DocuTalk

03/12/2026

This morning I am mostly observing the market. The dividend yield of HONDA is creeping toward 5%, which is interesting.

03/07/2026

RINSE / REPEAT

02/15/2026

CONNECTING THE DOTS: NIIC position, US reliance on external capital, Renewable energy hostility from Mr. Trump, And the bond market.

US NIIC position, US reliance on external capital, Renewable energy hostility from Mr. Trump, And the bond market.

02/05/2026

https://www.linkedin.com/pulse/solid-state-batteries-introduction-manufacturability-problems-g-m-g-ktr2c

We introduce the questions surrounding solid-state batteries and what is at stake. Solid-state batteries promise an extended range compared to lithium-ion batteries and the absence of liquid electrolytes, which would both reduce the space needed and vastly enhance the safety profile compared to exis

02/03/2026

$PLTR or the story Liquidity instruments disguised as businesses

PLTR is probably the easiest short out there — it’s mostly fluff with a tiny business attached. SHORTING PALANTIR is NOT about PALANTIR (nor is being LONG PALANTIR about PALANTIR).