0.1% Growth.
We shouldn't accept this.
Today, we're releasing the LFG Bill.
The Bill by-passes the blockers in planning and fast-tracks the building of Nuclear Power Stations, Overhead Cables and Data Centres.
Join LFG and help us make growth legal again🧵👇
With Christmas nearly upon us, it’s time to reflect on what 2023 has brought.
So here are my favourite planning objections of the year.
Which ones did I miss?
🧵
HOW FINANCE IS HARD
Wheat is trading below where it was when the Ukraine war started.
Never fall for first order narratives.
{#FatTony made his fortune shorting oil after the First Gulf War.}
4) A logical error is to focus on production costs. The problem can be mostly logistics. China dependence = Shipping.
An extreme example: a tomato at Cosco selling for $1 costs 7-18c at the farm, 1-3% end margin, so between 80-90% transportation, warehousing, perishability, etc.
Current polling would suggest that the next general election will be decided by the extent to which one of the two blocs of lab/lib/grn or bxp/con can cooperate or consolidate.