12 Comments
Aug 19, 2022Liked by kyla scanlon

How is this content free

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So many takes my head is spinning. Bravo.

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Aug 22, 2022Liked by kyla scanlon

greatly articulated, as always! i love how markets are becoming a casino: decentralised for crypto & little less decentralised in stock markets. communities are dominating investing (always been the case but now clearly accentuated by social media) & communities are driven by narratives or the slightest unit of narrative: vibe.

i think most of the world or even all of it boils down to vibe & there's a vibecession (every reader of this newsletter would agree to it :P)

love how you condense so big narratives in a weekly newsletter, very few things give hope in life & Kyla's newsletter will always be one, at least for me.

negative & loud voices are rewarded by algorithms but in the long-term, substance always stay in things that matter to people. Keep marching up & to the right, Kyla!

Godspeed :)

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Aug 20, 2022Liked by kyla scanlon

Really great article, can't wait to read more

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Aug 19, 2022Liked by kyla scanlon

HyperTakism: No matter what you make, research, design, build, create, process in America.......the person TALKING about it on TV/MSM/Media will always be making more money and salary than you!

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Aug 19, 2022Liked by kyla scanlon

Another great read!

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very entertaining takification.

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founding

holy crap Kyla

thanks for the InternetHippo reference

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Energy is driving the recession, and it’s policy-induced supply reductions in the US from cancelled leases and new regulations. We have to acknowledge that we’re in a global supply crunch. And the many decisions that brought us here cannot be easily reversed - in the case of US policy that has reduced energy production, they simply won’t be reversed for ideological reasons of the administration, and even if they were, given the regulatory uncertainty caused by the adversarial DOE, EPA, SEC, IRS, etc. - most producers wouldn’t go back to producing more anyway.

So, we’re really at sort of a floor in terms of energy supply and prices, a new normal induced by longterm supply constraints. People will have to adjust their consumption and reduce usage, of course, but less energy consumption (fewer flights, deliveries, vacations, etc.) means less economic activity. A recession can bring down demand and prices really fast, but it will be painful.

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