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3 Forces Driving the Energy Transition

 From your perspective, what are the biggest drivers for the energy transition?We’re seeing three forces drive the energy transition: surging electricity demand, aging grid infrastructure and soaring electricity costs.…

The Twin Deficits – One Out of Two Is Bad

From time to time, I circle back to the question of the balance of deficits. In my mind, as our economy goes through whatever the “Trump Transition” is, the biggest risk to the bond markets is not from some fear about whether the…