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yussefr.bsky.social
different things at different times, mostly markets & macro on here
149 posts 87 followers 489 following
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will watch bitcoin over the weekend to see if there's more signs of market unease, so far it has rebounded after close

definitely still in a rotation environment, shitcos get killed and then people move to bid bitcoin

oh good

at some point i'm going to stop enjoying city losing, but not yet

feel like the world is about to do a nuclear proliferation speed run

I'm not saying mainstream parties and the environmental movement are failing to recognise where the real threat is coming from, but the morning after Reform announced a plan that would push up energy bills and eviscerate UK climate action there's just one statement in response in my in-box.

@iea.org says "Today, utility-scale batteries paired with solar PV are already competitive with new coal plants in some countries like India. In just the next few years, batteries + solar will be cheaper than new natural gas plants in the US & new coal in China" (Source: x.com/iea/status/1...)

Furman’s FA piece against Bidenomics makes some claims about industrial policy that seemed unsupported. Crowding out investment? The gravity of evidence so far points toward these policies having *crowded in* investment. This was the big question for many of us thinking about industrial policy.