Nicholas Sherr

@GeorgetownSFS alum, International Econ. Interested in math, finance and anything risky.

Email: nicholassherr(at)gmail(dot)com

[Nicholas Sherr @Nick_Sherr]

Biden rolling back tariffs on solar panels offshored from China—this is big news.

[Nicholas Sherr @Nick_Sherr]

@rkesteva fingers crossed that https://t.co/AT0FzyDW47 picks up some of that good talent!

[Nicholas Sherr @Nick_Sherr]

Is this the correct analysis?

[Nicholas Sherr @Nick_Sherr]

Last large American refinery was built in '77 & we'll never see another newbuild again (Mike Wirth of Chevron). EVs still middle/upper class virtue signals & won't be 'affordable' for another couple of years. So WTI faces demand destruction at 140 while the lower/mid class pay?

[Nicholas Sherr @Nick_Sherr]

-Steve Kurz of @GalaxyDigitalHQ

[Nicholas Sherr @Nick_Sherr]

A line of argument I'm starting to warm up to:
"Crypto is now a $3T asset class, if wealth, broadly, is $450T the index for crypto is now 60-70bps. So if you're at zero, you're actually short the crypto participation in the global economy. So no choice is a choice."

[Nicholas Sherr @Nick_Sherr]

@DarrenMilligan @arthistorynews @AronAmbrosiani @britishmuseum Awesome! Thanks for the tag.

[Nicholas Sherr @Nick_Sherr]

My first tweet!