Enphase Energy, Inc. (NASDAQ: ENPH), Laredo Petroleum Holdings, Inc. (NYSE: LPI) – That Hideous Force: The Book That Foretold Our Present. Plus, an update on our top names.
Image via Enphase Energy.
From the author of Evils & Designs
Last month (Our Addiction Economy), we shared a thought-provoking article from our Twitter correspondent under the pseudonym JC Bennett, on the addictive nature of our current economy. Below, we’ve shared another thought-provoking post from him that deserves a wider readership. First, a quick note on one of our big names, the solar home company Enphase Energy, Inc. (NASDAQ: ENPH).
Enphase Energy was one of the top ten names in our system at the end of April, with a few conventional energies named, Laredo Petroleum, Inc. (NYSE: LPI) and the VanEck vector oil services ETF (NYSE: OIH).
Screenshot via Portfolio Armor on 04/29/2021.
Since then it was up more than 56% at Thursday’s close, in part thanks to the impressive third quarter earnings report and bullish outlook.
The reason we’re mentioning it now is that Enphase was once again one of our top ten names on Thursday, alongside the other names listed below.
Screenshot via Portfolio Armor on 10/28/2021.
As always, if you do decide to purchase one of these, we recommend that you consider hedging to limit your downside risk. We say this partly because we peddle a cover app, but also because we don’t want you to lose too much money if we get it wrong.
Now let’s move on to the excellent article by JC Bennett.
Written by JC Bennett in Bennett’s Speech Bubble
This hideous force
The fashionable conclusion to dystopian fiction is that Orwell was wrong and Huxley is right. We have no obvious suppression of the state, no high boots, obvious pauperization planned in the Soviet way; instead, we are enslaved by abundance.
All of these books are a reaction to the same people in the real world.
The dystopias of the early twentieth century all responded to the chiseled art-deco scientist, who believed that new methods in statistics, chemistry, psychology, etc. would allow him to optimize people and companies the same way he already did. optimization of internal combustion engines, power transmission, agriculture. 1984 is the story of the failure of this dream in the Soviet Union, but in Brave New World, The Man of Science keeps his promise: the material need & the psychological distress are overcome, each one is free in all the directions he wishes to be, and the world is at peace.
(It is no coincidence that 1984 was published in 1949, when the West had “always been at war with Eurasia” – while Brave New World came out in 1932, when the Western media still unabashedly carried water for our brave and well-stocked Soviet comrades. The brutality of Soviet communism is so evident to us now that it’s hard to imagine that it was ever associated with the crisp chrome futurism of Brave New World – but this is in fact what the self-righteous progressives of the 1930s expected from the Soviet experience.)
Huxley and Orwell were basically the same type of guy as the people whose ideas they criticized: socialists, materialists, progressives (which, again, implied a more open and naive sympathy for Marxism than today) – so their two dystopias are stories of shattered idealism. Orwell looked back, but it was to Huxley’s credit that he was willing to think carefully about whatever “his side” wanted, and to realize that even in the best of circumstances it seemed. ugly and tasteless.
Lewis, on the other hand, is not that kind of guy.
He’s not disappointed with the shoddy implementation or “co-opting” of the scientific ideal – he thinks the whole project is satanic from top to bottom. In This hideous force, the infamous National Institute for Coordinated Experiments (NICE) never produces cancer cures or prison reform, and never intended to. It’s just a shaky excuse to torture animals, reanimate corpses, and kidnap children – so fragile that only a corrupt person would pretend to believe it.
You can see why This hideous force is not placed on the same pedestal as the other two dystopias. Critics then and today have called it “didactic” and “moralizing,” and so it is – but Lewis was also ahead of Huxley, in terms of predicting the actual outcome of ideas then. “Modern,” that Huxley was ahead of Orwell.
We are now 80 years in the experience. The progress towards unambiguous goods pursued by mid-century scientists has been so slow that one has to wonder how hard they really try – yet the psycho-spiritual sterilization of the public that was supposedly justified by these humanitarian purposes. still happened. The places where they had a free hand (the avowed revolutionary Marxist states) were the most horrific, but everything they touched was devastated. We have the tortured animals and the reanimated corpses and the kidnapped children, but the flying cars and miracle drugs are still, as always, ten years away.
uh don’t look
At this level, Lewis has been vindicated in general terms – but he also (no other word for that) prophesied the end of the game we’ve seen unfold over the past decade: increasingly naked manipulation of mass media, militarization of non-governmental institutions (because they are not subject to the traditional constraints of state power), artificial riots, anarchotyranny.
It’s a kind of empirical demonstration of what we often hear in our corner of the internet: the people who run our society may or may not be literally a cabal of mad and murderous perverted satanists – but what would be different if they were? Lewis started with that exact thesis 80 years ago, and it got him right here.
Whenever I have tried to write fiction I have found myself constantly embarrassed to âmoralizeâ.
Not just to give the characters what they deserve, but to attribute any kind of final consequences to their actions, because like everyone else, I have been trained to consider cosmic good and evil, and “fair.” deserts â, as being too practical too. obvious, too much on the nose. So it’s interesting to me that Lewis, in writing a deliberately black and white eschatological “fairy tale”, is so right about the real world.
The action involves around a dozen characters within a few miles of a particular English village, but all of the characters are avatars of cosmic good and evil, and the small village is sort of supposed to be the last eschatological battleground for the fate of the Earth – a kind of toy model of the cosmos, with everything reduced and simplified.
Plot agents incite street thugs to start riots, and the protagonist, a junior partner in the plot, must write an article justifying the crackdown that followed. The middle manager must believe something other than the truth, but not the same lie that the plebs believe, because he sees the image better and more is asked of him. Lewis represents each layer in one person, as his protagonist moves up the ranks at NICE.
In the real world, hundreds of thousands of people, perhaps millions, must participate in this pyramid, with dozens of overlapping layers of deception. But adapting this phenomenon to this archetypal little world clarifies its moral truth: & transmits it.
And then this wicked one will be revealed, whom the Lord will devour with the spirit of his mouth, and destroy him with the brightness of his coming: he himself, whose coming is after the work of Satan with all power, all signs and lying wonders, And with everything deception of injustice in those who perish; because they did not receive the love of the truth, in order to be saved.
At no point in history is the protagonist (or anyone else in NICE) honestly deceived. At all levels, the lies are almost childishly obvious – but the targets of those lies all believe they are in the scam or that they are too deep to come out. It starts with cynicism, but at the highest echelons of the conspiracy, lies are a conscious, quasi-sacramental exercise in the manipulation of reality, one-piece with the desecration of corpses and religious symbols.
Towards the end, NICE exposes the protagonist to various forms of âmodern artâ.
The point is to shatter him from his sense of beauty, and therefore from his sense of truth and virtue: Lewis’ villains argue that these are illusory preferences and that objectivity demands that they be rejected – but the way this lie is told in the real world is more convincing.
Anyone can see that a beautiful thing is beautiful; you have to be sophisticated to find beauty in ugliness, or meaning in empty noise – and it’s the kind of lie you could almost believe, because it is lifted from truth. The is beauty in unlikely places, and insight finds meaning where others can’t. Prophets and artists show us what is not obvious, what we have overlooked.
When this phenomenon is genuine, the viewer sees what the prophet saw and then decides whether to obey the truth or reject it. On the other hand, there is no such thing as being “honestly deceived” by a false prophet, or a “subversive” artist. The crowd you lie to must participate in the lie. They have to squint at your sculpture of dog poop and menstrual blood (or whatever) and say “oh yes I see it, how bold and interesting”.
Their assent reinforces the lie and makes it worse. Their social stature, as much as that of the “artist,” becomes increasingly tied to this lie, so that they not only accept the lie, but viciously ridicule and ostracize anyone who opposes it. The longer the process takes, the more painful the surgery is, both for the individual and for society.
Lewis therefore anticipates postmodern infection by around 30 years..
Through NICE psychologist Dr Frost, Lewis explores the irony of rejecting truth in the name of objectivity – but I don’t think even he really understood how far it would reach every nook and cranny of the world. thought – how he would go from his then formidable enemies (moral and spiritual truths) to the most trivial and harmless and obvious questions of fact.
(If you’ve ever wondered what the hell might mean by “queering math” or “architecture queering” or “agriculture queering”, this is the answer. There is no direct relationship to sexuality. – it is just a lens through which to attack the idea of ââtruth in itself, as represented in any discipline that is âqueeredâ.)
It would be cool if Lewis’ foreknowledge of the Dark Side had led him to an original solution that could be deployed by the Light, but the bottom line seems to be that there is nothing really new about it. current enemy; it is a simple moral struggle, and you are a co-conspirator as well as a victim. So you just have to stop lying – stop participating in lies, stop spending your time with liars. Let go of all the sins you need to let go, take your pieces, be clear, and join the right side – the sooner the better.