David Fickling

David Fickling


Bloomberg Gadfly. Married to @kmac. Asia resources, consumer, industrial. These are my opinions. If you don't like them -- well, I have others.

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Such a great article about @iamyolaca@RhiannonGiddensrter,  and the way the roots of blues and country music lie in the attempt to turn a musical melting pot into distinct styles that could be marketed to segregated 1920s audiences:

It's impossible to separate Rio Tinto's destruction of the 46,000-year-old Juukan Gorge caves from broader debates about land rights and the legacies of colonialism raised by #BlackLivesMatter  Here's my column on the subject and a thread:

Brazilians are finding it harder to afford beef this year. That's in part a depressing sign of how much coronavirus is immiserating the country. But it's also in part a hopeful sign that we're not going to cook the planet on a churrasco skewer (thread):

What's happening, I think, is a classic "limits to growth" scenario. Beef's voracious demands for land, water and feed mean that its growth potential is limited in a way that less carbon-intensive protein sources aren't:

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Let's be honest, I could see Krugman co-signing this as long as the emphasis is on "Chicago"

Writing about the future of aviation. I'm realizing with horror that the dominant business models as the world recovers from coronavirus will essentially be (a) Ryanair and (b) Air India. #AvGeek 

Indeed, the premium that analysts give to SOE target prices above the prices in the market is the highest of any of these groups: 24%, vs 16% for private mainland companies and 13% for the rest.

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