Michael Green

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Michael Green @profplum99 · Apr 17, 2022

From Twitter

Bwahahaha… 😂🤣. Oh, that’s some good humor there… another good thread

Tweet Apr 13, 2022

This is possibly last thread I will ever post on this TL. It is also the 1st exemple of the kind of collaborative work that I want to pursue over at Kitty were the pool of talent is truly outstanding and covers a very wide span of expertise. Thread:

by Girolamo Pandolfi da Casio ditto Carlo Dossi Erba

Recommended by 1 person

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Michael Green @profplum99 · Apr 17, 2022

From Twitter

Great thread

Tweet Apr 17, 2022

There will be a surge of containers from China when it resumes its economy, but no one knows when this will happen, how long it will take, and how backed up their domestic supply chains are. For now, we know the freight market is slowing and 🇨🇳 is onl

by Craig Fuller

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Michael Green @profplum99 · Apr 1, 2022

From Twitter

Best thread I read today

Tweet Mar 29, 2022

Tender rejections are the best indicator into realtime supply/demand in the trucking. A high rejection rate = trucking cos have more options in freight to pick from. (more options = more rejections; less options = less rejections). Why are rejections

by Craig Fuller

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Michael Green @profplum99 · Mar 23, 2022

From Twitter

As always, a must read from @michaelxpettis

Tweet Mar 23, 2022

1/8 I think this is a pretty important article. It points out that China is embracing supply-side policies even though analysts increasingly recognize that fiscal support would be better targeted at households than at businesses. www.bloomberg.com/ne

by Michael Pettis

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Michael Green @profplum99 · Mar 13, 2022

From Twitter

with the Bill S. Preston, Esq take on Vladimir Putin’s military strategy. “You Putin’ me on! This can’t work!” Excellent thread. We’ll discuss topographic maps and toponyms in tomorrows Twitter Spaces

Tweet Mar 12, 2022

So my tweet yesterday caused a third of you to lose your mind… and start throwing topographic maps of Ukraine in my face... Allow me to elaborate on why the Russian “special operation” is a haphazard military operation at best, and a ballet performan

by Marko Papic

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