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As usual, Josh Wolfe nails it. Not just the 1st order effects, but 2nd derivative impacts of how China has & will continue to “create dependency” (further accelerating the de-dollarization of global commodity markets.) Finance follows manufacturing, not the other way around.

Pondering whether to become less skeptical…

KAOS THEORY, Episode 2 is out! KAOS THEORY is a new podcast collaboration between Grant Williams and me that focuses on the intersection of Macroeconomics and Geopolitics in an increasingly disorderly world. Episode 2: urbankaoboy.com/p/kaos-theory-…

looks like New Englanders are about to get exactly what they want and then cry about it many such cases

I’m detecting a trend.

It's going to be the first episode of Tracy Shuchart (𝒞𝒽𝒾 ) and me cohosting - so you will always get the full transatlantic perspective! And Mark Nelson will be an outstanding first guest, covering everything from coal to nuclear to German delusions (and what to do about it) with us!

A couple times a day I check the prediction market on LK-99. It has doubled since its low on July 29. Still only 24%, but it's moving up, not down. manifold.markets/QuantumObserve…

OIL MARKET: Massive revision to US oil demand and supply data. EIA pegs US total demand at 20.776m b/d in May using monthly data (up 973,000 b/d from 19.803m b/d using weekly data). Seasonally, total US oil demand in May 2023 was the highest ever for a May month | #OOTT

This morning, I tipped my barista $15,000.

Surprise surprise…

Physicist James Krellenstein joins me to deep dive the history of America’s great nuclear build out, its stalling & the “age of the operator” which saw capacity factors at US plants leap from 60% to 90%. How should this history inform future policy? youtu.be/HwGQNK-_sQY

Busting Myths about China’s Oil Demand and Imports #China #Oil #OPEC #Russia #SaudiArabia Link: open.substack.com/pub/anasalhajj…

The Treasury's new guidance today is that they want borrow ::checks notes:: $1.85 trillion during the second half of this year.

Enjoyed speaking with Dan Ferris immensely

Amazing

LESSON FROM🇺🇸 NUCLEAR’S PAST Those who don’t learn from history are doomed to repeat it. Luckily our latest guest James Krellenstein is ready to take us down the atomic memory lane. Some of what we’ll learn might surprise you. youtube.com/watch?v=HwGQNK… 🧵

Seems like a lot

"Of all of the technologies - the most reliable, highest energy density, cheapest, & most durable is the one [nuclear power] that has the least amount of tolerance & the most amount of fear wrapped around it," Doomberg states on Stansberry Investor Hour. Watch ➡️ sbry.media/SIH321