Lightnews — Scholar-powered news

Beau

@runningsignal.com

1.3K followers 570 following 5.3K posts

Backyard economist. Macro/micro coverage of the economy, trade, and technology. Opinions here don't get etched in stone.

Posts Media Videos Starter Packs

Pinned

Beau @runningsignal.com · Sep 1

I wrote a little more about the impending export crisis, highlighted by soybean order books, and expanded on one possible solution to help offset the hit of these trade deals. runningsignal.beehiiv.com/p/the-empty-...

The Empty Order Book

How Trade Wars Are Hollowing Out America's Heartland

runningsignal.beehiiv.com

1 3

Beau @runningsignal.com · 7h

Your biggest takeaway here is if the goofballs wanted some sort of divide, they'd have to depend on sourcing international goods from South America, and maybe Europe.

Mexico - Laredo would be the only question mark

3 17

Beau @runningsignal.com · 7h

Here's an updated version. Virtually all of Canadian passages. 25%-30% of Mexico. 65% plus of sea trade. Every Great Lake.

We can move 5-10% around but it's an astounding majority,

1 5 24

Beau @runningsignal.com · 7h

You're correct. Two senators.

1 1

Beau @runningsignal.com · 7h

Dem Governors have more control over trade than they understand.

70% of international trade is running through the black dots. Most of the biggest sea ports, and most proximal to water.

10 41 180

Beau @runningsignal.com · 8h

Beau @runningsignal.com · 16h

1 2

Reposted by Beau

Daniel Zhao @danielzhao.bsky.social · 18h

Bank of America Institute data shows divergence in spending trends with higher-income household spending accelerating to 2.6% year-over-year in September while lower-income household spending grows at just 0.6% year-over-year

Source: institute.bankofamerica.com/economic-ins...

1 6 20

Beau @runningsignal.com · 18h

expectations rise, wages fall as more work gets commoditized

Beau @runningsignal.com · 18h

Posted elsewhere, but in case you've seen chatter around a surge in freight rates.

Beau @runningsignal.com · 19h

(chuckles)

we're in danger

1 4

Beau @runningsignal.com · 1d

a man in a suit says i 'm the oldest boy

ALT: a man in a suit says i 'm the oldest boy

media.tenor.com

Beau @runningsignal.com · 1d

“Is that the font you’re going with?”

“remember, keep it simple. Bullet points. 3 per page”

1 4

Beau @runningsignal.com · 1d

The Pitt covers a continent of ground in the one day the season spans.

Reposted by Beau

Robert Alt-Woman @beamposter.bsky.social · 1d

110 300

Beau @runningsignal.com · 1d

I hate how obvious this all is to connect.

www.rollingstone.com/politics/pol...

1 2

Reposted by Beau

National Weather Service @nws.noaa.gov · 1d

A strong coastal low will develop late this week & will bring significant impacts to much of the U.S. East Coast through early next week.

There is potential for significant coastal flooding, strong rip currents & beach erosion, damaging wind gusts, & heavy rain.

Stay up to date at weather.gov.

Key Messages for Strong Coastal Low
- A coastal low is expected to form off the Southeast U.S. coast on Friday night and strengthen into the weekend, impacting the East Coast through early next week.
- Strong onshore winds, high surf, and high astronomical tides could cause significant coastal flooding. Residents should follow local official guidance.
- High surf is expected on many East Coast beaches, increasing the risk of rip currents and erosion.
- Wind gusts over 55mph and heavy rainfall may hit coastal areas of the Mid-Atlantic and Long Island, possibly reaching southern New England. Risks include power outages and inland flooding.

Also includes two maps showing the chance of 55mph wind gusts on Sunday, Oct 12. The highest chances areas include parts of the Mid-Atlantic coast. And the most likely storm total rainfall. Areas in dark green to orange indicate rainfall between 1 to 6 inches, with heaviest rain projected along the coast of the Mid-Atlantic and Northeast.

24 89

Beau @runningsignal.com · 1d

You'd need the Epstein stuff + equities drawdown to get enough attention and support of independents and republicans jumping ship.

1 7

Beau @runningsignal.com · 1d

Now we just wait on the air traffic controllers keeping it together. I’m on a flight in a week myself.

Beau @runningsignal.com · 1d

The banks aren’t the only ones impacted by First Brands. Many large Carriers and 3PLs have exposure.

As a brokerage you are in a reverse float situation, so the money to suppliers are already gone before you can try to recoup anything.

Reposted by Beau

Stephen Bush @stephenkb.bsky.social · 1d

I really don't know what to do about a situation where a plurality of the group that (rightly!) takes up most government spending thinks that it is unrepresented in politics.

Rachel Cunliffe @rmcunliffe.bsky.social · 1d

Hollow laughter

59 100 520

Beau @runningsignal.com · 1d

Beau @runningsignal.com · 2d

I get enjoyment out of watching this school repeatedly kick itself in the nuts. Sorry, the Scrotunda.

Matthew Kirschenbaum @mkirschenbaum.bsky.social · 2d

Virginia State Senate Dems just brought down fire and fury regarding the “Compact,” notifying the President and Rector that UVA would lose ALL STATE APPROPRIATIONS if it signs and cedes the University to “federal political control.” Notably, their letter directly restates points made here by @siva.

Siva @sivav.bsky.social · 2d

The “compact” for higher ed is an unserious document written by unserious people from a position of spectacular ignorance. No one should take it seriously. Sadly, my bosses are taking it seriously.

newrepublic.com/article/2013...

Beau @runningsignal.com · 2d

Reposted by Beau

Andrew Mearns @mearns.bsky.social · 2d

lmao this dolt is beyond parody.
yeah Lee Greenwood, totally appealing to all audiences. you nailed it buddy

“Lee Greenwood for Super Bowl halftime show!” says the idiot

130 130 1.1K