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Tellurian’s Driftwood LNG project financing is imminent. Tellurian’s integrated model is more lucrative than tolling. LNG is a leading transition fuel and critical to Europe. Full Notice To Proceed is as important as FID. If successful, Tellurian could provide exceptional returns. Company Profile and Opportunity Tellurian Inc. (TELL) is an integrated LNG (Liquid Natural Gas) producer. TELL owns, develops, and produces its own natural
The market’s decline rests with how severely earnings decline. Massive Federal Reserve Accommodation has led to multiple asset bubbles. Inflation will be tenacious due to
Stocks, bonds, and 60/40 had terrible first half. No surprise. The market has potentially 50% more downside, but that is not the worst case. Reflationary
The investment environment has radically shifted to a commodity driven inflationary super cycle. Inflation has not been this severe in 40 years. Regrettably, commodity shortages,
With inflation hitting 40-year highs, interest rates are rising rapidly toward normal historical levels. With accelerating urgency, the Federal Reserve, the U.S. central bank, is
Today’s record inflation unequivocally shows that we have entered a new inflation cycle. With the Russian invasion of Ukraine, inflation risks will increase further due
The execution of the Fed’s reversal of its accommodating policy will dictate stock and bond market’s performance in 2022. In 2022, the “TINA” trade or