capconstrained

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capconstrained

@capconstrained

My name is Rennie Scinto. I am a member of the Church of Total Factor Productivity. Real Rates and Real Wages are my Spiritual Guides. [email protected]

Katılım Nisan 2012
2.9K Takip Edilen432 Takipçiler
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capconstrained
capconstrained@capconstrained·
I believe in America. America has made my fortune.
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capconstrained
capconstrained@capconstrained·
@izakaminska You need to rebalance the UK economy away from London RE which probably mean a significant devaluation
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Izabella Kaminska
Izabella Kaminska@izakaminska·
My totally outrageous and not at all serious 10 point plan to save Britain. 1) The entire Labour government does the honourable thing and resigns on the basis that remaining in office merely guarantees it will preside over the eventual loss of economic control. 2) Officially acknowledges that, without IMF backing and access to dollar liquidity, Britain’s current economic model is structurally unsustainable — particularly for a country whose comparative advantage is supposedly financial credibility. 3) Establishes a government of national unity in which day-to-day economic management is handed to industry-backed technocrats and entrepreneurs under a four-year “rebuild or bust” mandate. 4) Pegs sterling to the dollar in order to restore monetary credibility and halt the slow transformation of Britain into an upper-middle-income crisis economy. [Alternatively removes all barriers to USD stablecoins and allows explicit dollarisation that way.] 5) Slashes corporate taxes, accelerates planning reform, and dismantles layers of administrative and regulatory drag in an emergency bid to revive productivity and private investment. 6) Restricts full NHS eligibility to citizens and settled residents, with everyone else moved onto a contributory or fee-based system outside emergency treatment. 7) Realigns British industrial, defence and trade policy explicitly around American strategic priorities in exchange for preferential access to US capital, markets and dollar funding. 8) Offers Washington broad regulatory and geopolitical alignment — including on technology, energy and security policy — in return for expedited customs access and a de facto economic stabilisation umbrella. 9) Reopens the North Sea at full scale, removes remaining extraction constraints, and adopts the official position that “drill, baby, drill” is now a matter of national solvency. 10) Cancels the Diego Garcia deal immediately on the grounds that no country negotiating for IMF support should be voluntarily reducing its strategic collateral. The other option is all of the above but joins the eurosystem or China instead.
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capconstrained
capconstrained@capconstrained·
@datadomNY @MikeBartner My Galaxy Brain Take: Trade Pelech and Aitchenson for Chernyshov and the Sharks #2 pick and play Shaefer on the right
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dom@datadomNY·
@MikeBartner Play Schaefer on the right, keep Pelech
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Mike Bartner
Mike Bartner@MikeBartner·
Kash Money’s amazing OHL playoff run is just further proof that Darche HAS to capitalize on Pelech’s trade value right now. Teams contending rn would lovvvveeee to add a shutdown 2nd pair LHD at sub 6M.
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capconstrained
capconstrained@capconstrained·
@NDRedEagle @ian_LGI16 @PuckPedia Realistically, a lot has to happen before the Isles are a top 4 team in the league. It's safer to keep selling and not adding until multiple forward prospects are top 6 players, capable of scoring 25 or more.
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Travis Flynn
Travis Flynn@NDRedEagle·
@ian_LGI16 @PuckPedia Looks even to me. But Isles would still need a couple more good defensemen (at least one RHD) to compete for the Cup before Horvat ages out, I feel. I think it's unrealistic for NYI to compete for 2027 or 2028 Cup (say, top 5 team in NHL), so I'd rather they get younger.
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Sportsnet
Sportsnet@Sportsnet·
"We were an average team all year. When you're an average team with high expectations, you're going to be disappointed." Connor McDavid speaks with the media following the end of the Oilers season
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capconstrained
capconstrained@capconstrained·
@yolo_pinyato @CJTDevil The fact that you rate Zeev Buium so highly indicates your model is flawed. Schaefer's ceiling defensively is Slavin while Buium has serious defensive issues. I suggest you look at @DavidSt_Louis writeup.
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capconstrained
capconstrained@capconstrained·
@izakaminska It was really a free-rider system. Europe exploited US hegemony in a myriad of ways. The export-led growth is worse than security underinvestment imo but is easiest for US politicians to understand.
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Izabella Kaminska
Izabella Kaminska@izakaminska·
MUST READ VoxEU Column from Marco Buti Giancarlo Corsetti Anna Peychev 👇 TLDR: Europe has significantly mispriced the value generated by American Security umbrella and created an economic model that simply doesn't finance itself on strategic autonomy grounds. They refer to it as EU's "Reduced Responsibility Model". This is a good name. Though, I personally would call it: Capitalism, with "joie de vivre" characteristics. What Europe is currently facing in their telling is the collapse of the RRM model. The only antidote is a far more cohesive and centralised system which cross insures risks in the form of Habermasian "insurance-based solidarity". Also known as a new social contract. Great column. cepr.org/voxeu/columns/…
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capconstrained
capconstrained@capconstrained·
@robin_j_brooks Hoarding does happen you know. US refiners coming off maintenance will start widening the gap again imo.
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Robin Brooks
Robin Brooks@robin_j_brooks·
Lots of ink was spilled in recent weeks on decoupling between physical and paper oil prices (lhs). But here we are: the gap (rhs) is the narrowest it's been in 6 weeks. This after all the talk this gap could only go wider. Lots of urban legends in oil... robinjbrooks.substack.com/p/debunking-mo…
Robin Brooks tweet media
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NYY Takes
NYY Takes@nyytakes·
Are the 2026 Rays just going to be this year's 2025 Blue Jays? A team that overachieves and beats the crap out of the Yankees all year to win the division by a game?
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IncognegroNeville 🇯🇲🇺🇸
@CoreyWriting @RantyAmyCurtis Yeah, I'm calling bullshit here. I'd bet that very few people pay for a Costco membership to avoid SNAP recipients. It's far more likely they go because Costco offers a value prop they can't get at their local Kroger. Btw, a store they'll still have to visit for other items
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Corey Walker 🇺🇸
Corey Walker 🇺🇸@CoreyWriting·
I think this misses the point of Costco. Many people pay the membership fee to avoid having to be around people with SNAP benefits. It's the same logic behind paying for a car rather than using public transpiration options. People want to avoid antisocial and violent behavior.
Grace Meng@RepGraceMeng

Why stop at rotisserie chicken? Everyone should be able to buy a hot meal, with or without a Costco membership (or even liking chicken). That’s why my Hot Foods Act lets SNAP cover ALL hot, prepared foods!

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Izabella Kaminska
Izabella Kaminska@izakaminska·
Carney announced Canada will launch a sovereign wealth fund to de facto fund its industrial policy. That’s a lot of big fancy words to say Canada will be offering subsidies to operate more of a planned economy. Wonder if Chinese banks will be co investors? ft.com/content/e03d21…? Canada launches C$25bn sovereign wealth fund to boost growth
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capconstrained
capconstrained@capconstrained·
@badgernewman @ThaaatColin Case has great pre-med and biomechanical engineering -- hello Cleveland Clinic and UHS -- but is no where near Carnegie Mellon in Computer Science. Tepper has given Carnegie a blank check to build whatever it wants.
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mick collet
mick collet@badgernewman·
@capconstrained @ThaaatColin Not sure I agree. My son attended CWR and my Daughter Carnegie Mellon. Both went on to very successful careers in research, pharma, and medical. But it helps to have parent's IQ!!!
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Thaaat Colin
Thaaat Colin@ThaaatColin·
Bullish on this part of America
Thaaat Colin tweet media
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capconstrained
capconstrained@capconstrained·
@izakaminska Probably thinks SOH opens within 3 months and it’s time to make hay
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capconstrained
capconstrained@capconstrained·
UAE Announcement: If backwardation increases on this announcement, it will enable Treasury to increase selling time spreads if that's their strategy. Otherwise, nothing burger in the short run.
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