Not kidding the protestors should add a massive bureaucracy reduction to their other demands

VC-backed Hard Tech

Re $SBUX you can cash in your coffee habit and develop a ceremonial grade matcha habit for less $ so I am not shocked substitution effects are hitting hard. Shogun aesthetics a plus too Isabella M. Weber .

you're telling me the chinese have competing decentralized state-owned centres of export-oriented espionage !?

Did $GL just blow their whole buyback the same day Viceroy published and an exec disclosed *very late* some insider sales? Very entertaining stuff as always from the short side.

A new report from me, Alex Turnbull & Alex Williams, on why U.S. Department of Energy can and should help build and support the financial and market infrastructure for critical minerals.

Short answer: it would make our clean energy supply chain more resilient. A thread 🧵1/

MAYBE WE NEED MORE 'FINANCIALIZATION'

In today's Bloomberg Markets newsletter, I wrote about the new proposal from Arnab Datta Alex Turnbull and Alex Williams to build more liquid markets for minerals critical to the energy transition.

How is Tesla going to compete with that, if all it takes to make something like FSD is a few cheap cameras and a computer?

Translation: interest rates aren’t the right tool for the supply side inflation that ails. We have to go sectoral, sweating housing supply here and bullets and crop failures in far away places.

“six way parlay. i want Leonard age to cover. i want Meredith over 90. I want Josiah heart attacks and strokes, gladys broken bones, beatrice with a stent. read it back to me”

Alright the trade structure is out for how DOE can secure critical minerals supply with Arnab Datta and Alex Williams ! #lithium employamerica.org/researchreport…

NEW: GRU Unit 29155, Russia's notorious assassination and sabotage squad, ran a family of illegals for years in Czechia. Meet arms dealers Nikolay and Elena Šapošnikov. Friends of Unit 29155 founding commander Gen. Andrey Averyanov, they helped the same operatives who poisoned

“Putin switched off the gas. He cannot repeat that with the sun.” on.ft.com/3UmjkJ6

Sinopec quarterly is out and it sure does look like China products demand is peaking - this included “easy” COVID comps

Good piece on the 'litigation doom loop' in environmental approvals slowboring.com/p/we-must-end-…

i think you buried the lede here: that a certain celebrity billionaire is tired of his dick being called 'weirdly-shaped'