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#Forecasts
Oscar Archer
OskaArcher
Numbers from @energycouncilau: if 2020 shows the same ultimate proportional increase as 2019 did, I roughly estimate nearly 9,500 rooftop PV + battery installations this year. https://www.energycouncil.com.au/reports/ https://docs.goo
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Kate Davidson
KateDavidson
State and local governments last year slashed their revenue forecasts when the pandemic hit. The fiscal picture hasn’t been nearly as dire as feared in many places. The problem: costs
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Libby Jackson
LibbyJackson__
It's not often I disagree with @caitlinmoran. But in this case, some facts. In the UK, each tax payer pays about £1 per year to be a part of @esa's
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Akshat Rathi
AkshatRathi
In a year when rich got richer and poor got poorer, during an economic recession, there's no shortage of flaws to fix in capitalism. Low-hanging fruit: getting oil companies to
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Powerhouse
JoinPowerhouse
California is facing unprecedented challenges to its grid.Never in the history of the modern electric grid, as @gregg_dixon explains, has there been an expected 4,000 MW capacity deficiency.Here are four
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Scott Duncan
ScottDuncanWX
Arctic heatwaves have happened before. Nothing to worry about then, right?There has been so much skepticism but there is reason to be alarmed and this is why...[The inconvenient follow-up thread]
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David Gardner
byDavidGardner
The dunking on 538 is pretty ignorant. Here's a line from Nate's final pre-election post: "The probable result of a 2016-style polling error would be a Biden victory but one
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Simon Young
MrYoungMaths
Have you ever wondered what a weather forecast means when it says “There is an 80% chance of rain”? I understand that it means that rain is pretty likely, but
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Phil
BO3673
A short thread on MoDs EP 2020-30. It's unaffordable at the moment, it may become more unaffordable, and even if all opportunities materialise, it's still unaffordable. Did I mention it's
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John Berry
aniccia
Time to end the myth 60% of US car trips are a good basis for micromobility TAM.The distribution of US light vehicle (car+SUV+truck+van) trips by average trip speed (mph), from
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Sanjeev Sanyal
sanjeevsanyal
When the #COVID19 lockdown was imposed in India in March, leading public figures & journalists spread the prediction that over 3-500mn Indians would be infected and upto 2mn would die
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David Rubin, MD, MSCE
davidrubinmd
Thread 1/8: In these dog days of summer, we see in our weekly @PolicyLabCHOP #COVID19 models the fog of a shifting pandemic in the U.S. & increased noise from testing
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Peter Williams
peterdwilliams
Some quick thoughts as specifically related to inflation expectations estimationBEIs = expected inflation + inflation risk premium - TIPS liquidity effect + model errorBelow I'm going to discuss how expected
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Implied Upside
markets_on
1/ An interesting concept to think about is that several D2C e-commerce businesses have subsequently moved into B&M to compliment their digital offering Surely there are others, but examples include:
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Shortsighted Capital
ShortSightedCap
We have all seen the BCG "value creation" chart: Like I think it has been beaten into the head of every analyst since like 2015. It's right up there with
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Ian Birrell
ianbirrell
Some quotes from self-declared superforecaster Dominic Cummings that are interesting in light of the PM's refusal to hire anyone that challenges him and this government's shambolic incompetence on everything from
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