November 12, 2021
@PKPowerlifts @pressmansteven @MikeDonnellyJr @jeannasmialek @OnesandToozePod No more than a rough guess.
@PKPowerlifts @pressmansteven @MikeDonnellyJr @jeannasmialek @OnesandToozePod No more than a rough guess.
RT @CameronAbadi: Electric cars and the economics of death. Sounds like a lost Baudrillard book. Actually, it's what me and @adam_tooze ta…
On @OnesandToozePod @CameronAbadi and I talk infrastructure, car charging … and …. And the economics of death. podcasts.apple.com/us/podcast/one… https://t.co/hA2VZgu5W3
RT @ruskin147: Something terrible has happened. Our dog walker’s van with our dog Cabbage in it has been stolen while he was picking up ano…
Leaps, leaps … don’t get me started on the dialectic and leaps. lrb.co.uk/the-paper/v43/… twitter.com/ah_shur_look_i…
RT @MonnetEric: @adam_tooze Thanks Adam! Hope so @EditionsduSeuil @RoscotSeverine 😉 One policy proposal from the book is available in Engli…
“Energy dilemma” or the disaster WILL be televised – quite something to be able to listen in to the leadership of ESKOM – South Africa’s failing electricity utility that has plunged country into darkness – handle questions from the press. youtube.com/watch?v=q-wtp5… https://t.co/GjQK2M4BIY
Only 8.7% of American households do not own a car. valuepenguin.com/auto-insurance… https://t.co/xnNvKabDPv
Frequent flying is hugely skewed to the top 5% of the UK income distribution. @ONS https://t.co/nDg6DYPJFp
The limits of decarbonization. The UK thinks of itself as a leader. But ALL the significant action is in electricity generation. https://t.co/J4jMDeLIhO
The new episode of @OnesandToozePod about to drop this morning it a bit of a humdinger … wait for the 2nd part. @CameronAbadi led me down a dark alley! twitter.com/TacticALmover/…
It would seem that the Stones fall victim to the first past the post system. twitter.com/simongerman600…
RT @MaxCRoser: Bulgaria is now suffering one of the highest rates of confirmed COVID deaths of any country during this pandemic. (Only les…
6983 COVID deaths per day. The global average in first week of November. This is not over yet! ft.com/content/a2901c… https://t.co/5lMwQO0mc2
@stevenmklein @edbrophy @TMCreamer @eoinmauricedaly @LRB OMG I had no idea of the context … HILARIOUS.
RT @TheStalwart: Everyone wants someone with Volcker's courage, until it's the courage to pursue full employment during a time of elevated…
La Banque Providence Démocratiser les banques centrales et la monnaie Eric Monnet Will there be a translation soon? seuil.com/ouvrage/la-ban… https://t.co/jRe1pZNhyg
Even as COP26 talks continue the EU has given its backing to 13bn Euros worth of new gas infrastructure projects! friendsoftheearth.eu/press-release/… As Chartbook #51 argues, there just is no “energy dilemma”! adamtooze.substack.com/p/chartbook-51… https://t.co/JAGoJs5Z5A
On the “mystery" of China’s fx recycling this is very interesting by @endacurran Both @Brad_Setser & @michaelxpettis Point to key role of banks in handling the currency flows. bloomberg.com/news/articles/… https://t.co/f70DOi5zFC
"The breadth of distress that the market is now pricing, it’s starting to look significantly out of alignment with the true extent of distress.” Goldman actually doubles down on distressed Chinese real estate debt! scmp.com/business/compa… https://t.co/1DoVkS1uCc
Goldman is betting that there is an “Evergrande put” and actually buying high yield dollar denominated Chinese real estate debt. scmp.com/business/compa… https://t.co/Ue4v872Cc0
Despite what has been going on in HK, Evergrande, Soros warnings, share buying through Hong Kong’s Stock Connect programme, has been intense, with record net purchases of Chinese equities of more than $50bn this year. ft.com/content/9f281d… https://t.co/F009W1QxL3
International investors held Rmb7.5tn ($1.1tn) of Chinese equity and fixed income securities priced in renminbi as of the end of Sep. As @michaelxpettis Points out, the PBoC has ample reserves to cover this. So far … ft.com/content/9f281d… https://t.co/15jjk1iOUH
"General Mark Milley, chairman of the Joint Chiefs of Staff, last week reiterated his view that China is unlikely to take Taiwan by force within the next 24 months.” Yup! You read that correctly … MONTHS. bloomberg.com/news/articles/… https://t.co/u4opRYSm5U
RT @olgatuleninova: Richard ESTES Seated Figures, Central Park 1967 https://t.co/Q3BEtyl4u7
RT @olgatuleninova: Millard SHEETS San Dimas train station 1933 Hilbert Museum of California at Chapman University, Orange CA https://t.co/…
By 2030 India’s CO2 emissions may well overtake those of the US. @arkroeber for @Gavekal research.gavekal.com/article/decarb… https://t.co/QZwEoF2hcR
As Biden admin seeks to shift more of its foreign policy strategy toward countering China, CIA Director Bill Burns last month announced the creation of a China Mission Center to hone the agency’s focus on “an increasingly adversarial Chinese government.” bloomberg.com/news/articles/… https://t.co/VncOlCJqEv
"The fundamental conflict between regulated electricity prices and marketized coal prices has been behind almost all of China’s electricity shortages since the breakup of the old State Power Corp. in the early 2000s.” research.gavekal.com/article/solvin… https://t.co/q5NZQl85ip
As inflationary pressure builds in China, leaving PBoC little room for maneuver, one bit of good news is that falling pork prices are holding consumer inflation down. bloomberg.com/news/articles/… https://t.co/AYelvUqC6i
"common prosperity is not a response to an obvious recent increase in inequality. Rather, it is a response to a recent increase in public concern about inequality”. This by @andrewbatson is a very interesting take on Xi’s conservative project of balancing research.gavekal.com/article/politi… https://t.co/3jiiesTv9P
China's producer price index climbed last month 13.5% from a year earlier, the fastest pace in 26 years -> may constrain scope for stimulus to offset real estate bust. bloomberg.com/news/articles/… https://t.co/r5Cc0eUKmI
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