rogelino

[rogelino @DrRoger77]

@TechCharts When simplicity turns into elegance

[rogelino @DrRoger77]

@witte_sergei @R89Capital Is Polymarket taking bets?

[rogelino @DrRoger77]

@pmarca (4) = double exclusive diamond max plus executive tier

[rogelino @DrRoger77]

@ctindale @MarioNawfal Obvious but not something even Trump would say at a press conference

[rogelino @DrRoger77]

@seth_fin Beware the Chinese esports teams

[rogelino @DrRoger77]

@SantiagoAuFund @ErikSTownsend @anasalhajji @Rory_Johnston @MacroVoices @izakaminska The US Gov probably doesn’t mind higher oil prices as long as China is disproportionally affected

[rogelino @DrRoger77]

@ChartNerdTA What about breakdown to sub $1.20?

[rogelino @DrRoger77]

@matthughes13 Giant cup and handle backtest? Or is there some rule that says it doesn’t work like that?

[rogelino @DrRoger77]

@NassimHaramein Gnarly

[rogelino @DrRoger77]

@ColinTCrypto @CryptoGodJohn What if you measure from Jul/Aug 2025? Oct was more of a fakeout than anything else

[rogelino @DrRoger77]

Buckle up buttercup

[Martin A. Armstrong @ArmstrongEcon]

We are in a global recession that will bottom in August 2028.

[rogelino @DrRoger77]

@beffjezos Beware the Chinese esports teams

[rogelino @DrRoger77]

@lalovestrump It’s a smart strategy. CA will never elect a full MAGA candidate. He’s playing to win

[rogelino @DrRoger77]

@Kiradavis Not bad strategy. CA will never elect a full MAGA candidate

[rogelino @DrRoger77]

@SantiagoAuFund Change is the only constant

[🇦🇺Craig Tindale @ctindale]

This post rests on an assumption: that a political intention can summon an industrial reality.

That’s what’s been wrong with the whole net zero idea from the outset. It’s not that it’s a bad idea.

It’s worse than that. It’s impossible to
Implement but the advocates don’t understand why.

They don’t even understand themselves what they suggest isn’t possible .

EV are presented as a substitute for oil dependence, yet substitution in a modern economy can’t occur through decree or preference.

It occurs through the slow construction of an entire material order , an industrial
metabolism . Transport systems are not ideas; they are physical arrangements of mines, refineries, power plants, grids, factories, ports and logistics networks.

Oil mobility rests on a century of accumulated infrastructure. Wells, pipelines, supertankers, refineries, storage terminals and filling stations form a coherent global system. Every litre of fuel moves through this structure with extraordinary efficiency. It exists because the industrial world spent generations building it.

Electrified transport requires a different structure entirely. Motors require copper and rare earth magnets. Batteries require lithium, nickel, cobalt and graphite. Vehicles must be supported by generation capacity, transmission networks, local distribution upgrades and charging infrastructure. Each component depends on its own upstream chain of extraction, refining and manufacturing.

Yeah, we have a political & academic class who completely ignore what’s possible.

Industrial capacity isn’t presently configured at the scale required.

Mines for critical minerals take many years to permit and build. Refining capacity for many of these materials is concentrated in a handful of countries. Grid expansion in advanced economies already moves slowly, constrained by land, regulation and capital.

The result is a tension between two forms of reasoning. The academic argument proceeds normatively: if oil dependence creates geopolitical risk, states should accelerate electrification. The industrial reality proceeds materially: systems change only when the physical apparatus required for change exists.

Modern political debate often confuses intention with capacity. Policies can alter incentives and prices, but they cannot compress geological discovery, mine construction, metallurgical processing and grid expansion into the span of a policy cycle.

In this sense the Strait of Hormuz crisis reveals something deeper than energy vulnerability. It reveals the distance between a political program and the industrial foundations required to sustain it.

It shows us the blindness caused by nested specialisation in academia . Islands of ideas that collapse when exposed to reality . These ideas propose solutions that have no executable pathways .

[rogelino @DrRoger77]

@SantiagoAuFund @TMTLongShort But I thought Iran had unlimited resources while the US military’s resources were dwindling

[rogelino @DrRoger77]

@Cobb_XRPL @grok “Nah fam”
- Grok

[rogelino @DrRoger77]

@elonmusk @ArthurMacwaters Chiropractors?

[rogelino @DrRoger77]

@EnergyAntonio US Inflicting worldwide economic damage is okay as long as it disproportionally affects China