Felix Moser

Objectivist | Polymath | Agro-BI specialist

[Felix Moser @mosersolutions]

Rebuttal to “The Norwegian Illusion” by Goehring & Rozencwajg Associates, LLC https://t.co/jfmnNgCGGm via @LinkedIn
@MLiebreich @AukeHoekstra

[Alex Corrino @AlexCorrino]

This is a hell of a chart from @Nomura

[zerohedge @zerohedge]

CBRS CEO Andrew Feldman: "biggest challenge right now is getting enough data center space. It’s a grand irony that after all this technology that we’ve invented, and Nvidia’s invented, buildings are the limiting factor."

But, but, those 'expert folks' said it was just a myth that half the data centers scheduled to start in 2026 are canceled or delayed.

Meanwhile, GPUs and memory chips are sitting unused in pallets and rapidly depreciating, the world's most expensive paperweights

[Giorgia Meloni @GiorgiaMeloni]

Io e l’Italia non imploriamo mai.

[Antonello Guerrera @antoguerrera]

BREAKING. All hell breaks loose between Donald Trump and Giorgia Meloni. 🇮🇹 🇺🇸

Trump told La7 tv that apparently “Meloni begged to have a picture with me at the G7, I felt sorry for her”.

Meloni’s scathing response: “I am shocked by Trump’s utterly fabricated words. I am sorry he doesn’t show the same determination against the enemies of the West. And bear in mind: me and Italy never beg”.

What a time to be alive.

[Art Berman @aeberman12]

If you want to understand what's actually happening—not what people wish were happening—this may be the most important podcast you'll hear this year.

The question isn't who has the oil

The question is who controls access to it, says @TheMichaelEvery

That's a very different world

#Oil #Hormuz #EnergySecurity #Geopolitics #MichaelEvery #TheGreatSimplification #MiddleEast #Realpolitik
https://t.co/H0dp3fEkos

[Samuel Hume @DrSamuelBHume]

One of the most amazing things I’ve ever seen: a standing ovation for the full Daraxonrasib results

I feel inspired and energised, to put it mildly — we have a targeted therapy for pancreatic cancer now, and nothing is undruggable anymore

[Felix Moser @mosersolutions]

@asklivermore Which MA are plotted on the chart?

[AukeHoekstra @AukeHoekstra]

It takes ~45 GWh to produce 1 GWh of battery, not 450 GWh.
More importantly, you can recharge a battery ~5000x. So that's 0.01 GWh per cycle.
And then you recycle the materials instead of burning them and emitting CO2.

Liars like this should not be admitted in polite company.

[dante @dantefofante]

You dont want a yacht. You dont want a big house. You dont want a super car, a $40,000 watch, or shoes you worry about getting dirty. You want free will.

You want to wake up naturally on a Tuesday and you want to go to bed when you’re done having fun. You want to say yes to everything that excites you without having to request time off. You want to go to the the gym at noon, in absolutely no hurry. You want to spend 18 hours a day doing what you love. You want to be exactly where you desire being, always. You want to spend as much time with the people you care about as possible.

You’re saying you wanna be rich? In what?

[Tedros Adhanom Ghebreyesus @DrTedros]

To the people of Tenerife,

My name is Tedros, and I serve as the Director-General of the @WHO, the @UN agency responsible for global public health. It is not common for me to write directly to the people of a single community, but today I feel it is not only appropriate, it is necessary.

I want to speak to you directly, not through press releases or technical briefings, but as one human being to another, because you deserve that.

I know you are worried. I know that when you hear the word “outbreak” and watch a ship sail toward your shores, memories surface that none of us have fully put to rest. The pain of 2020 is still real, and I do not dismiss it for a single moment.

But I need you to hear me clearly: this is not another COVID-19. the current public health risk from #hantavirus remains low. My colleagues and I have said this unequivocally, and I will say it again to you now.
The virus aboard the MV Hondius is the Andes strain of hantavirus. It is serious. Three people have lost their lives, and our hearts go out to their families. The risk to you, living your daily life in Tenerife, is low. This is the WHO’s assessment, and we do not make it lightly.

Right now, there are no symptomatic passengers on board. A WHO expert is on that ship. Medical supplies are in place. Spain’s authorities have prepared a careful, step-by-step plan: passengers will be ferried ashore at the industrial port of Granadilla, far from residential areas, in sealed, guarded vehicles, through a completely cordoned-off corridor, and repatriated directly to their home countries. You will not encounter them. Your families will not encounter them.

I also want to say something else, something that goes beyond the science.

I personally thanked Prime Minister @sanchezcastejon for #Spain’s decision to receive this ship. I called it an act of solidarity and moral duty. Because that is what it is. I want you to know that the WHO’s request to Spain was not made arbitrarily. It was made in full accordance with the International Health Regulations, the legally binding framework that defines the rights and obligations of countries and the WHO when responding to public health events of international concern. Under those rules, the nearest port with sufficient medical capacity must be identified to ensure the safety and dignity of those on board. Tenerife met that standard. Spain honoured it. Nearly 150 people from 23 countries have been at sea for weeks, some of them grieving, all of them frightened, all of them longing for home. Tenerife has been chosen because it has the medical capacity, the infrastructure, and the humanity to help them reach safety.

And because I believe that so deeply, I will be there myself. I intend to travel to Tenerife to observe this operation firsthand, to stand alongside the health workers, port staff, and officials who are making it happen, and to personally pay my respects to an island that has responded to a difficult situation with grace, solidarity, and compassion. Your humanity deserves to be witnessed, not just acknowledged from a distance.
As I have said many times: viruses do not care about politics, and they do not respect borders. The best immunity any of us has is solidarity.

Tenerife is demonstrating that solidarity today. The ship’s captain, Jan Dobrogowski, crew and the company operating the vessel have shown exemplary collaboration at this challenging time. On behalf of the World Health Organization, and on behalf of those passengers and their families around the world, I thank the people of Tenerife and everyone else involved.

Please take care of yourselves and of each other. Trust in the preparations that have been made. And know that the WHO stands with you, and with every person on that ship, every step of the way.

With respect, care, and gratitude,
Tedros

[Felix Moser @mosersolutions]

Thanks

[Lisa Britton @LisaBritton]

Camille Paglia, the brilliant and fearless cultural critic who I’ve admired for years, put it bluntly: If civilization had been left in female hands we would still be living in grass huts. She wasn’t insulting women but stating a truth about our evolutionary paths. Women, on average, excel at nurturing, relationship-building, managing and sustaining communities. Men, on average, have driven the innovation, provision, risk-taking, and large-scale problem-solving that define our progress. Both are amazing and essential for humanity. Pretending otherwise doesn’t make us more enlightened; it makes us delusional.

We've spent decades treating male ambition not as a force that built civilization, but as a problem to be solved. It's time to stop.

Read my latest:
https://t.co/IZCX7FAOwt

[Felix Moser @mosersolutions]

@ctindale I created this with Claude based on your framework
https://t.co/mPmd23Thi4

[Felix Moser @mosersolutions]

Mh....ergo....to the moon?

[TheHappyHawaiian @ThHappyHawaiian]

Do you guys remember when gold was $1800 in October 2023?

That's how oversold gold got on the daily last week, except this time the low was $4100...

$1800 > $5600 without RIS dipping back under 30

Now it's $4100 > ???

[TheHappyHawaiian @ThHappyHawaiian]

Do you guys remember when gold was $1800 in October 2023?

That's how oversold gold got on the daily last week, except this time the low was $4100...

$1800 > $5600 without RIS dipping back under 30

Now it's $4100 > ???

[Felix Moser @mosersolutions]

@pegobry_en So fucking true

[Felix Moser @mosersolutions]

@ceylongraphite Are you guys still alive?

[Felix Moser @mosersolutions]

@dylan522p Kudos @dylan522p

[Michael Every @TheMichaelEvery]

1/2

Some thoughts on the Iran War on CNBC which are not quite as their headline puts it.

Our base case remains thst Hormuz is reopened by the end of this month or early April.

Yet geopolitically, that’s more likely to be through US force escalation (“The only way out is through”) than an Iran victory (the US goes home… but Israel *is* home) - and a “because markets” view that this isn’t ‘rational’ is irrelevant.

The first and second scenarios imply very different geopolitical architecture and related market outcomes for a whole stack of assets well beyond energy.

In short, expect more worrying headlines and developments from the Middle East before a combo of political, economic, and military carrots and sticks see this all resolve one way or the other, and most likely within a few weeks.

For parts of Asia-Pacific and others, that’s obviously still a very unwelcome prospect.

[Felix Moser @mosersolutions]

@biancoresearch Makes sense. So what's the point of the PR? To win sympathy of the general public and reduce popularity of the war?

[Felix Moser @mosersolutions]

@MiddleearthMixr So fucking true