#Forecast

Chuck DeVore

ChuckDeVore

See the second page of @ERCOT_ISO's latest reliability assessment. http://www.ercot.com/content/wcm/lists/197378/SARA-FinalWinter2020-2021.pdf Under the top table describing the reserve margins, they have a table labelled “Range of Po

Matt Singer

matthewjsinger

Alright, time for an ill-advised pre-election thread. I think this race is most fundamentally about three things: 1) A majority of the American public believes that COVID is real, are

Dividend Dominator

TheAlphaThought

Are you good at identifying trends?Do you feel like you can accurately forecast which way the economy is going?If the answer is yes.A Sector Rotation strategy might be for you.What

UnusualValue

unusualvalue

0/n. Thread on various investing beliefs. My analytical style is to find value in duration by finding assets which have high barriers to replicate. Usually when there is some 'flaw'

Simon Mahan

SimonMahan

Texas, specifically ERCOT, is going to get a lot of #energytwitter attention over the next week, as we're hit by an historic winter burst. But it's mainly because so much

Talking Tesla

talkingtesla

The Texas issue is multifactorial. The grid system is not tied to any other state. They are definitely the lone star state tho surprisingly they are tied to Mexico's grid.

julia alexander

loudmouthjulia

This is a fun antitrust, or perhaps former antitrust, thing to think about. And like anything in 2020, the big concerns from independent theater associations (hell, in a pandemic world,

David Beckworth

DavidBeckworth

.@RameshPonnuru and I make the case to actually embrace some 'catch-up' inflation this year as it is needed to restore the dollar size of the economy to its pre-pandemic trend

Alfie Stirling

alfie_stirling

More meticulous, clever & hugely helpful work (in the main) from @JamesSmithRF and @resfoundation team yesterday.But found the logic on consolidation -- and the rationale that gets to £40bn in

Sam Wang

SamWangPhD

Absentee vote-counting often cannot start until Election Day or immediately beforehand.Close states (margin

Elian Peltier

ElianPeltier

A refugee crisis is brewing in Bosnia: around 1,500 people are sleeping outside in freezing temperatures, mostly because local authorities have refused to reopen an EU funded facilityhttps://www.nytimes.com/2021/01/14/world/europe/bosnia-mi

David Peilow

dpeilow

HS2 receives wide criticism in the green community, opposing it is even Green Party policy. Why? The crux seems to be claims of carbon neutrality: High-speed rail is seen internationally

Martin Barrow

MartinBarrow

A document has come across my desk from Oxfordshire County Council, with opportunities for private providers of foster care and children’s homes. Not confidential, but not widely circulated. An insight

Satonacci

Satonacci

1 ) Lots of retails were shocked by my prediction of $1 for the next few daysRemember above all, this is not a trading advice and I am not a

Shane Brennan

ColdChainShane

@BorisJohnson @michaelgove @DominicRaab I hope as you weigh your next moves that you have at least some thoughts for what #nodealbrexit means for the people on the front line of

Jeff Frame

VORTEXJeff

My examination of the available 00Z guidance reveals that the 00Z high-resolution guidance has come to much-better agreement with the 12Z coarser-resolution guidance. If you missed the earlier tweets:https://twitter.com/VORTEXJeff/status/13

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