Nuance is dead. #Bitcoin. Coffee. Energy. Markets.
Joined December 2021
- Tweets 1,891
- Following 1,205
- Followers 349
- Likes 4,672
59 Photos and videos
Arrow of Apollo retweeted
6 Nov 2025
New ECMWF guidance shows a rapid turn from La Niña to El Niño in early 2026.
Unusually warm water in the West Pacific could soon be transported eastward, sparking El Niño.
It's early, but if this happens, global temperatures and moisture levels will rise next year into 2027.
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27 Oct 2025
A detente between Trump and Lula was always a termination risk factor for KC. However, the pressure points of previous weeks remain. Z/H spread key to watch.
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30 Jul 2025
For all the #kc followers - no exemption for coffee in this announcement. whitehouse.gov/presidential-…
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27 Nov 2023
Kim retweeting a report from the esteemed The Islander which has…373 followers and doesn’t show on the first pages of a Google search. Nice.
27 Nov 2023
US tax dollars at work. Zelenskyy allegedly bought 2 yachts via proxy worth over $75 million as reported by The Islander. The names of the yachts are an insult to all Ukrainians:
‘Lucky me’ and ‘My Legacy’
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Arrow of Apollo retweeted
9 Oct 2023
Remember: Information warfare.
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24 Aug 2023
The BBC has setup a live feed for the Fukushima treated waste water being released into the ocean. This has to be one of the most moronic things I’ve seen. Are they expecting a surge of 3 eyed fish suddenly float to the surface?
@Dr_Keefer @energybants @MadiHilly
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Arrow of Apollo retweeted
16 Jun 2023
1️⃣7️⃣ These are called balancing costs.
For example, Beatrice wind farm has a strike price of £164 per MwH and in the year ending March 2022 nearly 25% of it's output was paid NOT to enter the grid.
We are paying to generate electricity we cannot use.
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29 Apr 2023
Sorry to my Italian brothers but had to share this abomination for all. Tandoori chicken pizza and yes, that white thing is banana. @MiamKitty can we get a food cumlorde award?
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31 Mar 2023
Nice thread here from Sam.
31 Mar 2023
A few thoughts on what has occurred over the past month.
First, there should be no head-scratching as to why the market rallied in the way that it did.
The Fed effectively released the floodgates of liquidity.
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29 Mar 2023
Sell me all your USD and fuck off
29 Mar 2023
The US dollar is losing its reserve currency status
Here’s what you should know 🧵
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Arrow of Apollo retweeted
27 Mar 2023
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Almost everything Zakaria says here is wrong, and unanchored in any understanding of how the global balance of payments actually works. Like many people in Washington, Zakaria assumes (perhaps without realizing it) that the only things that should matter to the US are...
26 Mar 2023
If the US dollar's global supremacy erodes, America will face a reckoning like none before.
My take:
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20 Mar 2023
Eh?!
20 Mar 2023
200 bps worth of cuts this year?
I think that is a feasible scenario by now
1/n
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13 Mar 2023
In which a guy with almost 700k followers get consistently ratiod by someone with 800. If he was less self absorbed perhaps he might read the room.
So you are blaming the guy who rang the fire alarm because he was closest to the fire? a bit ungrateful
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Arrow of Apollo retweeted
12 Mar 2023
There is a guy named Mike Alfred (who I do not know) who is making unsourced claims about FRB.
I have no idea if they are true but I pointed out that he is short $FRC and he blocked me.
So I wouldn’t trust the guy… and he could get in trouble for market manipulation.
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12 Mar 2023
I love Twitter when there is chaos like this but wow there are some nauseating, self ingratiating takes out there this weekend.
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8 Mar 2023
In which a .eth shamelessly talks his book and shows how insecure they are about competition.
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Arrow of Apollo retweeted
23 Feb 2023
Massive cultural shift: superstar Democratic congresswomen @AOC describes how she safely visited a triple-meltdown site in Japan.
She further describes French nuclear waste recycling as a good thing.
She has 9 million followers, many of whom are young women.
This is wild:
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20 Feb 2023
Shaun Connell - what a great response.
19 Feb 2023
Hi Kyle - thanks for the questions and comments
As a starting point - I think we can all agree that we are in the early stages of an energy transition. For power systems, this means electrifying everything (3X demand) and replacing fossil fuel gen with intermittent renewables
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Arrow of Apollo retweeted
So. It turns out Article 8 and even Article 9 ESG funds have been holding large positions in Adani companies. Any ESG rating system that allowed that to happen is simply not worth the toilet paper it was printed on.
bloomberg.com/news/articles/…
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