Dan Berger
720 posts



I’m working to confirm that Sen. Harper intends to force @slcmoves to tear up the new 300 West Bikeway, and potentially other safe streets projects completed by the city. I’m told by one elected #SLC official that the bike path’s destruction is “pretty possible.” #slc #utpol


As I mentioned to @katieeperry and @StockSavvyShay rare earth is an under-appreciated critical issue. Most people aren't paying attention to rare earth or even know what's going on with it as it’s industrial side not consumer side and wonkish. There's a reason the US is being so conciliatory towards China: China has absolute dominance over RE, whose stoppage can bring the US economy to its knees and the US is powerless to fight back in the short run. This is a genuine silent national emergency to have one's throat in the hands of an adversary. So the US is willing to spend whatever it takes to overcome this stranglehold while it pretends to dance courteously with China in the mean time. The reason MP stock price has gone up so much YTD reflects exactly this exigency. MP Materials is the only integrated rare earth miner and processor in the US, with Mountain Pass mine in California. It produces mainly light rare earths (e.g., neodymium, praseodymium) and is building separation capacity. MP’s revenue is still tied to selling semi-processed concentrate to China though, and until its full processing and magnet-making capacity comes online, it’s partially exposed to the same bottlenecks.








So disappointed in @slcmoves. Requested a stop sign at an intersection with frequent near-crashes, and received a condescending response saying no, and educating me about what stop signs are REALLY for.





.@RoKhanna and Democratic lawmakers sent a letter to the DNC today urging it to take a forward-looking approach to digital assets. “From an electoral standpoint, crypto and blockchain technologies have an outsized impact in ensuring victories up and down the ballot.” #Bitcoin2024




Wood Partners -- the nation's 4th-largest apartment developer -- is exiting California and other West Coast markets. Why exit a market that is so undersupplied while favoring "high-supplied" markets? Wood didn't give a reason publicly, but its exit tells you a lot...







