rsmracks
Oct 17, 11:12 PM
$SO $DUK $AEP $COPX $B
While mining/energy companies are generating huge FCF and will continue doing so, utilities have been under pressure.
Do you know what that means?
Our power bills will increase substantially in 2027.
I mentioned several years ago, well before all of this Data Center talk, that we would see our power bills increase 300% as we moved into the 2030’s.
It’s coming.
My dealership’s power bill has increased 50% in 12 months.
It’s one of the reasons I began restructuring my personal life a few years ago.
Sold my monster home after all the kids moved out and got our townhouse.
I’m taking all of that monthly savings and traveling more.
Heading back to the mountains tomorrow.
Those that have homes they can barely afford currently will find out by the end of 2027 that it’s not sustainable.
Wage increases are done.
Interest rates won’t come down.
Property taxes will keep increasing.
Stagflation is real and occurring NOW.
Mining and Energy equities are cheap.
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