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Insider Newsletter: Issue #286
capexinsider.com/insider-newsletter-issue-286/
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MacroVoices #437 Lyn Alden — Energy Security, Precious Metals & More
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Devonthink & Obsidian
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Sep 25, 2024
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MacroVoices #386 Lyn Alden — Energy, Inflation & Much More
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The REALLY, REALLY GREAT REBALANCING… ..Sort Of…I Guess…..
www.deepthroatipo.com/the-really-really-great-rebalancing-sort-of-i-guess/
Sep 24, 2024
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American Dynamism Is Hype-Tastic and We Won't Be Reshoring at Scale Anytime Soon
kumarletter.com/posts/american-dynamism-is-hype-tastic-and-we-won-t-be-reshoring-at-scale-anytime-soon
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Quick Thoughts After a Talk With a Moroccan Black Cab Operator
kumarletter.com/posts/quick-thoughts-after-a-talk-with-a-moroccan-black-cab-operator
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USDA Rural Loans Might Be One of the Last and Few Refuges Against a Hostile Tax Regime
kumarletter.com/posts/usda-rural-loans-might-be-one-of-the-last-and-few-refuges-against-a-hostile-tax-regime
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Water Shortages, Why Are They Happening at an Increasing Pace - My Ongoing Thesis
kumarletter.com/posts/water-shortages-why-are-they-happening-at-an-increasing-pace-my-ongoing-thesis
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2303.10130
arxiv.org/pdf/2303.10130.pdf
Sep 23, 2024
1
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Daniel Yergin – Oil Explains the Entire 20th Century
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Sep 22, 2024
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