TraderTodd

Trader (Traitor); Beliefs weakly held, analysis quickly done. Tweets are just opinions, not investment advice (unless they were green then I told you so)

[Kyle Huesmann @HuesmannKyle]

Pulling a guys scholarship a month before he arrives on campus after he’s been committed for four years out of fear that he might have to leave for cancer treatment seems like an almost inconceivable thing to do.

Not inconceivable enough for Mike Bianco.

[Chris Martz @ChrisMartzWX]

This is nonsense.

Over the last century, there has been no increase in heatwaves in the United States, as confirmed in a new paper just published in the Journal of Theoretical and Applied Climatology. Christy (2026) states very clearly,

🗨️ “𝘛𝘩𝘦 𝘳𝘦𝘴𝘶𝘭𝘵𝘴 𝘪𝘯𝘥𝘪𝘤��𝘵𝘦 𝘵𝘩𝘢𝘵 𝘦𝘹𝘵𝘳𝘦𝘮𝘦𝘴 𝘪𝘯 𝘩𝘦𝘢𝘵-𝘳𝘦𝘭𝘢𝘵𝘦𝘥 𝘮𝘦𝘵𝘳𝘪𝘤𝘴 𝘧𝘰𝘳 𝘥𝘢𝘪𝘭𝘺 𝘛𝘔𝘢𝘹 𝘪𝘯 𝘵𝘩𝘦 𝘴𝘶𝘮𝘮𝘦𝘳 𝘩𝘢𝘷𝘦 𝘯𝘰𝘵 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘦𝘥 𝘢𝘯𝘥 𝘪𝘯 𝘧𝘢𝘤𝘵 𝘰𝘧𝘵𝘦𝘯 𝘴𝘩𝘰𝘸 𝘮𝘰𝘥𝘦𝘴�� 𝘥𝘦𝘤𝘭𝘪𝘯𝘦𝘴 𝘴𝘪𝘯𝘤𝘦 1899, 𝘥𝘶𝘦 𝘮𝘰𝘴𝘵𝘭𝘺 𝘵𝘰 𝘵𝘩𝘦 𝘦𝘢𝘳𝘭𝘺 𝘩𝘦𝘢𝘵 𝘦𝘷𝘦𝘯𝘵𝘴 𝘥𝘶𝘳𝘪𝘯𝘨 1925–1954.”

🔗 https://t.co/DSJXxVVKZa

[alexlindsay @alexlindsay]

If you want to understand American optimism…

We celebrate the date that we declared independence, not the date that we achieved it.

[Bad Hombre @Badhombre]

Help me out here, Kathy. You’re saying the electric grid can’t handle ACs in the summer, but you also want everyone to replace their gasoline cars with electric vehicles. How does that work?

[Stock Mom™ @stockmom]

I can't stop listening to this song. Best thing that came out of the World cup being in the United States this year. 🇺🇸

Watching this compilation of fans from all over the world at the 2026 World Cup in America is so heartwarming.

USA USA USA 🇺�

[Barstool Chicago @barstoolchicago]

We have official confirmation the Pope is keeping up with the Sox

[Citizen 𝑣𝑠 Machine, PhD @CitizenVMachine]

Somebody set up an Illinois booth with just this chart.

[Chicago White Sox @whitesox]

proof Pope Leo XIV is keeping tabs 👀

[Slats Grobnik @MissinRoyko]

Chicago Aldermen are paid as much as $152,000.00 per year. Prorate their salaries and deduct a day’s pay when they don’t show up for work

[TraderTodd @TraderTodd]

@moseskagan Ironically your awareness to do this makes me to want to hear your positions more. Understand it might not be worth the headache. Cheers

[That Guy Rocked MLB @MLBGuyRocked]

Mark Buehrle

That guy rocked.

[TraderTodd @TraderTodd]

This is a key point. I live in a funding constrained state and community college is still rather affordable. With the coming demographic changes subsidizing additional higher education is just pandering or idiocy.

[David Marcus @BlueBoxDave]

The problem with free community college, and I speak from some experience, is that it lowers the dedication of the student body. I’d tutor people who flat out said, “I’m paying money for this, I have to get through it.” Making it free crushes that incentive.

[Will Manidis @WillManidis]

“Always go to the funeral”

[Stuart Loren @StuLoren]

Great interview by my friend Landon, but the Gov's response on data centers and power is dissapointing. Also, the water issues are truly overstated. Illinois doesnt have too many competitive advantages - but power and infrasturcture are key ones. This is the time to press our advantages. It could truly change the trajectory of our economy longer term.

If we pause on this tech investment - there won't necessarily be an "in the future" to restart more data centers and related power infrastructure.

Investment is happening NOW. And if we make it harder to happen here, it will happen in jurisdictions more willing to work constructively with tech firms - who, as the governor acknolwedges, are bringing their own power to sites.

I get the governor has naitonal ambitions and he is dealing with a democratic electorate that has turned against tech. However, he has a unique opportunity of being fairly tech savvy - as far as national politicians go - and could change the conversation by pushing against this emerging anti-tech, anti-growth populist consensus that is based on vibes more than facts.

Additionally, as I have posted about before, a lot of our power issues are self-owns... Illinois (rightfully) courted data center investment while simulataneously decomissioning operational power plants to achieve a Net Zero 2045 goal. Under the Climate and Equitable Jobs Act (passed in 2021), IL is slated to prematurely retire something like 11 GW of conventional power generation. That is ~25% if total power capacity in the state! No wonder we have some pricing issues...

By 2029, baseload power capacity (nuclear, coal and gas) is projected to decline to 67.8% from 82.8% in 2021 pre-CEJA. This is a noticeably faster rate of decline than the pre-CEJA trajectory.

Less firm capacity at as demand climbs from electrification of the economy is what is setting the foundation for pricing issues. As we add solar and wind, that will add more pricing volatility - especially given the lack of grid scale battery storage. Also, does the governor realize we also have a 2030 goal of 1 million EVs vs 165k on the road today? Where is that power supposed to come from. Electrifying the economy means more power demand period - and not just from data centers. We are poised for tighteness in pwoer supply on current policy trajectory regardless.

The positive thing about data centers is that the tech companies ARE PLEDGING NOW to BUILD THEIR OWN POWER SUPPLY. It is a win-win. The state gets massive investment, jobs and infrastructure upgrades, as well as long-term tax revenue. This will help stabilize the grid over time. And would be a positive sign to the tech industry - and manufcturing / industrials more broadly - that Illinois is open for business and a solid place to make long-term bets based on our ecosystem of human and physical capital.

We really have to get this policy right and I fear we are not. The future of the economy is going to be based on power availability. Thinking we can somehow bypass this and save the consumer is a fool's errand. We will just harm residents by making us competitively at a disadvantage relative to other states. We are trading off some marginal short-term reliefon power prices (that are resolvable via more pragmatic policy choices) for a long-term negative impact on our economy. It is a horribe horrible trade.

[Matt Lindner @mattlindner]

Had I done this -- and to be clear, I never ever ever would have done this had I been fortunate enough to go to this game -- you could not have waterboarded this information out of me and ESPECIALLY if I was the MAYOR OF THE CITY OF CHICAGO.

[Jeff Blehar is *BOX OFFICE POISON* @EsotericCD]

Amazed at the skeptical initial response to this tweet, and then I realized why: People these days are simply too young to remember George Ryan.

Guys, we sent our governor to prison in IL for leading a scheme to hand out illegal commercial driver's licenses to unqualified drivers for bribes. That happened in 2005!

[TraderTodd @TraderTodd]

@BowTiedBroke 747

[That Guy Rocked MLB @MLBGuyRocked]

Paul Konerko

That guy rocked.

[Jeremy Werner @JWerner247]

Lane Kiffin: “Our bottom is better than their bottom.”

Counterpoint: the Big Ten is 8-2 against the SEC in bowl games during the last two years.

The propaganda doesn’t match up with the recent stats.

[TraderTodd @TraderTodd]

@ChiSoxFanMike Don’t be so sure about 3), never got caught on camera telling…