ontemu @on_Temu

Chasing edges Joined July 2011

Tweets

958
Followers

131
Following

228
Likes

24K

Aarne Leinonen LIB @AarneLeinonen

3 weeks ago

"STTK:n Patrizio Lainà laati listan peräti 8,4 miljardin euron veronkiristyksistä" vs "Liberaalipuolueen työryhmä laati listan -9,8 miljardin säästöistä" Kumpi suunta Suomi-neito?

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Porter Collins @Seawolfcap

a month ago

"We want you to win, but we don't want the price at the pump to go up. Our election win is more important"

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Sal the Agorist @SallyMayweather

3 months ago

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Javier Blas @JavierBlas

6 months ago

Speaking about the energy choices made by Berlin, TotalEnergies CEO Patrick Pouyanné says: “I can tell you that the price of electricity in Germany won’t be cheap”

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Brent aka Blacklion @BlacklionCTA

8 months ago

#unpopularopinion Those calling for the Fed to abandon the 2% inflation target are primarily concerned with potential perceived benefits of less restrictive monetary policy on their portfolios than the long term corrosive impact to society and our currency.

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Alberto Gallo @macrocredit

a year ago

It is rare for central bankers to be blunt. Huw Pill's "people need to accept" they're poorer is more than a slip of the tongue. What central bankers are telling you, is they will not be able to do their job.

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Alberto Gallo @macrocredit

a year ago

After getting transitory wrong, central banks will hold on to what credibility they have left. No one wants to be Arthur Burns. Conclusions - 🚫 pivot - Volatility ⬆️ - Safe havens ⬇️ - Long/short > long only - Credit > govies - Real assets > paper assets andromedainvestors.com/investor-lette…

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Michael A. Arouet @MichaelAArouet

a year ago

Few reasons to be bullish Euro: 1. Proactively embracing new technologies like AI 2. Demographics, mostly young people, many children 3. Extremely business friendly, no regulations, no unions 4. Political cohesion between North & South and West & East 5. Energy independence…

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Mark Nelson @energybants

a year ago

In other words, Germany doesn't have to outrun the bear. It only has to outrun countries like Pakistan on one hand and Germany's "friends" in Europe on the other. That's what German "energy security" means now. Germany's nuclear energy phaseout hurts the poor most.

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Mark Nelson @energybants

a year ago

German politicians and energy experts saying that while closing nuclear they "won't have shortages" and "won't have blackouts" should be honest about why: It's because Germany can, for now, outbid developing countries and even its own EU partners for critical fossil fuels. Dark

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Steve Hou (“LEASE MORE”) @stevehouf

a year ago

Watched a gently pro-China YouTuber, who says that Europe already “laid flat”. “The lack of innovative new economy/companies and rigid market and labor regulation mean that there’s little payoff to working harder and climbing the corporate ladder.” What’s the best rebuttal?

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Ryan Pickering 👷🏻🔌🇺🇸 @ryan_pickering_

a year ago

"It was clear to us that we couldn't just prevent nuclear power by protesting on the street. As a result, we in the governments ... tried to make nuclear power plants unprofitable by increasing the safety requirements." -October 31, 2022 (translated from German) via @welt 2/x

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Based and Uraniumpilled @uraniumpill

a year ago

Year-to-date there has not been a single hour when Germany has had cleaner energy than France, and it's not particularly close. #Energiewende

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Madi Hilly @MadiHilly

a year ago

So *at minimum* 20% of yearly demand would need to be stored in the summer for use in the winter. That's $277 trillion USD based on the DOE's estimates for lithium ion battery facility costs ($469/kWh) If you use the DOE's estimate for 2025 costs ($362/kWh), it's $213 trillion.

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Alexander Stahel 🇺🇦🇮🇱 @BurggrabenH

a year ago

I suggest you read this short post if u are based Europe. European politicians & anti-nuclear lobbies created a sunshine grid that now jeopardizes the prosperity of its citizens. It needs major, not minor, policy adjustments asap. #Electricity ⁦ linkedin.com/posts/gabriele…

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Javier Blas @JavierBlas

a year ago

MUST READ: A month-long journey on the trail of some of the world's most important metals helps show why they're in short supply: they're stuck in a 30-mile traffic jam bloomberg.com/features/2022-…

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Joe Weisenthal @TheStalwart

2 years ago

This is kind of a brutal line. Bank of America says that US policymakers appear to be pursuing a policy of "energy dependence"

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Javier Blas @JavierBlas

2 years ago

MUST READ: The speech by EU top diplomat @JosepBorrellF yesterday about the challenges ahead, saying it as it is (or was): "Our prosperity has been based on cheap energy coming from Russia." Full speech: eeas.europa.eu/eeas/eu-ambass… #EnergyCrisis #OOTT #EnergyTwitter

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Dr. Parik Patel, BA, CFA, ACCA Esq. @ParikPatelCFA

2 years ago

Forget the bots. The biggest problem with twitter is the number of LinkedIn thoughtboi threads

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Stephen Stapczynski @SStapczynski

2 years ago

A lot more spot LNG supply is going to Europe, where buyers are willing to pay high prices to replace dwindling Russian pipeline flows 💰🇪🇺 It’s leaving developing nations, which are unable to afford expensive shipments, facing energy shortages and economic uncertainty for years