EmperorT123

Usual caveats

[EmperorT123 @Emperort_1]

@esaagar @VAWIOP .

[EmperorT123 @Emperort_1]

@AyKarT0 Its the Gulf, not Israel pushing for this.

The Gulf fears a restarting of the war sparked by the Israeli invasion of Lebanon, to them its a lesser evil to rob the war of its oxygen.

Its the Gulf and the US with the carrots and sticks

[EmperorT123 @Emperort_1]

@karimfranceschi "Gifted"? nah, that was the SDF that did that after giving away urban areas with minimal fight, almost like they were bad fighters who couldnt do anything without US aircover in the first place.

Where is and where was the rojava resistance? Lazy.

[EmperorT123 @Emperort_1]

@clashreport @VAWIOP I was struggling to understand who is giving Trump this idea because its not the israelis.

Imo, its the Gulf pushing for this, they seek to snuff out the spark (hezb) that could reignite the war and thus lead to their own countries getting hit

[Fareed Zakaria @FareedZakaria]

California is one of the most dynamic places on the planet.

But it is a case study in how a rich society can spend more and more while producing less and less of what its ordinary citizens need.

My take:

[Mairav Zonszein מרב זונשיין @MairavZ]

So in Iran it’s already June 15 but in the Us it’s still Trumps birthday. That’s real compromise

[Matthew C. Klein @M_C_Klein]

"The BRI [makes] the most sense not as instruments of grand strategic maneuvering but as the answer to a simpler question: What do you do with the most formidable construction apparatus in human history once you’ve run out of things to build at home?"

https://t.co/GT0QdHxyMW

[Michael McNair @michaeljmcnair]

3/ By his implied definition any country running a trade deficit is overspending bc that country by definition must sell financial assets to settle that balance and today that largely means issuing net debt. But that’s just circular argument and it’s the classic mistake of misunderstanding the direction of causality.

If the US were desperately pulling in foreign capital to fund its deficits, the currency would be in free fall and poor asset returns and low valuations.
Instead, the dollar has appreciated over 300% over the period of persistent deficits and US financial assets have the highest valuations in the world.

That is what it looks like when foreign demand for US assets drives the trade deficit, not the other way around.

The fiscal deficit is just one of the mechanisms through which the US absorbs the imbalance while sustaining domestic demand. It is not the whole explanation for why the imbalance exists.

Read the attached report (esp the last section) for the full explanation.

https://t.co/1197gllYla

[EmperorT123 @Emperort_1]

@VAWIOP I think eventually Jolani will be sent into lebanon and iraq to invade, lebanon probably first

[EmperorT123 @Emperort_1]

@IsabellaMWeber The answer would be to invest in gas storage and nuclear generation capacity, the problem is more a lack of production and storage than it is redistribution.

The UK is an energy poor island.

And if it could actually create infrastructure on time this issue would be fixed

[Mike Bird @Birdyword]

Love this story about how the Squamish Nation did what seems almost impossible for everyone else, and managed to densify a portion of Vancouver, one of the most regulation-constrained cities for housing anywhere in the world

[Tymofiy Mylovanov @Mylovanov]

Kuleba: Europe is spoiled by good life. Far-right and far-left forces are offices of fast, easy solutions.

People live in a world of discounts, coupons and entertainment — then want politics to work like a smartphone: fast, cheap and beautiful. 4/

[David Oks @davideoks]

I wrote an article on why China got rich and India didn't, and why investing in human capital is so important for poor countries to succeed

[rohit @krishnanrohit]

I literally laughed out loud reading this

[Karim Sadjadpour @ksadjadpour]

Insightful WSJ piece by @DanielYergin on how it could take years before global energy flow returns back to “normal”, and yet global energy diversification is well underway:

“Overall, the Western Hemisphere now produces more oil than the Middle East did before the crisis. Canada is the world’s fourth-largest oil producer. Brazil produces four times as much oil as Venezuela; and in Guyana, where production began only seven years ago, output almost equals Venezuela’s. In Argentina’s Vaca Muerta region, shale oil production has grown sixfold since 2020. The current disruption will propel more oil and gas investment in the Western Hemisphere and Africa.

Diversification goes beyond oil and gas. Responding to the “tanker war” during the 1980s Iran-Iraq war, Saudi Arabia built variety in the form of a pipeline system that now moves 7 million barrels of oil a day west to the Red Sea. Abu Dhabi built a pipeline looping around the Strait of Hormuz and plans to double capacity by 2027. France, which once depended on oil for electric generation, now relies mainly on nuclear. Japan led the development of the LNG industry to push oil out of its electric generation. The growing scale of wind and solar adds further diversification for electric generation.”
https://t.co/ty4SpbOdKl

[The Notorious S.E.B. @bigseb31213]

The always excellent James Palmer's China Brief on the reality of mine safety in the worker's paradise, China

[Jimmy Rushton @JimmySecUK]

Footage from Ukraine's Unmanned Systems Forces showing the strikes on the "Boikiy", a Russian Steregushchiy-class guided missile corvette of the Russian Baltic Fleet.

The ship was in dry dock when it was struck by multiple Ukrainian drones and is probably a total loss.

[Jonathon P Sine @JonathonPSine]

That China underwent an enforced social modernization process prior to economic development while India did not, and this mattered, is plausible.

But the deeper question is why China, and not India, produced an organization thus interested and capable.
https://t.co/7s7eF0pTjC

[David Algonquin @surplustakes]

Beyond parody

[Rohin Dhar @rohindhar]

Housing units completed in San Francisco per year over the last 20 years

San Francisco has only completed 377 housing units so far this year