The Idea Farm(@TheIdeaFarm):𝗠𝘂𝗱𝗱𝘆 𝗪𝗮𝘁𝗲𝗿𝘀' 𝗖𝗮𝗿𝘀𝗼𝗻 𝗕𝗹𝗼𝗰𝗸 𝗼𝗻 𝗖𝗵𝗶𝗻𝗮: "I still call it uninvestable." Not a price call, but a structural one. The state has removed the reporters, researchers and investigators who'd tell you the truth. And an official can gut an entire industry overnight. @muddywatersre x @MebFaber

The Idea Farm

@TheIdeaFarm

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Joined August 2012

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The Idea Farm@TheIdeaFarm

2026.07.28 17:18

𝗠𝘂𝗱𝗱𝘆 𝗪𝗮𝘁𝗲𝗿𝘀' 𝗖𝗮𝗿𝘀𝗼𝗻 𝗕𝗹𝗼𝗰𝗸 𝗼𝗻 𝗖𝗵𝗶𝗻𝗮: "I still call it uninvestable." Not a price call, but a structural one. The state has removed the reporters, researchers and investigators who'd tell you the truth. And an official can gut an entire industry overnight. @muddywatersre x @MebFaber