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Imported Materials Are Manageable, Imported Energy Reprices Economies

11 min read

Europe’s gas crisis in 2022 is often described as a supply shock driven by geopolitics, but that framing misses the core lesson. The crisis was not caused by import dependence in general, nor by shortages of industrial feedstocks. It was caused by reliance on an imported energy carrier that sat … [continued]

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Clean Technica

Wild — Tesla Valuation 111× Company’s Forward Free Cash Flow

6 min read

Naturally, I see a lot of headlines every day. Many of them are basic news stories or repeat what’s been published many times before. However, one really caught my attention yesterday and piqued my curiosity. The headline was “Tesla: Little More Than A Gamble On History Repeating Itself.” I like … [continued]

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