Tag: geopolitics

Energy
Chris MacIntosh

How China is Capturing Global Energy Market Share

I watched with amusement as a man who goes by the name of Xi addressed the United Nations telling them to do more to combat “climate change”. “We aim to have CO2 emissions peak before 2030 and achieve carbon neutrality before 2060.” Unsurprisingly CNN, CNBC and the BBC dutifully published

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New Battle Lines Are Being Drawn. Take A Look!

Last week millions of people around the world sat up straight, got all self righteous, argued with one another, and picked a side. It was like Brexit, but global. You were either with or against. We could say that it was the battle lines of those hollering for socialism vs

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Financial Markets
Chris MacIntosh

Pop Quiz: What’s The Most Asymmetric Energy Play?

First, some fun facts regarding the Pareto distribution: Business: the top few customers account for a bulk of the profits Insurance: a small number of big claims account for a bulk of payments Settlement: a small number of cities include a bulk of the population Languages: the most frequent words

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inflation
Chris MacIntosh

Insider Weekly: Big Caps Are Taking It On The Chin

Welcome back! It happens waaay too infrequently but my gorgeous wife and I just had a couple days away sans kids. Sooo good. Reaally so good. It is also why this is landing in your inbox a couple days later than it usually does. But here’s a taste of what

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