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GregorMacdonald

  1. Thus: by the time a 'Hotelling Era' in resource extraction should unfold, it's moot. Geology, not discretion, is already in control.
  2. Thing is, the history of oil production is not marked by such rational conservation. Producers sold everything they pumped. @VictorCleaner
  3. As peak oil is obvious, yes, it would be rational for global oil producers to hold back some production now, per Hotelling. @VictorCleaner
  4. @kmac @SirWB A positive thought: it's possible we just did the first 5 years of a 20 year energy transition. Next comes actual progress.
  5. @jdstein Yeah, Farmland LP throws a mix of grass/forage on these fields as part of the transition to the organic phase. Dreamy, long grass.
  6. Wandering through ryegrass, at a lovely day for families hosted by farmlandlp.com in Corvallis: instagram.heroku.com/users/gregor_m…
  7. .@SirWB Peter Thiel on the #GoldenGate 3 years to build originally. Now 6 years to build an access road leading to it. the-american-interest.com/article.cfm?pi…
  8. Morbid but inspirational - The Jumpers: What Happens After a Person Jumps off the Golden Gate Bridge and Survives | psychologytoday.com/blog/out-the-d…
  9. Solid 2003 piece on Golden Gate and suicide - Letter from California: Jumpers : The New Yorker newyorker.com/archive/2003/1… via @NewYorker
  10. Where we are in the OECD: the real economy is still unable to support stock prices, without reflationary policy help. Simple. $macro
  11. Myth: OPEC can mount swift, price-killing upsurges of production. bit.ly/KdAHCi
  12. @iuubob Here we are on another drama filled Sunday night in the world of macro. Little changes. Best to you, g
  13. "We've got big challenges, but I'd much rather have our problems than (insert name of foreign country) problems." #hackery
  14. Today I will stop, and smell the lilacs.... Condolences to @MishGEA bit.ly/JcH3Ut