Will Allen

[Will Allen @WillWoodAllen]

@SamuelDeats Wow

[John Lee Pettimore @JohnLeePettim13]

A normal Honda Accord needs about 40 pounds of copper. The same battery electric Accord needs 200 pounds. Onshore wind turbines require about 10 tons of copper, and offshore approx. 20 tons. The world will need to mine 115% more copper than has been mined in all human history just to meet “business as usual.” This would meet our current copper needs and support the developing world without considering the green energy transition. Six new large mines need to come online every year by 2050 to meet global copper demand, but the problem is it takes about 20 years between discovering a new copper mineral deposit and getting a permit to build a mine. None of this takes into consideration the upgrades to the electrical infrastructure needed to "electrify: the world by 2050. In short electrifying the world by 2050 is a politicians pipe dream that will never happen. Source: https://t.co/aMSCrKYKM0

[Will Allen @WillWoodAllen]

@Tony_Sommer Toney screwed the Chiefs hardcore. Pretty easy to line up onsides- so easy that it seems like Chiefs fans want the refs to just ignore the rule and grant it to him. But that’s not the way it works…

[Will Allen @WillWoodAllen]

@Rob38612090 @NYGDaily What QB could possibly perform in this mess? Nobody. Even after all of this time, given the “test tube” he’s had to operate in, we really have no idea if Daniel Jones experiment has revealed the bum people like to claim. Seriously, could Tom Brady have done much better?

[Will Allen @WillWoodAllen]

@phillylacrosse Yeah - I’m shocked Cassese left for UVA assistant role, but I guess who doesn’t want to live in Charlottesville?

[Will Allen @WillWoodAllen]

@dominach @elerianm If only they had communicated their intentions….

[Will Allen @WillWoodAllen]

@BigBlueUnited It’s not even up money. Deandre is very expensive. Two cheap picks vs a two year mercenary with a big salary cap hit. I salute DH, but no thanks.

[Will Allen @WillWoodAllen]

@College_Crosse @laxreference Don’t have to rank them, but hard to believe Michigan didn’t receive any votes after that performance against #1 UVA.

[Will Allen @WillWoodAllen]

@shortideas @anasalhajji They also operate looking at the long-term opportunity. It would be difficult for the powers that be to justify maintaining, let alone expanding, operations in CA in this environment. High margins lead to greater production and lower prices. Boom/bust cycle notably absent here.

[Will Allen @WillWoodAllen]

@QCompounding I love this account, but isn’t this better interpreted as being about contrarianism rather than ignoring macro fundamentals? 1 month after this cover, Volcker took over at the Fed; inflation set its decade high by April ‘80, and fell ~10% by Dec ‘80. Macro changed, macro mattered

[Will Allen @WillWoodAllen]

@DoctorAlf2 Good to see you out supporting the home team!

[Will Allen @WillWoodAllen]

@dylanleclair Does one month of 9% count as 4 months of "moderately above 2% inflation?" Asking for a friend...

[Will Allen @WillWoodAllen]

@FB_Helmet_Guy @Super70sSports Thank you

[Will Allen @WillWoodAllen]

@petroce4 @zerohedge Refinery capacity is a scarce resource. And expending the massive CAPEX to bring forth required resources in such a hostile political environment for projects that will take decades to pay back ain’t happening…

[Will Allen @WillWoodAllen]

@QKessenich Need to expand the tourney - game has too many great athletes now and many teams can do damage in the tourney. Harvard deserves its spot, so does OSU. But doesn’t Jacksonville? And if Richmond had lost, the same for them. Plus ND and Duke. 24 teams & the top 8 host and get a bye.

[Will Allen @WillWoodAllen]

@4MyEntertainmnt @tipico HOF

[Will Allen @WillWoodAllen]

@novogratz I would also vote for equal spending on campaigns. I know the SC views cash as a form of free speech, but polarizing figures/views on each side of the aisle gain contributions, further dividing the country and making government about posturing rather than accomplishing.

[Will Allen @WillWoodAllen]

@cohenss That’s a “conservative” estimate

[Will Allen @WillWoodAllen]

@TedyBruschi Good call on Lax Goalie - what sets it apart is the the bounce shot…they have to defend an extra dimension that isn’t required of a goalie in other sports. Stick is bigger than a baseball bat, but the ball comes in hotter than a fastball and from 15 feet if your lucky, not 60.6.

[Will Allen @WillWoodAllen]

@JimHaskel Jimmy, I am well…launching a fund with Pappajohn focused on transition from Carbon to Clean and all of the related arteries. Hunter is graduating from Lawrenceville this year and heading to Hamilton; Gwen is finishing her sophomore year at Amherst College. How are you?