Sebastian Boyd

Market strategist and blogger @business. Opinions are my own. Retweets are not endorsements. @sebboyd.bsky.social

[Sebastian Boyd @Sebaboyd]

@lion_tender @TheStalwart So many questions.

What did I just read? What does the 15th century have to do with anything? Is the author a teenager who has just worked this out? Do actual adults thing this is perceptive or profound?

[Bloomberg @business]

Peru’s culinary boom has earned global acclaim and turned food into a major economic engine, generating $1.8 billion in culinary tourism in 2024 alone. But the success rests on a fragile chain. Antonia Mufarech reports https://t.co/sbMKzRVpUL

[Sebastian Boyd @Sebaboyd]

@PiQSuite @AlDoubleU How does that place stay in business?

[Brian Winter @BrazilBrian]

Brazil has the world’s #2 reserves of rare earths

But…

… it can take 10 years just to finish the paperwork to open up mines, a big reason why Brazil’s actual production is nowhere near the #2 spot.

What a great, insightful column by @JPSpinetto for @business

[Sebastian Boyd @Sebaboyd]

@VeryBrexitProbs @AdamJSchwarz

[Sebastian Boyd @Sebaboyd]

@Phablo91 @mageeclegg That third picture is the Rotui Apart Hotel in San Martin de Los Andes. Where are the other two?

[Sebastian Boyd @Sebaboyd]

@BitByteon @BoringBiz_ No, it's a terrible idea. Don't do this. You can, and should, reduce risk by diversifying. It doesn't reduce returns as much as you might think. Google Harry Markowitz.

[Sebastian Boyd @Sebaboyd]

@SamRo I once met a gaming industry executive called A. Flutter.

[Annmarie Hordern @annmarie]

“When I got the call I said, wow, it’s Tim Apple (Cook!) calling, how big is that? I was very impressed with myself to have the head of Apple calling to “kiss my ass.” Anyway, he explained his problem, a tough one it was, I felt he was right and got it taken care of, quickly and effectively. That was the beginning of a long and very nice relationship.”

[Sebastian Boyd @Sebaboyd]

@NimeeshPatel @Nikos_17 Yes, they are totally different things.

[Sebastian Boyd @Sebaboyd]

@BrazilBrian If you're in town, let me buy you a coffee.

[Sebastian Boyd @Sebaboyd]

@nonyabznss @JakeNomada I've been living in Santiago for more than a decade and I have no idea what you're talking about. Cheap fruit and the growing homelessness problem are both real. No idea where the other stuff comes from though.

[Tracy Alloway @tracyalloway]

I wrote about plastic prices in yesterday's Odd Lots newsletter ahead of today's episode (which you should definitely listen to)

Packaging really is an underappreciated driver of inflation, and plastics prices are already spiking

You can't buy a bag of carrots without petroleum

[Sebastian Boyd @Sebaboyd]

https://t.co/4qtWBk2hP5

[Brent Toderian @BrentToderian]

The most important thing about this amazing Paris transformation is how fast it happened —how fast people on bikes “appeared” —once streets were transformed. You can’t write this off as “#Paris was always this way,” because it wasn’t.

It took leadership.

[José Antonio Kast Rist 🖐️🇨🇱 @joseantoniokast]

Gabriel Boric te quiere quitar el derecho a usar tu auto. Va a subir el precio de la bencina sin ninguna ayuda.

[Sebastian Boyd @Sebaboyd]

@71Tonka @RobDotHutton Thank you! I came here to say pretty much the same. 'Kind Hearts & Coronets' is one of the best comedies ever made.

[Sebastian Boyd @Sebaboyd]

@popmusicm @PInsider_ Chi-Chi-Chi! Le-Le-Le! Viva Chile!

[Sebastian Boyd @Sebaboyd]

@ObtainerOf Traditionally made from alerce wood, which is very hard-wearing. Nowadays they have to use only fallen trees because it's a protected species.

[Sebastian Boyd @Sebaboyd]

@19chicharron @NoBiscotti If there are 38 parties, it's definitely impossible for all of them to get more than 5%.

[Sebastian Boyd @Sebaboyd]

@pot_headass @typingduck @ReelTalker Also, it wasn't him who said that in the article. The quote is from an entirely different person in an entirely different film. So there's that, too.