Andy

2.9K posts

Andy

Andy

@windedpenguin

Australian. Not financial advice

'Straya Katılım Şubat 2013
621 Takip Edilen169 Takipçiler
Andy
Andy@windedpenguin·
@ALeighMP But the anger is real and evidence-based — record migration + unreliable energy = unaffordable homes/power despite Labor's promises. Leigh you are a zealot and don’t particularly care for facts.
English
0
0
0
2
Andy
Andy@windedpenguin·
@ALeighMP Skills shortages require endless skilled migration -high overall migration hasn't fixed them how many decades have we heard this and we still can’t skill ourselves? Immigration widens the gap by boosting population-driven demand faster than training/supply can catch up.
English
2
0
0
4
Andrew Leigh
Andrew Leigh@ALeighMP·
One Nation want to trick you into voting for them by making you angry. But true patriots deal in facts, not fear. My response to the commentary on my latest video. #auspol
English
245
34
124
8K
Andy
Andy@windedpenguin·
@ALeighMP CSIRO's models firmed renewables as "cheapest" under ideal assumptions, yet existing/extended coal remains cheaper to run for baseload
English
0
0
0
3
Andy
Andy@windedpenguin·
@ALeighMP The latest ABS figure (306,000 for 2024-25) is still well above pre-COVID averages (~200k under recent Coalition governments). This scale has directly fueled the housing crisis, infrastructure strain, and cost-of-living pain
English
0
0
0
5
Andy
Andy@windedpenguin·
@DaveMilbo * Support for medical intervention of "trans" minors and men in woman spaces * Portland style legalisation of drugs * High taxes in a globalised market *Defund Police in rising crime *Not really environmentally focused anymore *Focus on skin color rather than merit.
English
0
0
0
8
Andy
Andy@windedpenguin·
@DaveMilbo Policy positions which seem out of step: * Climate change action without nuclear. * Permissive immigration policy at the expense of the Australian working poor. * Israel does not have a right to exist * Mass immigration into a rental crisis * Reduce/eliminate defense spending
English
1
0
0
47
David Milner
David Milner@DaveMilbo·
Question: Why do you think the Australian Greens can't seem to bust out of the 10-14% range of the vote? Hostile media? Too beuigose? Their candidates? Their messaging? Their Their name? Is Australia just innately pro-war, pro-racism, pro-fossil fuels? The party seems stuck.
English
1.1K
133
1K
124K
Andy
Andy@windedpenguin·
@KosSamaras If you are on 30 dollars an hour you cant find a rental, you cant buy a house and you can hardly afford to manage. These people are consistently ignored and in fact - their lives are made worse by the government's actions, with little sweeteners to make it seem that they care.
English
0
0
0
5
Andy
Andy@windedpenguin·
@KosSamaras This is a very good article. I spent almost 2 decades in the states watching it implode. Trump was a response that both the Republicans and Democrats ignored. The ALP and the LNP abandoned us long ago.
English
1
0
0
108
Kos Samaras
Kos Samaras@KosSamaras·
Why the growth of One Nation? My latest Oped in the AFR. Since the GFC, Australia has quietly dismantled the economic foundations of the outer suburbs and the regions. The car industry, gone. Steel, in some parts in administration. Timber towns, hollowed out by policy decisions made by people who never lived near one. Over 200,000 manufacturing jobs lost in seven years. Textiles, clothing, footwear, effectively eliminated. Wholesale trade contracted. Bank branches stripped from regional high streets. Energy-intensive manufacturing crushed by gas prices that tripled after LNG exports began. Health services in decline or now costing more. Being diagnosed with cancer in a big city is traumatic, in the regions, it’s far more severe as you have to battle day trips to a care facility….try doing that with today’s petrol prices. None of this happened to the inner city. It happened to the people who built things, fixed things, and drove things for a living. And the parties that governed through all of it, on both sides, never really had to answer for it. They called it modernisation. They called it the ‘just’ transition, or a move to a service economy where the service is done by one class of worker to enrich the life of another. One Nation didn’t come from nowhere. It came from exactly this. My new piece in the AFR on the long betrayal that made it inevitable. After you read this, you may realise that the votes wont easily come back. Link below.
English
115
106
531
55.8K
Andy retweetledi
Scott Phillips
Scott Phillips@TMFScottP·
With the fuel crisis front and centre, I'm pushing this again. We learned *nothing* from COVID. We should have had redundancy in the system, in the form of stockpiles. We have been badly let down by the last government, and by this one.
Scott Phillips@TMFScottP

This aged well for me... and atrociously for Australia. We learned a lot from COVID... and did nothing with those lessons. Hard to turn on a dime, but we *can* start planning *now* for the next time something like this happens. Just need some policy interest from our pollies.

English
90
20
354
12K
Andy
Andy@windedpenguin·
@LeeRespecter @MarkDiStef This is a good argument but the path forward is probably somewhere in the middle. Closing holes in PRRT, windfall tax due to spikes in war. Domestic reservation for uncontracted gas etc. China having lower gas prices than we do makes no sense.
English
0
0
0
5
LeeKuanYewRespecter
LeeKuanYewRespecter@LeeRespecter·
We do tax them. They pay a lot of tax. They also invested hundreds of billions of dollars and are now writing down those assets. The countries people always point to are Norway and Qatar. Norway had a much lower acquisition cost and often operates through JVs. Same with Qatar, which is also a dictatorship, by the way. There is survivorship bias here too. You hear about the companies that invested huge sums, took huge risks, got the timing right, and then rode a generational commodity boom. For every one of them, there are dozens that tried and failed. No one talks about the failed projects, or the periods when gas prices tanked. They only talk about “super profits”. But that is the point of taking big risks. Why would anyone invest $100 billion for returns that are capped at the top? The issue is not the outcome. It is the settings. You cannot change the deal just because the other guy won too much. No one will do a deal with you again. We have high wages, high energy costs, and a high regulatory burden. Stability is one of the last advantages we have left. Taxing them now kills that.
English
2
0
2
115
Andy retweetledi
UnveiledChina
UnveiledChina@Unveiled_ChinaX·
Michael Ma, meet Guan Heng. In 2020 he traveled alone to Xinjiang, secretly filmed the detention camps, fled China, and was granted asylum by a US judge in January 2026 — because the court found he faced a "well-founded fear" of persecution if returned to China. After he released his footage, Chinese state security began systematically questioning his family members back home as collective punishment. That is not hearsay. That is a man who risked everything to show the world what the CCP has spent billions trying to hide — satellite image manipulation, journalist expulsions, diplomatic pressure, and collective punishment against anyone who speaks out. The camps do not exist, according to Beijing. So why does an entire government work this hard to silence one man with a camera? #Xinjiang #Uyghur #CCP #GuanHeng #HumanRights #China #Genocide #ForcedLabour #MichaelMa
UnveiledChina@Unveiled_ChinaX

When a sitting MP dismisses documented Uyghur forced labour as "hearsay" in parliament, that is not a gaffe. That is exactly the outcome Beijing's influence operations are designed to produce. The CCP's United Front Work Department does not need spies. It cultivates politicians, community organizations and business leaders across democracies who organically advance Beijing's narrative from inside democratic institutions. Canada is not unique here. United Front-linked organizations have been documented operating across Australia, New Zealand, the UK and the United States — embedding themselves into political parties, ethnic community groups and university campuses. #CCP #UnitedFront #ForeignInterference #Canada #Xinjiang #UyghurGenocide #HumanRights #Democracy

English
115
873
4.3K
234.6K
Andy
Andy@windedpenguin·
@LeeRespecter @MarkDiStef Really though? Why can other nations tax their gas and get investment and we can’t?
English
2
0
2
154
LeeKuanYewRespecter
LeeKuanYewRespecter@LeeRespecter·
@MarkDiStef They are lying because they know that if the government taxes gas more than it already does it will create sovereign risk and stop further investment in gas. It’s not about tax it’s about destroying the gas industry.
English
1
4
38
3.3K
Andy retweetledi
🇦🇺Craig Tindale
State capitalism isn’t socialism. In the West it was the dominant model from the late 19th century through the postwar period, with states directing railways, steel, energy, finance, and war production. The pivot came from the late 1970s into the 1980s, as policy shifted toward deregulation, privatisation, and capital market primacy. What followed was financialisation, not a pure free-market system. The idea of stateless free-market capitalism is a recent construct: pushing price signals to maximum efficiency reallocates capital away from domestic production, leaving the state exposed to external actors that can shape or control those signals.
✦✦✦ 𝙿𝚊𝚖𝚙𝚑𝚕𝚎𝚝𝚜 ✦✦✦@PamphletsY

🚨🇺🇸 BREAKING — Trump Admits Socialism Works "I have to say, I respect China, because it’s incredible that with a system that, in theory, shouldn’t work—you know, we go to school, we go to the best business schools, we do well in those schools, and we read about free entrepreneurship, and we read about all these different things— But if you look at China, how well they do, how much they produce. I mean, they produce so many cars that they actually have competitions over who can produce the fewest cars because they have so many cars. You have to have great respect for China for the work they do. Whether you like them or not, you have to respect them."

English
27
41
258
23.4K
Andy
Andy@windedpenguin·
@TrentTelenko We have been run by idiots for a long time.
English
0
0
0
1
Trent Telenko
Trent Telenko@TrentTelenko·
This underscores why it was a dumb idea to shut down Australian domestic oil refinery capability and to rely upon China to replace it. Australia looks like far less of a useful US ally in the event of a Chinese invasion of Taiwan as a result of current events.
Aus Integrity@QBCCIntegrity

China has cut Australia off for Jet A1 fuel (kerosene), all of next months shipments cancelled. Normally 12/month. There’s one ship inbound. That’s it. China is Australia’s largest Jet Fuel supplier.

English
60
104
636
36.7K
Andy
Andy@windedpenguin·
@novindu @grok @SaiKate108 from my understanding - and I am not a mining guy. even at 100 per barrel if you are an investor you might look elsewhere. Its remote, needs tons of water, no infrastructure etc to make it viable without a ton of money.
English
0
0
1
13
Kat A 🌸
Kat A 🌸@SaiKate108·
Mind blowing. South Australia alone could be the Saudi Arabia of the Southern Hemisphere says Sam Bamford. With shale oil of approx. 200 billion barrels worth 60 trillion. Senator Bridget McKenzie : ‘We’re literally prioritising emissions reduction in this country above our own fuel security .. We have enough resource onshore and in The Great Australian Bight to actually make sure that we have sovereign fuel capacity.’ And yet here we are !!
English
354
1.4K
5.1K
144.1K
Andy
Andy@windedpenguin·
@2798n8627e @TrentTelenko Can store crude for ages but no fuels vehicles use therefore it was folly to close refineries.
English
0
0
0
8
Ben Bell
Ben Bell@2798n8627e·
@TrentTelenko Decision to close refineries was a decision taken by the commercial owners, not the government. Official advice was that keeping the refinery open would only marginally improve resilience. Current situation is that everyone with a refinery is looking for crude, so same same.
English
1
0
1
40