Thoughts from the Frontline: Tag = "nuclear"

Technology Turning
  • May 19, 2023

Technology Turning

We often talk about technology’s influence on the economy. After the Strategic Investment Conference, though, I’ve decided that isn’t strong enough. It’s more correct to say technology is the economy. But when I use the word technology here, I'm not talking about the big, nifty eight tech companies that dominate today’s stock market. I'm talking more about the entire scope of technological advances over the past 300+ years. None of our economy today is possible without those advances....

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Turning Bullish on Energy
  • October 28, 2022

Turning Bullish on Energy

I literally grew up in the oil patch: Wise County, Texas, 60 or 70 miles northwest of Fort Worth in a little town called Bridgeport. The two first-generation Greek immigrant brothers who became Mitchell Energy talked old man Christie into funding Christie, Mitchell and Mitchell and they drilled (hundreds?) of natural gas wells which they eventually sold to an Illinois utility. This was in the 1950s and ‘60s.

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Things Are Getting Better
  • March 25, 2022

Things Are Getting Better

In these letters, I look at the economy and tell you what I think, for better or worse. Recent missives were mostly negative. I regret being the bearer of bad news but sometimes that’s just reality.

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Energy Complexity
  • November 5, 2021

Energy Complexity

If I had to describe my last 500 letters in one word, it would be “complexity.” The older I get, the more I realize problems I once thought had reasonably straightforward solutions are, in fact, hideously complicated. That doesn’t make them unsolvable but it reduces the odds they will be. Often we start with good intentions and end up with unintended consequences, not all of which are good.

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