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Markets at a Glance
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BloombergNEF just told us where $185 trillion is going next
This won’t wait.
BloombergNEF just projected $185 trillion will move out of oil and into a single fuel source -
Google has signed a 15-year deal for it.
Berkshire Hathaway wrote a check.
The Pentagon is backing it.
And on August 18th, the government is about to hand this energy source the biggest competitive advantage in modern history.
President Trump already cleared the path.
He killed subsidies for every other renewable.
Then reclassified this one alongside oil and nuclear.
Now an August 18th deadline is set to trigger a wave of capital I believe will send one small company soaring 1,000%… even 3,000%.
This is the same pattern I’ve been profiting from for 30 years.
A crisis creates a bottleneck...
The bottleneck creates a chokepoint...
The chokepoint creates a fortune.
That pattern led my readers to Palantir before it climbed up to 2,700%…
Allowed them to close 502% on Rocket Lab…
And see gains upwards of 686% on Meta.
Now I see the same setup - only bigger.
This could be the last great energy play of our lifetimes.
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