Back to the Future
Investing for a transformation in Energy and the Monetary System.
I believe we are in an investing period similar to the mid 1970’s.
This was a time period where both an energy and monetary transformation were necessary for the US to come out of stagnant growth. (Think, Oil and Gold).
I’ve been on the record making this claim.
Here are two cases back in 8/20/2020 and 1/29/2021
This historic “parallel lense” has been a…
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