50 Years Ago: When The U.S. Encouraged Coal Use
Coal is the dirtiest of the fossil fuels, both for its contribution to the standard pollutants like particulates and sulfur, but also because it emits more carbon per unit of energy produces than natural gas or petroleum.
The Win Rate Question That Makes Me See Red
Risk small amounts on high-probability chaos events. Buy protection when it's cheap, not when you need it.
Vietnam Is Soaring
Riding on the demographic dividend of nearly 100 million people and the growing strength of its rising middle class, Vietnam’s economic performance in recent years has been remarkably impressive.
BMY: A Contrarian Play In An Era Of AI-Related Euphoria
I am growing more concerned that just about everyone I hear these days seems to be convinced “we are still in the early stages of an AI boom and this means we are heavily weighted in large cap tech stocks because they will be the clear winners".
