Tim Purcell @HighLineAdv

News, opinions. and analyses on the Reindustrialization of the United States. https://t.co/JihD9HHQfy Joined April 2020

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Tim Purcell @HighLineAdv

8 hours ago

The most important chart of Apollo's pack The rise in Capex/Net Sales is cash flow going into the manufacturing economy, with a high multiplier effect That cash would have otherwise been spent on divs, M&A, debt paydown etc. All uses that go back to the company, not the economy

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Tim Purcell @HighLineAdv

2 weeks ago

FinTwit today will be a bunch of hot takes on why he (Powell) is an idiot for Cutting Not cutting enough Waiting so long to cut Should have waited longer to cut Not messaging the cut better Messaging too much/little about the cut Anything except "yeah, 25bps seems appropriate"

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Tim Purcell @HighLineAdv

2 weeks ago

AI is going nowhere until these numbers for Europe and North America come way down.

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Tim Purcell @HighLineAdv

3 weeks ago

They'll try to blame guns, and 'hate speech', and Trump and MAGA and maybe even @elonmusk They'll try to blame anyone and everything other than the guy who pulled the trigger and the left-wing extremists at @CNN and @MSNBC that radicalized him Charlie's blood is on their hands

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Tim Purcell @HighLineAdv

3 weeks ago

If they couldn't count them right the first time, why should we rely on their revisions?

Morning Brew ☕️ @MorningBrew

3 weeks ago

If they couldn't count them right the first time, why should we rely on their revisions?

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Peter Hague @peterrhague

3 weeks ago

A whole lot of BS political views basically amount to assuming that life in our hard won civilisations is just the way things are, and that you can simply remove the foundations. Only a society protected by vaccines produces anti-vaxxers. Only a society with a strong military…

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Tim Purcell @HighLineAdv

4 weeks ago

For anyone freaking out about manufacturing job losses, just zoom out a little bit...

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Tim Purcell @HighLineAdv

4 weeks ago

Working with a business owner of a $5m EBITDA materials distribution business. He's looking to roll up a few regional distributors and/or manufacturers across sectors and materials. If you know of any owners in the space looking to exit/partner, please reach out.

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Tim Purcell @HighLineAdv

4 weeks ago

If a U.S. SWF is to become a reality, Intel was the first investment. Next up, Uranium stocks & Lockheed Martin. Bitcoin holdings are going in there as well. $URA $LMT $INTC $BTC finance.yahoo.com/news/the-white…

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Tim Purcell @HighLineAdv

a month ago

The amount of utility-scale infrastructure spending that will be needed in the US is beyond any estimate I've seen so far. Buy every company that builds and services the grid.

The_Real_Fly @The_Real_Fly

a month ago

The amount of utility-scale infrastructure spending that will be needed in the US is beyond any estimate I've seen so far. Buy every company that builds and services the grid.

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Tim Purcell @HighLineAdv

a month ago

"If you aren't naturally tired at night and excited in the morning, then you probably haven't found something meaningful to work on. You're not stressed from doing too much, you're stressed from doing too little of what you care about." - @IAmMarkManson timmpurcell.substack.com/p/volume-005

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Tim Purcell @HighLineAdv

2 months ago

And here I thought American politics was a laughing stock... (It is, but at least we aren't arguing about air conditioning)

Alexander C. Kaufman @AlexCKaufman

2 months ago

And here I thought American politics was a laughing stock... (It is, but at least we aren't arguing about air conditioning)

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Tim Purcell @HighLineAdv

2 months ago

Wouldn't it be amazing if nature provided some type of magical device that filtered CO2 from the air, cost nothing, and was aesthetically pleasing? If only. 🌳🌳🌳

Dr. Matthew M. Wielicki @MatthewWielicki

2 months ago

Wouldn't it be amazing if nature provided some type of magical device that filtered CO2 from the air, cost nothing, and was aesthetically pleasing? If only. 🌳🌳🌳

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Tim Purcell @HighLineAdv

2 months ago

"If years were letters, the average human lifespan would not be longer than this sentence." - @G_S_Bhogal

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Tim Purcell @HighLineAdv

2 months ago

"And they may well ask why climb the highest mountain? Why, 35 years ago, fly the Atlantic? Why does Rice play Texas?... Not because they are easy, but because they are hard"

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Tim Purcell @HighLineAdv

2 months ago

Geopolitical premiums are hard to calculate, but semis have given a clear view of what multipolarity costs 5-20%, sold out until '27 "AMD CEO says U.S.-made TSMC chips are more expensive but worth it-costs 'more than 5% but less than 20%' higher than Taiwan-sourced alternative"

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Tim Purcell @HighLineAdv

3 months ago

For any AI Chips experts out there, what are your thoughts on Groq (NVIDIA competitor) for longevity and ability to scale, and the potential to compete with NVIDIA? reuters.com/business/ai-ch…

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Tim Purcell @HighLineAdv

3 months ago

“One of the painful signs of years of dumbed-down education is how many people are unable to make a coherent argument. They can vent their emotions, question other people’s motives, make bold assertions, repeat slogans - anything except reason.” - Thomas Sowell Repeat slogans.