Forget Eggs…

Hey Mr. Trump, forget eggs as the cause of unaffordability. Your approach to Climate Change is the biggest negative for consumer affordability at this time. See today’s NYT article “A Climate Shock is eroding Home values”.

That is why we continue to point out that Climate investing should be the core of a long-term plan. Sure, it has been dicey with the Bully Pulpit and the behind the scene enabler, Texas oilman, Harold Hamm fighting to keep destruction of the climate in vogue. But stick to the Climate Change investing plan, electric cars, batteries, and home remodeling are key ingredients. AI will help keep efficiency on an upward trend.

The sources of alternative power will be the most difficult to analyze. Wind is now old school and as they say, anything with mechanical moving parts will eventually wear out. Solar is probably the best bet for now, while down the road Fusion will probably be a big factor. And of course, Nuclear is still hanging out until the next meltdown.