No individual or nation need ever worry about the supply of oil or Artificial Intelligence (AI). The latter holds true whether both are sourced across the street or on the other side of the world. The only barrier to oil or AI accession is a lack of production. Put another way, wherever there’s production […]
The Brilliant Existence of Oil and AI Is All That Matters Read More »
As is well known now, Nvidia shares tumbled something like 17% last Monday. Was this bad news from the Fed about its plans for interest rates? The question isn’t serious. Stock prices are a reflection of market expectations about all the dollars companies will earn in the future. Nvidia in particular shows us why
NVDA Shows Stocks Gain Boost From Fundamentals, Not Fed Read More »
Oil is the most important commodity in the world when it comes to human flourishing, and nothing else comes close. Stop and think about how intensely inconvenient and impoverished life would be without the goods and services made possible by oil, along with the remarkable advances in work productivity that never would have happened
The Rise of DeepSeek Is Unreservedly Bullish For the U.S. Read More »
