BC IDEAS
Saved by @AnmolNarula11

A humble prediction. Seeds are being sown around the world for a comeback of nuclear energy. In the next decade, we can see government’s around the world approving more nuclear reactors as they realize they aren’t going anywhere near net carbon zero with wind and solar. 🧵

 Take Australia for example. It is home to 1/3rd of the world’s uranium - the chemical element needed to produce nuclear energy in reactors but doesn’t have a single nuclear reactor to generate electricity.

https://t.co/UbssY7sIeE
Which is fine as long as you have other sources of energy that are cheap, plentiful and reliable. But South Australia’s energy prices are arguably the highest in the world.

https://t.co/1MAQBQ3Fto
The European Commission released a very important report this April. In its assessment, it concluded that nuclear energy had near to zero greenhouse gas emissions in energy generation phase and can be a contributor to climate mitigation objectives.

https://t.co/ZZOVZCtplh
What about radioactive waste management? France which produces 75% of its energy requirements from nuclear is a great example.
‘By way of comparison, annual per capita radioactive waste generated in France is now 1 kg (of which 11 grams high-level waste), compared with 2,500 kg of industrial waste (of which 100 kg of toxic waste).’

https://t.co/DgCQxEkehf
Germany took a polar opposite view of France post Fukushima Daiichi in 2011 by reducing nuclear to just 11% of its total electricity now. Germany spent close to $600 bn in renewables over the last 10 years. Renewables now account for 35% of total electricity production in Ger
This should have reduced carbon emissions right? Unfortunately sun doesn’t shine in the night and wind doesn’t blow always. So they have to rely more on fossil fuels than France. Germany’s carbon emission is 10x France and its electricity prices are 2x France. No kidding! 😷
To not be dependent on Russia’s natural gas, Germany is destroying Hambach forest for coal (https://t.co/G7A0E2aVFV) and setting up wind turbines in Reinhardswald forest. Wind turbines across the world are known for killing eagles, hawks, bats and other migratory birds.
https://t.co/n2zS5RPT7k
New York last year closed it’s best and one and only nuclear power plant called Indian Point largely due to political reasons. This year, many New Yorkers suffered black outs last week due to grid strain following the heat wave. https://t.co/obLlF8dFGu
What about land requirements? New York’s Indian Point gives a perspective on land requirement. Indian Point covers 239 acres. One can fit 3 Indian Point’s inside New York City’s Central Park.
To produce the same amount of power using wind, you need a land area equivalent to 400 Central Park filled with wind turbines. (This long read is a must).

https://t.co/FWHKWFE81w
What about the harmful effects of exposure to radiation? Prof. Gerald Thomas from Imperial College of London busts many myths and half truths. She’s covered Fukushima and Chernobyl extensively

https://t.co/15Ywwdmnk4 (Her presentation)

https://t.co/4VEJfIqLts (her credentials)
This 20 minute super interesting documentary covers Australian energy expert Dr Ben Heard who’s fighting for nuclear in Australia and Greenpeace Oz’s view on Fukushima. (P.S: Not a single death in Fukushima due to radiation exposure)

https://t.co/sYZQoW6mDn
Life expectancy in France with 75% nuclear contribution to total energy.
A 3 minute video by Prof Thomas explaining how we are constantly exposed to radiation (nuclear or not)

https://t.co/tvYqVQ23Kb
What about India? Though we have 22+ reactors, nuclear is a distant fifth after coal, gas, hydro and wind. We generate about 8000 MW from nuclear which is just 3% of total.
Jairam Ramesh (yes no typo there) believes nuclear should at least be 10% of total energy for meaningful reduction in carbon emissions.

https://t.co/TqHa6CpooV
As per https://t.co/6APTU5gDgA 5 more sites have been given in principle approval for more reactors.

Maharashtra - 6*1650 - France
AP - 6*1208 - USA
Gujarat - 6*1000 - USA
West Bengal - 6*1000 - Russia
MP - 4*700 - Indigenous
World has flirted enough with solar and wind for more than two decades now. We have enough photo ops to prove ‘greenness’ along with enough data to prove that it’s best complementary and can never be core.
India needs to prioritize nuclear over and above (snake oil) solar, wind and ushers in energy independence by providing safe, cheap, reliable and plentiful electricity with low emissions being the cherry on top. END.

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@contrarianEPS @PortfolioYoga I was working with 10 year of Balance Sheet / P&L data, both IGL and Guj Gas don't have it, so missed out.
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Tren Griffin
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1/ A orders chips. Supplier says "supply is getting tight." A triples order to store them in a warehouse. Supplier tells other customers supply is even tighter. They order extra chips. Quickly there are more chips in warehouses than toilet paper in garages during the pandemic.

2/ Intel's Gelsinger: "I don’t expect the chip industry is back to a healthy supply-demand situation until ’23. For a variety of industries, I think it’s still getting worse before it gets better.”

Are chips in warehouses the prime cause of the shortage? No. Demand is higher.

3/ "Software eating the world" means rising demand for chips.

I'm skeptical that this increase in chip demand is "transitory."

Fabs and backhoes don't increase with Moore's law. https://t.co/m7ZreQTzow


4/ If you invert Nathan's 1st Law:

Software can't expand faster than the chips and memory that enables its magic.

Broadcom's CEO believes chip production is a mature industry that will return to lower growth. I disagree in the medium term at least.
IDEAS
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@soicfinance
Why Reading and observing different trends matter.

Time for a thread with a live example that is playing out in front of us! 🎵🎵

🧵🧵🧵🧵🧵

“What is elementary, worldly wisdom? Well, the first rule is that you can’t really know anything if you just remember isolated facts and try and bang ‘em back. If the facts don’t hang together on a latticework of theory, you don’t have them in a usable form.”- Charlie Munger

Charlie Munger who is the partner of Warren Buffett, has over the years explained the importance of creating a latticework of mental models. That is basically combining theory with live practical examples


One of the most interesting mental models he talked about in his books was that of Autocatalysis (lets understand this and how we can apply it to a live example):

"Disney is an amazing example of autocatalysis. They had all those movies in the can.

They owned the copyright. And just as Coke could prosper while refrigeration came, When the video cassette was invented, Disney didn’t have to invent anything or do anything except take the thing out of the can and stick it on the cassette.
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@soicfinance
An Example of what Tailwinds look like:
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Sid 🇮🇳...
@resilience1011
@_soniashenoy TPG is looking at a floor of 5x-6x returns 😌

@_soniashenoy Here’s what TPG’s investment brings in (1/2):
a. A much-needed longer runway
b. Strong governance and no-slack attitude
c. Push to get the EV strategy right - start transitioning from buy and assemble to a build in-house model
d. De-risking the existing business
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*Heads-up that this thread will feature some extreme examples of homophobia and transphobia.*

Hey folks, have you ever wondered why trans people face constant accusations of fetishism, sexual predation and child abuse/grooming? Well, today let's talk about stochastic terrorism.

So, first we have to talk about what stochastic terrorism actually is. Remember when there was a conspiracy that there was a pedophile ring operating out of a pizza parlour basement, and a crazed gunman showed up? It's that sort of incitement that stochastic terrorism describes.

It's the demonisation or incitement against a group of people or individuals with the intent that other, unaffiliated parties will act upon it; it's the releasing doctored footage and a shooter show up at Planned Parenthood as a direct result of what he's been led to believe.

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First thread of the year because I have time during MCO. As requested, a thread on the gods and spirits of Malay folk religion. Some are indigenous, some are of Indian origin, some have Islamic


Before I begin, it might be worth explaining the Malay conception of the spirit world. At its deepest level, Malay religious belief is animist. All living beings and even certain objects are said to have a soul. Natural phenomena are either controlled by or personified as spirits

Although these beings had to be respected, not all of them were powerful enough to be considered gods. Offerings would be made to the spirits that had greater influence on human life. Spells and incantations would invoke their


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Puthucode Annapoorneshwari Temple,
Palakkad, Kerala 🚩
#keralatemples
अन्नपूर्णे सदापूर्णे शङ्करप्राणवल्लभे 
ज्ञानवैराग्यसिद्ध्यर्थं भिक्षां देहि च पार्वति 

Temple is also called Puthukode Bhaghavathy Kshetram
Parasurama did Prathishta of Devi here. Temple is one amoung 👇


108 Durga temples
Navarathri festival is celebrated in a grant manner here. Annadanam is done daily on these days. The Idichu pizhinja payasam/ Chathachatayam is the main nivedyam in Annapoorneswari temple during Navarathri.
In the mornings, Devi Mahatmyam and Sundarakandam are


recited here daily.
Sri Godavarma Raja gifted lots of rice fields for the maintenance of the temple.
Annapoorneshwari holds Shanku and Chakra in her hands. Puthucode Annapoorneswari Temple is managed by the Naduvil Madom Devaswom.
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No Poverty, No Hunger, No Debt, Only Global Prosperity and Peace for ALL

NESARA will merge with GESARA

N = National (US)
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