7 Comments
founding

Dude! Sad to see you leave Crux but really excited for this new platform. Obviously big fan of your content on there. Let's go

Expand full comment
author

Thanks Gary, really appreciate that!

Expand full comment
founding
Jun 25, 2023Liked by Ferg

Same here

Expand full comment

Following you over from Crux. Your presentations and interviews are what I appreciated the most. Thanks for the 25% off!

Expand full comment
author

Thanks, great to have you on board!

Expand full comment

To add to the Green Energy - Wind Edition information, I always think of the steel, concrete, and copper used to make those windmills. Truly stuff out of Hoffer's "The True Believer" in order to think that the words 'renewable' and 'green' are attached to those things.

Eventually subsidies and fantasy run out of inertia, and money losing ineffectiveness hit the books. One of the things I think you're really good at is how to jockey for investment position in such goofy situations.

Expand full comment
author

Thanks Douglas, yes it brings to mind Vaclav Smils observation: "Wind turbines are the most visible symbols of the quest for renewable electricity generation. And yet, although they exploit the wind, which is as free and as green as energy can be, the machines themselves are pure embodiments of fossil fuels."

Yes I take my hat off to the likes of Mark Nelson and Alex Epstein who fight the narratives from a activist perspective. For me I've always had the more skeptical view that the best I could do is understand how best to position to make money off the stupidity to better the lives of my family, friends and now subscribers.

Expand full comment