Anonymous academic. Finance, econ, philosophy, math, physics & tech. I do game development for fun.
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May 22, 2022 • 78 tweets • 24 min read
Why does Germany act so indecisive & unreliable at supporting Ukraine's defense efforts?
It's not moral or economic risk management. It's a mix of cultural isolationism, soviet propaganda and strategic infiltration by Putin’s assets deep into political & cultural leadership.
🧵
I start with a recap.
Under Merkel, German policy towards Ukraine was distant, likely to appease Putin.
2008 Merkel blocks NATO membership for Ukraine, and expresses hesitance at a quick path for EU membership.
Germany supports Ukraine to flourish as the neutral buffer state.
Jun 15, 2020 • 9 tweets • 5 min read
👈🏻This idiot is trying some market research. Bitten by the vs bug I observe new data about consumer interest in the Model Y compared to other Teslas. Musk states the Y will outsell S3X, bears believe in brand fatigue and the Y being less attractive to consumers. 1/
Musk/bulls claim: the 3 sold very well in its mid-size sedan segment. The Y will do the same targeting the even larger "crossover" segment. (Tesla's chart att.). Porsche's Cayenne and Macan sell much better than their sports cars and sedans (US sales att.) 2/
May 30, 2020 • 19 tweets • 5 min read
Is this a hare or a duck? Is $TSLA worth a trillion or is $TSLAQ a zero? Hyper bulls and bears are psychologically blind to the opposing side. I try to summarize the most common fallacies. A thread. Happy to discuss.
A) Bull fallacy: manufacturing is the easy part. Burning PV panels (Walmart), chipping paint, poor service show Tesla lacks in execution. Manufacturers have to excel at corporate culture and workers' incentives for this. $TSLA / $TSLAQ