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Pendulum Flow

@PendulumFlow

Followers
11K
Following
35K
Media
4K
Statuses
18K

Quant. Stocks, options (cred spreads) Anon due to public wealth management. Markets since 2003. Current research S&P 500 constituents database to 1957

Joined June 2009
Don't wanna be here? Send us removal request.
@PendulumFlow
Pendulum Flow
2 years
Stock Market Quant Research Question.- What would you like to see tested?. I have clean, survivorship-free S&P 500 constituent data split by sector back to 1957. I'm beginning my research by looking at how the market has evolved over time. Liquidity, volatility, correlation etc.
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@PendulumFlow
Pendulum Flow
1 year
This is a sobering thought. All of the windmills currently installed will need to be replaced before our net zero target date of 2050 ๐Ÿ’€. Welcome to the Red Queen effect.
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@PendulumFlow
Pendulum Flow
1 year
Germany just cracked 800 gCOโ‚‚eq/kWh!!! An embarrassment usually reserved only for Poland. Germany has invested $580,000,000,000 in renewable energy and $0 in hiring competent physicists.
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@PendulumFlow
Pendulum Flow
1 year
The Swedish parliament officially abandoned its 100% renewable energy target to meet net-zero by 2045 this week. Instead, the country is now looking to build more nuclear reactors.
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@PendulumFlow
Pendulum Flow
1 year
Germany ๐Ÿ‡ฉ๐Ÿ‡ช spends 4,200% more on electricity redispatch transmission costs than France ๐Ÿ‡ซ๐Ÿ‡ท . But why? ๐Ÿฅจ๐Ÿป. 'Redispatch' is a process where power plants are turned on or off to keep the electricity grid stable. Germany has built lots of wind and solar but they have inadequate
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@PendulumFlow
Pendulum Flow
11 months
Solar generates 300x more toxic waste per energy unit than nuclear power. Wait, what? ๐Ÿค”๐Ÿงต.
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@PendulumFlow
Pendulum Flow
2 years
This felt like a carefully constructed reputation recovery / damage control PR campaign from @coinage_media, a company that Do funded. @stablekwon how about an unfiltered interview with @cobie on @UpOnlyTV?.
@coinage_media
Coinage
2 years
EXCLUSIVE: Do Kwon breaks his silence. Coinage Episode 0: Inside Cryptoโ€™s Largest Collapse with Terra Founder @stablekwon debuts Monday, August 15. Watch it first with a free Coinage Subscriber NFT at 6:00 am EST (link in bio)
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@PendulumFlow
Pendulum Flow
1 year
RIP High Energy German Industrial Production ๐Ÿ˜ต๐Ÿ‡ฉ๐Ÿ‡ช
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@PendulumFlow
Pendulum Flow
1 year
Why batteries can't fix the issues with renewable energy explained simply ๐Ÿชซ๐Ÿ’”. For solar farms to make money they need electricity to have value during the day. But as solar production increases, prices fall and can even go negative. For batteries to make money from arbitrage
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@CleanPowerDave
Dave Jones
1 year
Lithium and sodium battery storage will play a vital role of within-day storage. 2024 is likely to be the year of the battery, with prices already having plummeted to unforeseen levels, and more negative lunchtime electricity prices spurring investment.
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@PendulumFlow
Pendulum Flow
9 months
Here is South Australia. They are trying to go 100% wind and solar. Output has fallen to near zero several times in the last week. They have some of the most expensive electricity in the world. Nuclear is illegal in Australia.
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@PendulumFlow
Pendulum Flow
2 years
TVL is THE most powerful leading indicator of the crypto market. Period. If TVL is outperforming the price then we are in a Bull market. If TVL is underperforming the price then we are in a Bear market. Simple. Logical. Supply and Demand. We are still in a bear market.
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@PendulumFlow
Pendulum Flow
9 months
The energy transition isn't just facing material limits, there simply aren't enough people with the skills OR the desire. The US energy industry will need an additional 375,000 workers by 2050. France needs 60,000 extra full time hires in nuclear by 2033, 30,000 just to
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@PendulumFlow
Pendulum Flow
1 year
During the '70s many countries embarked on ambitious nuclear programs, showing that rapid scaling to replace fossil fuels is possible โ˜ข๏ธ. ๐Ÿซก Sweden = 12 โš›๏ธ, 14 years.๐Ÿ˜ฎ Canada = 24 โš›๏ธ, 26 years.๐Ÿคฏ France = 54 โš›๏ธ, 24 years. But what worked and why is it so hard now? ๐Ÿงต
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@PendulumFlow
Pendulum Flow
1 year
"Knock Knock"."Who is there?"."Physics"."Physics who?"."Physics you forgot to do!"
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@PendulumFlow
Pendulum Flow
11 months
Every protest that stopped the construction of 1 nuclear plant 40 years ago caused +100 Mt of additional CO2 emissions instead ๐Ÿ’” @Greenpeace . Enough to fill over 22 million Olympic-sized swimming pools #WellDoneBoomers #GreenPeaceForCoal
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@PendulumFlow
Pendulum Flow
8 months
Tents are the cheapest form of accommodation.
@GreenpeaceUK
Greenpeace UK
8 months
renewables are the cheapest form of energy.renewables are the cheapest form of energy.renewables are the cheapest form of energy. for the people at the back of the #BBCDebate. RENEWABLES ARE THE CHEAPEST FORM OF ENERGY.
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@PendulumFlow
Pendulum Flow
1 year
Well done Germany ๐Ÿ“ฏ๐Ÿ“ฏ๐Ÿ“ฏ
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@PendulumFlow
Pendulum Flow
3 years
What are the thoughts on @HavenXHV Haven Protocol $XHV?. Do they have a community? Anyone out there?.
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@PendulumFlow
Pendulum Flow
1 year
Germany exports electricity when prices are low or even negative and imports when prices are high ๐Ÿง ๐Ÿ’€. Via @JomauxJulien
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@PendulumFlow
Pendulum Flow
11 months
Electricity markets are ๐Ÿคช. imagine a race where the person who comes last sets the prize for all. Wait. What? ๐Ÿค” Yep, that's the reality behind your electricity bill. Let's dive into the odd world of wholesale electricity prices and a concept called Merit Order. ๐Ÿƒโ€โ™‚๏ธ๐Ÿ’ก.
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@PendulumFlow
Pendulum Flow
1 year
Energy is Life. Standard of living = How much energy you can afford to waste to manipulate your environment. Higher energy costs = Lower standard of living. Here is The Human Predicament. Please let me know if any of these facts donโ€™t stand up to logic ๐Ÿงต.
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@PendulumFlow
Pendulum Flow
2 years
Careful out there guys. Very little behind this rally. It is highly likely to fail. TVL flows are very weak. See on the chart what has happened to each of the past bear market rallies without TVL backing. So what can we expect to see when the bottom is forming? ๐Ÿงต 1/5
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@PendulumFlow
Pendulum Flow
3 years
Demographics are destiny. This chart is the most predictable and investable trend of our lifetimes. In rich countries, under 65s have peaked and the 75+ ago cohort will 2x over the next 20 years, growing by 1 billion people. They are wealthy, they want health and they vote. /1
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@PendulumFlow
Pendulum Flow
11 months
Why batteries can't fix the issues with renewable energy ๐Ÿชซ๐Ÿ’”. Let's think this through. ๐Ÿค”. Arbitrage extracts value (buying low and selling high). It doesn't create value. Who pays for the value that is extracted?. Arbitrage can only close to the point where the gap = cost.
@PendulumFlow
Pendulum Flow
1 year
Why batteries can't fix the issues with renewable energy explained simply ๐Ÿชซ๐Ÿ’”. For solar farms to make money they need electricity to have value during the day. But as solar production increases, prices fall and can even go negative. For batteries to make money from arbitrage
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@PendulumFlow
Pendulum Flow
8 months
How is that possible Germany? I thought that wind and solar were free?. 65% of your electricity from combustion yesterday. Not clean, not cheap. ๐Ÿฅจ๐Ÿง 
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@PendulumFlow
Pendulum Flow
9 months
๐Ÿ’ก Building solar panels without considering demand-supply matching and transmission is like buying a fancy car without a road to drive it on. It might look great, but it's practically useless. The consequences? Wasted energy, increased costs, and environmental harm.
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@PendulumFlow
Pendulum Flow
1 year
๐Ÿ”ฅ Shocking Fact: Wind and solar cause a 33% drop in the efficiency of gas. Wait. What?. A Combined Cycle Gas Plant has two stages: 1) A gas turbine generates electricity. 2) The waste heat runs a steam turbine for more power. Together, this boosts efficiency dramatically, often.
@PendulumFlow
Pendulum Flow
1 year
There can be no grid level solar or wind without gas (in most countries). A 1% percent increase in the share of fast reacting fossil technologies is associated with a 0.88% percent increase in renewable generation capacity in the long term. This is over 26 separate countries,
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@PendulumFlow
Pendulum Flow
9 months
@MichaelAArouet Wanting the Instagram life.
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@PendulumFlow
Pendulum Flow
3 years
Who else is feeling very thankful for the $ASTRO airdrop and lockdrop?. The lockdrop also stopped me from dumping my $ANC at the market bottom. Thanks @astroport_fi ๐Ÿ’ฏ๐Ÿ™โค
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@PendulumFlow
Pendulum Flow
9 months
How you going Germany? ๐Ÿ‡ฉ๐Ÿ‡ช ๐Ÿบ๐Ÿฅจ๐Ÿ“ฏ
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@PendulumFlow
Pendulum Flow
1 year
@mejoshivivek @stats_feed So Norway drives EVs and gets all their revenue from selling oil. Why are they pretending to care?.
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@PendulumFlow
Pendulum Flow
2 years
This means UK Bonds will continue to dump in preference of US bonds. But UK pension funds have "degen box" style looped to increase their yield. So when the value of the bonds fall they will get liquidated. But the Bank of England is like "Steady lads, deploying more capital"๐Ÿคก๐Ÿ’€.
@zerohedge
zerohedge
2 years
FED'S MESTER: WE'RE STILL NOT EVEN IN RESTRICTIVE TERRITORY ON THE FUNDS RATE. Translation: Dear UK, your pensions are F-ed.
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@PendulumFlow
Pendulum Flow
8 months
Has there been any action in recent years that has resulted is more damage to the environment?. Germany has burned 36% of all the coal in Europe over the last 12 months. An amount equal to their previous Nuclear capacity.
@energybants
Mark Nelson
8 months
HABECK: "THERE IS NO DOUBT" GERMAN NUCLEAR COULD HAVE KEPT RUNNING FOR 15 MORE YEARS. This week, German Economy Minister Robert Habeck clarified for Germans that the nuclear plants whose closure he enforced could've kept running, and that closing them was a political, not
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@PendulumFlow
Pendulum Flow
1 year
Ever since Germany ๐Ÿ‡ฉ๐Ÿ‡ช turned off their Nuclear they have been importing more electricity than they export ๐Ÿง ๐Ÿ’€
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@PendulumFlow
Pendulum Flow
1 year
Germany exports electricity when prices are low or even negative and imports when prices are high ๐Ÿง ๐Ÿ’€. Via @JomauxJulien
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@PendulumFlow
Pendulum Flow
1 year
German vice-chancellor Robert Habeck acknowledged that much of the decrease in fossil fuel use was due to slowing industrial production. Half of the drop in emissions reflected a sharp decline in coal-fired power generation, and could be attributed to a slowdown in German
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@PendulumFlow
Pendulum Flow
1 year
RIP High Energy German Industrial Production ๐Ÿ˜ต๐Ÿ‡ฉ๐Ÿ‡ช
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@PendulumFlow
Pendulum Flow
11 months
Grid transmission companies in China call photovoltaic and wind power generation "garbage power". ไธบไฝ•้ฃŽ็”ตๅ’Œๅ…‰ไผๅ‘็”ต่ขซ็งฐไธบๅžƒๅœพ็”ต๏ผŸ. "There is great resistance to the connection of these two types of power to the power grid."
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@PendulumFlow
Pendulum Flow
10 months
Dear Germany ๐Ÿ‡ฉ๐Ÿ‡ช, why did your wind and solar peak in Q1 2020? Did you stop building? ๐Ÿ“ฏ
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