The West has no clue how far it fell behind.

For example, how long does it take to build a train station?

๐Ÿ‡จ๐Ÿ‡ณ: 9 hours
๐Ÿ‡จ๐Ÿ‡ฆ: 7 years snd counting, and no sign of a station exists.

<thread> ๐Ÿงต๐Ÿ‘‡ twitter.com/i/web/status/1โ€ฆ
2. How long does it take to sink a train station underground?

In ๐Ÿ‡จ๐Ÿ‡ฆ or the ๐Ÿ‡บ๐Ÿ‡ธ? Probably at least a decade.

In ๐Ÿ‡ฏ๐Ÿ‡ต? About 3 hours.
3. How about that construction site by your home thatโ€™s been blowing dust around for years?

How long does it actually take to assemble a 10 story tower?

In the West? About 2 years after approvals.

In China? A day.
4. How do they build bridges in your town?

Because this is how theyโ€™re assembled in Asia.
5. Those are easy though.

What if the government needs a high tech research facility for the military?

๐Ÿ‡ฎ๐Ÿ‡ณ does those in 45 days.
6. Itโ€™s not because we donโ€™t have smart people. Tiny Mile is Toronto-based, and they build robots that make deliveries cheap & accessible, which will be a game changer for mobility impaired people.

Toronto banned it, now theyโ€™re in Charlotte & Miami. We hate talent. ๐Ÿคทโ€โ™‚๏ธ
7. Plutocracies force people into a handful of cities because itโ€™s lucrative for large landholders to create scarcity when none exists.

Countries focused on national growth connect their cities so productivity takes priority.

High speed rail by country.
๐Ÿ‡จ๐Ÿ‡ฆ: 0km
๐Ÿ‡บ๐Ÿ‡ธ: 80km
8. Oh hey. Young adults on TikTok are starting to wonder what the heck is happening in the West.

Itโ€™ll soon start to settle in that a new park or a couple bike lanes wonโ€™t fix this. Neither will stacking people in smaller cubes.

What happens then?

vm.tiktok.com/ZMFUXboRa/

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More from @StephenPunwasi

Jun 27
Protected B is ๐Ÿ‡จ๐Ÿ‡ฆโ€™s security level for documents that cause โ€œserious harmโ€ to gov if made public.

Interesting level for a regulator explaining inflated appraisals & weak home sales to banks, eh?

๐Ÿ‡จ๐Ÿ‡ฆโ€™s not bailing out a few developers. Itโ€™s bailing out the whole system. ๐Ÿงต๐Ÿ‘‡ Image
2/ the doc above references blanket appraisals, which is when a building is given a value, instead of appraising each unit.

Itโ€™s a legitimate method, often used for insurance of a project under development.

They exist for a reason. Letโ€™s put a pin in this.
3/ first, itโ€™s important to understand a new condo buyer isnโ€™t qualified in ๐Ÿ‡จ๐Ÿ‡ฆ.

Show up, make deposits. Thatโ€™s it until the condo completes and transfers. Then the buyer gets a mortgages.

New homes are eligible for 80% loan to value. Buyers still need 20% equity though.
Read 15 tweets
Apr 29
๐Ÿ‡จ๐Ÿ‡ฆ: something extremely f*cked up is happening with federal worker pensions, and taxpayers will be on the hook.

Since the supervillains in charge wonโ€™t explain it, I guess I will.

Hereโ€™s how ๐Ÿ‡จ๐Ÿ‡ฆ is looting ~$3B from gov workers pensions & dumping the risk on you.

<thread> ๐Ÿงต๐Ÿ‘‡
2/ The Public Service Pension Plan (PSPP) is the pension plan for federal workers.

An โ€œearly actuarial reviewโ€ found it had a surplus of $3.4B, about 1% of net assets under management.

Rather than keeping it as a buffer, the gov is using $2.5B to pay for its โ€œearly retirement incentive.โ€
3/ Sounds logical, right? Buying out workers with pension money...

Except itโ€™s not the money of the people getting a buyout. Theyโ€™re using the pension of all workers to execute a fiscal plan.

What about the other $0.9B? Yoink! In the general coffers. Oh, it gets crazier...
Read 10 tweets
Dec 3, 2025
๐Ÿ‡จ๐Ÿ‡ฆ: who wants a funny GDP story? ๐Ÿ™‹โ€โ™‚๏ธ

When a quant sees an unexpected surge on a chart, they break it downโ€”itโ€™s often a modeling issue.

This is ๐Ÿ‡จ๐Ÿ‡ฆโ€™s GDP chart. I stared at it for ~8 hours & talked to StatCan. Youโ€™re gonna laughโ€ฆ

<thread> ๐Ÿงต๐Ÿ‘‡
2/ What do we see? Imports contributed 0.7 points out of 0.6 points of Q3 GDP growth. The rest of the economy was a net drag.

Imports contribute to GDP as a part of net exports: exports minus imports.

Smaller imports boost net exports. Imports made the biggest drop since 2022.
3/ What weโ€™re seeing is a phenomenon called import compression: the balance was boosted by falling imports.

Itโ€™s a superficial improvement due accounting mechanics. The only growth is actually weakness.

We figured it out. But waitโ€”how do they get import/export data? ๐Ÿ˜ฌ
Read 12 tweets
Nov 20, 2025
๐Ÿ‡จ๐Ÿ‡ฆโ€™s real estate is about to spiral faster than most realize.

The red is the estimated level of investor-owned units. A lot donโ€™t have the cash & hoped to flip it before completion.

It gets crazier. Letโ€™s talk about blanket appraisals.

<thread> ๐Ÿงต๐Ÿ‘‡
2/ first off, when you buy a pre-construction home in ๐Ÿ‡จ๐Ÿ‡ฆ you donโ€™t own a homeโ€”you own an assignment. The right to a home on completion.

You arenโ€™t qualified in anyway way. You make the deposits until you have 20% down at occupancy, and then you need to provide cash or financing.
3/ Lenders will do up to 80% LTV, so you need at least 20% equity on the property.

If prices rise, you have extra equity by completion. If they fall, you need to top it up.

Hereโ€™s the fun part: Prices dropped over 20% in TO since peak, wiping out the deposit.
Read 11 tweets
Oct 23, 2025
Pstโ€ฆ while the normies are sleepingโ€”letโ€™s talk about serial killers.

Specifically, the 70s boom & bust. Most experts attribute the disappearance of serial killers to improved social conditions.

What if the only thing that disappeared is the data? This gets wild.

<thread> ๐Ÿงต๐Ÿ‘‡ Image
2/ first rule of data literacy: what are we looking at?

This chart shows ๐Ÿ‡บ๐Ÿ‡ธ data from the Radford/FGCU, which defines a serial killer as someone who murders 2 or more in separate instances.

That definition broadens the labelโ€”even reclassifying infamous murderers like Ed Gein.
3/ Experts often attribute the rise to:
- Mobility: New highways let killers flee; victims were farther from home & community

- Post-war trauma: Returning vets passed trauma to their kids

- Anonymity: As people moved further from home, they knew fewer neighbors
Read 16 tweets
Oct 9, 2025
๐Ÿ‡จ๐Ÿ‡ฆ: Canada Post is losing money.

The left thinks thatโ€™s okay. The right thinks it now needs to be sold off.

The elites & their politicians? They donโ€™t want you to realize that Canada Postโ€™s losses were manufactured so they could loot a public asset.

<thread> ๐Ÿงต๐Ÿ‘‡
2/ InnovaPost was Canada Postโ€™s in house IT provider, handling key infrastructure like email and its shipping platform.

Brilliant. This allows internal transfer for the lowest cost, since any profits are returned.

It was sold to Deloitte in 2024. Obvs they must be suckers.
3/ Canada Post built SCI, a third-party logistics company (3LP) w/ synergistic operations. It was one of ๐Ÿ‡จ๐Ÿ‡ฆโ€™s largest 3PLs, essential ecommerce infrastructure.

โ€œSCI has been a strong performer for the Canada Post Group of Companies over the years,โ€ Canada Postโ€™s CEO in 2024.
Read 7 tweets

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