How peak government shaped the renewable energy day dream

The word ‘peak’ has been a favorite to place in front of commodities as oil, gold and more. There are plenty things written about peak oil, peak gold and many more. Peak oil or peak gold  is suggesting scarcity by a destruction or serious shrinking of supply of a particular commodity. Now comes the irony: … Continue reading How peak government shaped the renewable energy day dream

The inevitable fate of corporate bonds; the day comes to show it are emptied bags

Corporate bonds are bought by investors for the purpose to supplement their income. Bonds are an important category of the fixed income market. This is a good  time to take a look at why companies are borrowing money by selling bonds. The graph below shows in the first quarter of 2020 there’s an execrated phase … Continue reading The inevitable fate of corporate bonds; the day comes to show it are emptied bags

Insights on renewable energy and oil that you won’t hear on mainstream media.

I came across an interview of Art Berman, an oil expert by George Gammon worth listening. Some important insights are discussed about oil that you won’t hear via highly politicalized mainstream media touting solar, wind and electric cars as ultimate longer term solutions.   First I share some of my own thoughts. Energy supply and … Continue reading Insights on renewable energy and oil that you won’t hear on mainstream media.

The madness of ‘zero sum game’ world

Ongoing government and central bank interventions has transitioned the economy and financial markets into zero sum games. It means that profits are private but losses and risks are transferred to the public. Profits are made at a high cost, by putting society in a position of  disadvantage. These are no longer markets based on exchange … Continue reading The madness of ‘zero sum game’ world

The ultimate Socialist Paradise of Free money

If there was still any doubt that western socialist governments are not in a bubble yet, well I can say that there’s no reason left over to keep that doubt alive. They are into a big bubble!  In socialist paradise they usually sell you that education, health care, and other welfare programs  are free. Even … Continue reading The ultimate Socialist Paradise of Free money

The Dollar deflation myth unraveled; a big picture view

For years I’ve been listening to deflationists, a narrative that is especially popular under dollar bulls. The deflation narrative makes little to no sense to me. In this blog I’ll explain why deflationist Dollar bulls could be wrong. Deflationists do think that there will be a 1929 - 1933 type of deflationary crisis again some … Continue reading The Dollar deflation myth unraveled; a big picture view