Nathaniel E. Baker

@CFC_Janty Peak Gazza

There isn’t a single English player in football history that is better than Neymar.

Just how much Iran can the US economy take? I posed this question to our readers today barrons.com/articles/how-m…

@cleanandgritty @isaiah_bb like there was obviously a reason they chose to gamble everything on the spring 18 offensive my question is what would have happened if they had consolidated and waited until all the Brest-Litovsk resources came online

@cleanandgritty @isaiah_bb ok maybe not long before but by 1918 they were cooked with the US entering it was just a matter of time but even without that they didn't have resources to sustain the war much beyond 1920 I don't think

No matter how many times I read the same quote in my books, it never gets old reading Franz Halder write that the Germans had accounted for 200 Russian divisions, and, by early August, had already encountered 360.

oh right March Madness starts today So US trading volumes should be subdued Iran less important

Couple risk gauges moving lower this morning: copper down 3% KOSPI back to the post-Iran low US stocks not really moving (yet)

@cleanandgritty @isaiah_bb Yes, but resources. Germany had none from the blockade and unrestricted submarine warfare didn’t help The 1918 spring offensive was pretty much doomed from the start because they couldn’t supply and consolidate new positions

@natbaker @isaiah_bb US troops barely show up until 1918 and without them /bc Russia went Soviet and dropped out, Germany only had to fight on one front and would have had a chance. France and England were struggling almost as much after four years of that

@BrianSozzi So neither scenario has the US *not* pulling out soon

🤔Citi's "two scenarios" for the US war on Iran: First Scenario "Over the next several weeks, the Administration’s appetite for the conflict diminishes and the United States pulls out, declaring the operations a resounding success.  As the US pulls out, the Iranian regime takes the opportunity to step back, take stock, consolidate, and rebuild.  In tandem, Iran reduces pressures in the Strait of Hormuz, and the flow of shipping gradually resumes. Notably, this scenario would also prevail if heavy US military operations rapidly clear Iranian resistance in the Strait. In this scenario, the brent oil price would continue to cycle at roughly $90-110/barrel for the next month or so.  But pressures would gradually ease, and oil prices would retreat to around $85/barrel on average through the second quarter, and then back to $70/barrel through the second half of the year." Second Scenario "The US ceases military operations over roughly the same timeline. However, in this case, the Iranians say, “You’re done, but we’re not”—and they continue to block traffic in the Strait.  The upshot would be a very messy—and uncertain—three to six months, as the United States and its allies took steps to clear the Strait.  This would perhaps require boots on the ground.  It would also threaten more extensive damage to oil production infrastructure in the Middle East. In this scenario, brent prices would remain at or above $100/barrel through much of this year.  Whether that would mean $100/barrel or $140/barrel would depend on a range of specifics—including the success of governments in deploying strategic reserves, the ability of the Saudis and the Emiratis to use ports in the Red Sea, the extent of damage to the underlying oil production infrastructure in the Middle East, and the ability of emerging laser-based technologies to blunt the threat from drones."

@Nithya_Shrii I’ll say it: editor Until AI gets better (and less predictable) at writing And even then you need fact checks

10 jobs that are 100% safe from AI: 1. Dentist 2. Construction worker 3. Plumbing 4. Farming 5. Gardening 6. Carpentry 7. Cooking 8. Gardening 9. Welder 10. Electrician Did I miss any?!

@GanzeGeschichte Ich meine, die Verwaltung einer solchen Landesfläche wäre doch irgendwie ziemlich schwierig…

Deutschland hätte sich 1871 nach dem von Frankreich begonnenen Krieg noch viel mehr nehmen können als Elsass-Lothringen - das ganze blau schraffierte Gebiet in Frankreich hatten sie erobert. Haben sie aber nicht.

@DividendTalks Great businesses Question is why are they selling off now? Is it concerns about the consumer?

The market just discounted the toll booths of the global economy. $V • -14% YTD • ~13% EPS growth • 23x P/E (vs 27x avg) $MA • -13% YTD • ~16% EPS growth • 26x P/E (vs 32x avg) These businesses don’t take credit risk. They just take a cut of every transaction. Volumes still rising. Margins still elite. Yet valuations are falling. What changed?

@cleanandgritty @isaiah_bb Didn’t they lose long before 1918?

@isaiah_bb Any book recs? I'm just wrapping up my book on how Germany lost in 1918

@_iamlougotti The same, though I suspect different year (decade)

Who won the March Madness tournament when you graduated High School?? Me it’s North Carolina Tarheels

These Miami (Ohio) guys sure can shoot the rock

Dear NHL: White at home, dark on the road. Thanks Rob

@AnthonyZoric Because this list is a joke

Can anyone explain how Croatia is 14th??? How Turkey and holland are behind us 🤔🤔

@Cr5Orca @AzorcanGlobal Didn’t the NHL say they hadn’t made a decision on Russia yet?

@AzorcanGlobal NHL said they would follow the IIHF lead on Russia. IIHF still bans Russia so no Russia

Will these be the groups for the World Cup of hockey? PRAGUE GROUP Czechia, Slovakia, Sweden, Finland CALGARY GROUP Canada, United States, Germany, Switzerland Assuming no Russia.

@AzorcanGlobal How are Germany, Switzerland, and Slovakia going to staff their teams ?

@scuff7 @HenryStaelens With how desirable it is to play sport outside

@natbaker @HenryStaelens What's the weather got to do with anything? 🤣

Just spoke to the BBC about the demand for ice rinks in the UK - piece out next week. The mainstream media's intrigue in the sport is getting less absurd each time they look at the sport - from the ridiculous FT article about why women follow ice hockey, then to the potential 'spike in interest' from Heated Rivalry, now finally true journalism about something that matters. Waiting lists at nearly all clubs. Many hours of travel just to train. 2million tickets sold annually to league/cup fixtures. Biggest indoor sport in the country (by a long way). The sport has grown quietly, well-past the current infrastructure available. This is not just a supply and demand issue that will 'go away'.

@spacedonkey_666 @curranhung @LandsknechtPike Ich verstehe Walliserditsch besser als war hier gesprochen wird!

@natbaker @curranhung @LandsknechtPike Ich bin sehr gut mit Dialekten. Ich verstehe sogar die Walliser und Urner.

This is how Alsatian language sounds. I found a rare video of football manager Arsène Wenger speaking in his native Alsatian. The former Arsenal manager grew up in a small village of Duttlenheim, where everybody spoke Alsatian, and only learned French in school.