Mostly energy, supply chains, and transportation. Toto and Art Deco enthusiast. Still a MENA student at heart. Views my own.
Onward, Rocinante!
Nathaniel William Horadam
Gotta say, there's nothing like being at the big DC energy conference as its wrapping up...while a hot war in the Middle East is resuming
I think as a culturally conservative Jew I can find him reprehensible for the Nazi tattoo alone
Liberals can demonstrate quickly in 2029 that they can achieve big things faster than Republicans and tear it down in a single 20 hours day
Nathaniel William Horadam
I said it late last year, but Q4 and Q1 were the nadir for EV sentiment in the US. Q2 will be solid but not good enough for a major vibe shift. Q3 will be better but suffer from the shadow of 2025’s pre-credit expiration gangbusters sales.
Q4 will see a big narrative shift back to positive vibes.
Between this and the R2 first drive reviews…What a day for the Biden-era Loan Programs Office in Georgia.
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