Tim Purcell
@HighLineAdv
News, opinions. and analyses on the Reindustrialization of the United States. https://highlineadv.com/reshore
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I'll never stop posting this: "Most people, when they have a crisis of faith (religion or political identity) will elevate subjectivity over reason. They will find a way to modify any data that counters their beliefs. They go with what they want to believe, not the logic. This…
Remember when the FDA spent 50 years telling you that eggs are bad for you and then last year finally admitted they're really good for you? This is the IEA's FDA moment. Peak oil demand is not happening in our lifetime.
IEA'S WORLD ENERGY OUTLOOK REPORT SAYS LNG SUPPLY TO GROW 50%, OR BY 300 BILLION CUBIC METRES BY 2030 IEA SEES NO DEMAND PEAK FOR OIL BEFORE 2050 UNDER CURRENT POLICIES SCENARIO ALL IEA SCENARIOS SHOW RISE IN GLOBAL TEMPERATURES OF OVER 1.5 DEGREES CELSIUS, REPORT SAYS
Democratic states will not learn...
JUST IN: Florida & Texas real estate prices projected to soar, as NYC sees exodus of up to 1 million people.
Amazon cuts 14,000 jobs to "meet this generation of AI" on the same day the US Gov + Cameco + Brookfield announce an $80b term sheet to build nuclear, and Japan announces $100b investment outlay for US nuclear is signal, not noise. The great jobs rotation is coming.
Japan releases fact sheet on $550 billion of U.S. investments $GEV $SFTBY $KMI $CARR
Loose thoughts on CCJ …Been telling buddies that their production issues would inevitably require they pivot the narrative focus from upstream mining to achieve a sweeter E&C type multiple on downstream. Now guys will run unit economics on AP1000 and realize this should be up…
MASSIVE NEWS Cameco and Brookfield have entered into a binding term sheet with the US DoC to estabslish a strategic partnerships to arrange financing and facilitate the permitting and approvals for new Westinghouse reactor buildouts in the US with an AIV of at least $80 billion!
"Bitcoin is less a rebellion against states than a mirror held up to them. It shows what happens when belief in the old institutions wanes, and people begin to build new ones." - @JacobShap Welcome to #BTC Jacob.
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
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"
AI is going nowhere until these numbers for Europe and North America come way down.
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
If they couldn't count them right the first time, why should we rely on their revisions?
BLS preliminary annual revisions, last three years: • 2023 -306,000 • 2024 -818,000 • 2025 -911,000 Over two million jobs that were never there
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…
For anyone freaking out about manufacturing job losses, just zoom out a little bit...
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.
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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