Liam Auer @LiamAuer
Infrastructure private equity by trade. Economics, politics, tech and development by interest. Views are my own and do not represent my employer's. London, England Joined October 2011-
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Who among us hasn’t skim-read a CND pamphlet and misattributed a Greenpeace quote to the Defence Select Committee because of toothache?
Have I cherry-picked? Yes. But are these just examples of a wider pattern? I think so. . And I reckon it's much more of a problem for Britain than most people do.
This is interesting. In 2018-19, the year before the pandemic, net debt was 19.2% of GDP. And what was net debt in 2022-23, the most recent year for which we have a final budget outcome? 19.2% of GDP. In the end, that third of a trillion in stimulus didn't add a dollar to debt.
For 40 years, the Los Angeles mandated that every new high-rise install a helicopter pad on the roof on the basis of fire safety. The theory? A helicopter might land on a burning building and evacuate occupants.
Australia deserves a better left populist than Max Chandler-Mather crikey.com.au/2024/03/28/max…
Sane, normal people who are aware of the scientific evidence about climate change & air pollution need to acknowledge that much of the environmental movement sincerely wants to run society exclusively on rooftop solar.
The ABC has turned Georgist. Based.
A garlic crusher is not worth the hassle of cleaning the garlic crusher.
mild dune 2 spoilers but this is the funniest thing I ever seen
London has a housing crisis 🏠❌ A young couple doing the right thing and earning a decent wage shouldn’t have to scrimp and save for three decades just to afford a deposit. Find out more about our plan to fix this: britainremade.co.uk/getlondonbuild…
Britain’s housing stock is Europe's oldest. That's an issue when a building's age is the biggest predictor of how expensive it is to heat up and keep warm. My latest post explains how we can insulate Britain's old homes without spending billions.🧵 samdumitriu.com/p/let-people-b…
London isn’t building enough homes to keep up with demand. In fact, for every 10 jobs London has added in the last decade, the capital has only built three homes. How bad has it got and how do we get London building? (Thread)
If you’ve never read Joseph Mitchell’s essay about McSorley’s, I encourage you to drop what you’re doing and read it One of the best essays from one our greatest American writers newyorker.com/magazine/1940/…
I feel seen
cool example of dead internet cannibalizing itself: ancient spam account posts a generated image description with no image, drawing swarms of admiring text-spam bots which generate imaginary human reactions (read the replies) to an image which doesn’t actually exist
had to open an invisible door for them
there are three control variables; investment, borrowing and taxes. the correct process is to decide on the necessary investment then choose how to fund it.
Next time there’s a recession we need a massive public works program to remove all the faded, years-old “six feet social distancing” signs that are still hanging around in various spots.
Degrowth is snake oil, pure and simple.. noahpinion.blog/p/degrowth-we-…
The Northeast has fought the expansion of natural gas pipelines for decades. As a result, it is the only region in America that still heats homes using (dirty and expensive) oil despite being adjacent to one of the most prolific nat gas fields in the world.
Gary Lin @garymlin
3K Followers 3K Following currently @tryexplo || formerly @palantirtech || cs @columbia
Florencia Kastning @FlorenciaK24401
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Jana Lecroy @LecroyJana65775
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Halle-rose Reinier @RosReini
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Josie Mucklow @muckl_jos
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Linh Sommese @somme_lin
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Donna @donna_raybon19
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Ruby-rose Guillemette @RubyroseGu87654
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Rae Simkowitz @RSimkowitz9174
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Rita Washinski @RWashins
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Chris @AdventureMtn_
16 Followers 855 Following Video game marketing consultant at https://t.co/pVImfILJR6.
Willis Felicia @wil_felic
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Joseph Lieberstan (is.. @centrismbased
527 Followers 2K Following
Cris Nishikawa @NishikawCri
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Kenya Lenoir @KenyaLenoi87411
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Cheryll Roark @CheryllRoar
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Nicholas.BTC 👑 @Krypto_nicholas
9K Followers 4K Following We mean serious business! #crypto | @Coinbase #binance affiliate partner | Farm Owner | crypto enthusiast.
Emely Dietzen @DietzenEme22724
75 Followers 5K Following
Raguel Fisser @RaguelF47832
61 Followers 5K Following
Iliana Prust @pru_ilian
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Quinn Penfield @QPenfie
14 Followers 3K Following
Tom Haddon @TomH_Analyst_
143 Followers 198 Following 14 years as an energy market analyst, now working on asset transactions and investment advice across the energy industry. All views are my own.
Kary Whitelock @WhitelockK82
89 Followers 5K Following
Lilly Schlein @LilSchl
53 Followers 5K Following
Jacki Ras @RasJacki37262
77 Followers 5K Following
HZ @MFHzo_
7 Followers 3K Following My posts are opinions, not financial advice. Do your own research [email protected]
Eren Balkir @BalkirEren
88 Followers 378 Following Planner in Dorset. Retweets from much smarter people about Planning, History, and Economics. Recent Grad: LSE, Berkeley, and UCL.
Randee Dwight @dwig_ran
74 Followers 5K Following
Alex Turnbull @alexbhturnbull
613 Followers 937 Following Investing, materials, energy, open-source modelling of energy and resources
Jordyn Kareem @jord_kare
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Lottie Stubson @stubson4989
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Genevie Lally @LallGenevi
56 Followers 5K Following
Hester Roseum @HesterRose3218
82 Followers 5K Following
Vinny Daniel @Vinny_Daniel0
4K Followers 1K Following “Humor is the good natured side of truth” | Opinions are my own | Not the real Vinny Daniel
Addilyn Collings @AddiCollin
30 Followers 5K Following
Dalene Oppenheim @DaleneOppe25213
42 Followers 5K Following
Grid Status @grid_status
5K Followers 228 Following Stay informed on the real-time status of the US Electric Grid with comprehensive monitoring and data
Andrew Gelston @agelston
4K Followers 5K Following Energy Professional, Storage & Renewables. Entropy arbitrageur. Personal Account. Sarcasm & Weaponized Curiosity. totally incomprehensible, with vibes. +parody?
Biden-Harris HQ @BidenHQ
341K Followers 4 Following Just the facts, Jack. We’re on the other website, too: https://t.co/9Z2jW1VQ7a
Sonal Patel @Sonalcpatel
5K Followers 2K Following Senior associate editor for POWER magazine (@POWERmagazine). News & infographics about energy, environment, policy, business, technology. Worldwide.
Respeculator @respeculator
17K Followers 1K Following Resource Speculator. “You've got to risk it for the biscuit" Everything said is OPINION not fact, DYODD.
Philip Oldfield @SustainableTall
31K Followers 4K Following Head of School Built Environment @UNSWADA and Prof of #Architecture. Writer, researcher & teacher, tall buildings, #ClimateChange, #EmbodiedCarbon + cities.
Cornwall Insight @CornwallInsight
15K Followers 1K Following Providing independent analysis to businesses in the energy market + latest industry news. How does the price cap work? Watch here: https://t.co/ybvCptovwJ
The Klendathu "War Ti.. @KlendathuCap
13K Followers 1K Following Personal Account. Tweets are neither advice nor solicitations. Tweets are strictly opinion. May have positions in mentioned securities. Do your own research.
Kensa Heat Pumps @KensaHeatPumps
4K Followers 1K Following The UK's only manufacturer & number one supplier of ground source heat pumps. For large installations, visit @KensaContracts.
GE Vernova @GEVernova
434K Followers 471 Following GE Vernova is a planned purpose-built company on a mission to electrify the planet while simultaneously working to decarbonize it.
General Electric @GeneralElectric
3K Followers 578 Following GE Vernova can now be found at @GEVernova. This channel will soon be inactive.
Sam Bidwell @sam_bidwell
2K Followers 960 Following Director of the Next Generation Centre at the Adam Smith Institute▪️ Views my own▪️Personal enquiries to: [email protected]▪️🇬🇧
Nicholas Templeman @shoesbynoonoo
2K Followers 144 Following independent West End Shoemaker who travels around the USA, 2024 Cultural Attaché to Vancouver BC
James @GravitysRa1nbow
24K Followers 916 Following Uphold Thucydidian-Clausewitzian-Hegelian-Fukuyamist thought.
LSE British Politics .. @LSEpoliticsblog
71K Followers 8K Following Evidence-based social science across UK politics and policy. Part of @LSEblogs at @LSEnews. Subscribe to our newsletter: https://t.co/ky0yDjvqvq
camilo @AscendedYield
8K Followers 448 Following international macroeconomics enjoyer • MATLAB sufferer • BSc Financial Mathematics, MSc Economics • 🇬🇧🚀
Janan Ganesh, Esq. @JGaneshEsq
3K Followers 416 Following Political writer, columnist, journalist, scribe, correspondent, scribbler, wordsmith, TV pundit. Sentiments mine alone. Parody account.
pub_queues @QueuesPub
5K Followers 3K Following A campaign to end the recent phenomenon of queuing single file in pubs. We queue for the bus, or for the checkout not at bars. Message in your photos
Boring_Business @BoringBiz_
6K Followers 317 Following private equity, credit, venture capital. personal views only. no courses. background in banking & buyside. purchasing SMBs
Lion Hirth @LionHirth
34K Followers 190 Following Prof. at Hertie School and director of Neon. Energy markets and power systems. Loves data & visuals. Known for analysis, not diplomacy.
Housing Spock @HousingSpock
2K Followers 642 Following The needs of the many outweigh the needs of your backyard view.
Joseph Lieberstan (is.. @centrismbased
527 Followers 2K Following
Michael Dnes @MichaelDnes1
2K Followers 289 Following DfT roads bod. Killed one motorway; failed to build another; wrote about ones that never happened. Nowadays, worrying about e-scooters, parking, AVs and EV.
Zay Capital @cap_zay
10K Followers 807 Following Strategy & Finance @ Battery Storage co., focused on EV/ESS. Energy realist. Trading stocks, options and futures. DYODD
Arpit Gupta @arpitrage
31K Followers 4K Following Associate Professor of Finance, @NYUStern. Finance/Real Estate/Urban newsletter: https://t.co/lWVJvq6vKg.
Quincy Lee @QuincyEdmundLee
1K Followers 202 Following Founder | Building next generation charging stations @Electriceratech | Early product at @SpaceX Starlink
Compounding Quality @QCompounding
366K Followers 353 Following 🏰 Quality Stocks 🧑💼 Former Professional Investor ➡️ Teaching people about investing on our website.
Tom Haddon @TomH_Analyst_
143 Followers 198 Following 14 years as an energy market analyst, now working on asset transactions and investment advice across the energy industry. All views are my own.
James Wilson @jameswilson
783 Followers 1K Following Economist, data analyst, public policy, delivery. Formerly @ausgov. 🇦🇺🇬🇧
SpruceHill Capital @Aksel465
220 Followers 242 Following Intrigued by value investing with a focus on illiquid small and micro cap stocks
Tim Worstall @worstall
7K Followers 412 Following Freelance classical liberal around and about. Substack at https://t.co/U6iYpigGfh
Merryn Somerset Webb @MerrynSW
55K Followers 2K Following Senior Columnist, Bloomberg. Ex Ed in chief @Moneyweek. Ex Columnist/Contrib Editor @FT Opinions personal. NED: THRG Author #SharePower
Bain Capital Ventures @BainCapVC
28K Followers 2K Following Business builders and domain experts partnering with iconic businesses to reimagine the way we live and work.
Eren Balkir @BalkirEren
88 Followers 378 Following Planner in Dorset. Retweets from much smarter people about Planning, History, and Economics. Recent Grad: LSE, Berkeley, and UCL.
Alex Turnbull @alexbhturnbull
613 Followers 937 Following Investing, materials, energy, open-source modelling of energy and resources
CrossBorder Capital @crossbordercap
76K Followers 496 Following Global research group focussed on monitoring credit,liquidity conditions & capital flows in over 90 economies [email protected] for GLI index and data
Steve Sosnick @SteveSosnick
4K Followers 592 Following Day job, Chief Strategist, IBKR. Tweets represent me & ONLY me - NOT my company. See website below for my work product. (Retweets && likes) != agreement.
The Last Blairite #Tr.. @LastBlairite
6K Followers 4K Following “There's only one tradition I hated: losing. Government is about the hard graft of achievement." #TuttoAndràBeneUK 🏴
Bridge Investment Gro.. @BridgeInvGrp
445 Followers 127 Following We are a globally trusted real estate investment firm committed to driving value to our investors, tenants, residents, and communities.
QF Research @ResearchQf
9K Followers 599 Following PM at large institutions over 20Y. Investments decisions are your responsibility. Analyze distributionally but non-deterministically.
Dan Nystedt @dnystedt
20K Followers 987 Following Former journalist, now financial analyst. Based in Taipei. Tweet mainly about semiconductors and Taiwan. Not investment advice. Views are my own.
Art Capital @crazyjoedavola_
5K Followers 1K Following Struggling L/S Equity Analyst. Living sequentially.
Daniel A. Saedi (Data.. @TheRealDanSaedi
5K Followers 1K Following Member of the Technical Staff at Minerva AI | Former Systematic Equity Investor at Bridgewater | Future F1 Driver
Not kidding the protestors should add a massive bureaucracy reduction to their other demands
becoming a "theres too many admin at american unis and thats why theyre expensive" truther. were approaching 1 admin per undergrad now
Literally nobody: Deutsche Bank:
@GoodGuyGuaranty As discussed briefly on Thursday Lunches, there's something qualitatively different about zero, something that even those un-attuned to finance must be able to sense. Always think about the DB note x.com/tracyalloway/s…
Literally nobody: Deutsche Bank:
Like a true moderate, I never picked up my diploma because I was too hungover.
@NegativeGW Next New York City chief of police should come from Goldman
Securitize citation receivables and we’d have law and order overnight UBS Parking and Bicycle Lane Violation Trust 2024-C8
instead of defund the police, we should have simply pushed for decentralization of policing. let me take videos of people committing crimes, or pictures of cars parking in bike lanes, or anything else, and upload it to a central database. give me 25% of the ticket fee.
Lmao. Good lord, what part of the cycle is this now?
Subsistence and modernity are opposites.
If you parse this carefully, NEPA as implemented may no longer be just an environmental law. “Environmental justice means the just treatment and meaningful involvement of all people…in agency decision making…so that people…are fully protected from…the legacy of racism or…
There’s a pattern of generally smart super rich guys making terrible calls on politics — my guess is they just don’t relate to normal people at all and can’t comprehend how everyone won’t agree with their superior logic
Every time this goes viral I just think about how it's actually, like, the worst-designed policy ever Have four kids? No more income tax, forever! Have three kids and then your husband dies? Sucks to suck, sounds like a skill issue to me It's the Grand Canyon of welfare cliffs
Canada should do this! It would solve population collapse. And we wouldn’t need to import immigrants.
Step 1: create a commie terrorist encampment Step 2: get your university sued into oblivion for said encampment Step 3: drain university endowments for ensuing settlements Step 4: destroy funding model for VC/PE because LPs broke Step 5: capitalism over
@dalibali2 doing many deals =/= being good at doing deals they are savvy though, for their own comp packages. shareholders, not so much never media (aside from goog/fb, maybe nflx, but i have never been sure that one makes sense for me)
conventional wisdom is that media execs are some of the most savvy dealmakers. But if you look back all the media deals (M&A or otherwise), they have a horrible track record.
Slowly, all clubs in Europe are deciding to appoint bald managers. Big progress for the bald community.
Kevin Muscat has emerged as a contender to replace Arne Slot as Feyenoord manager. [@voetbalzonenl] m.voetbalzone.nl/nieuws/vi-oppe…
The best "vc-esque" bet a government can make is dot research money around the board - every damn time.
@CAVandy One problem with the internet is that we see the opinions of 15-year-olds all the time
Reminder when the clickbait comes it’s usually an incel
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