consultant. know stuff about industrials/distributors/engineering/built environment. NFA/DYOD.
Joined July 2012
- Tweets73K
- Following680
- Followers3.3K
- Likes311K
Sweaty Equities retweeted
Last night is exactly why no President has dealt with Iran before now
We don't reward Presidents for acting in the best long-term interest of the country
We reward them for avoiding difficult decisions if it means we don't have to make any sacrifices during any given 2yr period
Sweaty Equities retweeted
Spot on by Jaime Dimon:
“I have a lot of friends who are Democrats and they are idiots. I always say they have big hearts and little brains. They do not understand how the real-world works."
And of course the real danger is what the party leaders do with a bunch of little brain people…
Sweaty Equities retweeted
Louisiana is about to become wealthier than all of Europe.
This is not normal what is happening in Louisiana right now. $300+ Billion in the project pipeline....
$100B – SpaceX Starbase LA (Planned)
$50B – Meta Hyperion AI Data Center (Under Construction)
$18B – Venture Global Plaquemines LNG Expansion (Planned)
$18B – Amazon Multi-Site AI Data Centers (Under Construction)
$18B – Argent LNG (Planned)
$18B – Woodside LNG (Under Construction)
$15B – Venture Global CP2 LNG (Under Construction)
$13B – Entergy Energy Buildout for Meta (Planned)
$10B – Commonwealth LNG (Under Construction)
$10B – Hut 8 AI Data Center (Under Construction)
$10B – Cameron LNG Expansion (Planned)
$8B – Ascencion Carbon Ammonia (Planned)
$6B – Hyundai Steel Mill (Under Construction)
$4B – Applied Digital AI Data Center (Under Construction)
$4B – CF Industries Ammonia Plant (Under Construction)
$4B – Lake Charles Methanol II (Planned)
$3B – Shintech Petrochemical Expansion (Planned)
$3B – DG Fuels Synthetic Chemicals (Planned)
$3B – Louisiana International Terminal (Planned)
🇺🇸 LOUISIANA IS OPEN FOR BUSINESS
Proud to report that the 2nd Marauder is in the water and running under its own power out of our yard in Franklin, Louisiana. The team really stepped up across the board - this hull took 8% fewer labor hours than the 1st. That’ll continue to get better, every build needs to be more efficient than the last.
When we took over this shipyard it was shutting down and capacity was trending towards 0.
Today it's is active again + expanding. Fully ramped we’ll do 20 Marauders a year in Franklin.
Thanks to everyone @Saronic for their hard work getting this done.
Sweaty Equities retweeted
As someone whose family fled Iran, watching America elect jihadis is truly disturbing.
Sweaty Equities retweeted
Nobody wants to hear this, but this is the best possible outcome for Republicans in 2028.
Sweaty Equities retweeted
MORE LOUISIANA HARDWARE MAXING!
BREAKING: An American shipyard that was once shutting down is now producing autonomous ships following @Saronic takeover.
Saronic has launched its second 180-foot Marauder autonomous ship from its shipyard in Franklin, Louisiana. The second ship required 8% fewer labor hours to build than the first, with plans to scale production to 20 Marauders annually.
Sweaty Equities retweeted
BREAKING: An American shipyard that was once shutting down is now producing autonomous ships following @Saronic takeover.
Saronic has launched its second 180-foot Marauder autonomous ship from its shipyard in Franklin, Louisiana. The second ship required 8% fewer labor hours to build than the first, with plans to scale production to 20 Marauders annually.
Sweaty Equities retweeted
STATE STREET'S MICHAEL ARONE:
"I DON'T THINK THE BIG RISK TO MARKETS IS FROM THE BLUE WAVE; IT'S INVESTORS OVERREACTING TO A BLUE WAVE"
Sweaty Equities retweeted
I hope the CEOs of prediction markets and crap like hyperliquid spend the next 2 years in so many congressional hearings their ears bleed
Sweaty Equities retweeted
Democrats winning today shouldn’t be a surprise
This happens every midterms. Everything is priced in.
Sweaty Equities retweeted
This is JP Morgan’s view is Wall Street consensus. It assumes there is one Democratic Party.
My view aligns more with Democrat Strategist Jim Carville, who spoke on the Bulwark podcast two weeks ago. He suggests there are two Democratic parties, the Democratic Socialists of America (DSA) and the more moderate/traditional Democrats. These divisions mean the margin of victory might play a huge role in the market’s reaction.
--
Carville:
“I would be disappointed if it comes in at 225 House seats. That would almost be—I would rather the Republicans keep the House by five than the Democrats win by five because if that happens, they’re hostage to the DSA. Like, Hakeem [Jeffries] cannot move. He has nowhere to go. Even if you have a close Senate, [Sen. John] Fetterman would keep [Sen. Chuck] Schumer Pepto-Bismol all night. So I think this is one of those races where margin matters a lot.”
--
We would add that if the Senate is a 51-49 Democrat majority, not only does presumed Senate Majority Leader Chuck Schumer have to worry about PA Senator John Fetterman siding with Republicans, but Vermont Senator Bernie Sanders and a presumed Michigan winner Abdul El-Sayed could put up a “block” because the Democratic Party is not progressive enough.
This issue would come to a head almost immediately over data centers.
Moderate/traditional Democrats, such as unions and middle-class voters, want those jobs. They are accelerationists.
The DSA wants to block more data center construction. They are decelerationists.
This could turn into an epic fight within the Democratic Party.
