When I see an opportunity I participate

Thursday, March 31, 2022 Francisco 0 Comments

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 “Take time to deliberate, but when the time for action comes, stop thinking and go in.”

As you know in this Blog  I believe in a future where we will have Solar in good places for solar, Wind in good places for wind, nuclear, fossil fuels and Hydro. We will need all because the poor one day will want to have their car and we can't run the world for the rich.

If you want to improve

Monday, March 28, 2022 Francisco 0 Comments

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Don't be a fool, ask questions. 

“The secret of the successful fool is that he's no fool at all.”
― Isaac Asimov

Oil could very well go up from here

Thursday, March 24, 2022 Francisco 0 Comments

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 IN September 2018 I wrote in this Blog, 

oil could very well go down

oil might go Down

Now I feel that the opposite might happen. Why

No investment. No one is investing in fossil 

Some people might think that is better to let oil on the ground and take it 10/20 years from now at a much higher price vs take oil now and invest the money in Treasuries

Renewables can't compare in productivity 

And finally people don't want to be poor. Energy = Economy and the cheapest energy has the best economy.

The demand for oil has been growing 1 million barrel every year in the last 30 years. We had a pause with covid -19 but if emerging markets have a little money demand will keep rising.

I don't think Russia is the key here. I think Russia oil will keep going to the market in a different circuit.

Microsoft confirms that hacking group ...................

Wednesday, March 23, 2022 Francisco 0 Comments

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The Internet has become an integral part of our lives, but it makes us more vulnerable to attacks by unscrupulous hackers. The addition of devices, machinery, and IOT sensors expands the attack surface which exacerbates the problem.

according to Barrons:

Microsoft confirms that hacking group Lapsus$ managed to gain 'limited access' to its systems just hours after Okta confirmed it was a target of the same group.

I see three trends going forward

1.People should not share credit card details with lots of counterparties. That is bullish for Amazon

2.Cybersecurity is just starting. That is good for Fortinet, Palo Alto etc....

3.Pople regarded security as a secondary priority. Not anymore. There are people out there that want to harm you!

I am building a house that is totally reliable on the electric grid.

I have to crate some redundancy.

Wars are easy to start but difficult ...

Tuesday, March 22, 2022 Francisco 0 Comments

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WAR = Inflation

In this Blog I always say that technology is going to kill inflation. The good old times were never better than now etc... I am an optimist. With war we spend  money in stupid things. We will get inflation. 

A plane instead of going direct is going to divert , a boat instead of unloading in Black sea is going to Amsterdam and they goes by truck , etc...

Some people say war is going to stop soon. in WWII Churchill during the first year of the war thought that they were going to get a peace deal really soon. Wars are difficult to stop only when both parties are exhausted. Not yet.  

“Sometimes you have to pick the gun up to put the Gun down.”
― Malcom X

From Jim Bianco Research:

This can be seen here. The only things to beat CPI during WW2 was the CRB and small stocks

Things work out best

Thursday, March 17, 2022 Francisco 0 Comments

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Things work out best for those who make the best of the way things work out.

John Wooden.

“How ridiculous and how strange to be surprised at anything which happens in life”

― Marcus Aurelius, Meditations

The nº1 problem of the world

Wednesday, March 16, 2022 Francisco 0 Comments

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BREAKING: Russia's Foreign Minister says Ukraine cannot have weapons that pose a threat to Russia

The problem of the world is always when some people want to tell others what to do. In Covid people wanted to lock others, mask other people etc. Now Putin wants to tell Ukrainians what to do. They can't do this and that. Some people want others to change to electric cars, tax the old cars etc... This is the problem of the world as we see in Ukraine people have to be prepared to face the bullies or submit.

What happened to Germany?

Friday, March 11, 2022 Francisco 0 Comments

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 Energy

most economic activity is energy transformed

Gavekal

Europe except France ( Georges Pompidou’s government decided that France would never again be held over a barrel) decided that expensive energy is a great idea. The results are in.

Make the rest of your life the best of your life

Thursday, March 10, 2022 Francisco 0 Comments

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We are going back to the middle ages

Wednesday, March 09, 2022 Francisco 0 Comments

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In hindsight, taking energy advice from a Swedish teenager was a really bad idea.

renewables are nor renewable. You have to replace every 20 years or less

Renewables when everything is done with spare capacity batteries etc... will make energy very expensive

renewables are safe & clean

renewables are not economic they need a lot of room

you don't depend on Russia or Saudi Arabia but you depend on lithium producers, Cobalt, Nickel etc...

Perhaps we are going back to Middle ages in Europe. If we invest 1 and recover 3 in Renewables the countries that invest 1 to reap 30 with oil or Gas or invest 1 to gain 100 in Nuclear will live much better.

A small suggestion would be to do solar only in good places for solar, wind only in good places for wind , nuclear, oil & gas in the transition and of course investments in energy saving technologies.

I mention transition because easy oil & gas are going going extinct soon. We should use this blessing while we can and prepare for a challenging  future.

Sometimes things Change

Monday, March 07, 2022 Francisco 0 Comments

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When you get a punch in the face perhaps you wake up a bit. I think security is going to be a priority, Energy security, Cyber security and Defense.

We are going to act accordingly

There is always a Bull market in the World