10 Comments
Nov 20, 2022·edited Nov 20, 2022Liked by John Paul

Your thinking is always deeply enjoyable and overwhemingly relevant on multiple levels of existance, thriving or struggling. Thank you for writing about Energy. I love this article so deeply that I am speechless. It confirms all of my investment thesis, which makes me deeply deeply happy. Life changing happy. The incoming energy crisis will offer opportunities like nothing else has in my life time. Of course the risk of dying from bioweapons or being killed in some sort of social upheaval kind of event remains huge. But surviving that and investing the right way omg what an adventure! A lot of money could be made in the years ahead of us. Thank you for writing about energy.

PS What breaks my heart is that some people, people who live from state pensions, who worked hard all their lives and put all their savings into the bank account might be faced with hard times. That is what motivates me to invest in Markets. The thought of being able to help some people, people that I never met, that I find living at the edge of poverty somewhere ...far away, away from Twitter, hedge funds etc...the thought that I can just knock on their door and do something life changing for them is what gives me joy and make hours sitting infront of my charts worth while.

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"Germany is under severe and real threat of deindustrialization"

That's not a threat, but rather a promise! By the green party. Not only for 2 years. Only their voters don't seem to get it, or agree it needs to be.

Green R.Habeck, minister of economics (of all things) now seems to be hauling in a Blackrock broad, Elga Bartsch, who is supposed to "analyze economic risks of _climate change_" (and not maybe the recipes supposedly against it?...)

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Brilliant. I especially like when your personality and what you wonder peaks through the dire predictions. The contrast is palpable. It could be that the

some unintended consequences were intentional and plotted. 2023. To 2025 ..

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Epic work thanks. Solving the zero sum game equations they try to sell us are pretty impossible. The laws of diminishing returns does support that nothing comes from nothing.

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