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An account of some of what went wrong with Silicon Valley Bank. → Read More
The week of February 6, 2023: Oil’s future, ESG, industrial policy, tax, and much, much more. → Read More
In 2022, Chinese EVs took over 5 percent of the European market. That share will rise. → Read More
The Week of January 30, 2023: ESG, the debt ceiling, the Fed, antitrust, and much, much more. → Read More
Climate-change advocates now have it out for coffee. → Read More
How the coming confrontation over raising the debt ceiling turns out is, for now, anyone’s guess, but markets are beginning to pay attention, and some are expecting that the pushing and shoving over the ceiling may last long enough to cause the U.S. to default on its debt, if "only" temporarily. → Read More
It appears that flippers are looking at a much tougher market. → Read More
The Week of December 5, 2022: Real estate worries, the economy, antitrust, ESG and much, much more. → Read More
Charging stations for electric vehicles in rural states could operate at a loss for a decade or more. → Read More
Energy and technology concerns are forcing some in Europe to consider a kind of strategic neutrality concerning Russia and China. This is ill-advised, as other nations see. → Read More
Have the central planners thought this all through? → Read More
Imports of liquefied natural gas (LNG) are widely thought (and not without reason) to be an important part of the solution to Europe’s energy crunch. → Read More
It should always be remembered that LNG is part of a global market in a way that ‘ordinary’ natural gas is not. → Read More
Nord Stream 1 and 2 are each two-branch pipelines. One of the Nord Stream 2 lines remains intact after the recent sabotage, deepening the mystery. → Read More
Gazprom stops sending natural gas to Italy. → Read More
The fact that Chris Skidmore, a climate fundamentalist, was appointed to this job by prime minister Liz Truss was, to say the least, dispiriting, and the fact that Skidmore is still peddling that ol’ green snake oil is embarrassing. → Read More
The ‘Times’ reports that Saudi Arabia is prepared to cut the production of oil to send a message to the Biden administration. → Read More
Having failed to get China and now India on board with his agenda, our climate Metternich does not seem to be proving as effective as he might have hoped. → Read More
The Left perceives buybacks as a device that can be played by unscrupulous executives wanting to ramp up their company’s share price and as a tax-avoidance scheme. → Read More
Banks are playing a dangerous game by being in China. They should get out. → Read More