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@bauhiniacapital "@PauloMacro Are you suggesting local populaces and govts long against nuclear restarts (and nuclear restarts require local govt approval) will suddenly change their mind to become pro-nuclear because a woman was elected head of the LDP to create a minority govt I didn't think that likely"
X Link @bauhiniacapital 2025-10-08T05:48Z 23.6K followers, XXX engagements

"@Chapter4Travels @JessePeltan and because marginal demand in places like California come from the under-utilised gas plants where power generation has dropped as solar and batteries have replaced demand. That makes existing gas plants into de facto peakers but when data centers come for power they become"
X Link @bauhiniacapital 2025-10-15T14:45Z 23.6K followers, XX engagements

"Of course if @matthewstoller accuses someone else of falsehood HE has probably screwed up. Many articles on this particular subject. Most do not say "the government can't process" for tariffs but the detailed ones note inconsistent tariff/NTB application - some UPS some govt"
X Link @bauhiniacapital 2025-10-13T02:36Z 23.6K followers, 2593 engagements

"NKD futures trading 46810 now +3.5% from the screenshot @markoinny shared. NIYZ5 is trading 46685. On futures both are +1.6% on the CME webpage. Not sure where the "derived" 45245 came from. NKD closed 45330. Possibly "a "fair" financing discount (divs are tiny to DecSQ)"
X Link @bauhiniacapital 2025-10-13T02:45Z 23.6K followers, 4196 engagements

"Lots of people posting this chart. It is less impressive in USD terms. And I'd point out for those getting excited that TOPIX Small (which is #501-1600+ in TOPIX) was down today in USD terms and it is smallcaps/SMEs where Takaichi-san wants to see strong expansionary effects"
X Link @bauhiniacapital 2025-10-06T12:21Z 23.6K followers, 3392 engagements

"@Chapter4Travels @JessePeltan base load (which is an awful term). But whether a new DC is XXX% off-grid or co-located with solar and batteries supplying XXX% of power at peak during the day and XXX% of lower power usage at night (matching the utility curve) but with backup from the grid yes it can and"
X Link @bauhiniacapital 2025-10-15T14:47Z 23.6K followers, XX engagements

"Is there any evidence that "@dieworkwear hates the idea of making things in America." No. He constantly suggests that he'd like to see more of it. If you read the thread posted he quotes a Brooks Brothers exec. The BB exec responds: But is productivity bad for workers"
X Link @bauhiniacapital 2025-10-13T02:36Z 23.6K followers, XXX engagements

"@a63738464 Mitsui & Co and Norinchukin have a JV called JA Mitsui Lease which has 2.2trln+ of assets and maybe 400-450bn of equity. It has a bunch of subs of which Katsumi Global is one. My guess is that this creates a one-off write-down but it wont kill either Mitsui or Norinchukin"
X Link @bauhiniacapital 2025-10-12T10:53Z 23.6K followers, XXX engagements

"Renesas +0.17% Ulvac +1.55% Tokyo Seimitsu +2.80% Shin-Etsu Chem +3.06% Lasertec +7.17% TEL +7.30% Advantest +14.02% The last three coincidentally high Nikkei weight/"float" stocks"
X Link @bauhiniacapital 2025-10-06T09:01Z 23.6K followers, 4041 engagements

"Japan is closed on Monday. Tuesday SoftBank shares will trade within a range of 22245 +/- 5000/share. If levered longs need to sell the share price will probably fall. The same goes for every other stock (the ranges differ based on price)"
X Link @bauhiniacapital 2025-10-12T09:54Z 23.6K followers, 6576 engagements

"At day end. $/ +2% to XXXXX N225 +4.75% TOPIX +3.1% TPX Small (#501-last) +1.95% TPX Banks Sector -XXXX% Shipbuilders +9-13% High N225 weight tech-y/SPE stuff up bigly. Possibly due to very large N225-specific derivs buying. I have no colour but flavour = CTAs big today"
X Link @bauhiniacapital 2025-10-06T09:01Z 23.6K followers, 5714 engagements

"People pay too much attention to N225. It is a price-wtd index where top weights have a VERY high Nikkei XXX activity-impact-to-float ratio b/c of very low float ex-passive. Biggest Advantest (6857) which was a full 100bp of N225/TOPIX outperf today"
X Link @bauhiniacapital 2025-10-06T12:21Z 23.6K followers, 2513 engagements

"the higher-skilled work most likely to be preserved in the US longer-term. But for that to happen people have to pay for it. That means higher wages for more people. Not more machines. In the meantime t-shirt tariffs can go higher but US mfrs won't be making super-cheap tees"
X Link @bauhiniacapital 2025-10-13T02:36Z 23.6K followers, XX engagements

"Nikkei XXX outperforming TOPIX by 180bp. Some is Fast Retailing +5% more is TEL +7.5% Advantest +13% Lasertec +7% lots of other tech up big. Takaichi wants to boost Semis. TOPIX underperforming in part because of higher banks weightings. TPNBNK underperforming TOPIX by 6+%"
X Link @bauhiniacapital 2025-10-06T02:38Z 23.6K followers, 14.4K engagements

"Right now at China tender prices for 2026-2027 commissioning BESS represents free money in de-regulated markets in the USA where temporary demand spikes cause price spikes but they also provide stability and as ERCOT found out instant-on supplementary inertia to save a"
X Link @bauhiniacapital 2025-10-14T00:39Z 23.6K followers, 1752 engagements

"system from losing frequency. More batteries only helps. And with more batteries one wants more solar (and East-West HVDC transmission lines to move the sun across time). And as the below shows batteries already matter now"
X Link @bauhiniacapital 2025-10-14T00:39Z 23.6K followers, 2968 engagements

"doesn't seem to understand that if you replace lots of garment workers earning $12-14/hour with machines you might be able to keep the price of a white tee-shirt low but those workers won't get upskilled into machine procurement and management roles. You can't simultaneously"
X Link @bauhiniacapital 2025-10-13T02:36Z 23.6K followers, XX engagements

"@Chapter4Travels @JessePeltan will be done all over the world because over capacity on solar and batteries is cheap and overcapacity on batteries means you can arbitrage evening and early morning demand with excess battery power if you have it"
X Link @bauhiniacapital 2025-10-15T14:48Z 23.6K followers, XX engagements

"Uh. no. This is from January but it's an ongoing story. When China Mobile and CNOOC issued A-shares a few years ago the CSRC r-e-q-u-i-r-e-d them to buy back shares. They also r-e-q-u-i-r-e-d them to raise payout ratios based on a certain scale outlined in the prospectus"
X Link @bauhiniacapital 2025-08-12T15:48Z 23.6K followers, 5768 engagements

"buy more machines AND pay workers more for the same commodity goods at the former pre-tariff imported good price. Add tariffs and it will still be difficult. And people buy less. So it's tough to sell more to "make it up on volume". As @dieworkwear consistently advocates it is"
X Link @bauhiniacapital 2025-10-13T02:36Z 23.6K followers, XX engagements

"Exhibit in Tokyo worth seeing. Painter Maruyama Okyo was active in the late 1700s. Tsurusawa branch of the Kano School. Became really popular at the time. Exhibit is at the Mitsui Memorial Museum (cool old building in Nihonbashi) until 24-Nov. Details in last tweet in thread"
X Link @bauhiniacapital 2025-10-09T00:22Z 23.6K followers, 3674 engagements

"@dieworkwear notes that when you introduce lots of automation you replace workers. That is kind of par for the course. There is nothing in accurate with that. But you have to remember the selling point of tariffs and "bringing manufacturing back to America" is to create jobs"
X Link @bauhiniacapital 2025-10-13T02:36Z 23.6K followers, XXX engagements

"@Chapter4Travels @JessePeltan Yup. And you can source power from ideal locations. Mega solar can be in the desert in So Cal. X sun hours per day XXX sun days per year or more batteries on location which power your DC or arb the rest of the grid. Its actually easier now than ion 10yrs because there are"
X Link @bauhiniacapital 2025-10-15T14:55Z 23.6K followers, XX engagements

""This is not a bailout at all. There's no money being transferred. The ESF has never lost money. It's not going to lose money here. I've been doing Argentina .ccy for XX years. you're supposed to buy low sell high and the the Argentine peso is undervalued.""
X Link @bauhiniacapital 2025-10-10T00:20Z 23.6K followers, 3897 engagements

"@a63738464 The whole thing is quite long (30mins) but what I am referring to is the first bit (say 3+mins) of the Adagio I which is the first section of the concerto. Here the Adagio X in full where after the first 3:30 the orchestra plays a bigger part"
X Link @bauhiniacapital 2025-10-15T16:46Z 23.6K followers, XXX engagements