Summer Blockbuster Dilemmas

The Blind Squirrel's Monday Morning Notes, July 24th, 2023.

Barbie and the Squirrel contemplate a mushroom cloud (imagined by MidJourney).

• How global Barbenheimer preferences chime with our thoughts on the energy debate. The ‘Global South’ is focused what matters to its people (growth, energy and security). Social issues and culture wars? Not so much!  

• The bullish thesis remains in place for crude oil, but it may be an ‘Old Bull, Young Bull’ story now.

• Acorn updates on TLT 0.00%↑, GS 0.00%↑, #Mercedes, DBA 0.00%↑ & WEAT 0.00%↑

Summer Blockbuster Dilemmas

Barbie got the nod over Oppenheimer in the 🐿️ household in the ‘Summer Blockbuster Dilemma’ this weekend. Having read some great reviews, I was 100% a willing participant. However, I have to confess that the firehose of CGI soft focus and bubblegum pink slightly disappointed on the nuance front when it came to social commentary.