John Dizard

@RonFilipkowski Wow. We are not worthy!

You can’t get much swampier than this.

My latest Substack post on the AI Grid Grab—- Our arthritic grid governance has to get better—-fast! @johndizard/note/p-173165231?r=1ibgq3&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@johndizard/no…

@jemimajoanna @mattvella Jemima—- hats off— we are not worthy…

I spent the day with Curtis Yarvin and the new new right at a garden party in the English countryside and wrote some words about it. My cover story for today’s FT Magazine, plotted with / edited by the brilliant @mattvella on.ft.com/3Ul74cg [GIFT LINK🎁]

@WhitStillman The dance craze you invented ?

Early evening dancing in & out of bars in Vila do Conde, Portugal. [Dancing not shown.]

@GreyHairOpsGuy @EnergyCredit1 Wow! Compared to any C-Suite ( “C” is now for Compliance) that’s fantastic! And much more economic for society!

My latest post—— California cannot let go of its floating offshore wind fantasy…. open.substack.com/pub/johndizard…

@capitaloptimism Even so, it was too much for her.

@JohnDizard Mind you, Donaldson's background isn't the most reassuring

The Green New Deal Falls into a Black Hole… read how the Department of Energy’s Loan Program Office has been thrown into the wood chipper: My latest Thinking Ahead on Substack: @johndizard/note/p-157804748?r=1ibgq3&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@johndizard/no…

@capitaloptimism We’ll find out retrospectively, and even then the economics will depend on state renewables mandates and the PPAs those support. If you’re interested in the LPO, read the IG’s letter recommending a suspension of its activity. Educational.

@JohnDizard The success of the LPG has been touted as comparable to commercial lending with bad loans being about 6%. What do you think the loan delinquency rates would be without the subsidies, John?

@zerohedge Not missing—- but a lot is not in refined good delivery bars so it would have to be recast. But nothing there has moved for a long time. More deliverable stuff is mostly at the NY Fed

Doubled already. Will it double again

Check out my new Substack post questioning how the US can be a “manufacturing superpower” without migrants and with a shrinking prime age native workforce… open.substack.com/pub/johndizard…

@WhitStillman @TimHortons @TimHortonsUS Was that a federal or provincial question?

In solidarity with our Canadian Cousins, stopped for a delicious Tim Horton's biscuit breakfast at the #JFK Airtrain station. 🇨🇦@TimHortons @TimHortonsUS

California housing is trapped in the insurance tar pit created by the LA fires —-how can this be fixed? My latest Substack post open.substack.com/pub/johndizard…

@TiborPNagyJr Congratulations author!

Dear Friends, Adversaries, and Trolls - Looks like Im going back to US State Dept on Monday in a position which will be beyond just Africa. So Im stopping expressing my personal views until my temporary position finishes (probably a few months). God bless you all and back soon!

My newest post about the Great Transformer Shortage bedeviling the buildout of power grids… open.substack.com/pub/johndizard…

@rcwhalen @markets @FT We’re broke and have no government but we look great!

*****FRENCH GOVERNMENT FALLS AFTER NO-CONFIDENCE VOTE IN PARLIAMENT**** h/t @JohnDizard who predicted this outcome months ago.... @markets @FT

@rcwhalen Or, rather, Ka-boom.

******BARNIER FORCES THROUGH FRENCH BUDGET, RISKING GOVT COLLAPSE***** h/t @JohnDizard

@rcwhalen Boom

@WhitStillman This is so wrong!

Whott?

@sindap @EricGPlatt Weren’t people doing this before some financial-historical event…wait, it’s on the tip of my tongue…

first Apollo, now Blackstone. Create equity JV with IG corporate, design waterfall, put the senior tranches on insurance balance sheet after getting a credit rating. Rinse, repeat: on.ft.com/3Z4TTy7