Post #30: Slideshow “eye of storm” themes
Post #29 is a DK Analytics video on Mr Hyde “trumping” Dr Jekyll politically, economically, and financially
We’re talking about Trump’s attacks on the 2nd, 4th, and 5th amendments. We’re talking about his “180” on third world amnesty. We’re talking about his disastrous tariff initiatives.
Post #28: An analysis of where bonds go, stocks will follow and they’re going down
Post #27: The quickening?
Post #26: Trump’s state of union — US greatness financed by more debt
Post #25: Interest rate impact on S&P 500 valuation (& energy disconnect)
Post #24: Stock and bond markets are “reversion beyond the mean machines”
Post #23: Precious metals vs cryptocurrencies (“cryptos”) and “good” money
Post #22: Oblivious in eye of storm and addicted to artificially low interest rates
Post #21: The impact & implications of CO2 demagoguery & green cronyism, revisited
Post publication date articles that help to underpin and expand on post’s theme:
The tough calculus of emissions and the future of EVs. Excerpts: Investors and politicians embracing a vision of an all-electric car future believe that path will significantly reduce global carbon dioxide emissions. That’s far from clear. A growing body of research points to the likelihood that widespread replacement of conventional cars with EVs would likely have a relatively small impact on global emissions. And it’s even possible that the outcome would increase emissions. The issue is not primarily about the emissions resulting from producing electricity. Instead, it’s what we know and don’t know about what happens before an EV is delivered to a customer, namely, the “embodied” emissions arising from the labyrinthine supply chains to obtain and process all the materials needed to fabricate batteries. A growing body of research points to the likelihood that widespread replacement of conventional cars with EVs would likely have a relatively small impact on global emissions. And it’s even possible that the outcome would increase emissions. All products entail embodied emissions that are “hidden” upstream in production processes, whether it’s a hamburger, a house, a smartphone or a battery. To see the implications at the macro level, credit France’s High Climate Council for a study issued last year. The analysis found that France’s claim of achieving a national decline in carbon dioxide emissions was illusory. Emissions had in fact increased and were some 70% higher than reported once the embodied emissions inherent in the country’s imports were counted.