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Get ready for permanently high energy prices

Mar 22, 2023

Good morning! 👋

My migraine is unfortunately still with me, so I’ll keep it brief this morning.

Then go promptly in search of some quiet.

Here’s my playbook.

Here’s everything the Fed is expected to do today

Sorry, migraine or not, I couldn’t resist. 🤦‍♂️

All joshing aside, we’ve talked about this plenty. The Fed missed the crisis in formation, denied it as it happened, and now continues to hike rates—despite an overwhelming body of evidence that suggests a) its models are broken, and b) its actions are destroying the lives of millions of hardworking people.

The Fed has failed and should put an “Out of Business” sign on the front door.

Dan Ives agrees with me

Tech ace Dan Ives stopped by Varney & Co yesterday and noted specifically that NVDA and Microsoft are absolutely essential investments when it comes to AI.

Nice to have company.

Especially his.

The two companies are +146% and +28% off their respective 52-week lows, according to Yahoo! Finance.

I hope you own a slug of both.

I do.

10 funds had over $100 million each in Credit Suisse bonds; now worth zilch

People think individual stocks are risky, so they’ve fallen for a cottage industry that’s grown up around the notion that funds are “safer.” (Read)

Not true.

Funds can be just as dangerous, or even more.

The “right” stocks, not so much. Upgrade to Paid

Get ready for a “new era of high energy prices”

Every breakthrough idea is just wild thinking... until it happens.

I recommended investing in energy years ago as a “spectrum” ranging from dinosaur juice to fusion because energy prices will continue to rise for the foreseeable future.

FOX reports that the EIA now agrees. (Read)

Yep.

Man, I love this business!

My favourite choice has turned in a total return “triple” over the past 3 years, according to FinanceCharts. Yet still has plenty of fuel in the tank. And the yield is still a-okay, too.