I agree that we are reaching an emergence and that electricity will play a huge role.
My interest is in longer trends and the consequences so I wonder what you think about the fact that for the last decade those in charge have been arguing about the stupidity of the electrical revolution rather than getting ready to support it. Asia has used to time to prepare and develop new ways.
How do you think things will shift going forward and can we have hope to catch up using all the protectionist measured that have been enacted the last few year and keep being put in place today?
Wow! Thanks for the kind words. The short answer is: I wish I knew. All I can say is that there seems to be a quiet but palpable sense of urgency, and that whatever is coming is getting closer while interest rates are too high to finance what needs to be done. Beyond that, I just trade one day at a time.
Great Post Joe
I agree that we are reaching an emergence and that electricity will play a huge role.
My interest is in longer trends and the consequences so I wonder what you think about the fact that for the last decade those in charge have been arguing about the stupidity of the electrical revolution rather than getting ready to support it. Asia has used to time to prepare and develop new ways.
How do you think things will shift going forward and can we have hope to catch up using all the protectionist measured that have been enacted the last few year and keep being put in place today?
Wow! Thanks for the kind words. The short answer is: I wish I knew. All I can say is that there seems to be a quiet but palpable sense of urgency, and that whatever is coming is getting closer while interest rates are too high to finance what needs to be done. Beyond that, I just trade one day at a time.