Auto from nzxt - Tue 16 Dec 2025 05:17:22 PM EST

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diff --git a/Finance/Energy Sector.md b/Finance/Energy Sector.md
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+Energy was most punished sector in 2020 
+- Lockdown crushed demand
+- Energy transition theme (solar, batteries, lithium, rather than oil & gas
+
+
+2021: Economic recovery & found out the world was still running on fossil fuel
+
+2022:Russia/Ukraine was the cherry on top. Along with greatest inflation surge in more than 40 years 
+by april investor where most overweight commodities since 2006
+
+2023: XLE underperformed SPY by 26%
+
+2024: CKE underperformed SPY by 24%
+
+2025: may 25 weight among investor 2.5 std dev below average, energy as never been so hated, not even in 2020 
+
diff --git a/Finance/index.md b/Finance/index.md
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 [[Effect of GLP-1's on investment landscape]]
 
+[[Energy Sector]]
+
 # Dynamics and logic
 ISM price paid leads inflation
 
diff --git a/Trading.md b/Trading.md
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--- a/Trading.md
+++ b/Trading.md
@@ -109,7 +109,7 @@ Burry's got NVDA 12/17/2027 110P
 Silver A massive paper market was built to suppress volatility. The paper market is now estimated at 50x the physical... price supression will break leading to higher price and possibly no physical silver
 
 https://www.reuters.com/sustainability/climate-energy/eu-yields-pressure-automakers-it-rethinks-2035-combustion-car-ban-2025-12-15/
-
+https://www.inboundlogistics.com/articles/pedal-to-the-metal-general-motors-orders-suppliers-to-exit-china-supply-chains/
 # citrini
 We think healthcare will be ground zero for phase 2 of AI, expect significant improvement in speed and efficiency in identifing drug candidate will led to significant tailwind for the drug devellopement supply chain.