Scott Lincicome "A government ownership stake in the shipyard did not come up in our conversation with [Andruil] ahead of the president鈥檚 announcement." 馃 www.washingtonpost.com/opinions/202...
Jidouhanbaiki
by @ruoshuiresearch.bsky.social
Feed based on engagement patterns: macro economics, AI/LLM developments, geopolitics, tech industry and business cycle signals.
Pull to refresh
Scott Lincicome @wsj.com asks 55 Wall Street & busines economists to grade Kevin Warsh's performance as Fed chair -- so far. Modal grade is a B but more than a third say it's too soon to tell. www.wsj.com/finance/inve...
Robin Brooks The peak of the Euro zone debt crisis in 2011/12 saw massive deposit flight from high-debt countries like Greece. All this stuff - the doom loop - got papered over by Draghi's "whatever it takes," but it never went away. We could be back to this quickly... robinjbrooks.substack.com/p/bank-depos...
Robin Brooks Iran is in a desperate struggle to reassert some control over the Strait of Hormuz. That's what recent attacks on tankers are about. This is a sign of weakness. The regime has its back against the wall. Iran's economy is falling apart. This is the end game. robinjbrooks.substack.com/p/the-end-of...
Robin Brooks The Brazilian Real is currently much stronger than it appears at first glance. That's because the Dollar is massively bid at the moment, so the fact that the Real has managed to strengthen - even as the rest of EM is tumbling - is a sign of real strength... robinjbrooks.substack.com/p/why-the-br...
SE Gyges i hate this
James Medlock 1 / 2
I think these charts are worth keeping in mind at the same time. 1. When we're talking about the typical person, wealth is largely a lifecycle phenomenon. 2. When we're talking about wealth, the typical person is largely a rounding error.
Bill Grueskin Brown University鈥檚 widget shows that the energy costs of the Iran war have just passed $1,000 per household iranwarcost.watson.brown.edu
Karthik Sankaran 1 / 3
Imagine how upset I was that a recent Spelling Bee did not recognize the cause of the late spring 2006 stock market puke as a real word!
Karthik Sankaran 1 / 4
Some trad East Coast donors too, but IMO Venn (Aug 2025) largely works. Also, AI boom is very expensive & subject (like other industries) to deflationary competition from CN, & with many participants (Meta/Google) locked out of CN by firewall), so autarkic natsec bailout/backstop donor bucks?
Adam Didn鈥檛 know this
Justin Wolfers Higher oil prices move money from drivers to shareholders. Oil companies are extracting roughly the same amount of oil, but the price per barrel keeps going up.
Scott Lincicome 1 / 3
"Napa Valley鈥檚 hangover" www.ft.com/content/6ff0... "this is the worst correction I鈥檝e seen. The difference with this one is that wines have gotten very expensive... The only way to fix the current economic situation is to lower prices, which he says no one is willing to do yet."
Andrew Lampinen New blog post! I wrote about why I think it's useful to use metaphorical (and anthropomorphic) terms to describe AI. I start by describing the role of metaphor in language and cognition, and how metaphors can help us to efficiently understand relational structure and make predictions 1/2
Peter Thal Larsen It鈥檚 a shame Firmus Technologies had to cancel its IPO when so much human creativity was expended on trying to justify its valuation. I mean, look at this work of art. ChatGPT would never give you that. www.breakingviews.com/columns/brea...