Alex Gusterman

[Alex Gusterman @AlexGusterman]

@stan100x Oh yes. Im feeling it

[Alex Gusterman @AlexGusterman]

@1990_Volvo240 @atrupar People taking second and third jobs explains part of it

[Alex Gusterman @AlexGusterman]

Gällande @arndtzen, i min värld är det inte ens en politisk fråga. Hans kommentar kom sig väl av de reaktioner som välde fram från filmbranschen - de utgör väl ett egenintresse, inte en politisk falang? Jaja. Bra att han synes ta det med ro. Likt väl, märkligt av arbetsgivaren.

[Alex Gusterman @AlexGusterman]

@FT I'm ashamed on the account of the EU. We are not "taking a stance" if we are not willing to bear the burden of unforeseen pain. Pathetic.

[Alex Gusterman @AlexGusterman]

@izakaminska @DrPippaM Sort of agree. But if reserve status brings up to a 100bp discount, paired with US deficits, relative inflation issue, EU debt supply boom = a govie "dump" might not be needed for long end upside risk + short maturity profile
requires unchanged demand to roll debt or 100bs ->50?

[Alex Gusterman @AlexGusterman]

@HWLinvest Skulle tippa att reaktionen på amerikanska räntor men även börs påverkade det amerikanska budskapet en smula. Och det är nog inte en tes unik för mig

[Alex Gusterman @AlexGusterman]

@julianhinz @HMahlkow @kielinstitute @MSchularick @iMIP_institute But import volumes decreased right? If so, foreign profits took a beating, perhaps benefitting US domestic producers?

[Alex Gusterman @AlexGusterman]

@AronFlam För det är omöjligt att prognostisera tangentens riktning och längd. LKABs gruvor har betydande mängder jordartsmetaller och del av infrastrukturen.... Base case? Absolut inte. Som de Venezuelanska tankerserna eller Grönland för den delen + bra tillfälle för EU att lära sig agera

[Alex Gusterman @AlexGusterman]

@AndreasSteno @kashyap286 The capacity doesn't go away. It will likely continue under a new capital structure where the contract you hold as a qualitative user, is i the key value proposition. To me it seems as a decent control/flexibility/capital optimisation decision

[Alex Gusterman @AlexGusterman]

@remy_hand @Adve_yeeti @front_ukrainian It's already quite "escalated".

[Alex Gusterman @AlexGusterman]

@331167 @Mylovanov Everyone, in all industrial fields are part of supply chains. Getting the output through the door is indeed something to brag about. Means they do something different when puting the parts in use.

[Alex Gusterman @AlexGusterman]

@DSuhonen @KatalysInst @timbro @FredrikKopsch @sr_ekot Det är väl dock sannolikt att mycket skulle landa i ökade vinster

[Mario Nawfal @MarioNawfal]

🚨🇺🇸🇫🇷 SCIENTISTS FLEE U.S. OVER RESEARCH RESTRICTIONS—FRANCE OPENS DOORS

Top scientists from NASA, Yale, Stanford, and other U.S. institutions are considering “scientific exile” in France due to research restrictions under Trump’s administration.

Aix Marseille University has launched a €15M Safe Place for Science program to relocate researchers in fields like climate science, epidemiology, and astrophysics.

French officials say they’re prepared to welcome the scientists and their families, citing a new ‘brain drain’ from the U.S.

Source: Slashdot

[Alex Gusterman @AlexGusterman]

@pegobry_en I would argue it would be quite difficult to place the current Gov int a classic conservative box. I would also argue that liberal/konservative/left/right all have become quite entangled. Perhaps there is a need of a new structure for understanding the modern political landscape

[Alex Gusterman @AlexGusterman]

@CarlMelin Slopa överskottsmålet. Det är för tillfällen som detta vi har haft det. Sen så klart föra en effektiv offentlig förvaltning i övrigt men jag kan inget om det så lämnar det samtalet till andra

[Alex Gusterman @AlexGusterman]

@AngelicaOung Fair argument but I would argue it's beside the point - several parties felt it was relevant enough to sort it out via an agreement (rather than for example, Russia trying to storm the place) that is now being broken.

[Alex Gusterman @AlexGusterman]

@csanyi_andras @JayinKyiv Perhaps, but that would be a sad development given that Ukraine has been prohibited to do so. Their agreement was canceled a few days ago.

[Alex Gusterman @AlexGusterman]

@AndreasSteno @tebuevd Or you buy some of it from South Korea, using taxes (or bond issuance) funded by the 10x bigger economy. Also, a meaningful part of spending is not necessarily capex intensive, 10 year pipeline, high precision investments now-days (based on me reading DIY drone headlines...)

[Alex Gusterman @AlexGusterman]

@vtchakarova I guess the trust in a US backing, regardless of how it would be structured is now massively in question. As someone said "being an enemy of the US is scary, being an ally could be lethal". That perceived point has popped up to the surface regardless of it being correct or not

[Alex Gusterman @AlexGusterman]

@_SimonHarvey @darioperkins Might depend on the driver. If long US rates dont come down enough and FCF increases weight of terminal value we might indid have a shock in the US and a hick up in Europe