Summary
- Today we expanded our discussion a bit to include different ideas of liquidity and market impact.
- Discussed several stocks, how I think of them, what the market is missing and why I’m buying.
- Briefly discussed the coming acceleration in the changes in the energy system.
- We will discuss SPACs and what to look for as an investor on Monday’s stock call.
- We will discuss the energy transition and investment opportunities with a new working paper next Friday.
This week’s Investing 2020s investing webinar featured the “Tree Rings Report” from Forest For The Trees.
Tree Rings is one of the best macro summaries done along with the Bear Traps weekend report I get. Bear Traps is no longer open to new subscribers, but Forest For The Trees is. For $200 per year, it’ll save you so much time finding what’s important and ways to understand it, that it is worth having in my opinion. You get it here: Forest For The Trees
Investing 2020s Webinar
Useful Articles
As always, review our articles from this week, but here are several in the press that I think you should give a quick read to as well. I try to include mostly free pieces, but I do recommend Bloomberg ($220/year) and Barron’s ($1/week) subscriptions:
The $2.1 Billion Case for Building a Federal EV Fleet
Solar Stocks Have Been Thriving—Here’s Why That Could Continue
The New Energy Giants Are In Renewables
California’s Plan: Crowdsource Distributed Energy to Replace Grid Upgrades
National Green Bank Bill Targets $100B for Business Sectors Key to Biden’s Climate Agenda
Biden’s immense economic challenge: Putting 10 million people back to work
Global factory growth stymied by stalling exports and supply constraints