Joe Weisenthal(@TheStalwart) 's Twitter Profileg
Joe Weisenthal

@TheStalwart

One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.

ID:14096763

linkhttps://www.bloomberg.com/OddLots calendar_today07-03-2008 19:37:09

429,1K Tweets

355,3K Followers

6,4K Following

Follow People
Karthik Sankaran(@RajaKorman) 's Twitter Profile Photo

This is also why, ever since Draghi’s 2012 speech, the ECB has been thinking very hard about innovative Transmission Protection Instruments.

account_circle
Jennifer Jacobs(@JenniferJJacobs) 's Twitter Profile Photo

NEWS: China is providing Russia with significant quantities of components to build cruise missiles and drones as well as optical parts for tanks and armored vehicles, allowing Moscow to ramp up defense production in its war against Ukraine, senior US officials said.

account_circle
Market Urbanism(@MarketUrbanism) 's Twitter Profile Photo

Joe Weisenthal Tracy Alloway Chris Hatch / NNN Income …that for reasons of ego, protectionism, and this country’s legacy of building a lot of sprawled out houses in light wood frame, we’ve developed unique North American codes and standards, which maroon us on a certification island and cut us off from the global market.

account_circle
Market Urbanism(@MarketUrbanism) 's Twitter Profile Photo

Joe Weisenthal Tracy Alloway Chris Hatch / NNN Income If you’ll allow me some mansplaining of my own: this issue screams “unique North America codes and standards.” You’d need to invite the codes and standards VP from one of the manufacturers on to validate it, but often what happens with electromechanical building equipment is…

account_circle
Amanda Mull(@amandamull) 's Twitter Profile Photo

For the second time in a year, Tupperware appears to be in danger of collapsing as a company, even though Americans are more obsessed with food storage containers than ever. I wrote about what happened. (Gift link, free to read!) theatlantic.com/technology/arc…

account_circle
Evil Leslie Knope(@adb0wen) 's Twitter Profile Photo

For the people wondering Migros and Coop form a duopoly and collectively have an 80%~ market share (which is why they're semi banned from opening or acquiring new stores until Aldi/Lidl does).

x.com/TheStalwart/st…

account_circle
Conor Sen(@conorsen) 's Twitter Profile Photo

By my calcs the last time spot VIX rose at least 4 points in a day was 6/13/22, when Powell ratcheted rate hikes up to 75bps.

account_circle
Joe Weisenthal(@TheStalwart) 's Twitter Profile Photo

What's the deal with Swiss grocery store margins? I've been to a Migror and it seemed nice, but like... how are they so high?

account_circle
Joe Weisenthal(@TheStalwart) 's Twitter Profile Photo

Extraordinary statement. Decarbonizing. De-linking supply chains. Building up military force to counter Russia. Seems like some tension between these goals.

account_circle
Chris Hatch / NNN Income(@NNNIncome) 's Twitter Profile Photo

Joe Weisenthal This is well stated.

The problem is exacerbated in areas like my home state of Utah where Californias are migrating in high numbers and filling up new residential communities. The retail services that typically follow those rooftops are struggling to get open.

account_circle
Elan Sykes(@Elan_Sykes) 's Twitter Profile Photo

This is great, and the problem isn't limited to connecting the new building users to distribution grids. Shortages create big big problems across the whole grid: generation, transmission, substations, distribution... electrifying tons of new processes takes a lot more new infra

account_circle