Thanks for sharing a rather stimulating and eye opening look and incites as to some new soon to be mega-trends which obviously already have started. I did take Bill up on his trade of the decade and yes it has done well - your analysis helps to understand the why. AAII to which I belong Association of Individual Investors put Intel on their buy list a few months ago. I believe in their dividend portfolio newsletter. They did not share your same incites but it does encourage me to take a look at doubling down on this. May thanks to an excellent podcast. The 1st I have ever listened to.
Thanks for this very interesting conversation. I'very been a fan of both you and Eric for a very long time, so it was great to hear your discussion. How about bringing on John Dessaur some time, he is another smart guy with a good idea about the economy
Stlll e.g. NMM is a tanker play and the chart showes container shipping rates. Pure tanker plays might be a different story, although they are grouped together as maritime transport, because of the future spike in delivering to Europe US (and SU, Canada) shale LNG.
The term technochasm is a very appropriate name for a phenomenon that has been visible for about a decade when countries that have followed the trend have entered the exponential growth of the sector. Inevitably, the chasm is widening. Tanker trade: maybe deglobalization, maybe temporary maybe our tanker trades will tank. Cf. the link provided, please. I thought it might be one of the dots to consider. https://twitter.com/andreassteno/status/1512407413709631489?s=24&t=M5iBh_0ajM_akQxUJ4Oehw
Thanks for sharing a rather stimulating and eye opening look and incites as to some new soon to be mega-trends which obviously already have started. I did take Bill up on his trade of the decade and yes it has done well - your analysis helps to understand the why. AAII to which I belong Association of Individual Investors put Intel on their buy list a few months ago. I believe in their dividend portfolio newsletter. They did not share your same incites but it does encourage me to take a look at doubling down on this. May thanks to an excellent podcast. The 1st I have ever listened to.
Thanks for this very interesting conversation. I'very been a fan of both you and Eric for a very long time, so it was great to hear your discussion. How about bringing on John Dessaur some time, he is another smart guy with a good idea about the economy
Regards Charlie
Stlll e.g. NMM is a tanker play and the chart showes container shipping rates. Pure tanker plays might be a different story, although they are grouped together as maritime transport, because of the future spike in delivering to Europe US (and SU, Canada) shale LNG.
The term technochasm is a very appropriate name for a phenomenon that has been visible for about a decade when countries that have followed the trend have entered the exponential growth of the sector. Inevitably, the chasm is widening. Tanker trade: maybe deglobalization, maybe temporary maybe our tanker trades will tank. Cf. the link provided, please. I thought it might be one of the dots to consider. https://twitter.com/andreassteno/status/1512407413709631489?s=24&t=M5iBh_0ajM_akQxUJ4Oehw