Previous Posts

A Temporary Respite

/ October 15, 2021

In this week’s newsletter, Gavekal’s Will Denyer talks about how the US Treasury continues to grapple with figuring out how much money it should pump into the American economy. With the government already running a staggering deficit, how they decide to proceed appears to be a largely looming question for the precedent of American fiscal policy going forward.

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Green energy: A bubble in unrealistic expectations?

/ October 8, 2021

As I have written in past EVAs, it amazes me how little of the intense inflation debate in 2021 centered on the inflationary implications of the Green Energy transition.  Perhaps it is because there is a built-in assumption that using more renewables should lower energy costs since the sun and the wind provide “free power”.

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