I think this is much, much more true than anyone would like to admit, and it explains why Florsheim shoes occupy so much attention despite being intrinsically silly.
“Many watch them at double speed or 1.5 times the normal speed, just as they do with Netflix.” Wait, what?
If you’re wondering what the big deal is about Jürgen Habermas (who died yesterday), or if you’ve never heard of him until now, you’re not going to learn much from the short newspaper obituaries, which are focusing on more on what he said about current events than his philosophy. 1/
CARAVANSERAI IS BACK FOR VOLUME II
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caravanseraiforum.substack.com/p/volume-2-i...
India has a once-in-a-century opportunity to become a global energy superpower.
Not because of oil or gas.
Because of solar, wind, storage, and hydrogen.
A $1T India New Energy Transition Fund could turn energy imports into energy exports. 🧵
Big pinup poster at a new apt building and woop lool what it is!
Real fomo
Afraid I would run out of characters.
Ah Trump’s old friend Hubris.
More importantly, replacing coal with gas is very expensive. It is a 50 year investment. Most countries were skeptical before because of the low cost of solar/batteries. Now they are revisiting the entire strategy. Investors don’t think LNG will win over 50 years and are worried.
feel like 2 parallel realities have emerged among leftwing and rightwing circles. In one, Hormuz is our generations Suez crisis and end of american empire, in the other, the israelis and americans are weeks from winning and the regime crumbling
SCOOP: Alabama might be the first state to ever ban new solar farms.
Why? People are upset about a gigantic solar project that would power a Meta data center.
Turns out when you tie solar to data centers, it can quickly become less popular!
obama_medal_to_obama.jpg
No one: *
Cargo Bike People:
Sports gambling should be legal but you should have to go to an actual building to do it and it should be so off-putting and sad you’ll never want to do it again
RETVRN.
Crude futures aren't telling the full story.
See Dubai physical swaps (white, balance of the month) vs Brent prompt futures (blue) below.
Normally they're pretty close, but right now there's a MAD bid for physical crude in the region—$100/bbl futs, $140/bbl physical barrels.
Dude wrote a 173 page footnote on a marginally related topic, prefacing it with “I have omitted much that I would like to have said... [and] I have written much that few will read."
I HAVE FOUND MY PATRON SAINT
yeah, hoping someone with more design taste/talent than me takes this up.
1. If oil prices have you thinking "should I finally switch to an electric vehicle" my advice is, yeah! Lots of good low mileage used ones to be had.
2. It's not without its hiccups. Here's what I learned after a year of driving an one.
www.wsj.com/business/aut...
I'm tempted by the LA 2028 design aesthetic where each A is its own thing. You've got your cuddly nationalize in comic sans, your technocratic nationalize in neutra, your social realist nationalize in agency fb for the comrades....
My year as a degenerate reader
[can you clarify here? are you critiquing the OP point as picking an outlier in one direction while there are other items going in the opposite direction? Is OP playing statistical games or the adminstration?]
Troubling development--Core PCE inflation was hot in Jan at 0.36% m/m & 3.1% y/y BUT it would have been even hotter had BEA not shifted its source data in an ad hoc fashion to avoid showing an 11.9% m/m rise in legal fees shown in the CPI. The BEA acknowledged they made this choice...not a good look
Polymarket, Kalshi and all the rest of these prediction markets need to be wiped off the face of the earth. They provide absolutely nothing of value and are corrupting everything they touch.
Jim Cramer: This Time Is Different
TL;DR: If we really believe that we'll clean up the grid and electrify everything, then we should accept public takeover and managed decline of some fossil businesses as necessary. Better to do that while the businesses are still profitable than to wait until all they can offer is risk & liability.
