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Immaculate Vibes

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  1. Immaculate Vibes
    It’s the energy transition. It’s the price we’re paying to save the planet. It’s intentional and I’m willing to guess almost none of the policymakers involved care beyond it hurting them in the polls. Just wait til they start going after agriculture in full force. Livestock is bad for the environment, don’t ya know? Wow these beef prices are crazy high! “Eat less meat, peasant.” David Dennison Eat the bugs instead. Good source of protein.
  2. Immaculate Vibes
    Cpi tomorrow. Expected number is 8.2-8.3 I believe. A poorly worded tweet but looks like it could be higher.
  3. Immaculate Vibes
    Energy transition. It’s a choice being made over time, for better or worse. “You’re looking at committing capital 10 years out, that will need decades to offer a return for shareholders, in a policy environment where governments around the world are saying: we don’t want these products,” he said. "Capacity is added by de-bottlenecking existing units by investing in existing refineries. But what we’ve seen over the last two years are shutdowns. We’ve seen refineries closed. We’ve seen units come down." "We’ve seen refineries being repurposed to become bio refineries. And we live in a world where the policy, the stated policy of the U.S. government is to reduce demand for the products that refiners produce," he continued.
  4. Immaculate Vibes
    I thought this was an interesting look at the shipping/logistics side of things.
  5. Immaculate Vibes
  6. Immaculate Vibes
    Pretty even split actually
  7. Immaculate Vibes
  8. Immaculate Vibes
    Always. In other news interest rates finally biting mortgages.
  9. Immaculate Vibes
  10. Immaculate Vibes
    I mean the mom is mildly cute. I’d lick her taint if she requested it.
  11. Immaculate Vibes
    She’s obviously referencing the unemployment rate. We’ve finally eclipsed the same amount of jobs that we had pre-Covid. But it’s hard to say that with a straight face when the economy contracted Q1. We have high inflation and real wages dropping. This clip has a big “sub prime is contained” feel.
  12. Immaculate Vibes
    I mean yeah. She kept going back. Had sex with him twice. Why would you go back again?
  13. Immaculate Vibes
    https://www.bloomberg.com/news/videos/2022-06-06/forced-labor-dispute-is-redefining-us-china-relations
  14. Immaculate Vibes
    Make sure and focus on the area between his scrotum and his anus
  15. Immaculate Vibes
    We’re talking about attempting to model the future outcomes of a complex system and basically focusing on one variable input. You may think you have a degree of certainty, but you don’t have absolute certainty. Sorry.
  16. Immaculate Vibes
    Yeah I haven’t even mentioned that. You can’t claim to be concerned about climate change but still be shutting down nuclear plants. Our energy policy broadly is incoherent.
  17. Immaculate Vibes
    This is the first I’ve heard of the happy baby yoga pose. Is that from tik tok? I need a ruling.
  18. Immaculate Vibes
    If we’re being honest here, you’re weighing one uncertain outcome (“burning up the planet”) vs more certain outcomes. Those include first world problems like blackouts or high food prices and third world problems like famine, starvation and death. These are the trade offs of the energy transition.
  19. Immaculate Vibes
  20. Immaculate Vibes
    We should stop stepping on our own dicks does not equal nationalization.
  21. Immaculate Vibes
    One can think pursuing massive solar investment is wise while at the same time recognizing there will still be fossil fuels in our future. You couldn’t eliminate fossil fuels from our day to day lives even if everyone wanted. Too vital to too many vital industries. Look at the global famine that’s unfolding. High natural gas prices play a huge role in that via fertilizer. We should be leveraging our resource advantages where we have them. It would make us more energy secure (and politically secure), while also helping to stabilize things geopolitically.
  22. Immaculate Vibes
    non paywalled article http://m.koreaherald.com/amp/view.php?ud=20220607000165
  23. Immaculate Vibes
    There’s a few different places that this stuff could’ve been placed, but given that we’re using executive actions I thought it could go here. Some good some bad. Still doesn’t address the vast majority of polysilicon production being based in China. Or other raw materials. We are making our energy security more dependent on them. Here’s a better use of the Defense Production Act.
  24. Immaculate Vibes
    tl;dr someone claims to have used an exploit to download years worth private telegram messages from various crypto communities and influencers. He alleges all sorts of improprieties from the expected fraud up to sexual assault and assassinations. Sounds extremely far fetched but if it could happen in any space this is it. He lays out his plan for the data releases.
  25. Immaculate Vibes
    Nothing is off limits in Thailand

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