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[@bauhiniacapital](/creator/twitter/bauhiniacapital)
"@taobanker 9009 shares are i believe down small vs the day before they released their demand 2yrs and a few days ago. TOPIX has done a little better than down. Return of XX% or so"  
[X Link](https://x.com/bauhiniacapital/status/1980989159411245212) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T13:26Z 23.6K followers, XXX engagements


"@taobanker The other crucial aspect here is that in selling the stake to 3rd parties it unlocks a large tax bill which can be almost completely avoided if 9009 sells the stake back to OLC itself. This should have been a KEY part of the prezo but was not to my recollection. I couldve"  
[X Link](https://x.com/bauhiniacapital/status/1980990533872111930) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T13:32Z 23.6K followers, XXX engagements


"@taobanker on a net basis while liquidating a fair bit of gross. The net is what would drop E to raise ROE. But it's kind of a long list of holdings so that takes a while to unwind. Real estate Not sure where they get that number you showed earlier. CalPortland Not a hidden gem. It's"  
[X Link](https://x.com/bauhiniacapital/status/1981001753987567871) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T14:16Z 23.6K followers, XXX engagements


"White Europeans who oppose migration in their own countries will be allowed to migrate as 'refugees' to a much more diverse US. Hmmm. it must be about the culture"  
[X Link](https://x.com/bauhiniacapital/status/1978631751238078564) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-16T01:19Z 23.6K followers, 3578 engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes I understand the ruse on Venezuela. The US still has relations with the Maduro govt in that it arranges deportee flights prisoner exchanges etc. And at the same time as saying that Venezuela is hell on earth the Trump govt is removing TPS for Venezuelans in the US. And the"  
[X Link](https://x.com/bauhiniacapital/status/1980145753453723829) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T05:35Z 23.6K followers, XXX engagements


"You'd think a broad analysis of profitability assets debt growth expectation vs economy and lots of other stock-specific attributes might matter in that calculation of valuation but remember "valuation" is never absolute. It is always relative to money supply"  
[X Link](https://x.com/bauhiniacapital/status/1980803478932119934) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T01:08Z 23.6K followers, 1584 engagements


"@taobanker ripped on their understanding of the PnL dynamics of what THEY had proposed. Literally NOBODY makes a XX% ROE within 5yrs on what they proposed. LEAST of all in Japanese railways unless really heavily debt-funded but the activist proposed they use the cash raised. Not debt"  
[X Link](https://x.com/bauhiniacapital/status/1980991424184332784) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T13:35Z 23.6K followers, XXX engagements


"@taobanker just to please these guys. Vietnam and the Phils aren't big enough fast enough. My bet is they too will be looking at this and be like"  
[X Link](https://x.com/bauhiniacapital/status/1981003111767662860) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T14:22Z 23.6K followers, XXX engagements


"I did my aggressively levered carry trade bet this summer when rates came down a bit. Im 20x levered on a 30yr dollar as source of funds trade. Totally illiquid asset too. Noice"  
[X Link](https://x.com/bauhiniacapital/status/1980927916616884729) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T09:23Z 23.6K followers, 1408 engagements


"@taobanker spend on really small companies when they are cheap. I like to find idiosyncratic stocks. Happy with sectoral tailwind stocks but if you need to be delta-neutral in a sector which is raging you become subject to your stock not necessarily being the chosen one which reduces"  
[X Link](https://x.com/bauhiniacapital/status/1981015138263314566) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T15:09Z 23.6K followers, XXX engagements


"@taobanker right there in the numbers. And if you go back to the earnings call in May the MD basically said "we can't close Japan plants not only because of what they produce but because of what they consume and so we are looking more to exports." Then he talked about the US and said that"  
[X Link](https://x.com/bauhiniacapital/status/1981002076936434122) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T14:17Z 23.6K followers, XXX engagements


"@taobanker This company is however heavily foreign owned already. It's a known known. Stock has doubled in 3yrs. My gut says they could get this to 12-13% ROE in 3-4yrs through some combo of selling securities and exiting China (they are doing that) and seeing the rest of Asia come up the"  
[X Link](https://x.com/bauhiniacapital/status/1981004078143656272) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T14:25Z 23.6K followers, XXX engagements


"@taobanker realise. They have some land rented out but I think some of it is attached to coal assets. They may have other land they could sell. I haven't dug in too deeply on that angle I've always assumed that would be a bonus in the crackerjack box. I have to be careful how much time I"  
[X Link](https://x.com/bauhiniacapital/status/1981014779893551340) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T15:08Z 23.6K followers, XXX engagements


"As to the financial markets aggressively leveraged carry trade bet using the dollar as source of funds Other transactions are that way Yo last weekend i went to the car dealer and got myself a levered carry trade bet using the dollar as source of funds Yeah Cool"  
[X Link](https://x.com/bauhiniacapital/status/1980927913341190228) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T09:23Z 23.6K followers, 1497 engagements


"@taobanker specialist who claimed that Komeito mostly broke because of her hawkishness. That is a sign that the person doing that analysis knows nothing about Japanese politics. Yes she wants to be like Abe but Abe started after years and years of enormous yen strength and job number"  
[X Link](https://x.com/bauhiniacapital/status/1981020113450193008) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T15:29Z 23.6K followers, XXX engagements


"@taobanker one was to get USDJPY higher. It should have gone higher naturally in 2012 after the earthquake and Thai floods in 2011 but for whatever reason it stayed strong despite the c/a changing shape dramatically. But we got the P&L tailwind from foreign profits redenominated in a"  
[X Link](https://x.com/bauhiniacapital/status/1981020728313913523) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T15:32Z 23.6K followers, XXX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes I know Trump hates the WTO. Interestingly ALL the efforts at reforming the WTO during Trump X were started by the Obama admin. The US dropped its planned funding cuts of the WTO in early Sep. China gave up "developing country" status in late Sep. if you haven't been to China"  
[X Link](https://x.com/bauhiniacapital/status/1980172878554476979) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T07:22Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes you might think that China is what you see in the shiny nightscapes of urban Shanghai Chengdu Chongqing. But there really are still enormous swaths of China which are less well off. VERY developing. But much less impoverished now than 2-3 decades ago"  
[X Link](https://x.com/bauhiniacapital/status/1980173262475948212) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T07:24Z 23.6K followers, XX engagements


"Its interesting how American ranchers love to say no imports should be allowed then the beef lobby is one of the most strident at insisting the USTR foist their product on the ROW. As to best I know lots of Americans who appreciate beef from Arg Aus Japan etc"  
[X Link](https://x.com/bauhiniacapital/status/1980619466657735110) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-21T12:57Z 23.6K followers, 2900 engagements


"@taobanker It was going to be a slog. And the reason why other rails dont try to run major extensions Because it is a total PITA. They generate cashflow and build out real estate on their land assets (everyone). They develop slightly synergistic logistics assets (Sotetsu)"  
[X Link](https://x.com/bauhiniacapital/status/1980992017586159761) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T13:37Z 23.6K followers, XXX engagements


"@taobanker curve a bit. They might struggle beyond that. There's a fair bit of competition out there. Japan price-take has been good but we're closer to the end than the beginning of this particular long wave of good news on that front and they fully admit they can't use everything they"  
[X Link](https://x.com/bauhiniacapital/status/1981004582714229166) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T14:27Z 23.6K followers, XXX engagements


"@taobanker It WAS cheap late last year in the value stock crush and despite value stocks getting crushed for much of this year this has done great. It's not as cheap as it was. The fact that Aso Corp is sitting in the register tells you what the possible endgame is here. But they don't"  
[X Link](https://x.com/bauhiniacapital/status/1981014073505632641) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T15:05Z 23.6K followers, XXX engagements


"Just up. Pretty great. 7min in a production BEV. It's the kind of lap where those of us who love driving admire thinking "Gosh give me 1wk/10 laps/day practice then let me have at it and I bet I could come close." LOL nope. But it's not terrifying like the Porsche lap"  
[X Link](https://x.com/bauhiniacapital/status/1980601022256173429) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-21T11:44Z 23.6K followers, 3001 engagements


"I rewatch this every year or two to remind myself what an otherworldly drive looks like (and that's mostly because the Isle of Man scares me even more - those guys are nuts)"  
[X Link](https://x.com/bauhiniacapital/status/1980601026970546375) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-21T11:44Z 23.6K followers, 1259 engagements


"@option2ghost First I mostly criticised the fact that he wanted to show "relative" which was easy to do but he didn't. It was a deliberately misleading chart. Second an equity price index is an odd thing to compare because it spits out cash. Third people love the money supply and Fed"  
[X Link](https://x.com/bauhiniacapital/status/1980809445899923649) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T01:32Z 23.6K followers, XX engagements


"@option2ghost balance sheet comparisons then show this kind of trash chart to ignore the shrinking Fed balance sheet or the fact that money supply is where it was 4yrs ago while stocks are up sharply. Gold is a speculative asset. The economic value it has is a tax (if you need it in your"  
[X Link](https://x.com/bauhiniacapital/status/1980810238149513458) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T01:35Z 23.6K followers, XXX engagements


"@taobanker tend to overpay and Nippon Steel could probably use the outlet. The fact that Zennor is in it makes it worth a deeper look but IIRC they were in it when it was a lot cheaper than now. Some securities to unwind but it's a long list which means it will take lots of time to"  
[X Link](https://x.com/bauhiniacapital/status/1981014308118261848) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T15:06Z 23.6K followers, XXX engagements


"@taobanker weaker yen a bit more investment a tourism boom land prices started going back up a bit and it was all good. XX years later USDJPY is XXX not XX. Market ROEs are much higher. Governance tailwind wages up inflation up but better than that inflation ex-food and energy is"  
[X Link](https://x.com/bauhiniacapital/status/1981021121509208486) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-22T15:33Z 23.6K followers, XXX engagements


"@dampedspring From a duration perspective yes. From a balance sheet asset or liability no. If it were a 500yr FRN (which I have advocated for both the Fed and BOJ) at overnight+5 or XX it would change debt supply/demand dynamics dramatically"  
[X Link](https://x.com/bauhiniacapital/status/1873922601720176736) [@bauhiniacapital](/creator/x/bauhiniacapital) 2024-12-31T02:42Z 23.6K followers, XXX 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](https://x.com/bauhiniacapital/status/1975027868150411350) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-06T02:38Z 23.6K followers, 14.4K 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](https://x.com/bauhiniacapital/status/1975124296575135955) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-06T09:01Z 23.6K followers, 5727 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](https://x.com/bauhiniacapital/status/1975124298617815503) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-06T09:01Z 23.6K followers, 4060 engagements


"@desmondjywee My double-walled glasses keep the heat pretty well and they insulate just fine. I literally never even think about the possibility of a hot touch"  
[X Link](https://x.com/bauhiniacapital/status/1978700151385440692) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-16T05:50Z 23.6K followers, XX engagements


"@desmondjywee I have had Bodum. Still have a couple here and there. I get most of mine now off AMZN made in China (basically the same people who make Bodum) Never heard of the third one you mentioned"  
[X Link](https://x.com/bauhiniacapital/status/1978709832266908049) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-16T06:29Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes That pic of the boat in question shows a pair of engines. The pic on the right shows two boats each with a pair of engines. Yes I know what they will do in open water with waves and swells. With four engines (as some boats will have) the goal is to get out fast and use"  
[X Link](https://x.com/bauhiniacapital/status/1980095935872213153) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T02:17Z 23.6K followers, XXX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes A 250hp on a deep-v 32ft GRP boat is not enough. That is a heavy hull. It is meant to be in order to cut through the top of small swells. 250hp won't get you more than XX knots. 250hp is also underpowered. Next you want two engines in case one breaks down and you are XX miles"  
[X Link](https://x.com/bauhiniacapital/status/1980097981006438722) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T02:25Z 23.6K followers, XXX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes off the coast. So yeah as normal course of operation for such a fisherman 2x250 or 3x200. Of course it is expensive. It's their lifeblood. A lot of people in LDCs buy Chinese-made Mercury/Yammy/Suzuki motors. They're cheaper. Still reliable. Easy to repair. They also buy 2nd"  
[X Link](https://x.com/bauhiniacapital/status/1980098632209887238) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T02:27Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes The US sinking a vessel in Colombian waters is an act of war. Ask yourself how the US would react if Colombia sent drones in the airspace over US waters and decided to drone strike a vessel which looked like a vessel previously identified as a drug vessel using some fuzzy vid"  
[X Link](https://x.com/bauhiniacapital/status/1980139901195825175) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T05:11Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes It does not matter. End of story. You don't destroy boats in some other country's waters because you feel like it. You may not recognise the president but it does not mean that you ignore their sovereignty. You do like what the USG has been doing for decades. Interdict"  
[X Link](https://x.com/bauhiniacapital/status/1980141289774715101) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T05:17Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes As a guy in HK I am intimately aware of what you think the proxy war is here. I'd point out that the US sanctioned Iran then Trump shut down the fix. His uber Iran hawk Bolton now thinks Trump is dangerous. The US sanctioned VZ VZ needed funding VZ went to China. Got"  
[X Link](https://x.com/bauhiniacapital/status/1980161634661454090) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T06:38Z 23.6K followers, XXX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes with Canada and Mexico and Japan (who together are well over 3x the trade the US does with China) and the US created the construct for the TPP and then Trump rejected it then tried to get back in under the same terms that he had rejected and they face-palmed him and besides"  
[X Link](https://x.com/bauhiniacapital/status/1980166701565288885) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T06:58Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes the fact that weighted average tariffs in the US prior to Trump coming in were basically the same as they were in Europe and Japan and South Korea which is just behind Japan as a US trading partner has had an FTA (KORUS) with the US for years and in the USTR's 2025 National"  
[X Link](https://x.com/bauhiniacapital/status/1980167926155215025) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T07:03Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes US goods. Taiwan which is somewhere near #7-8 does not "abuse" the US with bad trade deals. The US buys lots and lots of chips from Taiwan. All the US has to do is stop buying chips. Easy. The UK is X or XX. It has a trade deficit with the US too. Tough to see the abuse there"  
[X Link](https://x.com/bauhiniacapital/status/1980170904849236105) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T07:15Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes Netherlands which is up there in the top 10-12 as a US trade partner has a BIG trade deficit with the US. Tough to see the abuse there too. Ireland is also up there in the top dozen. They have a big trade surplus with the US. Because US drugmakers make drugs in Ireland"  
[X Link](https://x.com/bauhiniacapital/status/1980171270387024331) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T07:16Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes You missed my point. Pre-Trump the US and Aus had an FTA. Despite that the US applied tariffs to Aussie goods almost all US goods sold in Aus were tariff free and the US had a trade surplus with Aus. That state of affairs was according to Trump unfair. So he added more"  
[X Link](https://x.com/bauhiniacapital/status/1980172140784840743) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T07:20Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes decoupling with everyone means everyone decouples with the US. What I think very very few people who argue your side understand is that the rate of US imports as a % of GDP is dramatically low globally. Total trade as a % of GDP is also way low. The US ranks just below such"  
[X Link](https://x.com/bauhiniacapital/status/1980180931236503766) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T07:54Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes international trade stalwarts as Pakistan Niger Haiti Bangladesh Kenya. There is no other major developed country (say OECD) anywhere near that low. The US already gets the vast majority of its GDP from within its own borders"  
[X Link](https://x.com/bauhiniacapital/status/1980181644134023446) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T07:57Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes The RMB is "manipulated" so it is tied to a basket of currencies of which the USD is the largest contributor. As the USD has risen vs global currencies in the past 15yrs so has RMB risen. Because it tracks the basket and not USD by itself it has lost about XXX% a year vs USD"  
[X Link](https://x.com/bauhiniacapital/status/1980182448098136283) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T08:01Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes on average over the past 15yrs. The euro has lost about X% a year over that same 15yrs. The yen far more. "They can do anything with their money to devalue it" shows you don't know the currency situation. Yes China has lower salaries than the US. Shouldn't it If you think"  
[X Link](https://x.com/bauhiniacapital/status/1980183044599566831) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T08:03Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes Juicero and XXX different SaaS tools with the hope that one hits it big even if XX don't. China "VC" gets a higher hit-rate because they are looking for solutions to problems not solutions nobody asked for. It's boring but it is VERY much in the model of what Japan did in the"  
[X Link](https://x.com/bauhiniacapital/status/1980185811388895592) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T08:14Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes 1960s to 1980s. China studied that model in extraordinary detail and believed they had ways to avoid the problems Japan found themselves with. One of those problems was a runaway real estate bubble which China did not avoid. It's not clear they will avoid the others either"  
[X Link](https://x.com/bauhiniacapital/status/1980186460587483575) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T08:16Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes Apple makes its phones there in large part because China cultivated manufacturing process and adaptation and had huge numbers of process engineers in every part of the supply chain. Apple explained it. Now that they have gone to greater automation there is less of an advantage"  
[X Link](https://x.com/bauhiniacapital/status/1980187332142932238) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T08:20Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes Wedbush analyst Dan Ives said earlier this year it would be $3500 and would take 5-10yrs to get there. I expect that is overdoing it. I expect it could be done faster BUT when India took less time it was because it got parts from China to assemble in India. Later it was parts"  
[X Link](https://x.com/bauhiniacapital/status/1980189792521589187) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T08:30Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes in India but still some parts from China. In any case all the manufacturing equipment to make EVERYTHING came from Asia (Japan Taiwan China etc). The US would have to import the machines to make the parts to assemble an iPhone in the US. And frankly you'd pay much more"  
[X Link](https://x.com/bauhiniacapital/status/1980190131421413444) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T08:31Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes If your point is that all currencies should be such that the labour cost is equal everywhere that's doable. The US would have see wages come way down or the US would have to devalue the dollar a long ways. Strong dollar means US consumers have a lot of power"  
[X Link](https://x.com/bauhiniacapital/status/1980193029857386844) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T08:43Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes It means US capital owners investing abroad have a lot of power. It means inflation is kept low. These are all good things. But it can all be given up for the goal of making stuff cost more for consumers. What you'll find in automated factories is that labour doesn't really"  
[X Link](https://x.com/bauhiniacapital/status/1980193508842676290) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T08:44Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes I have given lots of details in this back-and-forth. You offer basically none. Ever. "China is by far the worst polluter in the world". Show me some per capita data. Anything. Oil is not oil. The US exports oil and gas and gas liquids but it imports heavy oil from Canada"  
[X Link](https://x.com/bauhiniacapital/status/1980195786169393517) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T08:54Z 23.6K followers, XX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes natgas liquids you should know - expert in the subject that you are - that the US may have lots of O&G resources but heavy oil isn't one. If the US wants to put rigs up all up and down the US east and west coast it can. It would be really expensive to bring that oil out"  
[X Link](https://x.com/bauhiniacapital/status/1980196875371446317) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T08:58Z 23.6K followers, XXX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes But that's because they started cutting coal way later and don't have nearly as much gas as the US. So they buy Russian gas. But while still adding coal-fired plants the behind-the-meter stuff which was the major cause of smog are being cut hardest newbuilds approved don't all"  
[X Link](https://x.com/bauhiniacapital/status/1980202551040733592) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T09:20Z 23.6K followers, XXX engagements


"@JimmyTheBuyer @PeterGordon_CBP @nytimes get done - a huge number are abandoned because solar and mega-BESS have become so cheap - and anything newbuild is replacing old and is much cleaner. Still waiting for the stats on China being the most heavily polluting country per capita"  
[X Link](https://x.com/bauhiniacapital/status/1980202864296472732) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T09:22Z 23.6K followers, XX engagements


"@QSR_CG He was Vice Minister of Commerce starting in April. Bessent is not nearly as smart as he thinks he is"  
[X Link](https://x.com/bauhiniacapital/status/1980225111002337791) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-20T10:50Z 23.6K followers, XX engagements


"The u9 lap above is somehow imaginable.The Porsche lap by Timo Bernhard half a dozen years ago is otherworldly. It's not top speed. The U9 on Dttinger Hhe gets 350kmh. Porsche 368kmh. It's not the C-Kar. Maybe 6-8kmh diff. It's the other bits"  
[X Link](https://x.com/bauhiniacapital/status/1980601024684737003) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-21T11:44Z 23.6K followers, 2272 engagements


"@levered_cd_arb Totally shredded i bet. You can hear them on the U9 and on that last curve before the long straight (the Galgenkopf) the difference in speed between the U9 and Porsche is really big. The U9 is a heavy car"  
[X Link](https://x.com/bauhiniacapital/status/1980608326292619695) [@bauhiniacapital](/creator/x/bauhiniacapital) 2025-10-21T12:13Z 23.6K followers, XX engagements