Poorly Informed Novice Profile picture
Anonymous academic. Finance, econ, philosophy, math, physics & tech. I do game development for fun. https://t.co/hdDbzWsdR6 https://t.co/PzgbYjojSa https://t.co/o8mdg1OCLG
harry bosch 🇺🇦 🇵🇱 🇱🇹 🇱🇻 🇪🇪 🇫🇮 🇸🇪 Profile picture 1 subscribed
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/ Image 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/ ImageImageImage
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