Having spent more than fifty years in the financial world, I am rarely stunned by what is happening in the economy and financial markets; surprised yes, confused often, but seldom flabbergasted. However, today I really am stunned by what is going on with...
One of the hottest issues in business and public policy today is the need for additional electricity generation to fuel broad economic growth as well as the explosive increase in the number of data centers. Well, take a look at electricity generation in...
As depicted below, usage of electricity in the U.S. has barely budged for the last twenty years. However, in a major reversal, demand is now surging as a result of the proliferation of electric vehicles, modern factories, crypto mining, and heat pumps. Actually,...
