Jeff Wiseman

10+ year veteran of the "climate crisis" in China and the Mongolian Steppe. We did our best. Progress was made. Then things got worse. Life can do that.

[Jeff Wiseman @RealJeffWiseman]

And a much better outcome than with Blue Origin for BB7. Great job @SpaceX @elonmusk !!!

[Abel Avellan @AbelAvellan]

Successful launch!🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
All satellites were captured within minutes and already orbiting Earth with all systems nominal.

Congratulations to the incredible AST SpaceMobile team! 250Y U.S.A. 🌎📶 🤠

[Jeff Wiseman @RealJeffWiseman]

@CenterPoint @KHOU @FOX26Houston @HoustonChron Consider updating your Ft. Bend Co numbers. They are not 0%. It's over 90% outage. https://t.co/6GaYTkJsW1. #Hurricaneberyl2024 #HurricaneBeryl #DataToThePeople

[Jeff Wiseman @RealJeffWiseman]

OMG, @CenterPoint. You have whole counties down. 99% of all customers in Ft. Bend Co. w/out power still! It's the big black hole in the image. God help the grid and keep vulnerable people safe in this heat. https://t.co/6GaYTkJsW1 @KHOU @FOX26Houston #Beryl

[Jeff Wiseman @RealJeffWiseman]

This is blowing up weibo and wechat today here in China. Honestly, I think it looks comfortable and warm. I'd wear it for Spring Festival. AI strikes again? @elonmusk

[Jeff Wiseman @RealJeffWiseman]

@MebFaber How about Bill Bishop (@niubi) on geopolitical risk/de-coupling with China listed/affected investments. Dovetails with your aversion to home country bias. Bill's one of the best geopolitical risk experts around related to China and it's orbit.

[Jeff Wiseman @RealJeffWiseman]

@MebFaber WSJ had a good one on how the largest public universities are spending like wildfire on facilities and coach salaries (as always) and pushing it on to students. Close second was "Macro with Meb" but that only felt like a podcast.

https://t.co/dsIgQG8z7P

[Jeff Wiseman @RealJeffWiseman]

@niubi How "high speed" are we talking?

[Jeff Wiseman @RealJeffWiseman]

Do you remember when you joined Twitter? I do! #MyTwitterAnniversary I'm trying to understand this engagement campaign.

[Jeff Wiseman @RealJeffWiseman]

@MebFaber Tax advantage investment strategy for the taxable sale gains on the business. Why send top tax bracket payments off to the IRS if you could use it to buy a revenue generating real asset legally? Keep that value legally and have it pay you regularly.

[Jeff Wiseman @RealJeffWiseman]

@niubi I remember that post. Was in Beijing at that time as well. Almost as good as the picture you took (believe it was you) of Panggu with Fan BingBing on the giant screen during the "beyond index" afternoon in January of '13.

[Jeff Wiseman @RealJeffWiseman]

@MebFaber Your Farmland LP pod was great. (link in your own feed). CarDealerShipGuy had a good episode on the state of the Used Car market with the Chief Economist at COX Automotive. https://t.co/8G3kjIGHS3

[Jeff Wiseman @RealJeffWiseman]

@MebFaber Pretty sure I'm not a bot. Don't use the Twitter that much over the years until recently. Not too many followers, true. Just a fan of your show.

[Jeff Wiseman @RealJeffWiseman]

@MebFaber Interesting point. Having grown up on "the land" as well myself; would you feel the same if farmland and Ag were valued at the same multiples as tech startups? There's food for the nation versus whether or not an UBER clone is in our national interest, right? Where's the line?

[Jeff Wiseman @RealJeffWiseman]

@niubi Does this surprise you given the history of McKinsey in China (like their call for foreign firms to build "second homes" in China after NIIP in '09)? Allegedly they made a mint consulting there for both foreign firms and Chinese. Nothing changes.

[Jeff Wiseman @RealJeffWiseman]

@elonmusk I wish I could tell you it was Twitter. But, the truth is far more complicated. Algorithms probably. And that scares me. For all your benevolence, the algorithms have you beat, Elon. We all follow their math now.

[Jeff Wiseman @RealJeffWiseman]

@MebFaber Heard this pretty great one with Jim Rogers this week. He never disappoints when you are interested in commodities and alternatives. [Not sure if its kosher to post a link from your own show on your own thread, Meb.]

[Jeff Wiseman @RealJeffWiseman]

@MebFaber Oddly instructive in a market like this; and often forgotten.

https://t.co/Vl1FWUUqQz

[Jeff Wiseman @RealJeffWiseman]

10+years of global QE pushing equity values to new heights; the bill is finally coming due. Western nations need to push for more liability-match strategies in pension funds. Yield is scarce nowadays. Fund energy infrastructure--its pure yield, long duration.

[Jonesy @HedgeyeDJ]

The entire UK pension system was about to get margin called.

Let that sink in.

[Meb Faber @MebFaber]

Five worst years for US stocks and bonds 60/40 last 100 years:

NOMINAL
1931: -31%
1937: -22%
*2022: -20%
2008: -17%
1974: -15%
1930: -14%
DD: -64%

REAL
*2022:-26%
1974: -25%
1937: -24%
1931: -24%
1946: -20%
2008: -18%
DD: -54%

*2022 YTD
DD=Maximum drawdown

[Jeff Wiseman @RealJeffWiseman]

@powersjon Bright kid. LOL.