Brian Romanchuk
RomanchukBrian
The Texas electricity situation is sad, but it’s not clear that a lot of the finger-pointing is useful. Frozen wind turbines are a narrative being pushed, but the wrong reason.
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New article: The Implausibility Of The Chapwood IndexYes, “Shadowstats 2.0” gives implausible results. http://www.bondeconomics.com/2021/01/the-implausibility-of-chapwood-index.html My stance is pretty standard for fixed income people:
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“The Deficit Myth: a review” by ⁦@CJFDillow⁩ I wouldn’t characterise the review as negative, but I disagree with some of the complaints within.As the title suggests, argues a lot of
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