By Paul Sankey
Published on July 18, 2021 at 1:32 PM
They say, if you are the manager of a rock band, and the drummer comes to you and says “…I’ve been thinking…”, It’s over. Yes, with a week off in Mexico, I’ve been thinking. One thing that helped me think, I deleted the Twitter app from my iPhone. It was a great move, so that rather than only increasing the constant noise that we face covering markets, when I would instinctively check my phone, my […]
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By Paul Sankey
Published on June 20, 2021 at 3:03 PM
Happy Father’s Day, Markets are roiling on Fed comments, and how we get off the heroin of money printing to stimulate the economy. It will be very hard, and markets clearly will not like it. We hosted Steve Levine on Happy Hour this past week, he’s excellent. He does not support my argument made on Thursday last week in the morning note, that EV adoption by consumers will be slow. He asserts that EVs will […]
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By Paul Sankey
Published on June 17, 2021 at 9:22 AM
Tonight Happy Hour 5pm we are delighted to host Steve LeVine, world battery expert and author of “Powerhouse, America, China and the Great Battery War”, editor at large, Medium, “covering the turbulence all around us, electric vehicles, batteries, social trends”. He writes for The Mobilist, and is ex-Axios, Quartz, WSJ, NYT. 5pm ET tonight, https://us02web.zoom.us/meeting/register/tZEtc-2vqz8jGtxwSq3R416BOuVoJD9v1vnE Steve and the debate that follows will allow me to finish my thematic “Electric Vehicles, not so fast”. The fact […]
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