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Author: David

“Inflation, Politics, and the Future”

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Posted on 2023-07-132023-07-15Author DavidCategories Newsletter

“CO2 Tariffs: Something for Everyone,” November 5, 2021

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Posted on 2021-11-062021-11-06Author DavidCategories Newsletter1 Comment on “CO2 Tariffs: Something for Everyone,” November 5, 2021

“Seeing the Obvious in 2021: Some ‘Obvious’ Plays,” October 29, 2021

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Posted on 2021-10-292021-10-29Author DavidCategories Newsletter2 Comments on “Seeing the Obvious in 2021: Some ‘Obvious’ Plays,” October 29, 2021

“Seeing the Obvious in 2021,” October 21, 2021

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Posted on 2021-10-202021-10-20Author DavidCategories Newsletter

“COVID: Dying to Make a Buck,” April 30, 2021

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Posted on 2021-04-302021-04-28Author DavidCategories Newsletter

“Will China v US be the Mother of All Shocks?,” April 22, 2021

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Posted on 2021-04-232021-04-23Author DavidCategories Newsletter

“Profiting from Over-Reactions: Revisited,” April 7, 2021

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Posted on 2021-04-072021-04-07Author DavidCategories Newsletter

“Suez Canal Shipping Troubles,” March 29, 2021

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Posted on 2021-03-292021-03-29Author DavidCategories Newsletter

“Renewables & Electric Reliability,” March 17, 2021

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Posted on 2021-03-172021-03-17Author DavidCategories Newsletter

“Inflation Chickens are Coming Home to Roost,” March 1, 2021

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Posted on 2021-02-272021-02-28Author DavidCategories Newsletter

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