@TMTLongShort The interesting bit is watching an age old strategy utterly fail to land because it’s now being pointed at a completely unresponsive target group.
Shipping consensus works within the female group, it absolutely does not work in male-dom.
@raskinrangers72 If it starts with a 1 there is no way you can sanction that transfer. There would have to be a whopping sell on clause.
Also struggle to see him going to Turkey if he has any major ambition.
@s8mb What is the point of an economy that is 2/3rds Healthcare, Education and Leisure?
What does such an economy achieve at the margins, total stagnation.
@Dr_Gavin_Brewis@FIFAcom@FIFAWorldCup We’ve done this before. You’re right, in terms of the ownership, but the value of that ownership pales in comparison to the value of their SWF which was built by O&G revenues.
We (uk) spent our proceeds (welfare), they invested theirs. You’d have chosen the former.
@Dr_Gavin_Brewis@FIFAcom@FIFAWorldCup 1) as it should w/ that per capita resources position.
2) ownership of total wealth is comparable (🇳🇴 concentrated in 🏠 USA in equity)
3) USA ladder is easier to climb.
4) USA economy is far more balanced.
Thatcher was bailed out by oil. So too, here, is Norway being.
@Dr_Gavin_Brewis@FIFAcom@FIFAWorldCup “Living standards at equivalent incomes” x “ability to climb the economic/social ladder”…
🇺🇸 wins on both and, in the latter, there is nothing even close.
Inequality cannot be looked at in a vacuum. Observed Perfect Inequality and Equality have looked pretty much the same.
@dividendgrowth1@BoringBiz_@dan_tmt That’s fair(ish) in that (a) payback period you’d not use full DA because some CAPEX is structural and so isn’t maintained (b) but for ROI/ROCE, need to role mCAPEX in, so can’t just use EBITDA / CFO as your denom.
@BoringBiz_@dan_tmt Well, no, not really… Coreweave et all report EBIT margins between 5-10%. So could be looking at a NOPAT payback period in excess of 15yrs on that basis.