@ctindale Avatar @ctindale 🇦🇺Craig Tindale

🇦🇺Craig Tindale posts on X about ai, china, in the, copper the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence finance 32.56% countries 18.02% technology brands 4.07% currencies 3.49% travel destinations 3.49% cryptocurrencies 1.74% stocks 1.16% celebrities 0.58% automotive brands 0.58% products 0.58%

Social topic influence ai #4757, china #3284, in the 6.98%, copper #108, build #4170, retirement #645, australia 4.65%, inflation #1703, debt 2.91%, money 2.91%

Top accounts mentioned or mentioned by @jackau09 @viktorobert @simonnextclick @bobzibub @grok @malikas_friend @fiveways65 @jamcroissant @wbaltzley02 @avidcommentator @kconigrave @greatdecoupling @dukemarcude @gordongchang @warwick512 @jamesacarleton @clcrille @greatmartis @dsdoconnor @mattcarl91

Top assets mentioned Microsoft Corp. (MSFT)

Top Social Posts

Top posts by engagements in the last [--] hours

"How Copper Constraints Could Halt the AI Build-Out The Failure Mode Also on substack Thank you @ErikSTownsend for having me on Macrovoices this week The global economy has entered a simultaneity http://x.com/i/article/2015559813544210432 http://x.com/i/article/2015559813544210432"
X Link 2026-01-25T23:08Z 18.9K followers, 51K engagements

"Polgr beat Kasparov in 1994"
X Link 2026-02-08T08:01Z 18.9K followers, [----] engagements

"yes the whole sector is undervalued - 1% of the 400T in invested capital is for metals /materials yet the rest of the system can't operate without energy metals chemicals - folks really think that cloud computing is in the clouds and not an industrial metabolic system needing water energy land and materials https://twitter.com/i/web/status/2021395555327541613 https://twitter.com/i/web/status/2021395555327541613"
X Link 2026-02-11T01:27Z 18.9K followers, [---] engagements

"Markets price software as exponential and minerals as cyclical. AI compresses design and manufacturing costs accelerating hardware deployment. Metal supply cannot respond at the same speed due to permitting infrastructure and refining bottlenecks. That mismatch creates physical arbitrage: compute scales in quarters while mines scale in decades. If AI-driven demand persists scarcity premiums shift toward resource owners and high-tech miners integrating automation exploration AI and advanced processing. This is the exploit China is using to create a vassal state of the west and the west has no"
X Link 2026-02-11T21:08Z 18.9K followers, [----] engagements

"He hasnt even released the product and hes claiming near total automation inside [----] months. Enterprise deployment alone takes that long once you factor in procurement integration compliance and workflow redesign. We heard similar timelines around FSD a decade ago. Capability matures faster than institutions adopt. Yes it will reshape professional work. Early adopters will move first. But full task replacement across regulated professions inside [--] months is a distribution fantasy not an operational reality. CEO of Microsoft AI Mustafa Suleyman joins FT editor Roula Khalaf to explain why"
X Link 2026-02-12T20:06Z 18.9K followers, 10.3K engagements

"@DukeMarcude And we swap to lower cost edge chips like Rapidus which is designed for bespoke workloads at the edge . Whats not appreciated is that hyper scale might not be the sustainable architecture"
X Link 2026-02-15T08:46Z 18.9K followers, [---] engagements

"@chamath The west runs out of copper therefore electricity cant build further data centres to house GPU https://open.substack.com/pub/ctindale/p/copper-limits-to-growth-in-the-ager=orbm&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/ctindale/p/copper-limits-to-growth-in-the-ager=orbm&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-01-27T17:33Z 18.6K followers, 69.2K engagements

"Whats wrong with Amazon they mustnt be paying really close attention to the experts in X *AMAZON IN TALKS TO INVEST UP TO $50B IN OPENAI: WSJ *AMAZON IN TALKS TO INVEST UP TO $50B IN OPENAI: WSJ"
X Link 2026-01-29T20:46Z 18.5K followers, 50.3K engagements

"This is tool-level thinking. Sterilization reserve levels and balance-sheet size get treated as clean variables you can rearrange to unlock policy flexibility. In the real system they are not independent inputs. They hit risk pricing bank behavior collateral scarcity and market expectations at the same time. Shrinking the balance sheet tightens financial conditions through channels that are hard to observe in real time and rate cuts lag too long to offset them cleanly. The deeper error is assuming the Fed operates a controllable machine. The economy is a constraint system. Balance sheets"
X Link 2026-02-02T03:00Z 18.8K followers, 45.5K engagements

"@GordonGChang No he forces it through on resource control . You want copper youll need to buy it from me for CNY"
X Link 2026-02-02T04:25Z 18.7K followers, 12.2K engagements

"@ResourceWars_ Literally folks run these tied old arguments because theyve run them 100s of times before . China cant run a reserve currency Sure it can it just has to control the physical matter below the paper economy and insist CNY is used to trade that matter "
X Link 2026-02-02T04:45Z 18.5K followers, [----] engagements

"The Central Banks of Matter If @ctindale is correct that China can make the renminbi a global reserve currency via resource control then what's happening👇is of paramount importance. China has more mining smelters than the rest of the world COMBINED. @GordonGChang @DrPippaM @realErikDPrince If @ctindale is correct that China can make the renminbi a global reserve currency via resource control then what's happening👇is of paramount importance. China has more mining smelters than the rest of the world COMBINED. @GordonGChang @DrPippaM @realErikDPrince"
X Link 2026-02-02T06:52Z 18.6K followers, [----] engagements

"@BobZibub @futviewer45 What selling your Canola for [-----] subsidised BYDs"
X Link 2026-02-07T05:10Z 18.5K followers, [---] engagements

"@alifarhat79 @grok It's Kevin Costner"
X Link 2026-02-08T03:37Z 18.8K followers, [----] engagements

"@fiveways65 No she won again in [----] but it was [--] him to her [--] with [--] draws.He was a much better player but she beat him in the first game - the Netflix doc on it is great"
X Link 2026-02-08T10:02Z 18.6K followers, [--] engagements

"@KeithMcCullough @federalreserve The Fed models are atrocious; they have destroyed the industrial base. As stateless price discovery feeds vs. a state capitalist China that subsumes costs and games price price will win [--] out of [--] times"
X Link 2026-02-09T00:59Z 18.6K followers, [----] engagements

"because the system itself kills industrial capacity. IRR mandates act as a financial guillotine ensuring nothing physical passes the hurdle rate. A steel mill offers a slow 4% yield over decades but finance demands 20% today. Capital seeking the path of least resistance flees the forge for the digital. The Fed framework serves as a statistical mask. CPI is treated as unquestionable dogma yet its measurement method not the rate itself hollows out the economy. Hedonic adjustments claim a machine is "cheaper" because it is faster while the machinist drowns in the actual cost of the metal. We"
X Link 2026-02-09T01:21Z 18.6K followers, [---] engagements

"@aaronsmith @Peter_A_Kat Nor do you speak for most Australians . Most Australians are sick your antics you wont stop till youve e bought the violent conflict here "
X Link 2026-02-09T20:45Z 18.7K followers, [---] engagements

"An economy can run on a gold standard or a fiat standard. That distinction does not determine the outcome. If the economy is organised so that prices optimise toward a geopolitical rival the result is the same regardless of monetary regime. Firms minimise costs by referencing the rivals labour energy environmental subsidy and capital conditions. Consumers reinforce this through lower prices. Capital follows those prices and reallocates away from domestic capacity. Over time domestic production thins out. Critical industries persist only as balance-sheet abstractions or import flows. The state"
X Link 2026-02-10T02:40Z 18.7K followers, [--] engagements

"@warwick512 @JamesACarleton @profsarahj @ChrisMinnsMP @nswpolice One of the 53%"
X Link 2026-02-10T04:40Z 18.7K followers, [---] engagements

"Weve had enough of this. You would burn down your own country to stage a spectacle of virtue. This is moral narcissism performed so you can be seen feeling the correct emotions. You equate destruction with principle because you lack agency. You react. You posture. You substitute performance for responsibility. What you project onto others reflects a deficit of moral self-possession https://twitter.com/i/web/status/2021149169700970742 https://twitter.com/i/web/status/2021149169700970742"
X Link 2026-02-10T09:08Z 18.7K followers, [--] engagements

"I spent several hours working through this with someone yesterday then a few more writing it up. AI at the end of the day is a product. It moves from pioneer to early adopter to mass market. That diffusion curve still applies. In the consumer sector it appears to have stalled before true mass penetration. In corporate settings it is progressing but at a measured pace. Every major technology goes through this sequence. Markets repeatedly forget this and collapse the discussion into absolutes ignoring how capital cycles and adoption curves actually work. My framework adds a constraint that most"
X Link 2026-02-10T22:53Z 18.7K followers, [--] engagements

"You armchair guys always have to finish with abuse and moral absolute condemnation. Other points of view are also moral and you dont get to condemn everyone because we have a different point of view. Youre destroying our society for questionable benefits to the Palestinians "
X Link 2026-02-11T00:16Z 18.7K followers, [--] engagements

"@CLcrille @great_martis yes thats what is happening https://ctindale.substack.com/p/icebergs-ahead-for-passive-investment https://ctindale.substack.com/p/icebergs-ahead-for-passive-investment"
X Link 2026-02-11T05:50Z 18.7K followers, [---] engagements

"@Eric_J_Brooks @TheMichaelEvery the same story the world over"
X Link 2026-02-11T13:04Z 18.7K followers, [--] engagements

"@DSDOConnor I did the numbers and I wrote a piece on why the fear of job losses was completely wrong . The article was sent to me as a proof that we are dooooomed . A great post on AI advice. I ran the numbers on employment security under 3x self-explanatory scenarios and pulled the retirement forecast for the same sector and aging demographics offset the losses. I explain it in greater detail here https://t.co/NsK3gNw2d3 https://t.co/rqNxqp6NIE A great post on AI advice. I ran the numbers on employment security under 3x self-explanatory scenarios and pulled the retirement forecast for the"
X Link 2026-02-11T21:00Z 18.7K followers, [----] engagements

"@MattCarl91 @todd_hannigan Yes roughly [---] companies like that need capital to expand to meet this supply crisis"
X Link 2026-02-12T04:46Z 18.7K followers, [---] engagements

"Id urge you read my reply . I undertook a number of practical inquiries . I took the number of job losses in the top categories mention and I forecast best and worst case scenarios of job losses then I compared it to the likely accelerated retirement rates in this same jobs due to aging demographics . In all cases the retirement rate due to demographics accelerated faster than AI caused redundancies . We have a crisis you cant see yet our aging demographics accelerate retirements faster than can be achieved . If you read my other work AI cant scale as quickly as predicted because we cant"
X Link 2026-02-12T08:04Z 18.7K followers, [----] engagements

"Technical founders often overextend their competence. Mastery of the AI stack wont automatically translate into mastery of institutions regulation enterprise rollout or human behaviour. Yet a lot of these AI guru types are having an attack of Dunning Kruger syndrome . Its a bit like tech billionaires opining on everything they mistake mastery of one subject as genius across all . Code operates inside bounded systems these bounded systems specialists start to see the whole world as another bounded system . Real economies operate inside layered constraints: procurement cycles compliance regimes"
X Link 2026-02-12T20:54Z 18.8K followers, [---] engagements

"@GarrettGoggin Thats not what the data says"
X Link 2026-02-12T23:36Z 18.8K followers, [----] engagements

"I Look it ignores the whole picture. We are on an aging demographic retirement cascade that runs right across the sectors being mentioned. We need the robots in eight years because the lawyers and the accountants are aging out. Old folk over [--] years old double in that period and the number of people available to look after them is 25% lower than now. All the numbers I run have retirement outpacing AI obsolescence 75% of the time and in sime categories like aged care we should hope they are adequate I know five law firms well; my daughter sells high-end software to the accountants so I have"
X Link 2026-02-13T00:12Z 18.8K followers, [--] engagements

"stablecoin in Nigeria Ghana Somalia is growing strongly everywhere you don't want to hold the local currency - more prevalent in high electronic payment precincts (Nigeria) . I saw a report that it might grow to $4t because the overwhelming need is funds to be held offshore - there is a $40b holding in china - so China might run away from treasuries and they might lose their domestic savings base to stable coin -hence the china ban"
X Link 2026-02-13T00:39Z 18.8K followers, [--] engagements

"@FinanceLancelot @jam_croissant In the areas that are subject to AI redundancy . Accountants outsource to India anyway as do call centers to Philippines- the net jobs lost in the west AI redundancy minus retirements minus offshore workers is net zero even worst case"
X Link 2026-02-13T21:16Z 18.8K followers, [---] engagements

"http://x.com/i/article/2017406767882502144 http://x.com/i/article/2017406767882502144"
X Link 2026-01-31T01:21Z 18.9K followers, 63.4K engagements

"Nothing to see hear it makes perfect sense for Carney to sell a $4 billion gold mine to China hes just a middle country teaming with other middle middlec countries to stand up to the big countries. https://open.substack.com/pub/junonews/p/breaking-china-snags-canadian-goldr=orbm&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/junonews/p/breaking-china-snags-canadian-goldr=orbm&utm_medium=ios&shareImageVariant=overlay"
X Link 2026-02-07T02:56Z 18.9K followers, 14.1K engagements

"Also on Substack The global economic order is currently confronting a structural transformation defined by the simultaneous acceleration of demographic inversion and the rapid institutionalization of http://x.com/i/article/2021382719318679552 http://x.com/i/article/2021382719318679552"
X Link 2026-02-11T00:45Z 18.9K followers, [----] engagements

"I can think of easier ways to make Wall Street obsolete than lawyers . I dont know any accountants that havent got their back office outsourced to India anyway. Same with calls in the Philippines. Id argue AI job losses may actually be about job losses in overseas services not western . Back to Wall Street what did they do again Theres gonna be compression but weve got the worlds biggest age demographic retirement abyss in the west so AI job losses kind of get offset rather than devastating it may be convenient. At the start of industrialisation Mag [--] is 40% of the S&P - thats all we really"
X Link 2026-02-13T02:46Z 18.9K followers, [----] engagements

"Intelligence is locked in metabolic system these metabolic can be data centers robots grids embedded corporate intelligence . Fundamentally you can trace all this intelligence back to chips racks networks etc. So the expansion of intelligence is directly connected to the physics of the systems. They all need metals water power. Etc so there is a limit NVDIA Rubin chips take x2 Tantalum Ultra Rubin due [----] is x [--] Feynman x [--] in [----] "
X Link 2026-02-14T23:21Z 18.9K followers, [---] engagements

"It appears coordinated. The thesis is simple and testable: there are insufficient critical metals to build hyperscale data centres at the scale being projected. On current output trajectories supply constraints emerge around mid-2027 as critical metal production fails to meet combined demand. Between [--] and [--] percent of key refining flows are controlled by China. That concentration leaves firms such as AMD and NVIDIA exposed to stranded inventory risk stalling deployment of chips such as Rubin Ultra Rubin and Feynman if energy grid and data centre build-outs lag material inputs. The"
X Link 2026-02-16T00:19Z 18.9K followers, [----] engagements

"The script never changes. Save Palestine. Call it genocide. Ignore Tehrans mass slaughter of its own people. Cry genocide then rationalise Hamas live-streaming murder. Down with Trump. Silence on Xi while he executes generals erases provinces and runs camps at scale. Freedom for our slogans. Prison for theirs. Denounce Western capitalism in public. Unlock an iPhone in private. Built in factories where labour is run by software housed in dorms watched by cameras padded with suicide nets. Work assigned remotely discipline automated exit discouraged. The product is immaculate. Thats what counts."
X Link 2026-02-04T20:13Z 18.9K followers, [----] engagements

"The Revenge of Active Managers: Passive Indexing as a Stateless Feedback Pathway to Ruin I. The Mechanical Failure: The Passive Market Trap Also on Substack Passive indexing replaced judgment with http://x.com/i/article/2019209379296546816 http://x.com/i/article/2019209379296546816"
X Link 2026-02-05T00:45Z 18.9K followers, 73.3K engagements

"Roubini is still wrong here is why hes reasoning as if the system is stateless. His r-star logic assumes that AI driven productivity gains diffuse globally through markets lowering prices and inflation expectations without friction. That assumption only holds in a cooperative non-rivalrous world. We no longer live in that system. We need to move the debate to where its moved we arent in Kansas anymore . Once rivalry is introduced the supply shock ceases to be neutral. AI infrastructure is now strategic. Energy copper semiconductors grids fabs data centers and cooling capacity are no longer"
X Link 2026-02-09T06:26Z 18.9K followers, 13.5K engagements

"Average Australians have had a gut full of protests targeting Jews . Thats the reality whether folk like it or not . The anti Israel brand is not held in high esteem its disruptive and extremist so action against it by the state will be supported and endorsed by the broad populace "
X Link 2026-02-10T02:55Z 18.9K followers, [----] engagements

"It is important to understand this rotation positioning so a tech drawdown does not look like systemic collapse. The trade is long reshoring industrial and precious metals short technology. If that rotation accelerates it can feel like everything is breaking. It is a repricing between digital scaling and physical constraint. Semiconductor and software capacity expand on curves associated with Moores law. Physical extraction smelting grid build-out and permitting move at the pace of geology thermodynamics and time. That is closer to the limits described by Einstein where energy mass and real"
X Link 2026-02-11T09:18Z 18.9K followers, 13.6K engagements

"So rather than magically thinking lets sequence it out. Even an AGI needs a metabolic system to sustain it. That metabolic system is made of copper energy water rare earths. Like any metabolic system if it wants to get bigger smarter and perform at a higher level it has to grow its physical base. More compute means more substations. More transformers. More high-purity refining. More cooling water. More grid upgrades. Intelligence can optimise design compress iteration cycles and reduce waste. It still runs on materials pulled from the ground and processed through real supply chains. If we"
X Link 2026-02-16T08:43Z 18.9K followers, [--] engagements

"The Return of Matter: Western Democracies' material impairment Subject: The Structural Bifurcation of the Global Industrial Base and Strategic Resource Constraints PART I: STRATEGIC DIAGNOSIS Chapter http://x.com/i/article/1997083538307584000 http://x.com/i/article/1997083538307584000"
X Link 2025-12-07T01:01Z 18.9K followers, 1.7M engagements

"What if the future were planning simply cant be built In this episode of speaks with @ctindale private investor systems thinker and author of the widely discussed essay Copper: Limits to Growth in the Age of Demand Simultaneity. Tindale argues that for the first time in industrial history three massive transitions are colliding at once: artificial intelligence electrification and military rearmament. Each demands staggering quantities of copper and critical minerals. Together they may exceed what the physical world can supply. AI data centers require [-----] tons of copper each. Gallium demand"
X Link 2026-02-14T00:54Z 18.9K followers, 23.5K engagements

"@RouleurCapital @DougKass Good podcast Id live to debate him - Im building my own foundation models can you get off the boomer doesnt like change narrative Im making an entirely different point maybe listen to one of my podcasts https://open.spotify.com/episode/5oBhCAurFK33zSxZle27kYsi=0oHC5O_RS86oKcEIYehrfA https://open.spotify.com/episode/5oBhCAurFK33zSxZle27kYsi=0oHC5O_RS86oKcEIYehrfA"
X Link 2026-02-16T09:00Z 18.9K followers, [--] engagements

"With both China and the U.S. now stockpiling metals the center of gravity shifts from price to delivery. The question becomes who can actually deliver metals not price. That raises uncomfortable issues. Will the U.S. end up buying metals through Shanghai and even if it tries will it be permitted to At the same time can the LME and CME deliver meaningful physical volumes under stress or are they structurally set up to clear paper risk rather than allocate supply That pressure forces change. Western exchanges face a rapid evolution back toward physical allocation custody and enforceable"
X Link 2026-02-04T01:25Z 18.9K followers, 71.5K engagements

"@PatrickSSte Its not gaslighting. Its something embedded in cognition and groupthink likely rooted in an evolutionary drive toward collective security and cohesion"
X Link 2026-02-12T08:31Z 18.8K followers, [---] engagements

"@jam_croissant If you take away the jobs lost to AI then add back in the accelerated retirement due to aging demographics matched to the same category of AI employment losses you end up skills shortages not jobs Armageddon"
X Link 2026-02-13T19:45Z 18.9K followers, [----] engagements

"@PaulWar76911334 @jam_croissant Theyll have to be away figured out to tax robotic productivity"
X Link 2026-02-13T21:14Z 18.9K followers, [--] engagements

"I'm right at the forefront of the new game. You can't solve the problem with critical metals. On current supplies of critical metals you can build Rubin. It uses x3 more gallium x5 more tantalum x3 times more copper and so on. There are [--] transformer suppliers Siemans Hitachi and GE all have 4-5 year delivery backlog. Folks rattle off AI expansion forecasts and forget there is a metabolic system made of metals (mostly ) that has inelastic supply chains . https://twitter.com/i/web/status/2022506858351858024 https://twitter.com/i/web/status/2022506858351858024"
X Link 2026-02-14T03:03Z 18.9K followers, [--] engagements

"AI accelerates faster than supply. This creates a transitional gap of sorts . Innovations across the mining-refining stack: AI sorting pulse tech in exploration and biological leaching of copper sum to a 30% productivity gain over five years. Eventually the gap gets filled. However the sheer number of these advancements contributes to why the innovation takes longer to assimilated into production . My my call is not a shortage forever. My call is a strategic shortage that slows down the AI revolution and rapid scaling . If you look at the computing power forecast and you calculate the"
X Link 2026-02-14T23:06Z 18.9K followers, [--] engagements

"Yes I saw that and no doubt something like that will happen but not in say the next Rubin Ultra Rubin then Feynman takes out NVDIA architecture till [--] [---] What it likely means is Japan 2nm edge chip architecture comes to the for it users a lot less energy . Folk havent really played these cards out . OpenAI Gemini Anthropic may be on the wrong architecture that we pivot to Rapidus the IBM chip jv . Rapidus 2nm are out in [--] it would ironic to see IBM take a lead in this because Rapidus is way cheaper per GW https://twitter.com/i/web/status/2022935931905266087"
X Link 2026-02-15T07:28Z 18.9K followers, [--] engagements

"Yes but they have not checked if building it to the scale they need is feasible with the metals constraints they are likely to experience . My point is its not feasible we can estimate the critical metals required we can estimate production fairly easily - if you simply forecast the metals they need to build what theyve stated theyll build they fall well short . Or in simple terms they havent got enough metal to build what they planned to build. https://twitter.com/i/web/status/2022991008196407579 https://twitter.com/i/web/status/2022991008196407579"
X Link 2026-02-15T11:06Z 18.9K followers, [--] engagements

"@Artemisfornow @bosniapilled Explain to me where the job losses are - most of the industries nominated in white collar have huge retirement acceleration due to demographic aging most are already semi offshored and automated by software "
X Link 2026-02-15T21:02Z 18.9K followers, [--] engagements

"Enough said"
X Link 2026-02-05T23:14Z 18.9K followers, [----] engagements

"No doubt graphene might create some substitution though my point is in the timing and sequencing; Nvidia and AMD designs till [----] are already locked and loaded. How graphene can be applied to a chip substationor grid will take years to create a commercial solution eventually yes but not in the time frame that will make a difference https://twitter.com/i/web/status/2023231898303246804 https://twitter.com/i/web/status/2023231898303246804"
X Link 2026-02-16T03:04Z 18.9K followers, [--] engagements

"Elementos $ELT is uniquely positioned as Europes only fully integrated mine-to-metal tin developer with a smelter acquisition today . Its Oropesa DFS (NPV A$555 m at current tin prices) and low AISC (US$15 000/t) highlight economic value while the [--] % Robledollano smelter option secures downstream margins and aligns with EU critical-minerals policy. With tin trading near US$37 700/t and global supply deficits widening ELTs A$62 m market cap today represents barely [---] NPV. Applying a conservative 0.50.6 NPV multiple and allowing for financing risk yields a fair equity valuation of A$240A$300"
X Link 2025-10-13T08:35Z 18.9K followers, [---] engagements

"How China took control of the world's central banks with trade controls Export Price Signalling as the Final Instrument of Monetary Capture The era of independent monetary policy is over. Central http://x.com/i/article/2016030950371819522 http://x.com/i/article/2016030950371819522"
X Link 2026-01-27T06:12Z 18.9K followers, 41.6K engagements

"The whole Fed rate debate is naive once you allow for prices being weaponised. CPI inflation is treated as a domestic monetary outcome but a material share of the CPI basket is an import-price construct. Around a quarter of CPI is directly import-sensitive and roughly half of that runs through Chinese supply chains. That means about [--] to [--] percent of headline CPI is structurally exposed to China-origin export pricing. You can cut rates to zero and it does nothing to that slice. Those prices are set upstream. They move with export prices benchmarks quotas logistics and supply discipline not"
X Link 2026-02-09T00:28Z 18.9K followers, 15.2K engagements

"Another plant closed [---] skills lost yet the country keys it happen . They want the domestic economy to be net zero but they dont want to build the industrial capacity to achieve that goal Albemarle's #lithium refinery in WA's South West placed on care and maintenance hence why battery grade lithium deposit in DRC with lowest cost to produce is key $AVZ #Manono No brainer if I was @AlbemarleCorp https://t.co/wfzYMsOeLP Albemarle's #lithium refinery in WA's South West placed on care and maintenance hence why battery grade lithium deposit in DRC with lowest cost to produce is key $AVZ #Manono"
X Link 2026-02-12T08:48Z 18.9K followers, [----] engagements

"And thats the tell. You erase Iranian agency by calling mass revolt a Western plot. You deny repression to preserve your narrative. Thats how moral peacocks survive: delegitimise lived experience sanctify power and call it insight. Youre todays missionaries. Your devil is history. https://twitter.com/i/web/status/2019146945839952369 https://twitter.com/i/web/status/2019146945839952369"
X Link 2026-02-04T20:32Z 18.9K followers, [---] engagements

"its simply a rotation - tech stocks literally can't build their vision of the future without material/metals the big data centre build outs aren't physically possible they literally run out of copper REE in 27-28 so they are clearly overvalued capital therefore has to rotate to undervalued metals/ materials so Einstein can catch up with Moore https://twitter.com/i/web/status/2021345279937740922 https://twitter.com/i/web/status/2021345279937740922"
X Link 2026-02-10T22:07Z 18.9K followers, 22.3K engagements

"State capitalism in the auto industry works like this. They secure the materials. They control the refining. They absorb ideas globally. They manufacture at scale. They underprice competitors. The result is cheaper vehicles that Western producers cannot match because the entire supply chain sits within a single coordinated system. Apply the same structure to AI. The West leads in model architecture and frontier research. We atch youtube and the guru of the day tells us [--] months China controls large portions of the metals required to scale data centres: copper for power distribution gallium"
X Link 2026-02-13T01:23Z 18.9K followers, [----] engagements

"@wbaltzley02 Like what We know how the next generation of chips get built we know how much copper gallium tantalum etc it will take we know the potential for substitutability so what is far more abundant in the next five years not [--] years in five years"
X Link 2026-02-14T23:48Z 18.9K followers, [---] engagements

"Sure even more capex - I want to see their case studies of white colour displacement vs accelerating boomer retirement. I want to see their geographic distributions. The West has already outsourced and offshored lots of white-collar jobs to India the Philippines Vietnam etc . Most medium-sized accounting firms have already outsourced their back-office operations to India. Then if I take a look at the software stack they already own and add a few AI features their isnt a lot left to do maybe a better invoice workflow or something but Accountancy digitisation has been unfolding for the last 50"
X Link 2026-02-15T04:30Z 18.9K followers, [---] engagements

"A great post on AI advice. I ran the numbers on employment security under 3x self-explanatory scenarios and pulled the retirement forecast for the same sector and aging demographics offset the losses. I explain it in greater detail here https://x.com/ctindale/status/2021385019114258861s=20 https://t.co/ivXRKXJvQg https://x.com/ctindale/status/2021385019114258861s=20 https://t.co/ivXRKXJvQg"
X Link 2026-02-11T13:03Z 18.9K followers, 24.2K engagements

"Were making a fairly large error. People look at AI scaling curves and assume the physical world scales the same way behind them . It cant . You can 10x compute in a few years. You cant 10x copper supply . You cant spin up refining capacity or grid infrastructure with a model update. AI doesnt mine ore. It doesnt refine gallium. It doesnt install transformers. It doesnt compress a ten-year permitting cycle into a product sprint. Every data center is basically a giant industrial object sitting on power plants transmission lines substations cooling systems fabs and metals that come out of"
X Link 2026-02-14T18:04Z 18.9K followers, 93.9K engagements

"@arrington The supply chains are literally unable to supply the critical minerals to build out this vision and nobody has bothered to check if its feasible "
X Link 2026-02-15T10:56Z 18.9K followers, [----] engagements

"Just thoughts: What is the [----] size of the country of geniuses services market What would Dario's answer be If frontier AI is too capital-intensive and physically constrained to scale in the near term the industry compresses into a small number of vertically integrated systems. The rest become application layers or infrastructure suppliers. If large hyperscale deployments run into energy metals grid or permitting constraints capital is reallocated. The logical direction is toward more efficient architectures built on advanced nodes from players like Samsung Electronics Rapidus and TSMC. That"
X Link 2026-02-16T11:20Z 18.9K followers, [----] engagements

"We've become conditioned to accept that our current economic environment sky-high housing prices declining savings and young people unable to own homes is normal. Few ask who benefits . Instead incomes are siphoned off to financial institutions embedding us deeper into debt. Our culture now equates life's purpose with material acquisition overlooking genuine human needs. As someone whos excelled in wealth creation and observed finance from within I recognise these skills aren't common or universally attainable. Most people arent emotionally or psychologically equipped to navigate this"
X Link 2025-07-28T03:27Z [----] followers, [--] engagements

"2. Menzies Forgotten Warning: Balance Over Boom Sir Robert Menzies Australias longest-serving Prime Minister warned clearly in the 1950s and 60s that a healthy economy is one rooted in real production not in credit creation or speculative excess. In a speech in [----] Menzies cautioned: We cannot base prosperity on the endless inflation of prices or incomes. We must base it on the increase of real outputof goods and services. He believed that genuine wealth came from a balance: Between the public and private sectors Between consumption and investment Between urban and rural productivity Between"
X Link 2025-07-28T04:33Z [----] followers, [---] engagements

"3. The System We Inherited: Control Through Credit Since the 1980s Australias economy has been financialised. Deregulation of banks privatisation of public assets and the rise of central bank orthodoxy turned the RBA into a guardian of asset pricesnot a steward of national prosperity. We were promised stability low inflation and homeownership. Instead we got: Housing prices 1015x average incomes One of the highest household debt ratios in the world A tax base addicted to capital gains and negative gearing Stagnant real wages and crumbling productivity. The financial system became a machine"
X Link 2025-07-28T04:35Z [----] followers, [---] engagements

"5. The Demographic Collapse: Ageing into Deflation As we automate jobs we also age. By 2030: A third of Australians will be over [--]. Demand will shift from goods to health services. Asset drawdowns will outpace accumulation. Economic energy will drain from the workforce. Old populations dont innovate. They preserve. They hoard. They consume less. And they cannot support the debt loads incurred in their youth. The result is deflationary pressure falling consumption and the evaporation of the very economic activity that services public and private debt alike"
X Link 2025-07-28T04:39Z [----] followers, [---] engagements

"6. The Myth of the Free Market and the Choice to Speculate The idea that Australians have freely chosen this system is laughable. What choice You cant opt out of using the Australian dollar. You cant access land without a mortgage. You cant escape taxation on your effort while capital escapes it freely. This is not a free market. Its a managed enclosure. A digital debt serfdom. And the so-called wealth you accumulate Its not yours. Its leased from the banks in exchange for a lifetime of service"
X Link 2025-07-28T04:40Z [----] followers, [---] engagements

"The Albanese government's housing policy is disastrously mismatched: net migration surged by [------] in [------] (81% of population growth) yet housing starts slumped to just [------] homes the lowest since [----]. A five-year target of [---] million new homes appears unreachable resulting in a cumulative shortfall of around [------] dwellings. Rent surged 10.1% nationally surpassing inflation with vacancy rates high intensifying market pressure. Homelessness figures are alarming: three million Australians face housing insecurity (63% up since 2016) persistent homelessness rose 26% in four years and"
X Link 2025-07-28T09:57Z [----] followers, [---] engagements

"5/key Real estate holdings : Prime CBD spots for stable yields but yeah tough to offload without discounts in a downturn. Private credit via managers Opaque & stickydirect lending mid-market loans amplify the mismatch. Specific names like Tanarra/Metrics private credit has been highlighted globally when Harvard had to borrow $2.5 billion in bonds because theyre $53b in private equity investments were a illiquid. This private credit problem extends right across the major universities in the US and pension funds that is illiquid investments that have been made are proving hard to redeem. The"
X Link 2025-07-28T22:47Z [----] followers, [---] engagements

"7/AHypothetical downturn: 20-40% drops in infra/real estate 30-50% in PE/VC private credit defaults spiking. If 50% of at-risk members switch Distressed sales confidence crash ripples across markets. Well-substantiated by IMF/APRA scenariosscary but realistic.AustralianSuper pushed back on tighter private markets regs in June arguing against overreach resisting big https://www.investmentmagazine.com.au/2025/06/australiansuper-pushes-back-on-more-private-markets-regulation/ https://www.investmentmagazine.com.au/2025/06/australiansuper-pushes-back-on-more-private-markets-regulation/"
X Link 2025-07-28T23:01Z [----] followers, [---] engagements

"8/the industrys pushback signals deeper systemic vulnerabilities it cannot self-resolve. AustralianSupers reluctance to accept tighter regulation suggests embedded risks such as illiquidity valuation opacity and vulnerability to mass withdrawals. Resistance to transparency indicates underlying fragilityrevealing that current stability partly relies on maintaining investor confidence through limited disclosure. Such defensive positioning often occurs when genuine structural weaknesses exist and straightforward regulatory remedies threaten the status quo. Ultimately this pushback highlights"
X Link 2025-07-28T23:22Z [----] followers, [---] engagements

"4/12 Extending to Smart Devices (Watches Cars IoT) Whats happening: Assistance & Access Act [----] allows targeted govt access to IoT device data (GPS biometrics). [----] updates permit specific backdoors. How: Device terms allow legal compliance sharing; Technical Assistance Notices force real-time data access. Why it matters: Converts everyday gadgets into trackersyes its a de facto backdoors. Outcome: Full personal traceability through devices"
X Link 2025-07-30T11:52Z [----] followers, [---] engagements

"5/12 Data Fusion: The Palantir Core Whats happening: Palantir holds AUD$20M+ contracts with Defence AUSTRAC Home Affairs. Integrates IDs social telecom IoT data for predictive AI analytics. How: Infers behaviors and predicts risks. Why it matters: Strengthens security but US tech use raises sovereignty and profiling concerns. Outcome: Predictive surveillance over citizens lives"
X Link 2025-07-30T11:53Z [----] followers, [---] engagements

"12/12 Conclusion Boiling frog from child safety to surveillance state. Govt argues safeguards balance rights/security; Public vigilance audits and decentralized technologies vital Here is an entertaining thread where Ive fictionalised a scenario so folk can understand whats at stake Sources: http://digitalrightswatch.org.au http://canada.ca http://csis.org http://investors.palantir.com http://oaic.gov.au http://homeaffairs.gov.au http://digitalidsystem.gov.au http://myid.gov.au http://aph.gov.au http://esafety.gov.au"
X Link 2025-07-30T12:27Z [----] followers, [---] engagements

"@Blairja Excellent point - If this digital identity system were connected to a CBDC the government could enforce compliance by immediately restricting spending or financial activities for non-compliant users. I can virtually take the money out of your wallet"
X Link 2025-07-30T12:46Z [----] followers, [--] engagements

"http://x.com/i/article/1950547349442560000 http://x.com/i/article/1950547349442560000"
X Link 2025-07-30T13:37Z [----] followers, [----] engagements

"@AlboMP https://x.com/ctindale/status/1950551248438280466 https://t.co/Aq3TNris6W https://x.com/ctindale/status/1950551248438280466 https://t.co/Aq3TNris6W"
X Link 2025-07-30T15:05Z [----] followers, [--] engagements

"In [----] and [----] the Reserve Bank of Australia led by Governor Ian Macfarlane sold [---] tonnes of Australias gold reserves at just US$306 per ounce raising around US$1.6 billion. Today that gold would be worth over US$15.8 billion. The decision was made without public consultation or parliamentary approval justified as a portfolio diversification. No democratic input was sought. Australia now holds only [--] tonnes of gold stored in London while other nations are increasing their reserves as a hedge against economic instability. This was not just a financial misstep but a sovereign one. Gold is"
X Link 2025-07-30T22:32Z [----] followers, [---] engagements

"Yes Werners interview with Tucker Carlson is excellent especially for those unfamiliar with how endogenous credit creation really works. A good friend of mine @ProfSteveKeen has been highlighting this for decades. Both Werner and Keen have shown that banks do not lend existing money. Instead they create new money through lending directly challenging the mainstream orthodoxy of neoclassical economists who dominate central banking. What sets them apart is that this view is not based on theory but on empirical observation and real banking data. The standard narrative that banks are"
X Link 2025-07-30T23:02Z [----] followers, [----] engagements

"@lao1969 The thing that concerns me is that we have demonstrable incompetence over many decades by the RBA probably due to the narrow skill set of its board yet we persist in letting them make decisions for the country selling the gold is just one example of many many errors"
X Link 2025-07-31T00:35Z [----] followers, [--] engagements

"@TheGowher @zerohedge $MTM $IPX both a being DARPA US University IP to revolutionise rare earth lithium and titanium processing and extraction"
X Link 2025-08-05T00:04Z [----] followers, [----] engagements

"on a serious matter I have resisted getting a good coffee machine my entire life and now I regret my life without a great coffee machine get one immediately"
X Link 2025-08-09T23:57Z [----] followers, [---] engagements

"Lack of CCN from IMO-2020 sulfur limits increases latent heat flux and boundary layer moisture content. Enhanced vapour transport intensifies atmospheric river events producing higher integrated water vapour transport (IVT) and precipitable water anomalies. This yields larger extreme precipitation dumps via amplified condensation latent heat release and moisture convergence over target regions"
X Link 2025-08-10T09:17Z [----] followers, [---] engagements

"a [----] to [--] VIIRS snapshot is too short to separate weather noise from IMO-2020s structural signal. Your own map shows AOT drops along major SO hotspots the North Atlantic Arabian Sea and SE Asia not just the NW Pacific. Multiple observational datasets (VIIRS/MODIS/CERES/ERA5) show post-2020 aerosol declines and brighter shortwave absorption implying added forcing and decadal extra warming. Cloud responses can lag aerosol cuts so a two-year window underdetects the signal. Lets weigh the full observational record not cherry-picked periods. Thw null happening hypothesis usually relies on this"
X Link 2025-08-10T19:54Z [----] followers, [--] engagements

"2/10 Oak Foundation founded by billionaire Alan Parker disburses hundreds of millions each year into child safety digital governance and online harms policy. WeProtect lists Oak as a major donor; Oak also bankrolls the Safe Futures Hub with WeProtect partners"
X Link 2025-08-12T00:10Z [----] followers, [---] engagements

"3/10 Safe Futures Hub WeProtect GOSRN eSafety. Thats the pipeline: Oaks cash sustains the infrastructure; the network writes policy; regulators implement it at home; and local wins are exported globally as best practice"
X Link 2025-08-12T00:10Z [----] followers, [---] engagements

"4/10 Oaks core funding model means no project limits recipients can shift funds toward lobbying research capacity building and advocacy campaigns that push legislative change worldwide"
X Link 2025-08-12T00:10Z [----] followers, [---] engagements

"5/10 WeProtects [----] Abu Dhabi Call commits regulators to align with international standards on online content signed without parliamentary vote. GOSRNs [----] Index sets benchmarks and pressures members to match them. Oak money underwrites both"
X Link 2025-08-12T00:11Z [----] followers, [---] engagements

"11/10 The Oak Foundations advocacy and money knit the global web. Australias eSafety Commissioner sits inside it helping implement privately financed policy in Australia. If you value sovereignty share this. #OakFoundation #WeProtect #GOSRN"
X Link 2025-08-12T00:15Z [----] followers, [---] engagements

"References https://judiciary.house.gov/sites/evo-subsites/republicans-judiciary.house.gov/files/evo-media-document/staff-report-the-censorship-industrial-complex.pdf https://www.smh.com.au/politics/federal/esafety-commissioner-calls-out-tech-giants-over-slow-child-safety-action-20240415-p5f16c.html https://www.weprotect.org/about-us/our-governance/ https://www.fedcourt.gov.au/services/access-to-files-and-transcripts/online-files/esafety-v-xcorp https://www.weprotect.org/response/international-collaboration/ https://www.weprotect.org/our-donors/"
X Link 2025-08-12T00:17Z [----] followers, [---] engagements

"Long form as its easier to read https://x.com/ctindale/status/1955066450391208256 https://t.co/rV44yIET6A https://x.com/ctindale/status/1955066450391208256 https://t.co/rV44yIET6A"
X Link 2025-08-12T00:40Z [----] followers, [---] engagements

"4/ Then theres owner-consent laundering Developers include land they dont own (private council or Crown) in their plans. It makes the site look bigger and more significant. Example: The HDA fast-tracked a Rhodes project with private & Crown land in it without consent. Boundaries were trimmed later but the big yield stayed"
X Link 2025-08-13T23:56Z [----] followers, [---] engagements

"5/ Next move: promise infrastructure then drop it Councils and communities are told new homes will pay for roads parks schools (through developer levies). Example: Rhodes lost a $74.9m contribution. The same works now cost $710m and will be paid by taxpayers over [--] years"
X Link 2025-08-13T23:56Z [----] followers, [---] engagements

"8/ Other red flags: Breaking one precinct into smaller projects to dodge big-ticket obligations. Rezoning job-rich commercial land to residential without a jobs plan. Counting private podium space as public open space"
X Link 2025-08-13T23:57Z [----] followers, [---] engagements

"9/ Its city-wide: Hills: Norwest site from [--] [---] units bypassing local controls. North Sydney: [--] towers around the station no precinct plan. Brookvale: Retail site rezoned to [----] apartments no transport upgrades. St Peters: Build-to-rent fast-tracked with vague infrastructure details"
X Link 2025-08-13T23:58Z [----] followers, [---] engagements

"11/ Red flags you can spot: ☑ Big changes in FSR or height for one site while neighbours lose out. ☑ Public or Crown land folded into private projects. ☑ Promised levies or public works vanish. ☑ Rules applied inconsistently. ☑ Affordable housing reduced post-approval"
X Link 2025-08-13T23:59Z [----] followers, [---] engagements

"12/ Sydney needs housing. But until we: Check ownership before approvals Lock in funding for infrastructure up front and Apply rules evenly the HDA is building trust in developers not the planning system"
X Link 2025-08-14T00:00Z [----] followers, [---] engagements

"2/9 For [--] years market efficiency offshored production while cheap credit inflated assets at home. Growth looks strong until you see the roots eroded. Efficient but ultimately fragile. https://www.rba.gov.au/publications/bulletin/2019/sep/the-effect-of-persistent-low-interest-rates-on-economic-growth.html https://www.rba.gov.au/publications/bulletin/2019/sep/the-effect-of-persistent-low-interest-rates-on-economic-growth.html"
X Link 2025-08-17T08:26Z [----] followers, [--] engagements

"3/9 Outcome: asset bubbles lost industry and debt-driven consumption over wages. Productivity growth is distorted by https://www.pc.gov.au/inquiries/completed/productivity-review#report https://www.pc.gov.au/inquiries/completed/productivity-review#report"
X Link 2025-08-17T08:29Z [----] followers, [--] engagements

"@gordonschuecker I did some more digging. There is a water crisis with nearly every hyperscaler project in North America. Its even worse in places like Singapore"
X Link 2025-08-21T19:47Z [----] followers, [--] engagements

"@gordonschuecker Can you imagine the first [--] days of a MAGA Fed blitzkrieg . Never a dull moment"
X Link 2025-08-25T10:09Z [----] followers, [--] engagements

"Itll be a titanium and rare earths $IPX 1.4b MC has the biggest REE deposit in Nth America with DoD backing plus it has a unique patented titanium refining system that lowers the cost by 80% - that process also has DoD funding and on track to commercial production . As a comparison MP has a market cap of $12b https://mining.com.au/iperionx-secures-funding-for-titanium-expansion/ https://mining.com.au/iperionx-secures-funding-for-titanium-expansion/"
X Link 2025-08-27T21:22Z [----] followers, [--] engagements

"$IPX The Titan Project has the potential to be the USAs largest supplier of heavy REE critical to nearly everything in the future plus a mine to metal titanium producer also critical to everything in the future eg defence electrification aeronautics even markets like titanium alloys in orthoepic surgery . at $1.4USD market cap and companies like $MF now with a $12B MC and much less potential it has a long way to go"
X Link 2025-08-28T01:21Z [----] followers, [----] engagements

"@Qldaah Its not rocket science a growing consensus thinks the rate of immigration is to high lower the rate so infrastructure can catch up and the problem goes away . Why is that to hard to understand"
X Link 2025-08-30T20:45Z [----] followers, [--] engagements

"RFK is simply a different form of quackery to mainstream medicine which has repeatedly overreached its proofs of care to monetise treatments with low efficacy . What you claim as science is quackery . Ulcers were blamed on stress until H. pylori was proven causal. Cholesterol was treated as disease in itself fueling mass statin use despite weak primary-prevention benefit. Salt was demonised without recognising a J-shaped risk. Cancer drugs were approved on tumor shrinkage not survival often adding toxicity without years of life. Opioids were promoted as safe creating an epidemic. Hormone"
X Link 2025-08-30T21:36Z [----] followers, [---] engagements

"Depends what you measure Paris claims cleaner air because of whats measured not that the air is cleaner PM. and NO might be falling yet the data complete omits tire wear particles which is 90% of the aerosol pollution . Tailpipe pollution declines TWPs emerge as the dominant unmeasured source of microplastics and toxins inhaled daily. Its typical of science where we celebrate cleaner air that triggered an aerosol termination shock"
X Link 2025-08-30T22:26Z [----] followers, [----] engagements

"Agree - though I think it explains RFK as a symptom not a cause . Chronic disease medicine is heavily weighted to moneterise for example one that came up on my FB yesterday in HIV Big pharma is incentivised to design idealised individual studies hand-picked participants high adherence support framed messaging to prove efficacy and drive treatment sales. But at the population level messy realities (late diagnosis dropout stigma weak systems) cant be gamed. This kind of gaming is apparent across pharm and its driving reputational brand damage into medicine . Now it doesnt rule out individual"
X Link 2025-08-31T00:05Z [----] followers, [--] engagements

"@Adele_SHC and I really lovely genuinely they seem to be stand-up people with families and love for their children just normal people. But its not gonna work unless we build things and make it practical its gonna end up in the disaster"
X Link 2025-09-02T04:02Z [----] followers, [----] engagements

"@PoliticalToonz @benjamingrundy No I sympathise with him & his concerns are real (in his situation) "
X Link 2025-09-02T07:00Z [----] followers, [---] engagements

"@NickMalyon1 @Richetler No Im just being realistic about 25m folk in a world of nearly 8b"
X Link 2025-09-02T22:09Z [----] followers, [--] engagements

"@StevenSiller @PoliticalToonz @benjamingrundy In the context of the UK I agree with him . These folk arent Pakistani . In any case mass migration is lunacy at this level. Everything in my area is full roads Metro schools medical Centres theres no more room"
X Link 2025-09-03T01:01Z [----] followers, [--] engagements

"Outrageous and its coming to Australia they want to police our speech tell us what we can see and throw us in prison if we want to speak outside government narratives . "When power fears words more than violence its not protecting the public its protecting itself." This is the key. Examine any government scandal and you found at the heart of it rampant bureaucratic self interest. "When power fears words more than violence its not protecting the public its protecting itself." This is the key. Examine any government scandal and you found at the heart of it rampant bureaucratic self interest"
X Link 2025-09-04T04:19Z [----] followers, [---] engagements

"@peakaustria @josephC808 What is wrong with people Like were taking an unknown dip and IQ for some reason its all deteriorated its a silly paper. Why are they written"
X Link 2025-09-06T05:41Z [----] followers, [--] engagements

"It super annoying . Just emailed me. I wouldve talked them out of writing the paperwork. blackcarbon smoke plumes are mostly warming and transient while sulfate aerosols from shipping are cooling and persistent. Losing the latter exposes more solar energy and reduces cloud brightening the wildfires are 97% organic matter"
X Link 2025-09-06T06:35Z [----] followers, [--] engagements

"@FriedrichFiles @PaulHBeckwith @PCarterClimate Thats my point they dont wash all aerosols arent equal its a conceptual error built on flawed understanding of aerosol chemistries "
X Link 2025-09-06T22:42Z [----] followers, [--] engagements

"Dante Capitalism The Faustian economics of Gluttony . Cheap imports are the narcotic of modern economics. Economists argue they are rational but are they really over the long run They trick both the consumer and the central banker with the illusion of thrift even as they hollow out the industries that once gave a country its strength. A toaster costs less but a community costs everything. To call it efficiency is to deny the future cost to the nation. It is Dantes gluttony in modern form: consuming without restraint heedless of consequence. It is a Faustian bargain: selling the soul of"
X Link 2025-09-07T17:11Z [----] followers, [----] engagements

"its not hard to see why many Australians will decide to cash in their housing inflation and move overseas in retirement. Probably makes sense for young people as well if you look at some of the house prices you can trade in a two bedroom unit for a villa in Tuscany https://italylawfirms.com/en/immigration-law/how-to-apply-for-elective-residency-visa-in-italy/ https://italylawfirms.com/en/immigration-law/how-to-apply-for-elective-residency-visa-in-italy/ https://italylawfirms.com/en/immigration-law/how-to-apply-for-elective-residency-visa-in-italy/"
X Link 2025-09-12T01:39Z [----] followers, [---] engagements

"@NickLagarrigue picked up [------] $MTM @ 9-14c & [------] $IPX @ 68c they will go to $10 and $50 the best part was I talked my sons into same"
X Link 2025-09-12T03:24Z [----] followers, [---] engagements

"@angie_rasmussen So what do you suggest as an alternative . The problem is its been gamed on both sides"
X Link 2025-09-12T21:52Z [----] followers, [---] engagements

"@Craig_Foster I spend a lot of time in these climate models the idea that we can avoid this is a bit naive. Its like a hyper positive approach yeah we can do it well based on the models now we cant and we have to start owning that"
X Link 2025-09-15T10:40Z [----] followers, [---] engagements

"$MTM $IPX 💥💥 https://t.co/3kZkS4zPUC https://t.co/o7PU91jSBG 💥💥 https://t.co/3kZkS4zPUC https://t.co/o7PU91jSBG"
X Link 2025-09-16T21:30Z [----] followers, [----] engagements

"Australia lives in a dangerous delusion. Net zero is accounting theatre while we export coal and gas that dwarf domestic cuts. Global science shows warming accelerating oceans boiling aerosols stripped away resilience collapsing. Our footprint is 45% of global emissions once exports count. Investing billions in false virtue while ignoring resilience is idiocy and embarrassment. We need honesty adaptation and responsibility not doublethink slogans "
X Link 2025-09-17T02:17Z [----] followers, [---] engagements

"@QuentinDempster @Adam_Creighton net zero for largest per capita largest exporters of coal in the world is a nonsense everybody knows its a nonsense it is high cost performative virtue signalling yet you insist there is a rationale when there is none"
X Link 2025-09-17T02:54Z [----] followers, [--] engagements

"@inandaway @QuentinDempster @Adam_Creighton I actualky went hiking with the King of Bhutan in [----] and he showed me a hydro project that was designed to export electricity to India would become net zero from the surplus . So all you need is a decent mountain range to achieve net zero"
X Link 2025-09-17T03:05Z [----] followers, [--] engagements

"The tariff debate is theatre. Beneath it lies the greater failure: the orthodoxy of economic rationalism applauded by central banks and policy mandarins that promised us prosperity at the altar of efficiency. Entire industries were gutted so that we could trade the dignity of making things for the dubious satisfaction of serving one another cappuccinos. And here the Reserve Bank of Australia plays its part not as the virtuous captain of monetary prudence but as an extension of the financial lobby. It diverts the nations savings into the vaults of banks and speculative markets ensuring that"
X Link 2025-09-17T03:57Z [----] followers, [--] engagements

"How so Why do we as Australians feel entitled through state owned media to investigate and and expose another head of state To interfere with a foreign power How is it important yo us . The answer is its not. Its a political project by state owned media company against the foreign power. Its naive and a unwarranted intervention"
X Link 2025-09-17T16:15Z [----] followers, [--] engagements

"@newscomauHQ EKaren is Australias worst nightmare https://t.co/rV44yIET6A https://t.co/rV44yIET6A"
X Link 2025-09-18T05:10Z [----] followers, [---] engagements

"@Martin_Flanagan they should be expected to follow their charter and it has nothing to do with trying to weaken a foreign leadership or a foreign power. Its right outside. Its remit"
X Link 2025-09-19T06:37Z [----] followers, [--] engagements

"My Critique of Australias National Climate Risk Assessment (2025) . It big it took a while to read but I compare it with the latest peer reviewed science the conclusion it falls short on being founded on the best science this matter is because the expensive solutions probably won't make much difference Australias National Climate Risk Assessment (NCRA 2025) is the first comprehensive national framing of physical climate risks. It catalogues priority hazards (heat floods cyclones sea-level rise) identifies [--] nationally significant risks and suggests governance levers such as land-use planning"
X Link 2025-09-20T02:11Z [----] followers, [----] engagements

"Evaluation of the evidence on acetaminophen use and neurodevelopmental disorders using the Navigation Guide methodology Link below to the study Study Summary with Strengths and Weaknesses Strengths Large evidence base: [--] human studies including national birth cohorts (e.g. Sweden Denmark Norway Taiwan) with sample sizes in the hundreds of thousands . Robust methodology: Used the Navigation Guide framework for systematic environmental health evidence reviews ensuring transparent and structured evaluation. Doseresponse evidence: Several studies found stronger associations with longer or more"
X Link 2025-09-23T10:25Z [----] followers, [----] engagements

"Youve spent a career chasing stories but I want to remind you of something bigger: you carry a higher calling. Journalism isnt just about breaking news or feeding the cycle its about helping people make sense of complexity giving context where noise reigns and holding power to account with clarity not slogans. In a time where virtue signaling too often replaces reasoning your gift is articulation explanation and truth-telling. The audience deserves not only to be informed but to be understood. Few have both the experience and the trust youve earned. Please use that to lift the discourse"
X Link 2025-09-23T10:48Z [----] followers, [--] engagements

"And I tested the post in grok [--] to due diligence my point this was the response . The study you referenced titled Evaluation of the Evidence on Acetaminophen Use and Neurodevelopmental Disorders Using the Navigation Guide Methodology was published on August [--] [----] in the journal Environmental Health. It reviews [--] observational studies (no RCTs) on prenatal exposure to acetaminophenalso known as paracetamol the active ingredient in Panadol and Tylenoland its potential links to neurodevelopmental disorders (NDDs) such as autism spectrum disorder (ASD) attention-deficit/hyperactivity disorder"
X Link 2025-09-23T11:48Z [----] followers, [---] engagements

"@matt_barrie Madness everywhere just more people flooding in everywhere around Australia but zero level of competency on managing the influx"
X Link 2025-09-25T22:30Z [----] followers, [--] engagements

"@todd_hannigan @matt_barrie Twiggy started selling ore for RMB in [----] he was the first - RIO followed in [----] both are now tightly integrated with RMB . BHP has always had conflict on USD contracts . As you point out FMG is structurally aligning RMB revenue with RMB liabilities"
X Link 2025-09-30T13:37Z [----] followers, [--] engagements

"@harrisonpollock Because they've just completed pilot phase of moving into productionwith [---] tonne by end of year. The trick here is to see DoD and other partner due diligence that has led to financing and scaling as a revenue signal for later"
X Link 2025-10-05T02:36Z [----] followers, [--] engagements

"@bitcoinjjj Lazy investing Bitcoin much better returns elsewhere"
X Link 2025-10-05T09:11Z [----] followers, [---] engagements

"Teaching Extinction: How Australia Banked on the One Industry AI Will Kill First We have built a national growth model on the sale of campus seats in universities are now about to become obsolete. The result is an economy whose future depends on the willingness of strangers to overpay for a credential that machines are learning to grant for free. Australia is responding the age of AI by building giant fax machine factories. Nobody is going want our education in a couple of years but our dulled leaders persist in their short sighted delusions. Artificial intelligence is not nibbling at the"
X Link 2025-10-05T23:09Z [----] followers, [----] engagements

"I've worked I signed $900m contract with one of the big four banks and it was calculated on the exchange rate of $.64 when the exchange rate was $.86 The transfer pricing we were charging Australian companies 70% above the US price book. The point is Australia has leverage. Apples not gonna close shop. Neither is any of the others if we start the tax properly and take away their loopholes and still continue to do business here. I gave the system. I could tell you how they do it"
X Link 2025-10-07T10:11Z [----] followers, [--] engagements

"@MisirStan @TaxPawspective @tax_oz The only thing I know about them is tge bounce into my feed but I've never clicked on them"
X Link 2025-10-07T23:42Z [----] followers, [--] engagements

"Neat trick - create tariff revenue then use it during a shutdown -legalities and ethics aside it puts the cards in Trumps hands To keep the WIC program running during the shutdown "the administration will transfer funding derived from tariff revenue." I am shocked - shocked - that far from paying off the debt tariffs are now just a magical legally-suspect slush fund for Trump's political priorities To keep the WIC program running during the shutdown "the administration will transfer funding derived from tariff revenue." I am shocked - shocked - that far from paying off the debt tariffs are"
X Link 2025-10-08T04:22Z [----] followers, [---] engagements

"Whatever you think of Trump good or bad Australian state owned media has no business attacking another head of state "
X Link 2025-10-09T21:49Z [----] followers, [---] engagements

"Im not sure its a bubble - if you look at the experience of the people and the structure they have put together theyre not natural bubble makers . So theyve built this for a reason . To scale fast - to dominate its sector and minimize competitive threat ( important for trillions in capex ) - the prize must be huge"
X Link 2025-10-10T08:34Z [----] followers, [--] engagements

"Just be careful of the mainstream interpretation here . Chinas rare earth and magnet restrictions may not stem from confidence but from strategic anxiety. As the U.S. and allies accelerate efforts to build independent supply chains funding mines refining plants and magnet factories . Chinas long-held leverage is beginning to erode. By imposing controls early Beijing aims to lock in influence before new competitors mature slow technology leakage and reassert dominance over pricing and access. Rather than a show of power the move reflects a defensive preemption: China striking before the window"
X Link 2025-10-11T22:36Z [----] followers, [----] engagements

"Watch for signals that US is going to war footing . US DoD can totally reorganise market and direct supplies declaring priority receivers To close the rare-earth choke point the U.S. will invoke Defense Production Act authorities: priority allocations guaranteed offtake contracts and price floors. The DoD will fast-track siting and permitting waivers expedited NEPA and colocate separation / magnet modules at federal or partner sites. Theyll redirect existing magnet lines to defense SKUs and lock in strategic feedstock contracts with allies. Title III funding will proliferate small recycling /"
X Link 2025-10-11T23:10Z [----] followers, [---] engagements

"@slyowusu @ProfSteveKeen Just read my threads do your own work . If you buy that narrative your obviously dont know anything youre talking about and thats okay. I dont need to educate you. I havent got enough energy"
X Link 2025-10-12T06:25Z [----] followers, [--] engagements

"@AvidCommentator Not true . I think folk get caught up with mainstream doomsayers . Both defence and chip sectors are largely now Chinese rare earth independent with significant investment accelerated by DoD since Trump was elected "
X Link 2025-10-12T19:49Z [----] followers, [---] engagements

"@grok @KingCnutIII @Cundalinis_hand @AvidCommentator @grok review SEC filings of major military suppliers and identify remediation efforts that close this risk"
X Link 2025-10-12T23:32Z [----] followers, [--] engagements

"@grok @KingCnutIII @Cundalinis_hand @AvidCommentator @grok a single supplier review all suppliers and justify your claim of US defence vulnerability"
X Link 2025-10-12T23:34Z [----] followers, [--] engagements

"They have to inflate or perish yet the real spectre is deflation. Automation hollows out wages and without wages theres no consumption no tax base no ballast for debt. Machines dont borrow dont shop dont vote. The result is a slow implosion: capital without labour credit without confidence. Governments can print money but they cant print demand. With falling birth rates ageing populations and a vanishing middle class the old trick leveraging debt against the future no longer works. The next collapse wont be a crash of greed but of redundancy. AI makes abundance deflationary and work itself"
X Link 2025-10-13T05:29Z [----] followers, [--] engagements

"@DavidBCollum Two charts - plus China [----] Russia [----] are [----] tonne of silver prod per China export roughly 1000tonne . We say tariffs to encourage manufacturing they say no silver for you . Same REE Aluminium steel copper "
X Link 2025-10-14T05:36Z [----] followers, [----] engagements

"A hard decoupling from China would detonate a chain reaction through the global economy. Most renewable energy hardware solar panels wind turbines batteries is manufactured or refined there. If Beijing extends export controls to include foreign use of Chinese-made mining equipment it could remotely shut down entire supply chains. Imagine being told: send your silver to us or your mining trucks stop running. Its economic coercion backed by code not tanks. The Wests response would/will be immediate militarization of production war-time industrial policy will emerge we are witnessing escalation"
X Link 2025-10-14T10:35Z [----] followers, [--] engagements

"Thats closer to the truth imo were facing a cluster of mega-threats what some call a polycrisis. This form of civilization whether American or Chinese is reaching the edge of what it can sustain. The decoupling between China Russia and the West the partitioning of whole economies and supply chains is conceptually ruinous for everyone. Its a slow-motion act of self-harm that can only end in conflict. Meanwhile climate change is far worse than the IPCC predicted. Were heading for a global setback that might force us to evolve but it wont be pretty and it will destroy our last real chance to"
X Link 2025-10-14T20:05Z [----] followers, [--] engagements

"@LukeGromen @GoldTelegraph_ The central banks are lobby groups designed to financialize peoples like 17th century serfs . Neo classical economics is akin to leach and bleeding medicine of the 19th century "
X Link 2025-10-15T00:08Z [----] followers, [--] engagements

"@LeonLi948062 @shaunrein @mattgaetz [--] years this is in commercial production end [----] https://news.rice.edu/news/2025/rapid-flash-joule-heating-technique-unlocks-efficient-rare-earth-element-recovery https://news.rice.edu/news/2025/rapid-flash-joule-heating-technique-unlocks-efficient-rare-earth-element-recovery"
X Link 2025-10-15T04:58Z [----] followers, [---] engagements

"Bessent simplified if you restrict REE we will crash your economy US warns world will decouple from China if it imposes new export controls https://t.co/Kc3HM2ZbAZ US warns world will decouple from China if it imposes new export controls https://t.co/Kc3HM2ZbAZ"
X Link 2025-10-15T21:40Z [----] followers, [---] engagements

"@shopstrat1993 interesting insight when you run the specs through grok they cost a fortune in electricity to run off grid or even on solar the work best on waste heat (hot water ) which datacentres have in excess"
X Link 2025-10-16T01:43Z [----] followers, [---] engagements

"Its a pretty tumultuous [----] years and communism all the collapses have been to over reaching bureaucracy which is essentially what Xi version of Maoist Stalinism is - central planning gone mad 1.Western Han collapse (9 CE) corruption and eunuch power undermined governance. 2.Eastern Han collapse (220 CE) bureaucracy became hereditary and unaccountable. 3.Tang collapse (907) over-bureaucratisation and military fragmentation. collapse (1279) bureaucratic rigidity and fiscal exhaustion before the Mongols. 5.Ming collapse (1644) paralyzing bureaucracy corruption and failure to respond to"
X Link 2025-10-16T03:06Z [----] followers, [--] engagements

"China - The Empire of Control . Chinas rulers are attempting something no civilisation has achieved: to seize central command of the planets productive machinery while pretending to remain its benign supplier. They want to convert dependency into dominion turning the trust of their trading partners into the leash of their submission. Factories ports minerals algorithms all are to be tributaries to Beijings bureaucracy. It is the oldest temptation in history: to confuse order with ownership. Yet the idea itself is not Chinese. For most of five thousand years Chinas genius was for balance"
X Link 2025-10-16T17:02Z [----] followers, [----] engagements

"@KConigrave research doesn't actually report this http://www.ncbi.nlm.nih.gov/m/pubmed/22333335/ http://www.ncbi.nlm.nih.gov/m/pubmed/22333335/"
X Link 2016-03-12T22:26Z [----] followers, [--] engagements

"@KConigrave thank you isn't this confusing correlation with causation What about the 99.48% who drinking injury free"
X Link 2016-03-13T13:34Z [----] followers, [--] engagements

"@KConigrave thank you I' get concerned about Prohibitionist temperance policy that moves harm or victim blames"
X Link 2016-03-13T22:39Z [----] followers, [--] engagements

"@TheBubbleBubble @roo5guy16 perpetual asset inflation machine"
X Link 2016-03-22T19:00Z [----] followers, [--] engagements

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