By Peter Tchir of Academy SecuritiesA few months ago, we started to regularly check in on the Tariff Revenue chart. We look forward to getting the next “large” number in a little less than 2 weeks. In the meantime, this chart has attracted our attention. Full credit to zerohedge for pounding the table on it, but it fits a few of our themes quite well: Energy = Electricity. We have started trying to disassociate energy with oil and make sure we highlight that energy, in this day and age, means electricity even more than…
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Categories: Energy