Dan Cohen
@dancohen.bsky.social
Critical urban and economic geographer studying the marketization of education and other social institutions (he/him). https://scholar.google.ca/citations?user=S265d9kAAAAJ&hl=en
Reposted by Dan Cohen
You have to keep giving money to avoid collapse and if there’s collapse you have to give more money. It’s called the free market.
November 24, 2025 at 10:54 PM
You have to keep giving money to avoid collapse and if there’s collapse you have to give more money. It’s called the free market.
I've identified an untapped university/industry collaboration. Universities love to inflate their liabilities to justify cutting humanities. Firms like Meta want to hide their liabilities to justify dividends and protect their credit... lets get some accountants together and make this happen!
WSJ: “…... a marvel of financial engineering: Meta Platforms is building a $27 billion data center in Louisiana, financed with debt & neither the data center nor the debt will be on its own balance sheet.
Meta wants other people’s money to pay for the data center".
www.wsj.com/tech/meta-ai...
Meta wants other people’s money to pay for the data center".
www.wsj.com/tech/meta-ai...
AI Meets Aggressive Accounting at Meta’s Gigantic New Data Center
Favorable treatment off the balance sheet hinges on some convenient assumptions.
www.wsj.com
November 24, 2025 at 1:30 PM
I've identified an untapped university/industry collaboration. Universities love to inflate their liabilities to justify cutting humanities. Firms like Meta want to hide their liabilities to justify dividends and protect their credit... lets get some accountants together and make this happen!
Reposted by Dan Cohen
Related - here’s a snapshot of Meta and the lender (Blue Owl) for its Louisiana data center trying to position themselves limit the damage if things implode.
pitchbook.com/news/article...
pitchbook.com/news/article...
October 23, 2025 at 11:54 AM
Related - here’s a snapshot of Meta and the lender (Blue Owl) for its Louisiana data center trying to position themselves limit the damage if things implode.
pitchbook.com/news/article...
pitchbook.com/news/article...
Reposted by Dan Cohen
"Renewed greenwashing."
"Carney's government says it's paring back parts of Canada's anti-greenwashing law after hearing from fossil fuel companies and other groups that their 'good-faith efforts' to protect the environment are going unadvertised."
#Canada #FossilFuels #Climate #Media
"Carney's government says it's paring back parts of Canada's anti-greenwashing law after hearing from fossil fuel companies and other groups that their 'good-faith efforts' to protect the environment are going unadvertised."
#Canada #FossilFuels #Climate #Media
Canada says anti-greenwashing rules silence industry
Carney is moving to nix some of Canada's rules that restrict how oil and gas companies and other industries advertise environmental claims.
thenarwhal.ca
November 24, 2025 at 12:10 AM
"Renewed greenwashing."
"Carney's government says it's paring back parts of Canada's anti-greenwashing law after hearing from fossil fuel companies and other groups that their 'good-faith efforts' to protect the environment are going unadvertised."
#Canada #FossilFuels #Climate #Media
"Carney's government says it's paring back parts of Canada's anti-greenwashing law after hearing from fossil fuel companies and other groups that their 'good-faith efforts' to protect the environment are going unadvertised."
#Canada #FossilFuels #Climate #Media
Reposted by Dan Cohen
Because every time something is labeled “vibes”, I go look and it’s just Marxism.
November 22, 2025 at 1:13 PM
Because every time something is labeled “vibes”, I go look and it’s just Marxism.
Reposted by Dan Cohen
Someone is going to have the write the thing about how “vibe” has become a substitute for meaningful theory in a world where the theory is so clear — grift and power — but we collectively refuse if because it isn’t sophisticated enough to generate make work for empiricists.
November 22, 2025 at 1:12 PM
Someone is going to have the write the thing about how “vibe” has become a substitute for meaningful theory in a world where the theory is so clear — grift and power — but we collectively refuse if because it isn’t sophisticated enough to generate make work for empiricists.
Reposted by Dan Cohen
"If the city were to get into fiscal trouble and face a decision between paying teachers and paying bondholders, it would have to pay bondholders." -- @schooldaves.bsky.social on the uphill fight municipal socialism faces against the investment environment
Paying for It | David I. Backer
Should Zohran Mamdani become the next mayor of New York City, he will be restricted by the municipal bond market.
thebaffler.com
November 20, 2025 at 1:18 PM
"If the city were to get into fiscal trouble and face a decision between paying teachers and paying bondholders, it would have to pay bondholders." -- @schooldaves.bsky.social on the uphill fight municipal socialism faces against the investment environment
If there's such a thing as the Odd Lots confidence index, the latest few episodes are pointing in a worrying direction. The call is coming from inside the house at this point.
November 17, 2025 at 2:20 PM
If there's such a thing as the Odd Lots confidence index, the latest few episodes are pointing in a worrying direction. The call is coming from inside the house at this point.
Reposted by Dan Cohen
Also: we often talk about the “elite culture of impunity” as a vague business of winks and nods. But worth remembering (as attested by both E. Warren and Y. Varoufakis in their memoirs) that LS likes to tell people explicitly that if they want to keep power they cannot use it on other “insiders.”
November 17, 2025 at 12:56 PM
Also: we often talk about the “elite culture of impunity” as a vague business of winks and nods. But worth remembering (as attested by both E. Warren and Y. Varoufakis in their memoirs) that LS likes to tell people explicitly that if they want to keep power they cannot use it on other “insiders.”
Excerpt from the Bank of Canada's rate decision. Monetary policy cannot target specific sectors.
Unless of course you are talking about the financial sector... then we've got hundreds of billions, can lend to new actors, and can 'crank it up to 11' as a BoC deputy governor put it.
Unless of course you are talking about the financial sector... then we've got hundreds of billions, can lend to new actors, and can 'crank it up to 11' as a BoC deputy governor put it.
November 16, 2025 at 6:37 PM
Excerpt from the Bank of Canada's rate decision. Monetary policy cannot target specific sectors.
Unless of course you are talking about the financial sector... then we've got hundreds of billions, can lend to new actors, and can 'crank it up to 11' as a BoC deputy governor put it.
Unless of course you are talking about the financial sector... then we've got hundreds of billions, can lend to new actors, and can 'crank it up to 11' as a BoC deputy governor put it.
Reposted by Dan Cohen
Besides the other ways this is silly, I’m always struck by the language of “cross-subsidization” in these contexts. The assumption is that profits are fixed (or nonexistent) so the only way for one customer to pay less is for another customer to pay more.
I’m the normie whisperer who believes that people who get belligerently drunk at sports games are getting drunk off stadium beer
November 15, 2025 at 3:02 PM
Besides the other ways this is silly, I’m always struck by the language of “cross-subsidization” in these contexts. The assumption is that profits are fixed (or nonexistent) so the only way for one customer to pay less is for another customer to pay more.
Damn been walking around for almost three months with a completely torn ACL, an LCL sprain, and a meniscus tear. I think this may be the end of my dreams of making the NBA.
November 14, 2025 at 6:51 PM
Damn been walking around for almost three months with a completely torn ACL, an LCL sprain, and a meniscus tear. I think this may be the end of my dreams of making the NBA.
I've used Larry Summers ridiculous quote that women must be dumber than men because markets are efficient as a foil to teach about the importance of Feminist approaches to the economy for a half decade. So I knew he was terrible, but just wow....
Jeffrey Epstein, dating counselor to a former university president
Also … “dint”?
www.nytimes.com/2025/11/12/u...
Also … “dint”?
www.nytimes.com/2025/11/12/u...
November 13, 2025 at 4:47 PM
I've used Larry Summers ridiculous quote that women must be dumber than men because markets are efficient as a foil to teach about the importance of Feminist approaches to the economy for a half decade. So I knew he was terrible, but just wow....
I spend too much time on presentation slides, but I'm happy with this one about the need for financial geographers to think more about liquidity and what Martine August, @emilyrosenman.bsky.social and I call relational financial geographies (see here: www.sciencedirect.com/science/arti...)
November 13, 2025 at 2:59 PM
I spend too much time on presentation slides, but I'm happy with this one about the need for financial geographers to think more about liquidity and what Martine August, @emilyrosenman.bsky.social and I call relational financial geographies (see here: www.sciencedirect.com/science/arti...)
Reposted by Dan Cohen
Apply now — Antipode’s 10th Institute for the Geographies of Justice, “Organizing and Solidarity in a Polycrisis”, deadline 20 December 2025 antipodeonline.org/2025/11/13/a...
Apply now—Antipode’s 10th Institute for the Geographies of Justice, “Organizing and Solidarity in a Polycrisis” - Antipode Online
Toronto, Ontario, Canadathe traditional territory of the Huron Wendat, the Seneca and the Mississaugas of the Credit June 1st – 5th, 2026 The contemporary global landscape is increasingly defined by w...
antipodeonline.org
November 13, 2025 at 11:57 AM
Apply now — Antipode’s 10th Institute for the Geographies of Justice, “Organizing and Solidarity in a Polycrisis”, deadline 20 December 2025 antipodeonline.org/2025/11/13/a...
Reposted by Dan Cohen
Oh....gross
Summers, the guy I would rank #1 in terms of Obama people most responsible for slowing and weakening the response to the US foreclosure crisis. Mr. "moral hazards for thee, but not for me"
Summers, the guy I would rank #1 in terms of Obama people most responsible for slowing and weakening the response to the US foreclosure crisis. Mr. "moral hazards for thee, but not for me"
November 12, 2025 at 5:39 PM
Oh....gross
Summers, the guy I would rank #1 in terms of Obama people most responsible for slowing and weakening the response to the US foreclosure crisis. Mr. "moral hazards for thee, but not for me"
Summers, the guy I would rank #1 in terms of Obama people most responsible for slowing and weakening the response to the US foreclosure crisis. Mr. "moral hazards for thee, but not for me"
Working on my first comprehensive talk on the work I've been doing on the spatiality of monetary policy. Unreasonably happy with this slide on central banks (lack of) spatial imaginaries. If I have any NZ followers, I'll be giving the talk at the University of Auckland on December 5th.
November 11, 2025 at 7:41 PM
Working on my first comprehensive talk on the work I've been doing on the spatiality of monetary policy. Unreasonably happy with this slide on central banks (lack of) spatial imaginaries. If I have any NZ followers, I'll be giving the talk at the University of Auckland on December 5th.
Reposted by Dan Cohen
"Egan-Jones has just 20 or so analysts and managed to issue more than 3,600 ratings last year alone"
That's ... 0.7 ratings per analyst per working day. Good luck to all involved.
That's ... 0.7 ratings per analyst per working day. Good luck to all involved.
The new crop of rating agencies behind the private credit boom
Regulators and bankers are sounding the alarm about an explosion in privately-rated securities
www.ft.com
November 10, 2025 at 8:18 AM
"Egan-Jones has just 20 or so analysts and managed to issue more than 3,600 ratings last year alone"
That's ... 0.7 ratings per analyst per working day. Good luck to all involved.
That's ... 0.7 ratings per analyst per working day. Good luck to all involved.
Reposted by Dan Cohen
So it turns out... the US air travel system was incredibly, deeply dependent on federal funding to just run day-to-day all this time, to the benefit of private airline shareholders, when everyone thinks that state-run trains are leeching off the government. Weird!
November 9, 2025 at 12:10 AM
So it turns out... the US air travel system was incredibly, deeply dependent on federal funding to just run day-to-day all this time, to the benefit of private airline shareholders, when everyone thinks that state-run trains are leeching off the government. Weird!
Reposted by Dan Cohen
bro are you fucking kidding me
![quote from the Economist article which says "[study authors] are now looking at whether AI facial analysis can give lenders useful clues about a person’s propensity to repay loans. For people without access to credit, that could be a blessing."](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:6ofjbklfvptnupad4lxumblw/bafkreia3yctiqd7ejumpd6novxjpiycphtfkc3bdgd573jw37faqdl7o7m@jpeg)
November 6, 2025 at 5:59 PM
bro are you fucking kidding me
Canadians are being asked to make sacrifices for a budget that meets the moment. Apparently that means cutbacks to services to fund $1 billion to "support new and emerging fund managers" and to incentivize pension funds into investing in venture capital. Austerity for thee, largesse for finance.
November 6, 2025 at 12:07 PM
Canadians are being asked to make sacrifices for a budget that meets the moment. Apparently that means cutbacks to services to fund $1 billion to "support new and emerging fund managers" and to incentivize pension funds into investing in venture capital. Austerity for thee, largesse for finance.
The de-risking state lives!
Canada's new budget includes $2 billion for "equity investments, loan guarantees, and offtake agreements [for] critical minerals." Will be interesting the mix of uses and what equity investments entail.
@danielagabor.bsky.social
www.miningweekly.com/article/cana...
Canada's new budget includes $2 billion for "equity investments, loan guarantees, and offtake agreements [for] critical minerals." Will be interesting the mix of uses and what equity investments entail.
@danielagabor.bsky.social
www.miningweekly.com/article/cana...
Canada launches C$2bn Critical Minerals Sovereign Fund
Canada will establish a $2-billion Critical Minerals Sovereign Fund to accelerate investment in strategic mining projects and strengthen national security supply chains, Finance Minister François-Phil...
www.miningweekly.com
November 5, 2025 at 5:18 PM
The de-risking state lives!
Canada's new budget includes $2 billion for "equity investments, loan guarantees, and offtake agreements [for] critical minerals." Will be interesting the mix of uses and what equity investments entail.
@danielagabor.bsky.social
www.miningweekly.com/article/cana...
Canada's new budget includes $2 billion for "equity investments, loan guarantees, and offtake agreements [for] critical minerals." Will be interesting the mix of uses and what equity investments entail.
@danielagabor.bsky.social
www.miningweekly.com/article/cana...
Did not know that Zohran's dad was college roommates with former Canadian Liberal party leader Michael Ignatieff.
November 5, 2025 at 3:03 PM
Did not know that Zohran's dad was college roommates with former Canadian Liberal party leader Michael Ignatieff.
Reposted by Dan Cohen
good morning specifically to the FBI agent who introduced Mamdani’s dad to Marx
November 5, 2025 at 2:21 PM
good morning specifically to the FBI agent who introduced Mamdani’s dad to Marx
Reposted by Dan Cohen
On the surface, this is great. But without adequate funding for university operating budgets - a provincial responsibility - this may actually result in more program cuts, not fewer.
Globe & Mail reports “the budget is expected to include up to $1-billion to attract high-quality talent and researchers from the United States and elsewhere”
So far hospitals and universities have been going it alone….
www.ctvnews.ca/health/artic...
@ctvnews-mirror.bsky.social
So far hospitals and universities have been going it alone….
www.ctvnews.ca/health/artic...
@ctvnews-mirror.bsky.social
November 4, 2025 at 4:36 PM
On the surface, this is great. But without adequate funding for university operating budgets - a provincial responsibility - this may actually result in more program cuts, not fewer.