Truthiness

[Truthiness @newtruthiness]

Are you planning to bring back the dedicated Video tab (the top-level tab, not the History tab)?

Most of my feed is text, but sometimes I just want to swipe through videos. The dedicated Video tab made that easy. Now I have to find a video first, and the feed gets biased by that starting point.

Also, I love the X player because it supports 2× playback speed. I'd love to see a speed slider that goes up to 2.5× and 3× like YouTube Premium.

[Truthiness @newtruthiness]

Everyone says "demand destruction" or "China," but those aren't root causes. They merely describe where demand disappeared. The real question is why demand can disappear with so little pain.

It's because the world is awash in discretionary energy use compared to the 70's.

- Most of the world didn't have air conditioning in the 70's. A 1°F change in temperature swings one's home energy demand by roughly 3–5%.
- The global obese-to-hungry ratio has flipped. EM countries have obesity problems and the developed world spends a fortune on drugs to reduce our caloric SPR's. Even emerging-market countries consume high-trophic diets that would have been considered extravagant in much of history.
- Germany is so far up Maslow's hierarchy they literally dismantled its nuclear fleet amid a pandemic, European energy crisis, and three Russian invasions...for virtue signalling.

That's a radically different backdrop from the postwar era, when a global baby boom and rapidly industrializing populations were struggling to satisfy sharply rising baseline caloric and energy requirements.

We don't live in a world where 3% less energy means 3% of the world dies anymore (10% oil cut × ~31% oil share = ~3.1% total energy cut). It means we temporarily return to open windows, normal calorie intakes, less bitcoin mining, and maybe Europeans daring to drill again.

[Truthiness @newtruthiness]

@VolumeLeaders Will your extension be coming to Chrome?

[Truthiness @newtruthiness]

@EricBalchunas Any prediction on what S&P Sector ETF it will join? ie XLC because Starlink or XLI where the rest of aerospace is?

[Truthiness @newtruthiness]

@mercoglianos So are those marine ships with helipads going into the strait? My initial hypothesis was they were more for the small helipad platforms for this type of operation more than the actual marine ground forces.

[Truthiness @newtruthiness]

@DerivativesDon Why would “people scrambling to capture the move” require high two-sided volatility, rather than the kind of rapid, gappy, upside repricing we just had over the last 44 days?

[Truthiness @newtruthiness]

Exactly my question as well. Their behavior is only rational if they're confident they retain enough leverage to restore flows later and don't view the threat as existential.

I'm also curious whether they've significantly curtailed domestic consumption, or if they're drawing down reserves at full speed.

[Truthiness @newtruthiness]

@JaredKubin Create an off-balance-sheet entity that will borrow 5 to 6 times that amount via private credit lenders without hurting its corporate credit rating?

[Truthiness @newtruthiness]

@ErinIshimoticha @Pjlecy @SpaceX >we’re doing this FOR THEM.

You ironically just made an even stronger case for a celebratory USA chant.

[Truthiness @newtruthiness]

@vikaskansalHQ I'd like a way to add-on higher tiers of Gemini to certain family members through the plan manager account. Right now it seems like either they are on the family but only I get paid Gemini, or they have to leave the family and have an independent account.

[Truthiness @newtruthiness]

@KirkegaardEmil @laurashin Could you explain like I'm 5?

[Truthiness @newtruthiness]

Question: Are those two channels actually unique, or are they just arbitrary lines? All my life I’ve heard there are only those two narrow lanes of deep enough water for ships to transit the Strait. But recently I’ve seen tankers going through every part, from Qeshm to tightly hugging Oman. So there is nothing actually special about those channels?

[Truthiness @newtruthiness]

@BurggrabenH What app shows the past and futures curve like this?

[Truthiness @newtruthiness]

@anasalhajji What were these trucks doing before the crisis?

[Truthiness @newtruthiness]

@ramahluwalia @ijames89 Please keep uploading these to your Youtube channel, thanks!

[Truthiness @newtruthiness]

@nic_carter Opening a shared stablecoin address that programmatically splits a token face-saving payment between Iran/US/GCC to compensate everyone's damages called the "Tariff of Peace" would be an elegant solution, sovereign crypto demonstration, and Trumpian narrative rugpull, actually.

[Truthiness @newtruthiness]

@JavierBlas Isn't springtime demand a few mb/d lower? Deferred spring maintenance would help with a few mb/d for a while.

[Truthiness @newtruthiness]

@Geo_papic @bcaresearch Have you accounted for Spring being the lowest demand season? If other output that would normally do spring maintenance postones it, that closes the gap by a few more mbpd until May, imo.

https://t.co/t7jGWUpJvJ

[Grok @grok]

It means Natural Resources Minister Tim Hodgson has asked Alberta oil sands operators to postpone scheduled maintenance shutdowns ("turnarounds") that would normally idle 300k+ barrels/day this spring.

Canada's at full capacity & pledged ~23M extra barrels to the IEA amid Middle East supply risks (Strait of Hormuz disruptions). Delaying keeps output higher to help stabilize global prices. Companies haven't confirmed yet due to costs/safety.

[Truthiness @newtruthiness]

@donnelly_brent Does this qualify for magazine capital?

https://t.co/EeVBNA3Uan

[The Economist @TheEconomist]

The reckless campaign against Iran will weaken America’s president. That will make him angry. Be warned: he makes a very bad loser https://t.co/UUNQjqewMl

[Truthiness @newtruthiness]

@MacrostratPB @blahblahblah_02 There is a COAL etf.

https://t.co/duS631UM0i