Louis Dormegnie
@louisdormegnie.bsky.social
Equity analyst, co-portfolio manager.
An informed look at the discourse around China's subsidized over-production www.noahpinion.blog/p/the-pettis...
The Pettis Paradigm and the Second China Shock
Will tariffs help rebalance the global economy (and the Chinese economy)?
www.noahpinion.blog
January 16, 2025 at 10:34 AM
An informed look at the discourse around China's subsidized over-production www.noahpinion.blog/p/the-pettis...
"Burgeoning capacity and blustery weather should have driven huge growth in output in 2024. But the grid can’t cope, forcing the operator to pay wind farms to turn off, a cost ultimately borne by consumers." finance.yahoo.com/news/uk-payi...
UK Is Paying £1 Billion to Waste a Record Amount of Wind Power
(Bloomberg) -- It’s set to be a record year for wind power in the UK, at least in terms of how much goes to waste.Most Read from BloombergRiyadh Metro Partially Opens in Bid to Ease City’s Traffic Jam...
finance.yahoo.com
December 3, 2024 at 3:58 PM
"Burgeoning capacity and blustery weather should have driven huge growth in output in 2024. But the grid can’t cope, forcing the operator to pay wind farms to turn off, a cost ultimately borne by consumers." finance.yahoo.com/news/uk-payi...
"This is not a minor issue. This is so bad that you can pick up the impacts in overall economic distress data. The price, on so many levels, is too damn high." www.lesswrong.com/posts/tHiB8j...
The Online Sports Gambling Experiment Has Failed — LessWrong
Related: Book Review: On the Edge: The Gamblers I have previously been heavily involved in sports betting. That world was very good to me. The times…
www.lesswrong.com
December 3, 2024 at 12:47 AM
"This is not a minor issue. This is so bad that you can pick up the impacts in overall economic distress data. The price, on so many levels, is too damn high." www.lesswrong.com/posts/tHiB8j...
"Rather than ship liquefied natural gas from Houston to Boston, a feat no ship permitted to make the journey can handle, we ship that LNG across the Atlantic to Europe. Then we import our LNG back across the Atlantic from the Caucuses." Waste at its most egregious - www.lesswrong.com/posts/dnH2ha...
Repeal the Jones Act of 1920 — LessWrong
Balsa Policy Institute chose as its first mission to lay groundwork for the potential repeal, or partial repeal, of section 27 of the Jones Act of 19…
www.lesswrong.com
November 28, 2024 at 9:25 PM
"Rather than ship liquefied natural gas from Houston to Boston, a feat no ship permitted to make the journey can handle, we ship that LNG across the Atlantic to Europe. Then we import our LNG back across the Atlantic from the Caucuses." Waste at its most egregious - www.lesswrong.com/posts/dnH2ha...
Reposted by Louis Dormegnie
1/6
After reading Kevin Gallagher and Mark Sobel's new piece on debt relief, I note that I am also reading Martin Daunton's very interesting new book in which, early in the book, he discusses how a US declaration of non-intervention in...
www.omfif.org/2024/11/dist...
After reading Kevin Gallagher and Mark Sobel's new piece on debt relief, I note that I am also reading Martin Daunton's very interesting new book in which, early in the book, he discusses how a US declaration of non-intervention in...
www.omfif.org/2024/11/dist...
Distressed LICs need debt relief, not more new debt - OMFIF
IMF emphasis on liquidity strains is off target
www.omfif.org
November 28, 2024 at 3:09 PM
1/6
After reading Kevin Gallagher and Mark Sobel's new piece on debt relief, I note that I am also reading Martin Daunton's very interesting new book in which, early in the book, he discusses how a US declaration of non-intervention in...
www.omfif.org/2024/11/dist...
After reading Kevin Gallagher and Mark Sobel's new piece on debt relief, I note that I am also reading Martin Daunton's very interesting new book in which, early in the book, he discusses how a US declaration of non-intervention in...
www.omfif.org/2024/11/dist...
"Prison and crime: much more than you wanted to know" by Scott Alexander - solid look at recent literature on the impact of the prison system on crime. Hopefully mental health and other upstream issues are discussed next www.astralcodexten.com/p/prison-and...
Prison And Crime: Much More Than You Wanted To Know
...
www.astralcodexten.com
November 28, 2024 at 10:20 AM
"Prison and crime: much more than you wanted to know" by Scott Alexander - solid look at recent literature on the impact of the prison system on crime. Hopefully mental health and other upstream issues are discussed next www.astralcodexten.com/p/prison-and...
Reposted by Louis Dormegnie
Congrats To Polymarket, But I Still Think They Were Mispriced
Congrats To Polymarket, But I Still Think They Were Mispriced
...
www.astralcodexten.com
November 7, 2024 at 8:20 AM
Congrats To Polymarket, But I Still Think They Were Mispriced