Colin

polymathic gadfly

[Colin @mcgilcoli]

@InvestorJ3 @TheMichaelEvery @SantiagoAuFund Oh, about as much as late 18th and early 19th century America …🧐

[Colin @mcgilcoli]

@jdhinuk45 @TheMichaelEvery Nor of what it is composed, let alone what it is “for” 🤨

[Colin @mcgilcoli]

@Only9built @Joel_P_Atkinson Please consider also knowing yourself?

[Colin @mcgilcoli]

@trenchkench @TheMichaelEvery Are you Volkswagen?

[Colin @mcgilcoli]

@plebhere @philippilk That ought to have been known, in theory, since the Nixon shock — though you could include inflation pressures in “accountability“

[Colin @mcgilcoli]

@TheMichaelEvery ‘Failings on defence leave Britain cruelly exposed’ (FT)
To whom, exactly? Marauding Picts? Vikings? Vicious gangs of left turn signs?🙄

[Colin @mcgilcoli]

@IndiScipio @philippilk @MarioNawfal It’s like trying to address a supply shock with monetary policy — trying to manipulate molecules with spreadsheets is about as effective as pushing on a string …🤨

[Colin @mcgilcoli]

@TheMichaelEvery ‘Britain to defy Iran and de-mine the Strait of Hormuz, Starmer says’ (Times)

[Colin @mcgilcoli]

@TheMichaelEvery ‘Saudi Arabia responds to Houthi threats: 'We will respond forcefully to any attempt to harm the kingdom'
Didn’t we see 7 years of this movie already from 2015-2022? Don’t recall much better success by the Operation Prosperity Guardian coalition nor the US in Rough Rider …🤨

[Colin @mcgilcoli]

@philippilk Aren’t they mostly just callow PPE grads anyway? Not sure I can expect much from that lot 🧐

[Colin @mcgilcoli]

@TheMichaelEvery ‘How US egg producers gamed prices while blaming bird flu’ (FT)
LIBOR for eggs — and the usual suspects had the audacity to sneer at Isabe Weber’s “seller’s inflation“ …🙄

[Colin @mcgilcoli]

@Only9built @TheMichaelEvery Going long on black shirts or brown?🤷‍♂️

[Colin @mcgilcoli]

@TheMichaelEvery https://t.co/rB6q25FHhu

[Colin @mcgilcoli]

@realTAMorris @philippilk Not sure it’s quite so simple? Identity (among other things, class) highly constrained what one could do, surely?

[Colin @mcgilcoli]

@michaelxpettis Looks like China learned from Germany

[Colin @mcgilcoli]

@TheMichaelEvery ‘US declaration to exit USMCA to start a decade-long countdown for the pact’ (Reuters)
Something, something, US electoral cycles, decade what? 🙄

[Colin @mcgilcoli]

@TheStudyofWar And yet still Ukraine is losing ...

[Colin @mcgilcoli]

@CoffeeandaMike @TheMichaelEvery It’s strategic bombing — and it never works in isolation

[Colin @mcgilcoli]

@baoshaoshan @policytensor They must think we have the memory of goldfish — they were slinging this “Russia’s economy is collapsing!” right out of the gate in early 2022 …🙄

[Colin @mcgilcoli]

@MultipolarPod Which of the major Western European countries will be the first to break out of their psychosis and actually open a dialogue with Moscow?