Oil, Energy and Macro. Investing and Trading. I stay out of politics but not science/math. AI, Biotech, Fusion & Quantum Reweet/follow ≠ agreement. Lucky≠Good.
Switzerland
Joined December 2009
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Rising interest rates are threatening to derail an already fragile recovery in global commercial real estate
ft.com/content/aef890f1-e3f5…
“The only logical conclusion is that real estate values have to fall,”
Fitz macro retweeted
🔥 🧵 MASSIVE DRONE ATTACK ON ST. PETERSBURG
Oil terminal: 12.5Mt /y ! Ruchyi oil depot ON FIRE.
VKontakte data center HIT
Major bridge HIT🧵
Fitz macro retweeted
Mike Flynn resigned as National Security Advisor in Feb 2017 after lying to VP Pence about his pre-inauguration calls with Russia’s ambassador on sanctions.
Here’s Flynn sitting right next to Putin at a 2015 Moscow gala.
Fitz macro retweeted
Unbelievable. At 9 PM on a Friday night, Trump just waived nearly every sanction the Lindsey Graham bill imposed on Russia. whitehouse.gov/presidential-…
Fitz macro retweeted
NEW: Megadonors have now poured *2.3 billion* into the midterm elections.
Leading the pack is Elon Musk, the world's richest man, who is now the biggest individual political donor in American history.
Six donors have given $100M+. Read here:
washingtonpost.com/elections…
Even less than the Mooch. He lasted 2 x Zacharias.
White House Press Secretary Zacharia 'let go' from role, official says - reuters.com/world/trump-says…
Fitz macro retweeted
The United States budget deficit approached $2 trillion in the 2026 fiscal year, its highest level since the pandemic, as spending on the military, safety net programs and interest on the debt dwarfed the Trump administration’s cost cuts, Treasury Department figures showed on Friday. Per @arappeport
so this is from Jan to Today?
Interesting, would be great to have more data, history and to distinguish between pure EV and hybrid.
Fitz macro retweeted
Yes, the scale changes from picture to picture but the trend is clear: EV adoption merrily moves upwards around the world. With oil refineries around the world being bombed it’s only logical that this trend speeds up further.
Fitz macro retweeted
Still 5 mbld below pre-war, and given that ships are getting shot at like fishes in a barrel, I do not see much upside here.
So the business model is buy a 14k watch. Auction it off for 25k. 1k for admin markrting etc. Collect 10k.
Looks like Russia has been doing most of the destroy.
You were a terrible MP and are a worse human. Now you're just a puppet.
Dude. You're a Russian stooge. Your opinions aren't valid.
The biggest issue is all those Russian troops still invading Ukraine.