Discover and read the best of Twitter Threads about #Consumption
Most recents (24)
The Weekly Recap (12.06.23 ~ 16.06.23) 🧵
Missed out anything from a week full of #Macro & #Markets? Don't worry - we got you covered.
Below we share all the updates & opinions threads from last week. Make sure to follow @prometheusmacro for much more.
#MacroMonday #market
Missed out anything from a week full of #Macro & #Markets? Don't worry - we got you covered.
Below we share all the updates & opinions threads from last week. Make sure to follow @prometheusmacro for much more.
#MacroMonday #market
On Business #Sales
1. While #households create most of the spending in the economy, businesses engage in investment and employment to generate profits. Therefore, sustained #consumption is contingent upon companies using labor to create output.
1. While #households create most of the spending in the economy, businesses engage in investment and employment to generate profits. Therefore, sustained #consumption is contingent upon companies using labor to create output.
2. Typically, when output has declined, employment has followed suit. We show this in the visualization above.
3. In the visualization presented in 1. we show howe show how periods of decline in real business sales (i.e., business output) create pressure on employment growth. Every period of protracted contraction in real sales has resulted in an eventual contraction in unemployment.
It's impossible to retweet this too many times.
- The #RoadOfDeath And a #DarkPlace | Apr 8
@POTUS @vonderleyen @ZelenskyyUa
- The #RoadOfDeath And a #DarkPlace | Apr 8
@POTUS @vonderleyen @ZelenskyyUa
@POTUS @vonderleyen @ZelenskyyUa #Rand Co | Jan 25
- 'The key objective described in the doc is to #divide #EU by placing #UsefulIdiots in political positions in order to stop #Russian #energy supplies from reaching the continent'
- The entire #EU #economy will #collapse
- 'The key objective described in the doc is to #divide #EU by placing #UsefulIdiots in political positions in order to stop #Russian #energy supplies from reaching the continent'
- The entire #EU #economy will #collapse
The Circular Economy model is one that requires organisations across the value chain to explore adopting #disruptive #technologies based on improving asset life; adopting mechanisms for reusing, repairing and remanufacturing in the production process.
jbs.cam.ac.uk/executive-educ…
jbs.cam.ac.uk/executive-educ…
The aim of #circularity is to put back into the system everything relating to #production #distribution and #consumption in order to extract as much value as possible from the #resources and #materials we utilise.
The Circular Economy can be considered as an enabler to achieving overall #sustainability in our #economy
#EU #buildings #directive in turmoil amid push for #hydrogen #heating | 15:38
- Heating in buildings is a key driver of #energy #consumption in Europe, where it is responsible for more than a third of the EU’s greenhouse gas output.
euractiv.com/section/energy…
- Heating in buildings is a key driver of #energy #consumption in Europe, where it is responsible for more than a third of the EU’s greenhouse gas output.
euractiv.com/section/energy…
#HydrogenHeating - Sort of...
#Hindenburg Disaster - Real Footage (1937) | British Pathé | 24.3.2016
- Footage of the #German airship catching fire, crashing and burning to the ground:
#Hindenburg Disaster - Real Footage (1937) | British Pathé | 24.3.2016
- Footage of the #German airship catching fire, crashing and burning to the ground:
#Italian politics threatens to #torpedo #EU #buildings #directive | Jan 23
- Italy’s antipathy towards the EU’s buildings directive has once again #flared up.
“We will oppose it, in the name of #commonsense and realism, as a govt but above all as Italians
euractiv.com/section/energy…
- Italy’s antipathy towards the EU’s buildings directive has once again #flared up.
“We will oppose it, in the name of #commonsense and realism, as a govt but above all as Italians
euractiv.com/section/energy…
"We can expect a travel boom after the #COVID pandemic in China's tourism industry, but that may have little to do with travel agencies as consumer habits & travel modes have changed," said Zhou Weihong, head of Shanghai Chunqiu Int'l Travel Agency.
gingerriver.com/p/how-pandemic…
gingerriver.com/p/how-pandemic…
China's annual Central Economic Work Conference held in Beijing from Thursday to Friday noted that China's economic performance in 2023 is expected to witness an overall recovery and improvement.
Among many tasks, expanding domestic #demand was highlighted as a priority by the conference in order for it to play a larger role in driving economic growth, & forming new #consumption scenes was mentioned as one of the main work to fully tap the potential of the domestic market
Check out our today’s paper edition on thejakartapost.com/paper/todays-p…
Amid concerns over global economic activity and reduced cross-border trade, Indonesia has posted another solid GDP reading, setting the country apart from many others ahead of the Group of Twenty (G20) Summit. #gdp #q3 #indonesia
Read more: thejakartapost.com/paper/2022/11/…
Read more: thejakartapost.com/paper/2022/11/…
United Nations chief Antonio Guterres warned world leaders at a climate summit in Egypt on Monday that humanity faced a stark choice between working together or "collective suicide" in the battle against global warming. #cop27 #un
Read more: thejakartapost.com/paper/2022/11/…
Read more: thejakartapost.com/paper/2022/11/…
Is India's Consumption is Booming or Bombing ? keep updating the thread with Nuggets ...
Kantar's FMCG Pulse report .. April-Aug 2022.
Average MONTHLY sales of FMCG packs were 19.2 bn, or 62 packs/household, from Apr-Aug 2022
vs PRE-COVID: Average MONTHLY sales of FMCG packs 15 billion or 51 packs/household => 20% Increase in VOLUME
BUT #DEVIL lies in the #detail
Average MONTHLY sales of FMCG packs were 19.2 bn, or 62 packs/household, from Apr-Aug 2022
vs PRE-COVID: Average MONTHLY sales of FMCG packs 15 billion or 51 packs/household => 20% Increase in VOLUME
BUT #DEVIL lies in the #detail
packs bought pre-pandemic weighed 438 grams on average, the size has shrunk to just 309 grams now amid soaring inflation .... thats a 30% reduction in Volume/Pack...
In Other Words, CONSUMPTION per household in FMCG is Down 15% .... Cant recall such a BAD SCENARIO in 35 yrs..
In Other Words, CONSUMPTION per household in FMCG is Down 15% .... Cant recall such a BAD SCENARIO in 35 yrs..
1/12: YOUR GREED, OUR #DEATH: #ClimateDebt is killing us!
📢“We as a country and as a region did not start this war against nature. We did not provoke it. The war has come to us.” #DebtForClimate
🧵👇
📢“We as a country and as a region did not start this war against nature. We did not provoke it. The war has come to us.” #DebtForClimate
🧵👇
2/12: The richest tenth is responsible for almost half of all carbon emissions…
… ‼️Whereas the poorest half are only responsible for a tenth of #emissions.
#DebtForClimate #DeudaXClima
🧵👇
… ‼️Whereas the poorest half are only responsible for a tenth of #emissions.
#DebtForClimate #DeudaXClima
🧵👇
3/12: The average #carbonfootprint of someone from the richest 1% of #humanity is 80 times the size of someone from the poorest half.
#DebtForClimate #DeudaXClima
🧵👇
#DebtForClimate #DeudaXClima
🧵👇
#History: "... A combination of rationality, a superior culture and richer public sensibility provided the soil in which #democracy, uniquely, could flourish. But what if that is #nonsense? What if we have the story all wrong?"
jonathancook.substack.com/p/dont-be-fool…
jonathancook.substack.com/p/dont-be-fool…
"There are differences between open & closed societies, to be sure. One of the most notable is that, in the west, closed minds are not imposed on the populace, as they have to be in authoritarian regimes. Instead, they are cultivated and nurtured ...
... through #consumption of the establishment #media."
"An interview with Volodymr #Zelenskiy, the hero-president of “democratic” #Ukraine, the leader so beloved of the western establishment #media, is a case in point. He now admits that, throughout Moscow’s build-up ...
"An interview with Volodymr #Zelenskiy, the hero-president of “democratic” #Ukraine, the leader so beloved of the western establishment #media, is a case in point. He now admits that, throughout Moscow’s build-up ...
"Argument-Making in the Wild"
Today's SFI Seminar by Simon DeDeo (@LaboratoryMinds), streaming now. Follow our thread for pull quotes and slides:
Today's SFI Seminar by Simon DeDeo (@LaboratoryMinds), streaming now. Follow our thread for pull quotes and slides:
First, let's divide human history into three eras, or regimes of #knowledge #production and #consumption:
• #premodern/#archaic
• #modern + #postmodern
• the #egregore (online content sharing)
• #premodern/#archaic
• #modern + #postmodern
• the #egregore (online content sharing)
• The premodern era is defined by caloric restriction.
• The modern era is characterized by a small number of sellers of #information vs. a large number of consumers (see also #HerbertSimon's remarks on the "poverty of #attention")
• The modern era is characterized by a small number of sellers of #information vs. a large number of consumers (see also #HerbertSimon's remarks on the "poverty of #attention")
"Excluding invasive species, we found that 30% of global species threats are due to international trade."(2012)
nature.com/articles/natur…
#WorldSystem #systemism #BiodiversityCrisis #consumption
nature.com/articles/natur…
#WorldSystem #systemism #BiodiversityCrisis #consumption
"Our results emphasize the importance of examining biodiversity loss as a global #systemic phenomenon, instead of looking at the degradingor polluting producers in isolation."
"German imports are linked to 395 species threats, and Malaysian exports to 276 species threats. Further details supporting Fig. 3 are given in Supplementary Information section 7."
#Deforestation: "#Consumption patterns of G7 countries drive an average loss of 3.9 #trees per person per year. Some of the hotspots of deforestation embodied in international trade are also #biodiversity hotspots"
nature.com/articles/s4155… #BiodiversityCrisis #WorldSystem
nature.com/articles/s4155… #BiodiversityCrisis #WorldSystem
"#USA, #Japan, #Germany, #France, the #UK, and Italy, and several developing countries, such as #China and #India, have obtained net domestic forest gains. The net forest gains made in these countries were partially offset by importing embodied deforestation from elsewhere"
"Our analysis addresses two main questions: (i) Which #deforestation hotspots are driven by which consumer countries? and (ii) Which forest ecosystems, tropical rain forests or other forest types are the top targets of global supply chains?"
"Even with the government subsidies, people in #Egypt, #Tunisia, #Syria, #Algeria and #Morocco spend between 35 and 55 per cent of their income on #food. They’re living on the edge: small price rises bring #poverty and #hunger."
➡️braveneweurope.com/michael-robert… #wellbeing #consumption
➡️braveneweurope.com/michael-robert… #wellbeing #consumption
"Just before the pandemic, in 2019, American non-financial corporations made about a trillion dollars a year in profit, give or take. This amount had remained constant since 2012. But in 2021, these same firms made about $1.73 trillion a year. ...
... That means that for every American man, woman and child in the US, corporate America used to make about $3,081, but today makes about $5,207. That’s an increase of $2,126 per person. ...
DoubleLine founder and CEO Jeffrey Gundlach presents:
Just Markets 2022 - I Feel Young Again
Today at 1:15pm PT, register here: event.webcasts.com/starthere.jsp?…
#macro #markets #stocks #FX #bonds #commodities #rates #inflation #Fed #QE #bitcoin
Live recap thread⬇️
Just Markets 2022 - I Feel Young Again
Today at 1:15pm PT, register here: event.webcasts.com/starthere.jsp?…
#macro #markets #stocks #FX #bonds #commodities #rates #inflation #Fed #QE #bitcoin
Live recap thread⬇️
Jeffrey Gundlach: 2021 might end up running 7% year on the CPI
#inflation #QE #Powell #fed #hikes #rates
#inflation #QE #Powell #fed #hikes #rates
Jeffrey Gundlach: Low interest rates coupled with inflation generating negative interest rate.
#JustMarkets2022 #CPI #QE #Fed
#JustMarkets2022 #CPI #QE #Fed
Devyani Intl. Ltd - Franchisee of Yum! Brands & operates the highest outlets of KFC, Pizza Hut, Costa Cofee in India. It is a the largest operators of quick-service restaurants chain in India. It operates 655 stores across 155 cities in India. 🧵..
@kuttrapali26 @AvadhMaheshwar2
@kuttrapali26 @AvadhMaheshwar2
Company - Started its first association with Yum brands in 1997 when it opened the Pizza hut. Company has expanded to 696 stores in 166 cities. It is largest franchisee of Yum brands on a Non-exclusive basis. It is a part of RJ Corporation started by Ravi Kant Jaipuria in 1991.
Business segments- The company has three major business segments namely, Core Brands (73% ) International Business (10% ), Own Brands (17% of the revenue as of FY 20)
👉 284 KFC stores,
👉 317 Pizza Hut,
👉 44 Costa Coffee stores (Q2,21)
#lifestyle #growth
👉 284 KFC stores,
👉 317 Pizza Hut,
👉 44 Costa Coffee stores (Q2,21)
#lifestyle #growth
Daily Bookmarks to GAVNet 12/01/2021 greeneracresvaluenetwork.wordpress.com/2021/12/01/dai…
Drinking tea and coffee could lower your risk of stroke and dementia, study suggests
usatoday.com/story/news/hea…
#caffeine #consumption #coffee #tea #dementia #stroke #ResearchStudy
usatoday.com/story/news/hea…
#caffeine #consumption #coffee #tea #dementia #stroke #ResearchStudy
Project MUSE - Misconduct in Bioscience Research: a 40-year perspective
muse.jhu.edu/article/839285
#bioscience #ResearchMethodology #InstitutionalOversight #fraud #biomedicine #InvestigatoryProcess #transparency
muse.jhu.edu/article/839285
#bioscience #ResearchMethodology #InstitutionalOversight #fraud #biomedicine #InvestigatoryProcess #transparency
Daily Bookmarks to GAVNet 11/15/2021 greeneracresvaluenetwork.wordpress.com/2021/11/15/dai…
Americans Need to Learn to Live More Like Europeans
bloomberg.com/opinion/articl…
#OpEd #consumption #usa #economy #exceptionalism #europe #overabundance #consequences #lifestyle
bloomberg.com/opinion/articl…
#OpEd #consumption #usa #economy #exceptionalism #europe #overabundance #consequences #lifestyle
The Radical Promise of Human History
bostonreview.net/science-nature…
#HumanHistory #civilization #society #discovery #BookReview
bostonreview.net/science-nature…
#HumanHistory #civilization #society #discovery #BookReview
🌎
1. Suppose an alien spaceship will land on earth next week.
After many light-years of travel through space, some friendly little green creatures decide to get out and stretch their legs on our planet.
What would they report home?
🧵Thread
1. Suppose an alien spaceship will land on earth next week.
After many light-years of travel through space, some friendly little green creatures decide to get out and stretch their legs on our planet.
What would they report home?
🧵Thread
🌎
2. I guess their first description would be ecstatic.
Hidden in the fast, cold, and dark universe, they discovered a blue planet that brims with an incredible diversity of life, aided by ideal living conditions.
🧵 Thread continues
#nature #life
theplanet.substack.com/p/humans-only-…
2. I guess their first description would be ecstatic.
Hidden in the fast, cold, and dark universe, they discovered a blue planet that brims with an incredible diversity of life, aided by ideal living conditions.
🧵 Thread continues
#nature #life
theplanet.substack.com/p/humans-only-…
🌎
3. But:
Since the dawn of civilization, humanity has lost 83% of all wild mammals and half of all plants.
Of all the mammals on earth, 96% are livestock and humans, while only 4% are wild mammals.
🧵 Thread
#wildlife #biodiversity #climatecrisis
theplanet.substack.com/p/humans-only-…
3. But:
Since the dawn of civilization, humanity has lost 83% of all wild mammals and half of all plants.
Of all the mammals on earth, 96% are livestock and humans, while only 4% are wild mammals.
🧵 Thread
#wildlife #biodiversity #climatecrisis
theplanet.substack.com/p/humans-only-…
Effect of #emobility on #oil #consumption, what does statistics tell us? Comparison between #BEV pioneer #Norway (🇳🇴) vs. #biofuel addicted #Finland (🇫🇮).
🇳🇴 #BEV + #PHEV share of the passenger cars
- 2016: 3,66% + 1,29% = 5%
- 2020: 12,06% + 5,11% = 17%
Delta +8 %-units.
1/x
🇳🇴 #BEV + #PHEV share of the passenger cars
- 2016: 3,66% + 1,29% = 5%
- 2020: 12,06% + 5,11% = 17%
Delta +8 %-units.
1/x
🇫🇮 #BEV + #PHEV share of the passenger cars 2020 is 0,35% + 1,66% = 2%.
Total amount of registered passenger cars traficom.fi/fi/tilastot/ 2020 is 2,748 million. Cumulative #BEV is doubling every year. Assumed: No effect on fuel consumption yet. vasenvilkku.fi/patteriautot/ 2/x
Total amount of registered passenger cars traficom.fi/fi/tilastot/ 2020 is 2,748 million. Cumulative #BEV is doubling every year. Assumed: No effect on fuel consumption yet. vasenvilkku.fi/patteriautot/ 2/x
🇳🇴total sales of petroleum products was 8181 million litres (2020). That has decreased 11% from 2016.
2020 sales of road traffic fuel (petrol & diesel) has decreased 10% from 2016, from 5262 to 4716 million litres. 3/x
ssb.no/en/statbank/ta…
2020 sales of road traffic fuel (petrol & diesel) has decreased 10% from 2016, from 5262 to 4716 million litres. 3/x
ssb.no/en/statbank/ta…
Sudden turns in macroeconomic policies before Q3, 2021 would be inadvisable, says Zhu He, CF40 Research Fellow. It’s not yet time for macroeconomic policies to change direction, not to mention the speed of the turn, he says. 1/8
cf40.com/en/news_detail…
cf40.com/en/news_detail…
Recent data suggest a slowdown in China’s recovery, with the output gap closing at a slower pace. It remains uncertain whether #export and real estate #investment can sustain momentum in the next two quarters. 2/8
Any weakening of domestic #consumption or manufacturing investment before they return to normal levels would be a big drag on aggregate #demand and economic recovery. 3/8
Peering into the near future of the Chinese #economy, Dr. Zhang Bin thinks there will be rebound in #consumption and slowdown of #investment: 1/6
cf40.com/en/news_detail…
cf40.com/en/news_detail…
Household consumption in #China remains significantly lower than the pre-Covid level, with great potential for recovery. As Covid’s impact lingers, service consumption growth in China remains significantly lower than its pre-pandemic levels. 2/6
Household savings maintain steady growth, with newly-added household deposits coming in at RMB 6.68 trillion in 2021Q1. Going forward, as the temperature rises and the virus is further contained, service consumption will recover further, driving rebound in general consumption.3/6
1/ In a recent series of papers, I argue that many important behaviors are shaped by neglect of selection bias in social observation.
HT to @Ben_Golub for a fascinating thread about effects of neglect of selection bias.
HT to @Ben_Golub for a fascinating thread about effects of neglect of selection bias.
2/ In a “call to arms” paper, I argue that neglect of selection bias in social observation is one of the key sources of bias in the transmission of ideas and behaviors.
3/ And that in turn, bias in the social transmission of ideas and behaviors is a key intellectual building block for social economics.
papers.ssrn.com/sol3/papers.cf…
papers.ssrn.com/sol3/papers.cf…
Daily Bookmarks to GAVNet 04/01/2021 greeneracresvaluenetwork.wordpress.com/2021/04/01/dai…
Branko Milanović – License to kill: “The World Turned Upside Down”—a laudatory review
braveneweurope.com/branko-milanov…
#china #history #conflict #consequences
braveneweurope.com/branko-milanov…
#china #history #conflict #consequences
Time for a Ring/Surge Vaccination Campaign
zeynep.substack.com/p/time-for-a-r…
#variants #vaccines #surges
zeynep.substack.com/p/time-for-a-r…
#variants #vaccines #surges
