Matt
@Matt_ecofin
Followers
504
Following
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358
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3,148
radical centrist. immigrant. life goal is peace, love and happiness.
Joined March 2024
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#OLvBJK
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#FBvMUN
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@CJ_NFA
@the_transit_guy
It’s not about ‘hurting sand’ it’s about get the fuck out of your car and walk a bit and enjoy nature.
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@erikbryn
It’s been a long time
Shhhhhh, you might be praising Bidenomics, not allowed on X.
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@RpsAgainstTrump
This is not the way to establish a third party, wtf.
It’s a bored guy in the lucky sperm club and a bored rich divorcee, and they have no cohesive vision or policy for America, no Congressional foot game, nada.
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@newyorkshade
@eyeslasho
Nor do I.
But once contested, and facts and figures churn through over a dozen courts and legal venues and there isn’t so much as a shred of evidence, I want to live in a country where not accepting that result THEN DISQUALIFIES YOU in the eyes of the electorate.
Trump is a
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@newyorkshade
@eyeslasho
The only person really contesting any major election is Trump. Democracies around the world function more/less with almost no conversation around voter fraud.
He uniquely does this because he is a mutant narcissist and le ego cannot accept the loss. It’s better to turn facts
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@LynAldenContact
And here’s the chart (from Gavekal) that really drives it home (terrible pun sorry)
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@newyorkshade
@eyeslasho
Show us their statements, once the election was called and inauguration occurred, that they rejected the election outcome itself.
And no bullshit about Russian tampering of social media, I want you to put up the link, post inauguration, on the record statements they said that.
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@CountryFirstRep
I just don’t know if we bother calling ourselves Republicans anymore.
I think it’s time for a principled third party to emerge that gets back to basics, focused on fiscal conservatism, environmental conservatism, personal freedom and supporting rule of law, namely our
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@atrupar
For any parent, you recognise this response immediately. As your children develop and are forced to take responsibility for things they did that they don’t want to admit, they squirm and wiggle and wriggle until finally they break down in tears, admit the mistake and come in for
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@janrosenow
@electricfelix
@TheEconomist
When you match that with ever falling costs/price of batteries, it’s truly game over for oil.
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@euphorio_
They are free to use any currency they like to warehouse wealth and assets. Use Rubles, or better yet, Turkish Lira. Or pick any S American currency. Maybe Dong.
The dollar is self selected because of rule of law, economic strength, widespread fungibility and ind. Fed.
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@Binky_Tremaine
@RichardGage_911
My father was near the corner of 14th and 6th downstairs from my apartment getting coffee and watched the first PLANE FLY perfectly and directly into the North Tower.
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@tphuang
A long post, because it’s a story worth telling. I’ve been on the front lines for almost 2 decades in this industry.
To be more accurate, Germany massively subsidised the kick-off of Chinese manufacturing of solar. They didn’t mean to, and at first German companies like
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@scienceisstrat1
I think a lot of people in the world do not realise the startling economics of home solar / storage right now.
I just installed a 6.4kw system on my roof in Portugal for €7800–no subsidies, including VAT. I get 2400 of sun hours a year roughly. At 95% inverter efficiency,
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@Holden_Culotta
@AndrewYang
“Root out corruption” 😂👻. That is the most absurd thing anyone has posted in weeks. GTFO. The guy is walking corruption.
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@isaacstonefish
What seems most crazy about it: that shit doesn’t really happen much in China, like this is clearly a targeted attack. I was just in China and didn’t feel anything like that, I had positive interactions, albeit not with random people on the street.
Asian peoples have been
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@TeslaAiGirl
@JohnCleese
How does his tweet infer all these things you are saying?
I thought (his tweet meant) he was leaving for not getting paid as a content provider.
Did he say something publicly about Musk and politics?
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@Tweet137188103
@eyeslasho
@NajalaSimon
Way to give agency to the Ukranian people. You are either a witting or unwitting shill for the other side.
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@thevivafrei
@EmmanuelMacron
Hate speech and speech fomenting violence against the public (endangerment) is NOT protected speech in any country I know of.
There are so many free speech maximalists on this site, without basic knowledge of law. Just go read a legal textbook, maybe start at the section on
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@BladeoftheS
The UK should definitely try and attract more CEOs and billionaires.
Raising taxes even further is not the way to do that.
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@newyorkshade
@eyeslasho
Zzzzzzz this is super boring.
Nobody yet to post anything saying these Dems said that Trump wasn’t elected. They all said the way he was elected tasted yucky and he’s a fraud.
Not. Fucking. Same.
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@SMTuffy
Given it’s an almost carbon free grid in France, there is no point to austerity of aircon there.
As the grid accelerates its decarbonisation globally, usage of electricity becomes ever less of a climate issue.
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@TheBTCTherapist
Except, you don’t know what happens next. Or even if that short interest isn’t largely a quant arbitrage against long positions in newly present liquid alternative on the ETF side. Or if the short interest reflects time spread expression vs cost of money and vol.
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@bmay
I disagree with him on this one, mostly. Pretty sure Trump actually believes what’s coming out of his mouth at this stage.
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@tphuang
They want to build their own brands with their own engineers and labour. Sound familiar?
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@Vivek4real_
Zoom has 2x the cash on balance sheet and an amazing business spitting of huge margins and free cash flow every year. It’s valued at a fraction of what GME is valued at.
Should they buy Bitcoin too?
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@96Stats
Or…is it genius? 🤣 I have seen this story 47 times in 2 days. That’s 47 times more than I was aware of their sponsorship.
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@DeItaone
I really don’t know what Tesla bros are so excited by in this company anymore. They’ve given up. They aren’t going to win on FSD either, it’s already very crowded with great alternatives (especially in China).
The Robotaxi revenue model is pure fantasy island.
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@IIICapital
That’s $210T, and ridiculous.
Maybe—maybe—it’s gets to $21T. That would be pretty insane.
It’s not going to $210T, sorry.
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@anderscorr
That’s not true. Tesla has received approval for trials; so have South Korean companies. Japanese auto companies have given up on life and being competitive so not really sure what they are doing.
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@newyorkshade
@eyeslasho
No, they aren’t denying the results, the actual electoral college outcome and certification.
Illegitimate and hijacked refer mainly to voters being manipulated into electing Trump. They view him as being illegitimately elected.
And there is plenty of evidence of Russian
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@zipcharlie
It is true that if markets will value your stock at 3x-5x cash and no other operating profits, just keep issuing shares until they finally realise they could just invest in cash themselves for a higher rate of return.
GME is now (effectively) a SPAC.
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@kyleichan
Those are the manufacturing surplus exporters, the ships are loss leading. Can’t compete unless you integrate profit from the whole mass.
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@kevinziyizhao
@macastel3
Um, no, Russia banned its airspace to countries imposing sanctions on it, not other way round 🤣
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@Bharat_suryoday
@tphuang
“Battery cars are useless anyway” is going to be up there with Steve Ballmer famously predicting that the iPhone would have no chance of ever gaining any serious market share, because its lack of keyboard made it not good as an email machine.
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@newyorkshade
@AdamMcLean9
@eyeslasho
Sorry, can you send us the links to the statements in 2017, 2018, 2019 from these Democratic leaders that said the election was manipulated or tampered with?
I think you are confusing statements on the effects from social media and Cambridge Analytica as flipping the race his
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@tphuang
What’s also amazing was that LFP was an innovation of University of Texas’s John Goodenough decades ago. A reminder that the path from idea/concept to commercial fruition can often be a long, surprising journey. The story of A123 is equally eye opening.
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@newyorkshade
@eyeslasho
It’s not.
Voter manipulation—getting people to vote one way or another through egregious hyperbole, emotional tropes—is sadly American political blood sport. And it went to stupid and likely criminal levels (via malign outside influence) in 2016.
But the election results
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@Andrea_Texas_82
@erikbryn
Better crank up the polytechnics and get more young people trained.
We can actually do this.
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@_TomHoward
@luke_metro
No see it starts at home while you are a consent-functional adult engaging in liberty, then after a while you lose your house from the drug having its intended effect and capturing you and then you start defacating in the streets.
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@thexcapitalist
Not at all ridiculous. Sales growth of that sort will peter out, for multiple reasons.
Zoom traded at 86x earnings while it was ‘growing’. Now it’s 11x.
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@BenGoldsmith
And let’s not even get started about the Faroe Islands…
Why do Scandinavians hate apex mammals?
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@BenGoldsmith
I don’t understand why this ‘cultural heritage’ is still followed.
I send these pictures every time someone puts up pretty pictures of the Faroes.
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@SRoach_econ
Stephen, one thing you have to know: there is no such thing as “constructive criticism” on anger Twitter, aka X. Your comments if meant to be well intended will be just wrapped around your neck.
If you want a real response, just respond with a meme, preferrably that
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@ggreenwald
They aren’t really claiming that.
They are just adding up all the ex-Trump admin and ex-elected Republicans not endorsing him and noting how utterly bizarre it is in modern politics.
We haven’t seen this much formal attrition to a cause since the Lutherans showed up.
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@Marcial321
@MarioNawfal
Sure, let’s normalise breaking the essence of sovereign integrity and the UN. 75% of the world voted against this invasion and called for Russian withdrawal.
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@RyanDetrick
Star Trek—pick your favourite series—has to be Top 50 of all time. They hit every human tendency every taboo and still made it family friendly and smart.
I watched an episode with my 9yr old the other day about a ‘gender less’ planet where secretly some of the inhabitants felt
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@TolstoyXxx
@peacemaket71
Utterly bizarre. The west almost zero interest in Russia. The west is quite interested in democracy and capitalism though.
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@JohnArnoldFndtn
The personalities and fidelity to rule of law/Constitution look exceptionally disparate.
Women’s reproductive rights are miles apart between the candidates (and parties)
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@nxt888
For you next episode, let’s look at who took home the bacon on those Russian contracts. Please enlighten us with the decent people part.
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@Vivek4real_
Just to be clear: issuance of fiat debt did that for Singapore, not Bitcoin.
Nobody will ever “lend”’in Bitcoin denomination of course, that would be insane. We’ll see if Bitcoin serves as factorable reserves for fiat lending in the future.
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@JoeMayne14
@platowizard
@arithmoquine
Endless accretion/dilution analysis to find merger targets that work. Those require massaging GAAP into operating/recurring, synergy simulation. Creating strategic pitch books which have to be smarter than what a CEO even knows about their own business to get noticed and
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@Blame_me66
@BRICSinfo
They have every right to do so. I’m sure they will find great alternatives in Rupees, Nairas, Lira, Peso’s etc.
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@HierB4TheAC
@DalChiAtx
@anothercohen
No better way to really pump up your credibility in making a point than to start with “climate change isn’t real”
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@MarkDampier
@James_BG
That’s like being at a casino and seeing a slot machine hit and then saying ‘see if you are smart about wagering you can make money here’
Now with Anthropogenic related climate change, the earth is expected to see warming overall which leads to higher levels of variation.
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@stefanfurtado
@chenweihua
@stats_feed
If you are going there, you have to be intellectually honest and recognise China added more renewables than rest of world last year, a Herculean feat. In fact for the first time they added more clean new MWhs of capacity than annual growth in demand.
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@tphuang
They will love Chinese EVs and electronics, and China doing God’s work getting Brazilians off petrol and ethanol.
China is not very competitive globally on enterprise or search platforms, outside of perhaps payments. I don’t know any non Chinese speaker using Baidu, it’s
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@BenjaminNorton
Watching China quickly rob petrostates of their demand is going to be…quite something to behold. It’s a great thing! Yes even hitting the US fossil industry.
China is the largest importer of oil in the world, they are rightly being very strategic now with clean energy, that
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@tphuang
China is so impressive when it’s moving in a defined direction to accomplish a specific engineering task. Like no place on earth.
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Trump's Crypto Grift Is the Last Thing America Needs
2024-09-25
By The Editors
(Bloomberg Opinion) -- In such a dispiriting campaign
season, it’s tempting to tune out each new outrage. Even so,
former President Donald Trump’s continued promotion of a sketchy
new crypto project
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@GaytonaUSA
@InsideEVs
Loved your comments, and I was at the same auto show, on media day.
My take is different.
I see a LOT of future partnerships and opportunities. The Chinese are doing things differently.
They learned the biz from the west in mandatory 50% jvs. We should do the same for them.
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@profitsplusid
*NOT FINANCIAL ADVICE*
I would encourage anyone considering or interested in Silver ETFs to look at PSLV as an alternative. With attributes of exchange for physical, 100% self custody and it trades at a discount to NAV, seems a more attractive option.
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@macastel3
I was just in Beijing airport, same story. I was surprised to find it quite tired looking (for being so new) and lacking in offerings. It’s not even up to new LaGuardia standards.
The building design itself is amazing.
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@newyorkshade
@AdamMcLean9
@eyeslasho
Again it does not say voter fraud a la, hey these ballots weren’t cast, or hey the Russians added a bunch of dead people to the voter registration and that made Trump win. They all accepted Trump WON the electoral college and it was a certified election.
Her comment about
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@arithmoquine
I did 108 hours one week as a banker in M&A in NYC in 2000. I started hallucinating.
However, I learned more in those 2 years than the subsequent 10. I do not regret it but you can’t stay in that pace and role too long. And few do, you move on and take that experience with
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@johnrhanger
Next, to get absolute emissions to start moving negatively, catching up with big declines from EU and US.
When China moves, it can go fast!
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@tphuang
It is truly incredible. And does anyone else think it’s highly likely China takes a lot of market share in other (non-auto developed) markets, like Pakistan, South Africa, Malaysia, etc.??
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@Geiger_Capital
That might actually part of the goal of that kind of operation.
Americans are all taught about Pearl Harbor and the ‘events’ of that day. Funny, not much on the 1-2 years of trade embargoes, Pacific skirmishes and other interferences with Japan leading up to it.
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@auster_felix
@KyleCherrick
That’s what trackers are for, when there is rare hail warning, they can shift the panels edge directly into the incident angle of the hail such that little surface area is exposed, and then very minimal damage. One of the knocks against fixed racks in those environments.
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@tphuang
Again, where have we seen that before?
I’m a huge fan of much of the Chinese EV industry, it’s amazing. Huge bold steps and they will take loads of market share globally by quality and lowish price.
Other countries (particularly big ones with lots of customers and jobs to
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@CleanPowerDave
It’s amazing. They actually built more total usable capacity than their growth rate in electricity demand. First time ever.
The elephant in the room though is that China is still misusing electricity. 1/3 of the coal plants attached to the grid are doing low value stuff like
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@Lost_Signal
@buccocapital
Zoom has said their biggest growth area on enterprise is B2B Zoom activity from the office. Literally setting up conference rooms as Zoom theatres.
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@callussean
@erikbryn
Well I’m on the investing end of this equation, as a day job.
It’s pretty obvious to us and to other investors.
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@ReeferMadness
@davidfickling
@FT
US legacy automakers have little experience with battery manufacturing and electronic interactivity, as a core competency.
The Chinese now have a fully vertical EV value chain, innovating at a rapid pace.
Musk is right, they will likely mop up global unprotected markets.
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@TeaPainUSA
Something is terribly wrong. It looks like severe sleep deprivation, but the guy might keel over here soon.
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@_mm85
Xi defenestrated the digital enterprise community in favour of state sponsored activities that don’t related to capital returns.
China is a communist country, run by a lifelong communist. I don’t mean that as any kind of slur, he is solving for social benefits, that seriously
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@nntaleb
The same can be said re: Trump. Might be different baseline, but it’s not far.
We are truly in a situation where a third candidate is very likely the better option, regardless of one’s politics.
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@DieterBrand6
@nxt888
My corner baker is more reliable.
Jan 6, 2009: Europeans shiver as Russia cuts gas shipments
Russia shut off all gas supplies to Europe through Ukraine on Wednesday — leaving more than a dozen countries scrambling to cope during a winter cold snap.
They cut off supplies to
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