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Recent
Exports have been falling since 2022.
In normal times, one would expect symmetric growth in exports and imports, (offsetting contributions). The recent decline in exports is thus unusual
In normal times, one would expect symmetric growth in exports and imports, (offsetting contributions). The recent decline in exports is thus unusual
I do agree with the second point Janis Kluge made, namely that reinforcing domestic demand and increasing public investment should be part of the German response to the second China shock.
German demand growth (and growth) has been anemic, which explains why the rise in imports (coincident with the fall in exports after 22) has hurt ... with job losses in the traded goods sector.
I analyzed 78 reviews across 15 EV charger installer businesses. This niche has the weakest Google profiles I've ever audited 🧵👇
100% of reviews go completely unanswered. 0% of businesses write more than 193 characters in their description (750 available). 0% list any services. 0% post updates. Average: 19 photos.
Swipe through to see all 5 fixes -- every single one is an unfair advantage because nobody is doing them.
Europe Forgot the Lesson the 1970s Oil Shocks Once Taught
The continent answered with reactors, pipeline diplomacy, and offshore drilling, then spent three decades neglecting and dismantling everything it had built. a mega🧵inspired in part by my conversation with Doomberg.
The European response to the OPEC embargo was an impressive mobilization that moved decisively and pragmatically taking advantage of the unique conditions available throughout the bloc.
France moved decisively launching the The Messmer Plan in direct response to the oil shock. It remains the fastest large-scale nuclear buildout in history.
France had little domestic oil, but it had everything else the program required: a large corps of state-trained engineers produced by the Grandes Écoles, heavy industrial capacity rebuilt under the postwar dirigiste economic model, and a nationalized utility in Électricité de France (EDF) already accustomed to executing at the direction of the state rather than waiting on market incentives.
Its political class drew the logical conclusion: electrify aggressively around a domestic nuclear base, using a standardized reactor designs that a purpose-built supply chain could replicate at pace.
Space heating, water heating, rail and significant portions of industrial process heat were shifted onto the grid as the fleet came online, deliberately substituting domestic electrons for imported hydrocarbons across as much of the economy as the technology of the era allowed.
The result over roughly twenty years was 54 operating reactors, an electricity system generating around 75 percent of its output from nuclear, net electricity exports to neighbours who had made different choices, and as an unintentional side effect a per-capita carbon footprint in the power sector that remains among the lowest in the developed world.
The continent answered with reactors, pipeline diplomacy, and offshore drilling, then spent three decades neglecting and dismantling everything it had built. a mega🧵inspired in part by my conversation with Doomberg.
The European response to the OPEC embargo was an impressive mobilization that moved decisively and pragmatically taking advantage of the unique conditions available throughout the bloc.
France moved decisively launching the The Messmer Plan in direct response to the oil shock. It remains the fastest large-scale nuclear buildout in history.
France had little domestic oil, but it had everything else the program required: a large corps of state-trained engineers produced by the Grandes Écoles, heavy industrial capacity rebuilt under the postwar dirigiste economic model, and a nationalized utility in Électricité de France (EDF) already accustomed to executing at the direction of the state rather than waiting on market incentives.
Its political class drew the logical conclusion: electrify aggressively around a domestic nuclear base, using a standardized reactor designs that a purpose-built supply chain could replicate at pace.
Space heating, water heating, rail and significant portions of industrial process heat were shifted onto the grid as the fleet came online, deliberately substituting domestic electrons for imported hydrocarbons across as much of the economy as the technology of the era allowed.
The result over roughly twenty years was 54 operating reactors, an electricity system generating around 75 percent of its output from nuclear, net electricity exports to neighbours who had made different choices, and as an unintentional side effect a per-capita carbon footprint in the power sector that remains among the lowest in the developed world.
2/ Britain and Norway answered through a different channel with the same underlying instinct.
The North Sea had yielded promising geological discoveries before the embargo, but the post-shock period transformed offshore petroleum into a central national project on both sides of the median line.
The technical obstacles were formidable: deepwater fields in rough northern seas, novel platform engineering, supply chain development for equipment categories that had barely existed before.
Both governments pressed through, operating under a governing assumption that sounds almost exotic in Brussels today, namely that a country should develop strategically important resources under its own waters when those resources can materially improve national resilience.
Within roughly a decade Britain had moved from significant oil importer to net exporter. Combined British and Norwegian output contributed materially to the global oil supply glut that emerged through the 1980s. The glut that always follows a supply shock once investment finally responds to price signals was this time in part European.
The North Sea had yielded promising geological discoveries before the embargo, but the post-shock period transformed offshore petroleum into a central national project on both sides of the median line.
The technical obstacles were formidable: deepwater fields in rough northern seas, novel platform engineering, supply chain development for equipment categories that had barely existed before.
Both governments pressed through, operating under a governing assumption that sounds almost exotic in Brussels today, namely that a country should develop strategically important resources under its own waters when those resources can materially improve national resilience.
Within roughly a decade Britain had moved from significant oil importer to net exporter. Combined British and Norwegian output contributed materially to the global oil supply glut that emerged through the 1980s. The glut that always follows a supply shock once investment finally responds to price signals was this time in part European.
3/ West Germany’s answer came through diplomacy and welded steel.
The first Soviet gas began flowing west through the Brotherhood pipeline in 1968, predating Ostpolitik’s formal articulation but embodying its central intuition: that a Russia earning deutschmarks from gas exports had a material interest in stable relations, and that pipelines, unlike armies, are hard to redeploy.
The 1973 embargo deepened that conviction. If imported Middle Eastern oil was vulnerable to political interruption, the answer was to secure more pipeline gas from a supplier with whom West Germany had a structured commercial relationship and a shared interest in its continuation.
The Urengoy-Pomary-Uzhgorod pipeline, completed in 1984 and running from the vast Urengoy gas field in western Siberia to the West German border, was a direct product of that post-shock logic, and it was built over fierce American objection.
The Reagan administration attempted to block European firms from supplying equipment and technology for its construction, arguing that the pipeline would create dangerous dependency. Bonn, Paris, and London essentially told Washington to mind its own business, and the pipeline was completed anyway.
What the gas bought Germany was an industrial cost structure that its European competitors could not match. German chemical producers, steel mills, glassmakers, and ceramics manufacturers built their economics around feedstock and energy costs that were simply unavailable to producers in Britain, France, or the United States.
BASF’s Ludwigshafen complex, the largest integrated chemical site in the world, was in part a monument to cheap Russian gas. Germany became the economic engine of the European Union partly on the strength of that bargain, running large industrial surpluses while its neighbors ran deficits, with cheap energy as one of the structural advantages that made German manufacturing so difficult to compete against.
The first Soviet gas began flowing west through the Brotherhood pipeline in 1968, predating Ostpolitik’s formal articulation but embodying its central intuition: that a Russia earning deutschmarks from gas exports had a material interest in stable relations, and that pipelines, unlike armies, are hard to redeploy.
The 1973 embargo deepened that conviction. If imported Middle Eastern oil was vulnerable to political interruption, the answer was to secure more pipeline gas from a supplier with whom West Germany had a structured commercial relationship and a shared interest in its continuation.
The Urengoy-Pomary-Uzhgorod pipeline, completed in 1984 and running from the vast Urengoy gas field in western Siberia to the West German border, was a direct product of that post-shock logic, and it was built over fierce American objection.
The Reagan administration attempted to block European firms from supplying equipment and technology for its construction, arguing that the pipeline would create dangerous dependency. Bonn, Paris, and London essentially told Washington to mind its own business, and the pipeline was completed anyway.
What the gas bought Germany was an industrial cost structure that its European competitors could not match. German chemical producers, steel mills, glassmakers, and ceramics manufacturers built their economics around feedstock and energy costs that were simply unavailable to producers in Britain, France, or the United States.
BASF’s Ludwigshafen complex, the largest integrated chemical site in the world, was in part a monument to cheap Russian gas. Germany became the economic engine of the European Union partly on the strength of that bargain, running large industrial surpluses while its neighbors ran deficits, with cheap energy as one of the structural advantages that made German manufacturing so difficult to compete against.
Good thing the Obama admin didn't rework the hiring tests explicitly to reject qualified white candidates for their race (in favor of black candidates who were "bad at science" in high school) just over a decade ago (2014). Then things would be REALLY bad.
(This is one of the things I always think about when I see people talking about America is a ruthless meritocracy. Reality: this is a country where tests are modified to be specifically anti-meritocratic to better privilege blacks).
25 Things That Will Change Your Life If You Start Them In APRIL.
1. Do a full life audit - files, clothes, subscriptions, contacts. Delete what's dead weight.
1. Do a full life audit - files, clothes, subscriptions, contacts. Delete what's dead weight.
2. Create "anti-goals" - write what you refuse to repeat this year. Boundaries with yourself hit different.
3. Write a letter to your future self. Open it in December. Watch how far you traveled.
4. Stop consuming news first thing in the morning. Your brain deserves peace before chaos.
5. Schedule "thinking time" - 20 minutes of sitting with zero input. Ideas live in silence not noise.
6. Write down your top 3 priorities every morning. If everything is important nothing is.
3. Write a letter to your future self. Open it in December. Watch how far you traveled.
4. Stop consuming news first thing in the morning. Your brain deserves peace before chaos.
5. Schedule "thinking time" - 20 minutes of sitting with zero input. Ideas live in silence not noise.
6. Write down your top 3 priorities every morning. If everything is important nothing is.
7. End every day by writing one thing you learned. Small awareness compounds into deep wisdom.
8. Review your spending - separate what gives energy from what drains it. Cut the drains ruthlessly.
9. Do a relationship audit.
Who energizes you? Who exhausts you?
10. Spend one hour learning about money.
Financial literacy = freedom.
11. Write your personal rules.
Standards remove confusion.
12. Create a “no phone zone” in your house.
Reclaim your focus.
8. Review your spending - separate what gives energy from what drains it. Cut the drains ruthlessly.
9. Do a relationship audit.
Who energizes you? Who exhausts you?
10. Spend one hour learning about money.
Financial literacy = freedom.
11. Write your personal rules.
Standards remove confusion.
12. Create a “no phone zone” in your house.
Reclaim your focus.
You just accepted a new job offer.
In the next 30 days, you'll make 6 financial decisions that could cost you $50,000+.
Most people get them wrong because nobody tells them what they are.
Here's the full checklist ↓
In the next 30 days, you'll make 6 financial decisions that could cost you $50,000+.
Most people get them wrong because nobody tells them what they are.
Here's the full checklist ↓
Why this matters more than people think.
Switching jobs is one of the highest-leverage financial events of your career.
More money can be made or lost in this 30-day window than in years of salary negotiations.
HR gives you a benefits packet. Nobody gives you a plan.
Switching jobs is one of the highest-leverage financial events of your career.
More money can be made or lost in this 30-day window than in years of salary negotiations.
HR gives you a benefits packet. Nobody gives you a plan.
Decision #1: Your 401(k)
Your options:
- Leave at old employer (fine short-term, messy long-term)
- Cash out (avoid - taxes + 10% penalty = significant loss)
- Roll to new employer's 401(k)
- Roll into an IRA (typically more investment options)
Your options:
- Leave at old employer (fine short-term, messy long-term)
- Cash out (avoid - taxes + 10% penalty = significant loss)
- Roll to new employer's 401(k)
- Roll into an IRA (typically more investment options)
A 54-year-old man comes to me on 3 diabetes medications and 2 blood pressure meds.
Weight: 225 lbs
Fasting glucose: 192 mg/dl
A1C: 9.1
BP: 158/96
His doctor’s next step?
Add insulin 💉 and one more BP med 💊.
I had a different idea…
🧵
Weight: 225 lbs
Fasting glucose: 192 mg/dl
A1C: 9.1
BP: 158/96
His doctor’s next step?
Add insulin 💉 and one more BP med 💊.
I had a different idea…
🧵
I took him off sugar, carbs, and seed oils. No “whole grain” anything.
Real food only. Meat, eggs, non-starchy vegetables, some dairy.
No calorie counting. No portion control. Just cut the thing driving his glucose, his insulin, and his blood pressure up in the first place.
Real food only. Meat, eggs, non-starchy vegetables, some dairy.
No calorie counting. No portion control. Just cut the thing driving his glucose, his insulin, and his blood pressure up in the first place.
4 weeks later:
Fasting glucose: 110
Blood pressure: 134/82
Down 15 lbs.
He said: “I feel better than I did at 40. And I’m not even trying that hard.”
His body was responding exactly as designed once we stopped feeding it the wrong things.
Fasting glucose: 110
Blood pressure: 134/82
Down 15 lbs.
He said: “I feel better than I did at 40. And I’m not even trying that hard.”
His body was responding exactly as designed once we stopped feeding it the wrong things.
A special ✨️ thread 🪡🧵 post dedicated to the place I live and love ..
Delhi ❤️ Hindustan ka Dil ..
Journey of Capital of the nation from 1930 to future..
First video..
Delhi in 1938..
Delhi ❤️ Hindustan ka Dil ..
Journey of Capital of the nation from 1930 to future..
First video..
Delhi in 1938..
2.Delhi in 1958
3. Delhi in 19584
The story of internet shutdowns in Russia is not an accident and not a “temporary measure.” It is a system that has been built for years and has now simply begun to operate at full capacity. What many people saw in Moscow in March 2026 - the inability to pay a bill,
🧵
🧵
open a map, or simply send a message - has long been the norm for other regions; Moscow has simply been the last to enter this reality. The timeline is important here: back in 2019, the law on the “sovereign internet” was adopted - formally to protect against external threats,
but in reality to create an infrastructure for centralized traffic control, forcing operators to install equipment under state supervision. This was followed by annual drills in which the network was tested for isolation and autonomous operation - no longer theory, but
50% of epoxy flooring businesses use the wrong primary Google category. Half are using 'Contractor' instead of 'Flooring contractor' — and Google hides them from every flooring-specific search 🧵👇
I analyzed 62 reviews across 2 real epoxy flooring businesses in Houston. Here are the 5 Google Profile fixes that take about 30 minutes total.
The average description uses only 303 of 750 characters. 26% of reviews go unanswered. Top performers average just 41 photos — the bar is low and the opportunity is massive.
The 5 worst foods for people over 40 (most people are eating #3)
A 2024 study in Nature Aging tracked 100+ adults from ages 25 to 75.
They found we don't age in a smooth line.
Aging happens in two major waves: The first hits around 44 and the second around 60.
They found we don't age in a smooth line.
Aging happens in two major waves: The first hits around 44 and the second around 60.
The mid-40s wave shifts your circadian rhythms, cardiovascular health, lipid metabolism & how you process caffeine and alcohol.
This is why you can't handle late nights or drinks the way you used to.
It's not in your head. Your biology is changing.
This is why you can't handle late nights or drinks the way you used to.
It's not in your head. Your biology is changing.
India imports 88% of its crude oil.
Its strategic reserves cover just 9.5 days of consumption.
The govt just awarded construction of Phase 2 SPR and is drafting mandatory LNG buffer rules.
A multi-year infra build cycle has begun.
Here are the 8 listed stocks positioned to benefit. 🧵
Its strategic reserves cover just 9.5 days of consumption.
The govt just awarded construction of Phase 2 SPR and is drafting mandatory LNG buffer rules.
A multi-year infra build cycle has begun.
Here are the 8 listed stocks positioned to benefit. 🧵
1/ The hard numbers first - because they matter.
India's ISPRL (Indian Strategic Petroleum Reserves Ltd) operates 3 underground caverns:
→ Visakhapatnam: 1.33 MMT
→ Mangaluru: 1.50 MMT
→ Padur: 2.50 MMT
Total: 5.33 MMT. Enough for ~9.5 days of national demand.
As of March 2026, only 3.37 MMT is filled - 64% of capacity.
India's ISPRL (Indian Strategic Petroleum Reserves Ltd) operates 3 underground caverns:
→ Visakhapatnam: 1.33 MMT
→ Mangaluru: 1.50 MMT
→ Padur: 2.50 MMT
Total: 5.33 MMT. Enough for ~9.5 days of national demand.
As of March 2026, only 3.37 MMT is filled - 64% of capacity.
2/ For context, here's how India compares:
🇮🇳 India (ISPRL only): 9.5 days
🇺🇸 United States: ~90 days
🇨🇳 China: 100+ days
🇯🇵 Japan: ~150+ days
IEA requires member countries to maintain a minimum of 90 days of net oil imports.
India became an IEA Associate Member. The gap is undeniable.
India is the world's 3rd-largest oil importer, and its strategic buffer is thinner than most realise.
🇮🇳 India (ISPRL only): 9.5 days
🇺🇸 United States: ~90 days
🇨🇳 China: 100+ days
🇯🇵 Japan: ~150+ days
IEA requires member countries to maintain a minimum of 90 days of net oil imports.
India became an IEA Associate Member. The gap is undeniable.
India is the world's 3rd-largest oil importer, and its strategic buffer is thinner than most realise.
