Cool figure. Kinda wish they weighted it by head count/revenue.

Just current flows I think.

If you get a Powerpal they will give you an estimate.

They are owned by Amber, but clearly not fudging the numbers in my case!

Ha of course you are!

All depends on the marginal cost of asking your spouse to turn off the heater/aircon when it spikes to $10,000. Highly variable!

My understanding is that this is not correct? Batteries often have payback periods longer than their lifespan (though it varies by state)

Panels in their own is entirely a load shifting question - which can be done for zero fixed cost with many “free power at lunch” plans

Has total cost declined? Seems maybe no!

Which specific part of the NAIRU equation(s) do you disagree with?

Of course. Neither do I!

I guess I more meant hot takes that have since cooled (or gotten hotter!)

A permanent rise is not yet price in IMO.

Blanket 25% both eliminates favour trading and would be quite unpopular. Unlikely to stick long term IMO.

He picked Powell in the first place because he couldn’t trust his lackeys not to veer off into hawkish conservatism!

My point is public demand doesn’t include transfers, obviously a big deal in the past few years!

Is this really the right measure of stimulus? Budget deficits paint a very different picture.

What were your biggest forecast misses through the year and why?

The IRA though has been greatly stymied by permitting rules and regulations!