Discover and read the best of Twitter Threads about #utilities

Most recents (24)

Rising volume in $XLK, $VTV, and good enough $SMH transparently prepared the ground for improving #ES market breadth – but the one factor that made me reconsider the requisites of the medium-term (bearish) outlook, was this.
2. Back when I took the MT bearish view (mid Mar), it was well justified as two significant #banks had fallen, $CS was getting back on the radar screen, #deposit outflows continued, and demand for the #Fed emergency programs was rising.
It was questionable whether $KRE and $XLF
3. would stabilize.
The incentives for #deposit outflows were still present (#Fed hadn‘t yielded to market pressures to ease, and still doesn‘t, short-term #yields kept solidly above 5%, #Fed balance sheet kept declining, #M2 and #margin debt shrinking while consumer #inflation
Read 17 tweets
Previously, I have made a comparison of returns on various stock indices and drastic effect of the foreign exchange rates in the process.

1) Today, let's turn our focus to sectors and companies in few charts.

2) The year 2022 brought huge losses to many professional and retail investors. After the great returns of '20 and '21 it was bear markets turn, and if you are among the winners I congratulate you.

Except #energy most sectors were painted to red and @VisualCap shows all in here.
3) And here is another perspective from #Gurufocus. In this table, we see US stock market overview by sectors and different MC levels. For the 2022 #energy sector was impressive due to known conditions. #Utilities, #Healthcare and #BasicMaterials were also positive for mega.
Read 5 tweets
"A shooting that damaged two power substations in a North Carolina county, leaving thousands of homes without power, has been deemed a "targeted" attack, as officials warn of threats to the nationwide infrastructure." @GavinNewsom we must #SaveSolar 1/4 🧵…
If @californiapuc adopts proposal to cut rooftop #SOLAR incentives by 75% local energy solutions become unaffordable. CA residents could have long power loses bcuz #utility grid is vulnerable to extreme weather from #climatechange, targeted or cyber attacks. #SaveSolar 2/4
#utility infrastructure is vulnerable to events that could take down large portions of grid. Local solutions like rooftop #SOLAR/microgrids/community solar w/batteries provide #resilience by supplying power to residents and grid when grid goes down. @GavinNewsom #SaveSolar 3/4
Read 4 tweets
A list of #Utilities provided by the @CryptoHipposNFT (with some context)🦛

In this thread, I will cover everything from our Turo endeavor, to the Property purchase, @merchseashop , @Project79Gold investment, and more
Let's start with the most recent win
1. We finally purchased an IRL Rental Property! The Watering Hole officially owns a property in Akron, Ohio (not where we were expecting, but plans change when the housing market goes bonkers). Pricing👇
Originally $99k, the Team was able to negotiate down to $83k. With monthly cash flow of $1350, roughly a 19% cap rate. All revenue will go back into the community wallet 🏡
Read 11 tweets
#NFT ticketing has all the ingredients necessary to create an overnight boom for mainstream NFT adoption.

Here’s how 🧵👇
In business, there are two types of services:

💊 Vitamins - Add benefits to a customer’s life

💉 Pain Killers - Remove a problem that the customer cannot stand dealing with

The best services, companies or technology use cases do both.

🧵 (1/17)
☠️ Let’s start with the PAIN: Fake Tickets ☠️

To illustrate the scale of this problem, let’s look at a near #riot that broke out as a result of fake tickets just 2 months ago.

🧵 (2/17)
Read 18 tweets
Our co-founder @JKim_Tran shared about #NFT utility from a #dev perspective at @openwebfounders.

👇Here is what you can learn about #web3 #dev when building for #NFTutility.
Building for #NFT utility requires multiple features.

You need to build for NFT #distribution, #data, and #validation, or partner with other platforms for different features.
When choosing #web3 dev tools, here is an evaluation checklist:

1) Other platform #adoption
2) Can they keep up with your growth? Does their #roadmap align with yours?
3) How to get help?
4) #web3community is small. Can you get a direct line with the #founders?
Read 6 tweets
It's weekend and it's the end of the month. The #markets are closed.

So there is the perfect time to analyze the #momentum & relative #strength of the markets.

This information is relevant for all #investors, but especially for #trend #followers 📈📈📈


The #momentum of the markets are one of the most powerful forces in the evolution of the #asset #prices.

The #reversion to the mean is the opposite force, which is equally powerful. Momentum works on a short and medium term (up to 3 to 5 years).
There is a ton of academic research related to the momentum and the benefits of using it and relative strength. But presenting it this is not the purpose of this #thread.

Relative strength is actually a comparison between the #momentum of two or more #markets.
Read 35 tweets
$u.un $sruuf seems poised to break and have a run over its 52 week high. Taking spot #uranium for a break out move. Was pleased to see that the month end smack down games appear to be over with. #utilities are scrambling now. #lfg
Let’s go Queenie Baby! Bust out the pen and let’s paper this… #royalassent #uranium
Read 4 tweets
When does the #Metaverse get hugely adopted ?

When there is real-world application, to eliminate security threats, risks & to enable businesses & users alike to repatriate control & own their data

@DigiCorpLabs is making this happen

Time for a thread
(1/6 )

@DigiCorpLabs holds incredible potential for businesses, brands, consumers, organizations and communities, by creating a solid foundation layer for enterprises & people, so everyone can have a truly open, #secure #decentralized experience & sovereign digital future.

#Digicorp vision is focused on the
▪️Cryptocurrency usage
▪️Web 3.0
▪️Internet 4.0.

There are 3 three core business units for #Digimetaverse

1️⃣ DigiThree
2️⃣ DigiLife
3️⃣ DigiAcademy/DigiWare
Read 7 tweets
¿Miedo o simple rotación? ¿ se intuye en está radiografía lo que puede ser 2022? el consumo defensivo el viernes rompio importante resistencia,hoy lo hace cocacola, pero parece que el escenario se torna poco propicio para riesgos, tambien en buena posicion utilities, y salud HILO
Ya en agosto hubo un amago en XLP, pero el movimiento de ahora parece mas serio normalmente todos estos valores de consumo defensivo son los de mas alto dividendo, al igual que utilities, sector defensivo, o real estate, son los valores de los divinderos
Sector salud tambien fuerte. pero aun sin romper la zona que ya ha roto el sector dfensivo.
Read 19 tweets
Sadly, #MedicareForAll will not help #healthcare costs until the underlying problem with MEDICARE and the ENTIRE HEALTH SYSTEM is FIXED, a LONG 🧵 1 of 24 #Medtwitter @somedocs @AmerMedicalAssn @WCMSSM @MichStateMedSoc References:
2/ b/c @SenateFloor @HouseFloor & @CMSGov are yet again not fixing the true problem & instead are again targeting #Physicians by decreasing payments by another 9.75% on top of the fact that reimbursements to providers has already been decreased by 22% over the past 2 decades
3/ On average only 40% of the what your #insurance , including #Medicare , pays your doctor actually goes to the doctor as #income . The overhead costs to be a doctor takes at least 60% of the payment a doctor gets from Medicare or Insurance equivalent.
Read 25 tweets
Oct #Inflation released by Stats SA is at 5.0%, unchanged from Sep. #Food & #non-alcoholic beverages; #housing, #utilities; #transport; and #miscellaneous goods & services were the major drivers. Global inflation going up. Inflation no longer transitory, maybe persistent (1/N)
#Core inflation at 3.2%, still very low. #Goods inflation at 7.1%, with #none-durable goods at 8.6%! Services inflation is at 3.0%. #administrered prices (taxes!) rising by a whooping 11.2% (2/N)
CPI inflation excluding administered prices is at 3.8%, way below the #SARB @SAReserveBank mid-point of 4.5%. So, if the SARB hikes tomorrow, which i do not think it should and it will, its fighting inflation caused by the government (3/N)
Read 5 tweets
As federal action on climate change is deadlocked, again, states have moved ahead.

Still, major obstruction efforts slow, stop, or even reverse progress.

Just up @ERSS: who’s working to slow #climate legislation in MA? w/lessons for other states /1…
Open access! Here's a thread with some key findings. /2
First, states are remarkable venues for social science of #climate struggles: 50 contexts, with different dependencies on #fossilfuel extraction, #vulnerability, and cultural/political context. Industries and activists battle on 50 different stages with different rules. (RPSs)/3
Read 20 tweets
So, Bhavdip Sanghavi (@bhavdip143), profiteer of the pump-and-dump or stock picking guru? Read on to find out… #tldr #hesaguru
PREAMBLE: I follow a few traders and investors, the first being Assad Tannous (@AsennaWealth). His posting of trading setups & willingness to explain his process was intriguing. As a former accountant, I can do fundamental analyses all day long to pick the investments I like.
What I lacked was a way to get the timing right, meaning potential 30-50% returns instead came in at 10-20%. A technical trader sharing his insight and expertise, and watching the banter between him and other traders, was an opportunity to learn and improve for free. #thanksassad
Read 37 tweets
Tough choice: @GavinNewsom and @JoeBiden speaking at the same time...
Going w/@GavinNewsom budget talk:

"There's no better investment than #teacher preparation."

You have my attention...

Adding funds for Special Ed, Early Childhood and Preschool- "Historic investments".

Of the $13B in deferrals $9.2B will be paid off- if #CaLeg adopts proposal

$2B to support reopening schools for in-person teaching

Go on... #Budget2021
Read 19 tweets
This evening is the launch of the ‘Financing the #JustTransition Alliance’ with a VERY well attended webinar. More info:… Below @GRI_LSE gives an overview of the Alliance’s priorities. #ESG
.@txarlinestx from @RLAM_UK gives the rationale behind RLAM further embedding social considerations into investor engagement with utilities & partnering with us to engage the sector #ESG #JustTransition
.@SSE gives an overview of its comprehensive & ground breaking new #JustTransition strategy; a world first launched yesterday. & kindly acknowledges the impact of our engagement. #ESG #utilities
Read 4 tweets
Here’s hoping @WVGovernor will address the looming utility shut-off crisis. People need water—hot water—always, but especially during a pandemic.

WV #utilities have largely (and voluntarily) suspended disconnections, but most were planning to resume them on Oct. 1.
And, as much as I have criticized larger IOUs in the past, it’s really the Governor who can stop thousands from losing access to water, heat, power. Most PSDs and municipal systems can’t bear the lost revenue from an indefinite moratorium. (Even if there’s a mandatory order.)
There is plenty of CARES money to wipe out the arrearages of those who haven’t been able to pay during the COVID crisis, from March until now–and beyond. Hopefully, PSC Chairman Charlotte Lane will stop the utilities from moving forward with shut-offs until the Governor acts.
Read 4 tweets
“In many ways, the #GrizzlyCreekFire is a public works fire, threatening the viral #infrastructure for millions of westerners”
“ground crews are not fighting flames in the precipitous Glenwood Canyon. They can’t even reach them.”

#firefighters #firefighting #cofire
Read 9 tweets
@ENMAX I am very disappointed in you. To think you say you are here to help only to direct the people that come to you for help to your community partners... partners mind you that are already swamped with requests for assistance and such only to be told “sorry we can’t help you, have you tried looking for work or asking your friends or family for a short term loan to pay your past due balance?”
“We understand this may be a difficult time for you but if you reach out to one of our community partners (insert link here 😬) you should be able to get or find the help you need.”
Read 6 tweets
Reforms are coming to India's power sector. #DISCOMs in union territories are proposed to be privatized. What has India learnt from privatizing #electricity #distribution #utilities in the past?

Some food for thought >


#ElectricityTwitter #EnergyTwitter #privatization
Private/PPP DISCOMs operate in a few cities of India—most notably in #Delhi (Tata Power Delhi Distribution, #BSES Rajdhani & Yamuna), although among others, #Kolkata (CESC) and #Mumbai also receive power from privatized #DISCOMs.

What benefits accrue from #privatization?

Improvements in performance are best outcomes of #DISCOMs' #privatization—AT&C losses have fallen from 50+% in 2002 to ~8% in '19 for Delhi's DISCOMs, and CESC incurs 9.8% as against the 14.3% allowable in Kolkata.

Read 8 tweets
The @BrownUniversity @climatedevlab is investigating 10 #utilities historically dedicated to #climatedenial and opposing #climateaction. (1/8)
These companies are part of a tight-knit historical cohort of #coal #rail and #utility companies, three carbon-intensive industries that have driven the extraction, transportation, generation of American #dirtyenergy. (2/8)
Our research found that many of the same large coal & rail companies have been doing business with the profiled utilities — again & again. (3/8)
Read 9 tweets
Hoy en #iparfilms les quiero contar la historia de Francisco "Paco" García #Paramés, un hombre "acorralado" por sus #inversiones. Probablemente el mejor inversor de fondos de autor, un verdadero boina verde de la #inversión, nuestro #Rambo patrio ¿Me acompañan? Va HILO 👇👇(1/13)
Paco acaba de volver de la Guerra de @BESTINVER. Quiere vivir tranquilo; su fondo, sus cuatro acciones y dar charlas por ahí. Vaga por los caminos #value buscando a sus viejos amigos. Pronto, su media sonrisa tan característica quedará congelada (1/13)
La primera en la cara. Su amigo Alvaro Guzmán de Lázaro se lo ha montado por libre en @azvalor con Bernand, y que anda con el #uranio y las materias primas. Nota que fuera de #Bestinver las cosas son duras... (2/13)
Read 14 tweets
Today marks two years since the VC Summer #nuclear construction project was suddenly abandoned, quickly becoming one of the largest financial, legal, political and regulatory debacles in the history of South Carolina. Thread (1/?):
A quick search of @thestate's archives show we have since published more than 500 stories, editorials, op-eds, and letters to the editor about VC Summer. I've spent the past two years following the story, with tons of help from @sfretwell83 and others here.
We interviewed sources and reviewed hundreds of thousands of documents to piece together how the project failed, who enabled it and benefited from it and how it had caused the power bills of millions of #SC residents to soar. A few highlights:
Read 24 tweets

Related hashtags

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3.00/month or $30.00/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!