LEGACY AUTOMAKERS - 2020 NOVEMBER YTD

As we approach the close of the year, how do the legacy automakers see themselves in 2020 ?

Total global industry volume is down -16% so far, and the two largest players reflect that same reality

Renault is down -22%

Nissan is down nearly -30%

And Mitsubishi is down nearly -39%

Which has brought this unstable alliance down by -28.1% overall

Of course, these numbers only reflect the way the industry likes to present itself to you

And many things about them are not quite as robust as they would have you believe

Let’s touch upon a few :

1. A lot of the volume that VW likes to report does not actually belong to them

2. Instead it belongs to Chinese companies that they only have partial ownership stakes in

3. So when VW actually files its own financial statements, a large part of this volume does not get included

4. On this particular scorecard they are reporting production and not sales

5. This is important for investors to understand because you only earn profits on sales and not on production

6. Any reports of sales numbers from legacy automakers have proven to be unreliable, and are prone to “sales reporting abuses”

So with all of our new followers, it seems sensible to tell you a little bit about who we are and what we do! EveryDoctor is a membership collective of doctors and medical students which is supportive of doctors and who believe in the NHS and what it does for all of us.

We have just over 1650 members, and we also run The Political Mess on Facebook, the largest private doctors' group of its kind, so that we can draw from as wide a pool as possible, with some small caveats.

We're an explicitly inclusive organisation, with a firm anti-racist, anti-bigotry platform which we seek to protect. We want to be a place where groups who're more vulnerable or marginalised for a range of reasons are able to speak up, so we hear their voices too.

When the pandemic began, our petition of 45000 voices called on the Health Secretary to deliver masks, goggles, gowns and gloves to every NHS worker, not just frontline staff. Because of our persistence, NHS England changed its guidance on eye protection and procedures like CPR.

As the cases worsened, we stepped up our efforts. We ran 17 parliamentary briefings with MPs to give them the facts about the crisis. 104 cross-party MPs from every nation backed the #ProtectNHSworkers campaign. More details at:

My grandparents were very poor. My dad was ashamed & created dumb tension about it. My grandma though always took me aside to give me a chocolate orange after Xmas gifts were unwrapped; she’d make me crack it and eat a slice before going back to Xmas fun.

Did their poverty matter? No! Everything was out of love. My grandpa made us things from his workshop. One year he said, “We try” and 14 yo me said laughing “I know”. Gramps gave me a 1 arm hug & slapped my back with a grin. That did not go over well with dad.

He chewed me out for making them know I knew or something gay like that. My grandparents didn’t have hot water. They knew I knew. They were why I tried hard at college. My grandma came to my campus only once and gave me the “ya done gud, anon” line when she left.

Once I graduated & had a job, I got a case of Sam Adams for Xmas day with my grandpa because I wanted to drink with him when he went out for his Xmas cigar. My treat. I felt like an adult not just his grandson. We talked for an hour in his workshop with the space heater on.

Close my eyes: I can see the Adrienne Barbeau poster, the 10 hand planes on the wall & cigar boxes holding screws, nuts & nails. We started real talks then; he told me his war stories & life before grandma. We had more in common than I thought. I later named a son after him

If you're interested in DB internals, stop what you're doing and watch @CMUDB Quarantine Talk from Nico+Cesar about @SQLServer's Cascades query optimizer: https://t.co/FCdsbHHEaD

Many talks this semester were good. This one is the best. My thread provides key takeaways

[6:50] Microsoft hired Goetz Graffe in the 1990s to help them rewrite original Sybase optimizer into Cascades. This framework is now used across all MSFT DB products (@SQLServer, @cosmosdb, @Azure_Synapse).

[14:43] The optimizer checks whether it has stats it will need before cost-based search. If not, it blocks planning until the DBMS generates them. This is different than other approaches we saw this semester where DBMS says "we'll do it live!" with whatever stats are available.

[21:05] Their Cascades' search starts small/simple and then they make decision on the fly whether to expand search based on the expected query runtime and performance benefit from more search.

[26:33] They explicitly have a property for Halloween Problem. Operators specify whether they protect from it and then optimizer ensures property is satisfied. This is mindblowing. I have never thought about using the optimizer for this but it makes sense.

1. Does the new trade deal deliver for the UK and the EU automotive sectors? I and other colleagues have been working tirelessly over Christmas to answer this question – thanks @mattogg @Mulk_Lloyd!!. Here are my thoughts - warning, very long 🧵ahead!

2. First, a necessary clarification. Comparing the UK-EU FTA with the status quo is simply futile. Even the most ambitious FTA cannot – and it is not intended to – deliver the benefits of the EU Single Market and Customs Union.

3. There is only so much an FTA can deliver. No FTA could avoid creating a customs border. No FTA could waive origin rules. No FTA could avoid new non-tariff barriers. It is no mystery that UK Automotive would have preferred other options precisely because an FTA has limits.

4. To compare apples with apples, a fairer question is not whether the FTA is better than the Single Market - it isn’t - but whether this is the most ambitious FTA we could get for the sector. And I hope the rest of the thread can shed some lights on this point.

5. Having a deal is, in itself, a major positive. The idea that having an FTA or not having one makes little difference could be true for some sectors. This is certainly not the case for Automotive. Without an FTA, tariffs would certainly apply.

If you shine light of high enough energy on to a metal, electrons will be emitted from the metal.

THREAD

1)
This has been making a lot of noise among #Iran’s netizens.

Hamas co-founder Mahmoud al-Zahder said in a recent interview that in 2006 Qassem Soleimani gave them $22 million in cash.

This is how the regime spends the Iranian people’s

2)
Why is this important?
The West may further appease Iran’s regime & the mullahs are demanding the U.S. lift sanctions in order to gain access to billions of dollars.

Reminder:
Iran Spends $16 Billion Annually to Support Terrorists and Rogue

3)
"As long as Iran has money, that means we here have money, too," said Lebanese Hezbollah chief Hassan Nasrallah.

Obama's 2015 Iran nuclear deal provided $150 billion in credit & $1.8 billion in cash for Tehran's

4)
Feb. 16, 2020
Islamic Jihad Secretary-General Ziad al-Nakhaleh

Qassem Soleimani personally supervised the transfer of weapons, missiles & technology into Gaza.

5)
Pro-Iran Lebanese political analyst Anis Al-Naqqash

#Iran armed [Hamas & Islamic Jihad] & provided tech assistance to the Houthis in

Just a reminder: unofficial channels have already been used once to demonstrate the Bidens are a very real national security threat compromised by hostile foreign powers.

It happened once.

If it has to, it will happen again.

There are people who take their oaths seriously.

Since my original account got suspended due to an idiot I won't mention the name of, I will post what I have of DeWine and you can all make up your own minds.

DeWine, Acton, Clinton, Haiti, DeWine Family Foundation stocks. Also Hands Together, linked to Haiti/DeWine. (1/11)

Thread: THIS WAS ALWAYS GOING TO COME DOWN "TO THE WIRE."
President Trump is going through EVERY SINGLE LEGAL & CONSTITUTIONAL Process available to him in orders of magnitude.
What do I mean by that?
His numerous Paths to Victory in the 2020 Election are failing one by one.

December 2020 Let’s Go A Fishing
Theme: Voice of Hope
Location: Okitipupa, Ondo State
Date: Wednesday, 23rd of December, 2020

#LetsGoAFishing2020
#VoiceofHope

In the Name that is above every other name, you will never forget today.

#LetsGoAFishing2020
#VoiceofHope

I’ll give you one reason why you can never forget today, when we go a fishing like this, I normally would visit several places but your place is the first place we are visiting this time.

#LetsGoAFishing2020
#VoiceofHope

After the Congress, you are the first people we are having an encounter with.

I have no doubt at all, your time to fly has come.

#LetsGoAFishing2020
#VoiceofHope

I am delighted that the Almighty God arranged it in such a way that nothing has been able to stop our coming.

I have come to pray for you but before I pray for you, let me share a few words with you from
Isaiah 3:10

#LetsGoAFishing2020
#VoiceofHope

No objections from me to Labour voting for the deal - despite my now being very much a Starmer sceptic. There are multiple reasons why Labour should vote for it.

1. We left the EU at the end of January. Leave v Remain has been done since then. Finished.

Some people like to act as though it's not. Even, almost as though someone can wave a magic wand and turn the clock back 5 years. Nobody can.

No doubt the deal will be renegotiated by future governments; that's when rejoining might become a possibility. But it's years away.

And no doubt, too, the Tories will have plenty of shenanigans up their sleeves to achieve what many of them REALLY want. Which is when, memo to Starmer, we'll need an effective opposition!

But right now, it's just about moving on.

2. Starmer's approach is to contrast Labour's apparent competence with the Tories' staggering incompetence. And to appear like a government-in-waiting - which means 'the national interest'.

It's wearisome I know. But most of us on here are far more political than most people.

Most of the electorate do not think like you or me - and we're way past time to stop pretending that they do. Most of the electorate aren't very political at all - but they do want competence, and they don't trust parties they think are unpatriotic.

5 Non-Bullshit January Challenges That Will Change Your Life

// A THREAD //

Many of my threads are somehow conceptual.

They have practical implications but it may not be super clear at the first spot.

This thread is different.

Let me present you with 5 super-specific, practical January challenges that will change your life (even one of them).

All of those challenges are brutal - especially at the beginning.

How to prepare?

- Write down your motivation, speak about the benefits they will bring to you.
- Tell your close friends (or even make a bet with them)
- Think about the activities you will do instead

LFG.

1. Unistall All PC Games

The more thrilled player you are the harder it will be, and the bigger benefits it may have.

Be prepared for being hitten hard by them cold-turkey.

And have some great books ready... you will need them.

2. Go no-fap

I promised it's brutal!

So why?

- You may funnel the stored sexual energy toward some productive activity
- Girls near you will start to look MUCH more appealing
- You will have much more real sex than ever before (trust me on this one)

I’m sharing below parts of a document I shared with top functionaries of the AJK govt. as far back as early 2017. I had then discussed Indian actions in Kashmir, its possible moves & how to counter them,including the propagation of well documented cases of Indian atrocities

2 . against unarmed Kashmiri civilians on both sides of the UN-monitored ceasefire It fell on deaf ears then, and now that Kashmir is being lost, they are left with nothing but ritualistic protests, statements, seminars and webinars.

Part 1 of 2
“The 67th Bilderberg Meeting is taking place in Montreux, Switzerland from 30 May – 2 June 2019, where the about 130 invitees – so far confirmed – from 23 countries, are staying at one of Switzerland’s most luxurious venues, the Montreux Palace hotel. About a quarter