Joined February 2020
- Tweets 62,399
- Following 398
- Followers 833
- Likes 22,037
8,805 Photos and videos
15h
Ukraine launched long-range strikes on Russian military and energy sites, including a factory, a refinery, and oil infrastructure hundreds of kilometers from the front. apnews.com/article/4a158f627…
1
13
15h
This is the new economics of war:
Cheap drones and missiles can threaten expensive industrial systems far from the battlefield.
1
5
15h
The front line is not just trenches anymore.
It is refineries, depots, grids, ports, factories, and the logistics that keep an economy alive.
2
Jun 13
The Strait of Hormuz is still the world's inflation trigger. New U.S.-Iran escalation is again putting oil flows, shipping, and energy prices at the center of the macro story. theguardian.com/world/live/2…
1
35
Jun 13
This is why geography still beats spreadsheets.
One chokepoint can move oil, CPI, Fed expectations, mortgage rates, and consumer confidence.
1
10
Jun 13
Markets love to price technology as if the world is digital.
Then a narrow waterway reminds everyone the economy is physical.
1
8
Jun 13
The average 30-year mortgage rate is still around 6.55%. Strong jobs and sticky inflation are keeping the rate-cut dream on ice. wsj.com/buyside/personal-fin…
1
15
Jun 13
A buyer waiting for lower rates is not just making a housing decision.
They are making a Fed call, an inflation call, and a geopolitics call.
1
6
Jun 13
Housing affordability is now downstream of oil, jobs, Treasury yields, and central-bank patience.
That is a brutal setup for normal buyers.
4
Jun 13
China's factory-gate prices rose 3.9% year over year in May, the fastest pace in nearly four years, as energy and commodity costs jumped. ft.com/content/6f6a385c-b9ac…
1
8
Jun 13
That matters because China spent years exporting deflation.
Now the global oil shock is pushing costs into the industrial base.
1
8
Jun 13
If producer costs keep rising, the question becomes who absorbs it:
Chinese factories, global brands, or consumers.
5
Jun 12
China's exports jumped 19.4% in May, helped by autos, semiconductors, and AI-related tech. Imports rose 27.4%. apnews.com/article/33ee2ae32…
1
13
Jun 12
The uncomfortable part for the West:
The AI boom is not just enriching U.S. chip designers. It is also pulling on China's manufacturing machine.
1
10
Jun 12
Tariffs can change routes.
They do not automatically change industrial capacity.
4
Jun 12
The AI data-center boom is now a power-grid story. A BI analysis says permitted U.S. data centers could use 224-359 TWh of electricity a year if built. businessinsider.com/us-ai-da…
1
32
Jun 12
At the midpoint, that is more electricity than any U.S. state used in 2024 except Texas.
1
7
Jun 12
AI does not stay inside the app store.
It spills into land use, water, transmission lines, tax breaks, utility bills, and local politics.
3
Jun 12
Apollo and Blackstone are leading a $35B debt deal to finance Anthropic's compute, with Broadcom and Google-linked chips in the stack. axios.com/2026/06/10/apollo-…
1
36
Jun 12
This is not normal software financing.
The AI race is becoming a private-credit, data-center, chip-leasing, power-contract race.
1
8
Jun 12
The next trillion-dollar AI company may look less like a SaaS company and more like an infrastructure utility with a model attached.
5