Diligence is the mother of good luck Benjamin Franklin

Market and Economy

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October Economic and Market Review

Economic and Market Review October 31, 2021 Labor Shortage Hinders Recovery Severe labor shortages and supply chain disruptions continue to hamper industries throughout the country, elevating inflationary pressures for millions of Americans. Employment costs for wages and salaries in the private sector rose 4.6% over the past year compared to 2.4% for state and government…

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Smashing Atoms: The History of Uranium and Nuclear Power

• Incredibly energy-dense, with a single uranium pellet (~1g) being equivalent to 1 ton of coal, 120 gallons of oil, or 17,000 cubic feet of natural gas.
• Global energy consumption is expected to double by 2050.
• Nuclear power is greenhouse gas-free and has lower lifecycle pollution than even wind, solar, or hydro.

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Oil Demand Will See Erosion as EV (Electric Vehicle) Market Grows

• Total oil demand is around 96 Millions of Barrels Per Day (MBPD).
• Global oil demand likely to peak in 2030 to 2035.
• Half of demand or 48 MBPD is over the road transportation.

CNBC

Paul Tudor Jones says inflation could be worse than feared, the biggest threat to markets and society

• Video of Paul Tudor Jones
• Inflation could be much worse than feared
• Inflation is the single biggest threat to financial markets.

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Fear & Greed Over Time

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Building Benjamins

September Economic and Market Review

Economic and Market Review September 30, 2021 Equity Indices YTD Return   Bonds Yield Dow Jones 10.58%   2yr Treasury 0.28% S&P500 14.68%   10yr Treasury 1.52% NASDAQ 12.11%   10yr Municipal 1.13% MSCI – Europe 7.97%   US Private Agg 2.22% MSCI–Emerging -2.96%         Commodities Price   Currencies Rate Gold $1,756/oz…

Building Benjamins

The Future of Uranium: A Story of Supply and Demand

• Uranium Demand set to grow.
• Limited domestic supply.
• Nuclear power is greenhouse gas free.
• Bipartisan support for Nuclear Renaissance.

Building Benjamins

August Economic and Market Review

Economic and Market Review August 31, 2021 Equity Indices YTD Return   Bonds Yield Dow Jones 15.53%   2yr Treasury 0.20% S&P500 20.41%   10yr Treasury 1.30% NASDAQ 18.40%   10yr Municipal 0.94% MSCI – Europe 13.48%   US Private Agg 1.31% MSCI–Emerging 1.35%         Commodities Price   Currencies Rate Gold $1,817/oz…

Building Benjamins

What’s Made from a Barrel of Oil?

• Crude oil and natural gas liquids are ubiquitous.
• Carbon based energy has unmatched energy density.
• It will be difficult to wean the world off oil and natural gas.
• Natural gas is the cleaner and greener of the two.
• Demand for crude oil will continue for decades.
• Natural gas demand will continue to grow.

Building Benjamins

US budget deficit through July hit $2.54 Trillion with a T

Deficit spins out of control with Covid stimulus.

Explosion of deficit spending on top of already broken fiscal budget.

Covid spending was on top of never repaid 2008 Financial Crises bailout.

Keep abreast of opportunities and risks for your portfolio in the global economy and financial markets. We link you to news sources and insightful articles and add our own key analysis, observations and conclusions. We pull the essential market knowledge together here so you can focus on investing and finding the next great company. Or if you prefer, spending this time on your Passions and Interests.