Yakov Feygin

Iran War Update:

Basically, it would look a lot like Engine Not a Camera for how much resource risk is acceptable.

Free research idea for someone. Study the effect of third party consultant reputation on the terms of financing of energy projects -- both renewable and fossil. I get the feeling you'll find very interesting network and reputation effects.

Starting orange man bad consulting.

No SPR, no G7

*FRANCE SAYS G-7 NOT THERE YET ON RELEASING OIL STOCKPILES

And of course that candidate’s dad was a chaired prof in the department.

ayatollah is supposed to be an academic position and you can tell this is true because after an extensive search they went with an internal candidate

Probably a side effect of decentralizing.

Masks off – Riddle Russia Nicholas Trickett with the economic summary of the week (March 2−6)

The potential extended interruption to energy transit through the Strait of Hormuz is already being spun by many as a loss for Ukraine and a potential opening for Russia. This assumption leaves much to be desired when examining precisely how Russia is supposed to benefit.
ridl.io/masks-off/

Not saying anything revolutionary here but it's really worth repeating how 'standard republican president' the whole Trump terms have been in the end. Delivered on abortion, delivered on taxes, total deregulation of the winning sector, insulting European partners, and stupid war in the Middle East

New meme just dropped

Soybean Oil Futures in Chicago Gain 3.7% Amid Strong Trading

The dollar smiles

The universal class

Once again the United States has entered into a conflict with no strategy. This time, there isn’t even a policy (without which you can’t have a strategy anyway). The war with Iran is little more than the joint targeting process unleashed. The Frankenstein’s monster that is the operational level of war, unsatiated after eating strategy, is now feasting on policy.

Hell of an opening graph by @bafriedman.bsky.social

"But what about market discipline?"

No, that is not daily accountability, and many businesses can coast for years or decades on reputation despite underperformance.

The professional managerial class, unlike business owners or the most senior managers, is subject to continual oversight and daily accountability, and so has less freedom to detach itself from reality.

King shit

this was the IRA, which every senate democrat voted for and every senate republican voted against

I take my kid to this all day? Is this somehow not normal anymore?

with love to many of my mutuals, i don't really feel this "hip progressive national security revolution" thing is going to happen. because it has the same problem that conservative intellectuals have with their base -- who don't want to be all that intellectual

Can I say something without everyone getting mad

They climb up fast in the launch phase

Approved.

Well, they might actually get more domestic drilling...

Not one GO that resigned rather than participate in this shit show.

At least in 2002, we had Shinseki doing the right thing and his duty.

Love my EV...

Anyway, whenever I see something like that I wonder if TBI has a base effect.

My expert advise is to not stand next to an open door when you have ballistic missiles incoming, no matter how well your video will do on the internet.