Mean Law Dog retweeted
- Coal is about to be displaced by a flood of LNG post war, renewables keep going
- EVs will continue nuking diesel demand and biodiesel and palm oil with it
- Nickel losing share in batteries fast
- There is no positive terms of trade shock coming
Many in Singapore do not understand what is going to hit them in the coming years. All the benefits that they have enjoyed the past 40-50 years from the tailwind of globalization, free trade, free movement of people, cheap money and financialization is reversing. The past 40-50 years were disadvantageous for commodity producers and manufacturers like #Malaysia and #Indonesia. The winds have changed and the next few decades will benefit resource rich countries at the expense of resource poor ones like Singapore. Add in deglobalization where there will be increasing restrictions on movement of goods, services, people and capital, it will be Singapore's turn to face headwinds and have to play defense. When the power shifts, existing suppliers and partners will find and create any reason and excuse to revoke old arrangements to renegotiate from a new position of strength
And the Singapore dollar? As I expect the USD and most indebted developed countries to debase and devalue significantly their currencies to inflate away their debt and rebalance their economies, the SGD will fall. By how much? Against the MYR, 2.0 would be a modest target.
This is not an attack against any country. The macro changes are way inevitable and beyond #Singapore's control. We all need to adapt and protect our wealth and reposition ourselves for what's to come.
lmfao
Watch Episode 1 of our Odyssey series made with Grok Imagine.
Let us know in the comments if you'd like a full breakdown of how it was done!
Creative collaboration with @WonderStudiosX and director Dev Walker @glumlot_
Mean Law Dog retweeted
For anyone confused about what happened in Brazil…
Imagine if the Kamala Harris campaign, after losing the first round of voting by over two MILLION votes and watching her trail all month, spent Election Day not counting voters but counting buses, and when the courts refused to arrest a city official over a bus spreadsheet, they didn't take no for an answer, they went around the election court entirely, straight to a Supreme Court justice who just happened to be the Democratic president's former personal lawyer, the same president who put him on the bench, and that justice just happened to rule three minutes before polls closed, so late that many machines were already shut and sealed, and then, instead of fixing it, he quietly rewrote his own order so that only the stations still open could keep voting, and nobody, not the press, not the election officials, not anyone, can tell you how many stayed open, or where they were, or why that list hasn't been released, or whether it just happened to line up with the exact neighborhoods the Democrats had spent all day naming, while Republican voters in flooded, blacked-out towns who had begged for extra time were told the doors were locked and to go home, and then the vote count itself was frozen for two full hours in the dark, and when the lights came back on the Democrat had pulled off the first runoff comeback in the nation's history, and the same people who spent four years saying trust the institutions announced the institutions had worked perfectly, that asking which polls stayed open was an attack on democracy, that the list of open polls was classified for the good of democracy which is roughly where Brazil is tonight.
woke 2.0 is gonna be lit
I've been asked about early voting analysis.
The dilemma I have is that my platform is big enough such that being too blunt can have an effect on morale. I'll push out new states and tools out to my website soon, but won't announce them here on 𝕏.
I will be giving @realJeremyCarl my predictions a week in advance so he can hold me accountable after Election Day.
You MUST turn out and bring their friends, and brace yourself on election night. Even TX is going to be a fight.
Alaska LNG 75% owner Glenfarne group hired one of the Cornell rapists and responded to public pressure by turning linkedin comments off btw
The former CEO of a $25bn US gas venture has accused Russian energy giant Novatek of secretly controlling the project, triggering a mass resignation of company leadership over fears it is violating US sanctions.
A wild story with @JamieSmythF:
ft.com/content/e9cfbfbb-e65a…
sell it to who James? fucking aquaman???
First Street’s climate risk scores on Zillow, Redfin & Realtor.com are presented as accurate and scientific. They’re not.
We are taking them to court because Florida homeowners deserve facts, not alarmist scores that hit their property values and their wallets.
dear grok bot, my most recent business pivot failed miserably. what should i try next? make no mistakes
The internet is literally broken.
Data location model, trust handshakes & client server security model is broken.
Customer/user data and business incentive models are broken.
What’s next? It’s time to rethink everything, rebuild everything.
(Web5 was ahead of its time btw, best blueprint)
#SovereignComputer #29ers
Mean Law Dog retweeted
The kospi is up 25% ytd. Thats a solid year of gains. I imagine the Koreans are very happy with their returns this year.
lol $AYA shareholders getting smoked is gonna be spectacular. good luck financing that 22x strip mine
did people think "Past performance does not guarantee future results" was just, like, a lie or something lmfao
This is crazy‼️
The $SPX is ~1% off its highs.
Goldman's High Beta Momentum basket is -41%.
We’ve never seen anything like this.
Mean Law Dog retweeted
Aristides Capital ($530 mil AUM long-short equity hedge fund management company founded in 2008, 11 employees) is hiring for the role of analyst in-person in Louisville, Kentucky. If interested, please send CV to daniel at [our firm name] dot com. Looking especially for...
Mean Law Dog retweeted
To all you young bucks -- If you don't have a Google Sheet with round-number hardcoded Capex estimates, you are not gonna last in this business
Mean Law Dog retweeted
The ‘craft beer for alcoholics’ trend is now totally out of control. Basically every tall boy from a ‘craft brewer’ is approaching 10% ABV. Even Bell’s - once a connoisseur’s quaff - is getting in on it. When folks drinks less, I guess you gotta focus harder on your tier-1s
Mean Law Dog retweeted
Musk is a serial murderer and a traitor who committed immigration fraud to even be here today.
Breaking: Elon Musk ordered the Starlink slowdown that blindsided Ukraine on.wsj.com/4sgcpBv



































