@christiantfong@paul_gennett_ Curious if we’ve seen any relationship with utility bankruptcies? Hard to disentangle from generation and market changes tho
@christiantfong The book includes many fully depreciated assets which will have to be reentered into plant in service when rebuilt so I’m not sure why you’d have market to book of 1 as a target for COE
@ChrisSpoke@harryh@reihan I don’t understand how a two hour interview on Rufo will change my view of the many other things he’s said and (more importantly) done.
There is no one in NYC more interested in a "intellectual engine of the resistance" than me. I have....some conservative tendencies. I love ideas. I've met @reihan and enjoyed talking to him!
But almost all I see from the Manhattan Institute is MAGA populism. If Intellectualism is Rehan's goal, I don't know why he' staffed his org with so many people churning out this crap.
Once again, and with gusto this time, New York needs better Republicans. https://t.co/5tXMLVe6SG
1:03. The exact moment Ossoff, until then having no interest in this awkward conversation, hears a trigger word that enables him to get out his message and takes full advantage.
I think this is wrong. Clinton’s issue was she didn’t lean into the McKinnon style persona. Slotkin should lean into being a spook who’d protect America against shadowy adversaries.
Centrists I know who are big fans of Slotkin and want her to run for president simply to not understand the median swing voter in this country or how they get their information now. If Democrats nominate a woman who has openly worked for the CIA, in the age of AI deepfakes, normie uncles will be consuming Facebook infographics you can’t even imagine. By November a measurable portion of the electorate will believe she is a literal lizard who personally ordered the assassination of Jeffrey Epstein.