and rapid end of globalization. This is from MarketWatch: “I remain a long-term believer in the benefits of globalization and the power of global capital markets,” said the
Second order effects of this incredible and rapid de-globalisation taking place. Did you know (I didn’t) that China and the EU are about 60/40 for global market share of vitamin E production? Take a look at this breakdown: EU has 65% of A, and CN/EU/IN split B3 about equally. China
On the topic of the “world splitting”… you know my thinking. Collectively trying to get a dozen friends together to agree on what movie to watch can be challenging. Trying to get the entire world to follow Klaus Schwab’s twisted agenda was always going to be difficult. Certainly it seems