Shawn

The more I learn, the more I realize how much I don't know.
-Einstein

[Shawn @SaintIgnorant]

@toiletkingcap Chart QQQ in the first half of 2020 next to a timeline of events, now do the same for tariffs last year.
- people are afraid of missing the V shaped recovery
- trader/pods/trend followers are caught short and having to cover
- monkeys assume that prices reflect current risk
🤷‍♂️

[Shawn @SaintIgnorant]

@typesfast Return on capital. A saturated city means idle cars => longer breakeven. Also, more cities means more learning.

[𝐏𝐢𝐧𝐞𝐜𝐨𝐧𝐞 𝐌𝐚𝐜𝐫𝐨 @pineconemacro]

Something tells me white collar crimes being committed are *not* reaching new lows

[Shawn @SaintIgnorant]

@piterloskot82 Where’s the production?!

[Shawn @SaintIgnorant]

@toiletkingcap Tempted. I've been wanting to visit China for ages.

[₿ΞΞnThereDoneThat Capital 賢い @BeenThereCap]

This old quote from David Frum summarizes the last decade of US politics in only eight words:

“If progressives won’t enforce the border, fascists will.”

[Alex Mechanick @apmechan]

Extremely excited that this @SenatorSlotkin bill addressing the housing crisis includes an important policy approach that I've been promoting: limited preemption of state and local barriers to building denser housing. 1/5

[Shawn @SaintIgnorant]

@toiletkingcap @DannyDayan5 and you're probably just taking the piss

[Shawn @SaintIgnorant]

@toiletkingcap @DannyDayan5 oral is spoken. aural is heard.

[Shawn @SaintIgnorant]

@toiletkingcap @DannyDayan5 https://t.co/oOFd0nXwqK

[Shawn @SaintIgnorant]

@toiletkingcap @DannyDayan5 😂

must be heard rather than read

[Shawn @SaintIgnorant]

@toiletkingcap @DannyDayan5 Since my favorite joke is an aural one and twitter doesn't allow audio, here's some vanadium trivia: sea squirts filter and concentrate vanadium to levels 10^9 that of seawater. Why is unclear, but perhaps defense against predators, parasites, or microbes.

[Shawn @SaintIgnorant]

@toiletkingcap @DannyDayan5 favorite way to play this?

[Shawn @SaintIgnorant]

@IlirAliu_ So cool, yet on first inspection, the process could clearly benefit from commonsense optimization. The drones are cleaning uphill rather than downhill, that is the dirty water is trickling over the cleaned panels rather than the dirty ones.

[Shawn @SaintIgnorant]

@toiletkingcap The fraud is real, but I suspect the dollar values recovered are small. What percentage of the money is held in the name of the principal criminals?

[Shawn @SaintIgnorant]

@orrdavid Hearty agreement

[Shawn @SaintIgnorant]

@orrdavid Don’t forget the finance industry that has systematically bought our politicians over the last 40 years so that capital comes before labor. I like to think that the green activists were a mostly unwitting, but significant secondary cause.

[Shawn @SaintIgnorant]

@everyonehatesp1 As for capital and inputs:

The C1000 is essentially a "5-pack" of C200 engines. Scaling to 1 GW implies sourcing 5k+ microturbine engines/cores annually. Is their supply chain this flexible?

[Shawn @SaintIgnorant]

@everyonehatesp1 Pardon. I assumed the facility would have to expand considering their current production. Are you taking the 2000 unit capacity and assuming the factory could retool to only produce 500kW+ systems without any need for expansion? Or has someone stated that is possible?