Elon’s “impossible trinity”: TL, Notification, and DM cannot work at the same time.
May 24, 2025 at 1:32 PM
Elon’s “impossible trinity”: TL, Notification, and DM cannot work at the same time.
How are people feeling about Bessent and his “3-3-3” plan now?
Amazing to me how seriously folks are taking this “3-3-3” thing and the Bessent appointment even going so far as trying to identify its market impact…
“.. What will matter now is how markets will price in Bessent’s ‘3-3-3 rule;’ 3% budget, 3% GDP, and 3 million barrels of oil output. A direct implication is lower Treasury yields as the budget deficit is cut in half, and lower energy prices would bring inflation further down.”
FedWatch Advisors
FedWatch Advisors
May 24, 2025 at 1:31 PM
How are people feeling about Bessent and his “3-3-3” plan now?
What’s happening to X and cable TV? Everything is down.
March 10, 2025 at 3:45 PM
What’s happening to X and cable TV? Everything is down.
It increasingly feels a facts are a thing of the past
December 8, 2024 at 6:29 PM
It increasingly feels a facts are a thing of the past
lol the other Steve?
November 28, 2024 at 9:50 PM
lol the other Steve?
My cheek muscle hurts. I’ve been wondering why. Just remembered that I chewed gum for the first time in years today after lunch. It was given out in lieu of candy at the Chinese restaurant.
November 25, 2024 at 12:51 AM
My cheek muscle hurts. I’ve been wondering why. Just remembered that I chewed gum for the first time in years today after lunch. It was given out in lieu of candy at the Chinese restaurant.
Thanksgiving food isn’t boring. What’s boring it’s the conversation. The food is just straight up bad. Get some authentic Szechuan food.
November 25, 2024 at 12:46 AM
Thanksgiving food isn’t boring. What’s boring it’s the conversation. The food is just straight up bad. Get some authentic Szechuan food.
Amazing to me how seriously folks are taking this “3-3-3” thing and the Bessent appointment even going so far as trying to identify its market impact…
“.. What will matter now is how markets will price in Bessent’s ‘3-3-3 rule;’ 3% budget, 3% GDP, and 3 million barrels of oil output. A direct implication is lower Treasury yields as the budget deficit is cut in half, and lower energy prices would bring inflation further down.”
FedWatch Advisors
FedWatch Advisors
November 25, 2024 at 12:41 AM
Amazing to me how seriously folks are taking this “3-3-3” thing and the Bessent appointment even going so far as trying to identify its market impact…
Where’s the fintwit list?
November 25, 2024 at 12:18 AM
Where’s the fintwit list?
Interesting number of people who don’t follow me on X but follow me on here.
November 24, 2024 at 9:55 PM
Interesting number of people who don’t follow me on X but follow me on here.
Whoa sorry which cables are these?
November 24, 2024 at 12:39 PM
Whoa sorry which cables are these?
I’ve never come up with a new idea in my life :)
November 23, 2024 at 1:30 PM
I’ve never come up with a new idea in my life :)
The US has a “return value to shareholders” culture that doesn’t seem to exist anywhere else. In many markets, the culture seems to be distinctly anti-shareholder such as China.
November 23, 2024 at 1:21 PM
The US has a “return value to shareholders” culture that doesn’t seem to exist anywhere else. In many markets, the culture seems to be distinctly anti-shareholder such as China.
US corps, esp the large cap corps, are uniquely capable of generating mind boggling quantity of profits. It’s a combination of legal institutional changes (market power consolidation and innovative network externality) but also has a unique shareholder friendly culture.
November 23, 2024 at 1:21 PM
US corps, esp the large cap corps, are uniquely capable of generating mind boggling quantity of profits. It’s a combination of legal institutional changes (market power consolidation and innovative network externality) but also has a unique shareholder friendly culture.
They were trying to emerge in China, but the political template ultimately proved too difficult. Whatever progress made up to early 2010s is being lost
November 23, 2024 at 1:16 PM
They were trying to emerge in China, but the political template ultimately proved too difficult. Whatever progress made up to early 2010s is being lost
I’d add 2 factors: capitalist institutions (democracy, rule of law, fearless entrepreneurial culture) and market size (positive externality). There’s a reason mega cap innovative firms can only seem to emerge in the US. This creates an endless demand for dollar assets (intangible and human capital)
November 23, 2024 at 1:10 PM
I’d add 2 factors: capitalist institutions (democracy, rule of law, fearless entrepreneurial culture) and market size (positive externality). There’s a reason mega cap innovative firms can only seem to emerge in the US. This creates an endless demand for dollar assets (intangible and human capital)
What are people most unhappy about with X? Why the meaningful exodus to here this time?
November 20, 2024 at 1:52 AM
What are people most unhappy about with X? Why the meaningful exodus to here this time?
Idk what she means. What signs is she seeing?
November 19, 2024 at 12:48 PM
Idk what she means. What signs is she seeing?
What are the “increasing signs that r* is materially higher than before the pandemic”? Not really sure what that sentence means tbph
November 19, 2024 at 3:00 AM
What are the “increasing signs that r* is materially higher than before the pandemic”? Not really sure what that sentence means tbph