So there’s a bit of movement in the markets today, which is always fun. Some catalysts: Turmoil in Energy Markets: So not only are gas prices high in the US (partially due to increased demand due to the holiday season) BUT ALSO there is an electricity crunch in Europe. • But with the new strain of Covid, oil prices are rapidly falling. • This is to be expected - if countries go back into lockdown, people are going to use less fuel. But there are a lot of interesting dynamics in the energy markets. Oil Markets: Here are my full notes on all this. • Inflation. High gas prices. The Biden Administration wanted to respond ... (full story)