Biden’s New Carbon Capture Mandates Will Cause Blackouts, Increases Prices
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The lie of the day is from the EPA: Carbon capture will pay for itself
(thanks to IRA subsidies). No, it won't even with subsidies. Expect
blackouts and a ...
2022-09-19
Time to Short Utilities?
Utilities are my white whale. The options are perennially cheap because nobody ever expect a utilities sell-off, but timing is difficult because utilities are defensive and will hold up longer than expected. Going out in time works, but then the profit potential goes down as the premium goes up. If you can time it right with near-term options though...
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