Sunday, January 04, 2026

Venezuela Libre Flotsam and Jetsam

Have a new miscellaneous thoughts and observations post up on Substack.

As you can tell from the title - today's offering is mostly about Venezuela and the capture of Maduro. I plan to do separate post on what this may mean for the oil markets. Suffice it to say that this operation may be to oil what the Comstock load was to silver or Sutter's Mill to gold.

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4 comments:

  1. Largebill6811:55 AM

    Eggs are $1.99 here in Ohio and saw gas for $2.19 the other day

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  2. To be fair I do live in Taxachusetts and I did go shopping at what I'd consider an upscale grocery store (not quite Trade Joes but not far off).

    Maybe it's time to move to Ohio or Texas?

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  3. Largebill682:14 PM

    You're always welcome and you'll find that you get more square footage per dollar as well. 5 bdrm, 2,500 sq ft on 1/2 acre ran us $176k 21 years ago.

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  4. That sounds nice. Think we'd only need about 3 bedrooms now - one for us, one for guests and one to turn into an office. Think we'd like to move somewhere warm with no snow at this point.

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