Ruo Shui
@ruoshuiresearch.bsky.social
Pinned
Ruo Shui
@ruoshuiresearch.bsky.social
· Jul 1
The Loss of an Objective Reality
trend: chaos dominance and wealth gap + AI/GLP-1
ruoshui.substack.com
The Loss of an Objective Reality
Reposted by Ruo Shui
Please join us shortly for:
The supply side of inflation: How shocks affect the outlook www.brookings.edu/events/the-s...
The supply side of inflation: How shocks affect the outlook www.brookings.edu/events/the-s...
The supply side of inflation: How shocks affect the outlook | Brookings
www.brookings.edu
November 24, 2025 at 2:43 PM
Please join us shortly for:
The supply side of inflation: How shocks affect the outlook www.brookings.edu/events/the-s...
The supply side of inflation: How shocks affect the outlook www.brookings.edu/events/the-s...
don't love that
".. 'If Japan dares to intervene militarily in the Taiwan Strait situation, it will constitute an act of aggression,' Fu wrote. 'China will resolutely exercise its right of self-defense under the UN Charter and international law ..'"
@bloomberg.com #Taiwan
www.bloomberg.com/news/article...
@bloomberg.com #Taiwan
www.bloomberg.com/news/article...
China Envoy Sends Letter to UN Chief Over Japan’s Taiwan Remark
China sent a letter to the United Nations vowing resolute self-defense if Japan “dared to intervene militarily in the Taiwan Strait,” as Beijing tries to rally international support for its position o...
www.bloomberg.com
November 24, 2025 at 2:20 PM
don't love that
gonna be funny when OpenAI introduces ads
GOOGL keeps going up. ORCL keeps going down. there’s a fine line between the former protecting the AI trade, and it signaling there’s really only going to be a couple winners here
November 24, 2025 at 2:15 PM
gonna be funny when OpenAI introduces ads
Reposted by Ruo Shui
“Phil Foden got the Arsenal goal scorer’s confidence up over the international break”
November 23, 2025 at 5:38 PM
“Phil Foden got the Arsenal goal scorer’s confidence up over the international break”
"If you look at the data, that imported goods, the inflation has actually been flat. Inflation is up because of the service economy and services. So that has nothing to do with tariffs."
Bessent says inflation ‘has nothing to do with tariffs’ as U.S. rolls them back: Full interview
YouTube video by NBC News
www.youtube.com
November 23, 2025 at 4:17 PM
"If you look at the data, that imported goods, the inflation has actually been flat. Inflation is up because of the service economy and services. So that has nothing to do with tariffs."
Reposted by Ruo Shui
I think broadcast, especially in areas like economics, always has to operate with the Stan Lee Marvel comics rule and remember every issue might be somebody’s first.
That doesn’t mean you dumb down, it means you explain and don’t assume knowledge.
That doesn’t mean you dumb down, it means you explain and don’t assume knowledge.
To add to this - it's not like the public is being well served by broadcast news moving at the pace of 24 hour scrolling and the politically obsessed - it just means every election large numbers of people end up googling 'what is austerity?' 'What is brownfield?' etc. etc.
This is bizarre. Like the editor of the guardian or mail or any other paper complaining repeatedly about the front page lead they decided to run with.
Very good example of what's wrong with broadcast news - they've given up deciding for themselves what is or isn't news and what the priorities are
Very good example of what's wrong with broadcast news - they've given up deciding for themselves what is or isn't news and what the priorities are
November 23, 2025 at 4:06 PM
I think broadcast, especially in areas like economics, always has to operate with the Stan Lee Marvel comics rule and remember every issue might be somebody’s first.
That doesn’t mean you dumb down, it means you explain and don’t assume knowledge.
That doesn’t mean you dumb down, it means you explain and don’t assume knowledge.
“Am I getting $30 of value per user per month out of it?”
Microsoft faces uphill climb to turn enterprise dominance into widespread AI chatbot adoption
At Microsoft's annual Ignite conference this week, IT buyers explained why Microsoft isn't seeing runaway success with its Copilot AI assistant.
www.cnbc.com
November 23, 2025 at 4:10 PM
“Am I getting $30 of value per user per month out of it?”
data quality is all you need
Olmo 3 is notable as a "fully open" LLM - all of the training data is published, plus complete details on how the training process was run. I tried out the 32B thinking model and the 7B instruct models, + thoughts on why transparent training data is so important simonwillison.net/2025/Nov/22/...
Olmo 3 is a fully open LLM
Olmo is the LLM series from Ai2—the Allen institute for AI. Unlike most open weight models these are notable for including the full training data, training process and checkpoints along …
simonwillison.net
November 23, 2025 at 4:03 PM
data quality is all you need
Reposted by Ruo Shui
I’ve spent almost seven years covering Meta and have had a good deal of exposure to internal work product on teen well-being. But a Friday filing in the school district social media litigation breaks some ground on Meta’s causal findings regarding social media harm.
www.reuters.com/sustainabili...
www.reuters.com/sustainabili...
www.reuters.com
November 23, 2025 at 12:48 AM
I’ve spent almost seven years covering Meta and have had a good deal of exposure to internal work product on teen well-being. But a Friday filing in the school district social media litigation breaks some ground on Meta’s causal findings regarding social media harm.
www.reuters.com/sustainabili...
www.reuters.com/sustainabili...
Reposted by Ruo Shui
“There is no world where this makes any sense,” said David Autor, one of the MIT professors who had previously championed his student’s research. www.wsj.com/economy/aida...
An MIT Student Awed Top Economists With His AI Study—Then It All Fell Apart
Aidan Toner-Rodgers shot to academic fame in a field hungry for new insights and revelatory research. But a computer scientist thought something seemed off.
www.wsj.com
November 22, 2025 at 2:03 AM
“There is no world where this makes any sense,” said David Autor, one of the MIT professors who had previously championed his student’s research. www.wsj.com/economy/aida...
Reposted by Ruo Shui
NEW: ICE has finally released post-shutdown detention data. The latest data reveals that a full 40%(!) of people arrested in the interior and held in ICE detention have no criminal record; no criminal charges or prior convictions. That is up from just 4% when Trump took office.
November 21, 2025 at 4:01 PM
NEW: ICE has finally released post-shutdown detention data. The latest data reveals that a full 40%(!) of people arrested in the interior and held in ICE detention have no criminal record; no criminal charges or prior convictions. That is up from just 4% when Trump took office.
@metr.org estimate that Kimi K2 Thinking has a 50%-time-horizon of around 54 minutes (95% confidence interval of 25 to 100 minutes) on their agentic SWE tasks.
Note that they conducted this evaluation through a third-party inference provider, which reduces their confidence in this estimate.
Note that they conducted this evaluation through a third-party inference provider, which reduces their confidence in this estimate.
November 21, 2025 at 4:06 PM
@metr.org estimate that Kimi K2 Thinking has a 50%-time-horizon of around 54 minutes (95% confidence interval of 25 to 100 minutes) on their agentic SWE tasks.
Note that they conducted this evaluation through a third-party inference provider, which reduces their confidence in this estimate.
Note that they conducted this evaluation through a third-party inference provider, which reduces their confidence in this estimate.
this is fun way of describing short-form video causing brain rot
A meta-analysis in Psychological Bulletin suggests short form video use is associated with poorer cognition (especially attention and inhibitory control) and mental health (esp stress and anxiety) psycnet.apa.org/fulltext/202...
November 21, 2025 at 3:54 PM
this is fun way of describing short-form video causing brain rot
Reposted by Ruo Shui
I spent 5 years looking at NYISO ops daily, pulled up interchange with HQ on a call recently and was shocked - completely different from what I remembered
I still have hope that CHPE can ease pressure on Central-East by backing off flows coming into Edic-Marcy from the north, but we'll see! 🔌💡
I still have hope that CHPE can ease pressure on Central-East by backing off flows coming into Edic-Marcy from the north, but we'll see! 🔌💡
New England and New York have new ties with Québec coming online over the next 6 months, but is the power there to support them? 🔌💡
Earlier this year we noticed that flows into the US, and particularly New York, had dropped off, years before the threat of tariffs
blog.gridstatus.io/more-hqs-tha...
Earlier this year we noticed that flows into the US, and particularly New York, had dropped off, years before the threat of tariffs
blog.gridstatus.io/more-hqs-tha...
November 21, 2025 at 3:44 PM
I spent 5 years looking at NYISO ops daily, pulled up interchange with HQ on a call recently and was shocked - completely different from what I remembered
I still have hope that CHPE can ease pressure on Central-East by backing off flows coming into Edic-Marcy from the north, but we'll see! 🔌💡
I still have hope that CHPE can ease pressure on Central-East by backing off flows coming into Edic-Marcy from the north, but we'll see! 🔌💡
Reposted by Ruo Shui
New England and New York have new ties with Québec coming online over the next 6 months, but is the power there to support them? 🔌💡
Earlier this year we noticed that flows into the US, and particularly New York, had dropped off, years before the threat of tariffs
blog.gridstatus.io/more-hqs-tha...
Earlier this year we noticed that flows into the US, and particularly New York, had dropped off, years before the threat of tariffs
blog.gridstatus.io/more-hqs-tha...
November 21, 2025 at 3:38 PM
New England and New York have new ties with Québec coming online over the next 6 months, but is the power there to support them? 🔌💡
Earlier this year we noticed that flows into the US, and particularly New York, had dropped off, years before the threat of tariffs
blog.gridstatus.io/more-hqs-tha...
Earlier this year we noticed that flows into the US, and particularly New York, had dropped off, years before the threat of tariffs
blog.gridstatus.io/more-hqs-tha...
basically at the collar already
would probably annoy a lot of people if we just end up chopping sideways for a month
would probably annoy a lot of people if we just end up chopping sideways for a month
November 21, 2025 at 3:32 PM
basically at the collar already
would probably annoy a lot of people if we just end up chopping sideways for a month
would probably annoy a lot of people if we just end up chopping sideways for a month
it's been telling how many people believe in aggregate targeting this year
Big warning from Vanguard's bonds boss Sara Devereux: the market is pricing in way too many Fed cuts www.ft.com/content/22b5...
Wall Street is banking on too many Federal Reserve rate cuts, Vanguard warns
Asset management giant’s bond chief says ‘massive’ spending on AI will bolster the US economy
www.ft.com
November 21, 2025 at 3:13 PM
it's been telling how many people believe in aggregate targeting this year
nobody should try and time the market
but the Fed should try to position for long RSP/short MEME long term
but the Fed should try to position for long RSP/short MEME long term
November 21, 2025 at 3:07 PM
nobody should try and time the market
but the Fed should try to position for long RSP/short MEME long term
but the Fed should try to position for long RSP/short MEME long term
Reposted by Ruo Shui
Hey, #EconSky!
The U.S. Bureau of Labor Statistics is here @usbls.bsky.social!
bsky.app/profile/usbl...
The U.S. Bureau of Labor Statistics is here @usbls.bsky.social!
bsky.app/profile/usbl...
November 21, 2025 at 2:51 PM
Hey, #EconSky!
The U.S. Bureau of Labor Statistics is here @usbls.bsky.social!
bsky.app/profile/usbl...
The U.S. Bureau of Labor Statistics is here @usbls.bsky.social!
bsky.app/profile/usbl...
@usbls.bsky.social seems to be real
It is really them!
November 21, 2025 at 2:45 PM
@usbls.bsky.social seems to be real
it's been kinda fun guessing whether a pundit would rather want more fiscal rollbacks or a cut to Fed Funds
“In some ways, this administration could have come in and done nothing and made progress on inflation,” said Claudia Sahm. “But the policies they’ve chosen have created extra costs for businesses, and businesses tend to pass on costs.” www.nytimes.com/2025/11/21/o...
Opinion | Does Trump Know the Price of Milk?
www.nytimes.com
November 21, 2025 at 2:32 PM
it's been kinda fun guessing whether a pundit would rather want more fiscal rollbacks or a cut to Fed Funds