LOL Capital

PM of the LMFAO All-weather Uncontrained Fund.

[LOL Capital @LolCapital]

@Scutty 4.1% is barely enough to keep a lid on an already tight jobs market. Too early to say victory accomplished and start withdrawing policy.

[LOL Capital @LolCapital]

@biancoresearch Deficit outlook is getting worse, as tariff revenue is unlikely to offset tax revenue losses.
Tariiff cannot have a transitory impact on inflation while stimulate onshoring, choose one but not both.

[LOL Capital @LolCapital]

@SymonsYahoo @saulkavonic Are we in furious agreement? Oz doesn't have a national energy company and the utilities are not regulated in a way that promotes energy security. So why not have the Commonwealth step in and take the pricing risk to secure supply?

[LOL Capital @LolCapital]

@SymonsYahoo @saulkavonic Might pull you up on that, it's in fact normal practice for national energy companies to commit to long term contracts to then on sell to their domestic markets - JERA, China Resources Gas just to name a few. When you say 'the market', these are the players in the market.

[LOL Capital @LolCapital]

@SymonsYahoo @saulkavonic Hear me out, what if the federal government signs a long term off take contract, preferably from a new Victorian field (you know, lower carbon footprint), then sell that gas to the domestic market at cost?

[LOL Capital @LolCapital]

@liqian_ren Send Liu He to Washington to carry on the facade of negotiating, just keep Trump pinned on 60% tariffs and not any worse. Existing 20% tariffs, higher USD, trade rerouting = better prepared china. Spend time fixing dom social issues, invest in better diplomats to global south etc

[LOL Capital @LolCapital]

@Scutty Could it be this? https://t.co/AnLIzJFlNm

[Ryan Petersen @typesfast]

When FB is the best place for news about the port strike (it’s happening)

[LOL Capital @LolCapital]

@shaunrein China sees competition in a positive light that drives innovation and consumer outcomes. The US and EU sees competition as a threat to their entrenched oligopolies, who will only become addicted to state sponsored protectionism.

[LOL Capital @LolCapital]

@DrCameronMurray Not 100% what you're looking for but here is an annual price series going back to 1990 on worksheet 6 https://t.co/iZmrUEIEyR

[LOL Capital @LolCapital]

@KelvinJPersonMe @SophieScamps 1) bank of last resort needs to determine the cost of borrowing from it, 2) free following trade and floating exchange rate needs flexible ind interest rate to prevent balance of payment crisis, 3) RBA has empirically done its job over time. It works.

[LOL Capital @LolCapital]

@Ausproperty95 @ProfPCDoherty But does Norway have a submarine program worth $368bn or $13k per citizen? Does Norway have an NDIS?

[LOL Capital @LolCapital]

@VLOelmann

[LOL Capital @LolCapital]

@markets Tax base murdered by the tax rate - North Sea production fell double digits in 2023 alone.

[LOL Capital @LolCapital]

@JavierBlas

[AFP News Agency @AFP]

#BREAKING Australia plans minimum tax rate of 15% for big business, says government

[LOL Capital @LolCapital]

@anasalhajji Italy subsidises hybrids as much as EVs but than other EU countries don't?

[LOL Capital @LolCapital]

@crushspread Thoughts on China Eastern?

[LOL Capital @LolCapital]

@techAU When no one paid up for premium paint

[LOL Capital @LolCapital]

@bluewolfpack1 Election year G, the powers that be will make swine poop rainbows.

[LOL Capital @LolCapital]

@abroninvestor Would you know whether the debt is floating rate or fixed rate?