rorsack

Professional investment analyst specializing in infra, energy, power
Tweets are not financial advice.

[rorsack @rorsack152220]

@TennisUpdates26 I would have watched Alcaraz beat Shelton in straight sets if it started sooner, but I'm not that interested in staying up for this at this hour.

[rorsack @rorsack152220]

@Dr_CorbinCWong @BenRothenberg Let it go... Is Rothenberg not a credible journalist reporting this? He confirmed there were no requests from the press for either player

[rorsack @rorsack152220]

@LearnerTienNews If he's doing Laver Cup + Shanghai, it seems like he's generally healthy, and his decision to reduce the pace on his serves/ground strokes well below his year's average was deliberate. If he doesn't improve in both areas, he's likely reached his ceiling

[rorsack @rorsack152220]

@srg_1309 @showfortennis Could be that his body is not built to handle high pace strokes and that his current pace is as good as it gets while staying healthy.

[rorsack @rorsack152220]

@712winners @Gill_Gross Crybaby Mensik with the gamesmanship, closed roof buff, and still couldn’t beat an injured Tien.

[rorsack @rorsack152220]

Think tank guys like Setser are happy to argue for the maximalist position against China which would result in China predictably retaliating by strangling supply of rare earths/magnets to the US. Yet you'll never see guys like Setser take accountability for such retaliation or even acknowledge this, because they are not elected representatives and have no real skin in the game. They can freely advocate for dangerous and risky foreign policy without personally suffering any career consequences.

[Policy Tensor @policytensor]

It is criminal for @ezraklein to not talk to an actual economist on the so-called China Shock 2.0. Stop platforming snake oil salesmen. Talk to experts who have actually published at least 1 article on the subject.

[rorsack @rorsack152220]

FT is reporting in the 11th hour that the US tried to introduce restrictions on Canada’s ability to seal trade deals with other countries, obviously aimed at China. Canada refused.

[rorsack @rorsack152220]

@pstAsiatech @jwdwerner Unfortunately foreign policy will continue to be controlled by the establishment jingoists for the forseeable future.

[rorsack @rorsack152220]

@policytensor It's no coincidence that the Blob seem to be the only opinions presented as "truth" in the western media apparatus.

[Policy Tensor @policytensor]

Morons of the world unite!

[rorsack @rorsack152220]

@pstAsiatech @chickadeedee3 The west and its media apparatus simply cannot help themselves when it comes to breaking out of the western exceptionalism mindset. Doesn’t matter whether they are conservative or liberal.

[Paul Triolo @pstAsiatech]

China Wants Its Data to Power the World’s A.I.
Wow this is such dated analysis and shows no understanding of how AI platforms are used in the real world. Hint. it is not about chatbots anymore, and business are using open weight Chinese models on their own data. They are not asking about Xi Jinping...
https://t.co/ytZaPCSYRt

[Arnaud Bertrand @RnaudBertrand]

It seems pretty obvious it's a psyop.

[rorsack @rorsack152220]

@dgoldzz @firstadopter VARA next?

[Zephyr @zephyr_z9]

Used to pray for times like this. Leopold was the sacrificial lamb

[rorsack @rorsack152220]

@teortaxesTex Chris is going down kicking and screaming

[rorsack @rorsack152220]

@jaysyoon lets hope so.

[rorsack @rorsack152220]

@firstadopter my guess is the intent was to say July revenue alone was > 2Q revenue

[rorsack @rorsack152220]

@matthewstoller There is plenty of demand for compute but not all of the demand comes from investment grade cash flow positive companies. Weaker customers need credit support to obtain low cost debt financing