@jmeek.bsky.social
Reposted
1/4
Caixin: "China’s push to rein in excessive competition in its auto market reached a climax in 2025, as policymakers moved to stamp out a relentless price war that has inflicted severe pain on carmakers, suppliers and dealerships."
www.caixinglobal.com/2026-01-02/y...
Caixin: "China’s push to rein in excessive competition in its auto market reached a climax in 2025, as policymakers moved to stamp out a relentless price war that has inflicted severe pain on carmakers, suppliers and dealerships."
www.caixinglobal.com/2026-01-02/y...
Year in Review: Toxic Competition Drives China to Rein in Auto Price War
Government intervention has curbed explicit discounting and improved gross margins, but aggressive pricing of new models persists, especially in the NEV sector
www.caixinglobal.com
January 3, 2026 at 5:09 AM
1/4
Caixin: "China’s push to rein in excessive competition in its auto market reached a climax in 2025, as policymakers moved to stamp out a relentless price war that has inflicted severe pain on carmakers, suppliers and dealerships."
www.caixinglobal.com/2026-01-02/y...
Caixin: "China’s push to rein in excessive competition in its auto market reached a climax in 2025, as policymakers moved to stamp out a relentless price war that has inflicted severe pain on carmakers, suppliers and dealerships."
www.caixinglobal.com/2026-01-02/y...
Reposted
1/11
Philip Coggan: "It is a mug’s game trying to predict the end of a boom with any precision. They last much longer than anyone might reasonably expect. That is true of bull markets, as well as economic advances. The reason is that markets...
@philipcoggan.bsky.social www.ft.com/content/2ae4...
Philip Coggan: "It is a mug’s game trying to predict the end of a boom with any precision. They last much longer than anyone might reasonably expect. That is true of bull markets, as well as economic advances. The reason is that markets...
@philipcoggan.bsky.social www.ft.com/content/2ae4...
What a Soros theory can tell us about the AI boom
So much of bubble activity is driven by feedback loops, dubbed reflexivity by the well-known investor
www.ft.com
January 3, 2026 at 7:17 AM
1/11
Philip Coggan: "It is a mug’s game trying to predict the end of a boom with any precision. They last much longer than anyone might reasonably expect. That is true of bull markets, as well as economic advances. The reason is that markets...
@philipcoggan.bsky.social www.ft.com/content/2ae4...
Philip Coggan: "It is a mug’s game trying to predict the end of a boom with any precision. They last much longer than anyone might reasonably expect. That is true of bull markets, as well as economic advances. The reason is that markets...
@philipcoggan.bsky.social www.ft.com/content/2ae4...
Reposted
10/11
That is why these sequences are so dangerous – they can take in the whole economy. When eventually either excessive debt or stricter policies rein in the market, it is not just property developers who suffer. A wide range of agents can get caught up in the adjustment.
That is why these sequences are so dangerous – they can take in the whole economy. When eventually either excessive debt or stricter policies rein in the market, it is not just property developers who suffer. A wide range of agents can get caught up in the adjustment.
January 3, 2026 at 7:17 AM
10/11
That is why these sequences are so dangerous – they can take in the whole economy. When eventually either excessive debt or stricter policies rein in the market, it is not just property developers who suffer. A wide range of agents can get caught up in the adjustment.
That is why these sequences are so dangerous – they can take in the whole economy. When eventually either excessive debt or stricter policies rein in the market, it is not just property developers who suffer. A wide range of agents can get caught up in the adjustment.
Reposted
11/11
Some economists insist that you cannot say that a market is in a bubble when presumably rational investors say it isn't. But the economy itself can shift investment away from"rational" behavior as long as agents have different risk preferences and realistic time horizons.
Some economists insist that you cannot say that a market is in a bubble when presumably rational investors say it isn't. But the economy itself can shift investment away from"rational" behavior as long as agents have different risk preferences and realistic time horizons.
January 3, 2026 at 7:17 AM
11/11
Some economists insist that you cannot say that a market is in a bubble when presumably rational investors say it isn't. But the economy itself can shift investment away from"rational" behavior as long as agents have different risk preferences and realistic time horizons.
Some economists insist that you cannot say that a market is in a bubble when presumably rational investors say it isn't. But the economy itself can shift investment away from"rational" behavior as long as agents have different risk preferences and realistic time horizons.
Reposted
If this happens - 5% for the year, mind you, not a single quarter - then hats off. But if it doesn’t happen, these people should never be taken seriously again. Skin in the game, right?
December 21, 2025 at 1:59 AM
If this happens - 5% for the year, mind you, not a single quarter - then hats off. But if it doesn’t happen, these people should never be taken seriously again. Skin in the game, right?
Reposted
Used to? Hell, I had it in the Army in the 1990s, on a regular basis.
December 1, 2025 at 3:26 AM
Used to? Hell, I had it in the Army in the 1990s, on a regular basis.
Reposted
Surprise!
Most US Latinos feel their situation is worse under Trump, Pew poll finds reut.rs/4rlic8e
Most US Latinos feel their situation is worse under Trump, Pew poll finds
A majority of U.S. Latinos believe their situation has worsened under President Donald Trump, a Pew Research Center poll released on Monday found, the first such deterioration since the poll began tracking almost 20 years ago.
reut.rs
November 25, 2025 at 2:30 AM
Surprise!
Reposted
The way CEOs, media figures, and self-declared “thought leaders” behave towards Trump, you’d think his favorable/unfavorable polls were the exact opposite of what they actually are.
November 25, 2025 at 4:33 AM
The way CEOs, media figures, and self-declared “thought leaders” behave towards Trump, you’d think his favorable/unfavorable polls were the exact opposite of what they actually are.
Reposted
I see they have called in the famous and eccentric detective.
This photo accompanying a news story about the heist at the Louvre is perfection.
October 20, 2025 at 1:50 AM
I see they have called in the famous and eccentric detective.
Reposted
Trump’s “message”: I am a king and I douse you all in shit.
I say go ahead and amplify it.
I say go ahead and amplify it.
October 19, 2025 at 6:54 PM
Trump’s “message”: I am a king and I douse you all in shit.
I say go ahead and amplify it.
I say go ahead and amplify it.
Reposted
Well, at least you know where they stand.
October 20, 2025 at 4:06 AM
Well, at least you know where they stand.
Oh, no. No. It's The Ballroom.
October 1, 2025 at 10:21 PM
Oh, no. No. It's The Ballroom.
Reposted
I'm not trying to suggest it.
I'm flat-out saying it.
I'm flat-out saying it.
Q: How did the White House decide it was appropriate for Jared Kushner to be working on matters that involve Qatar, the UAE, Saudi Arabia -- 3 countries combined that have given him more than $2.5b
LEAVITT: It's frankly despicable that you're trying to suggest that it's inappropriate
LEAVITT: It's frankly despicable that you're trying to suggest that it's inappropriate
October 1, 2025 at 7:57 PM
I'm not trying to suggest it.
I'm flat-out saying it.
I'm flat-out saying it.
Reposted
RIP Jane Goodall 🙏
Her Trump description:
"I see the same sort of behavior as a male chimpanzee will show when he’s competing for dominance with another"
Her Trump description:
"I see the same sort of behavior as a male chimpanzee will show when he’s competing for dominance with another"
October 1, 2025 at 8:25 PM
RIP Jane Goodall 🙏
Her Trump description:
"I see the same sort of behavior as a male chimpanzee will show when he’s competing for dominance with another"
Her Trump description:
"I see the same sort of behavior as a male chimpanzee will show when he’s competing for dominance with another"
Reposted
If you want to understand the failure of our media, since Kirk’s murder Republicans have fanned out across the media for interviews, all claiming Dems calling Trump ‘fascist’ causes violence. And not a single interviewer has pushed back with: ‘But Trump called Harris a fascist!’
September 22, 2025 at 5:49 AM
If you want to understand the failure of our media, since Kirk’s murder Republicans have fanned out across the media for interviews, all claiming Dems calling Trump ‘fascist’ causes violence. And not a single interviewer has pushed back with: ‘But Trump called Harris a fascist!’
Reposted
We don’t even know who did this or why. We imagine that we can guess, but history is replete with examples of why even entirely logical guesses could be wrong. We should stop drawing conclusions until we have actual facts we can base them on.
September 11, 2025 at 12:41 PM
We don’t even know who did this or why. We imagine that we can guess, but history is replete with examples of why even entirely logical guesses could be wrong. We should stop drawing conclusions until we have actual facts we can base them on.
Reposted
Besides the internal contradiction, this is a historically dumb statement. The eradication of smallpox? Of cholera? Yellow fever? This man is a moron.
FOX: What would say is the last great success that our govt public health agencies have had?
RFK Jr: I don't think there have been successes
(Kennedy said days ago that Trump should get a Nobel for Operation Warp Speed)
RFK Jr: I don't think there have been successes
(Kennedy said days ago that Trump should get a Nobel for Operation Warp Speed)
September 7, 2025 at 3:40 PM
Besides the internal contradiction, this is a historically dumb statement. The eradication of smallpox? Of cholera? Yellow fever? This man is a moron.
Reposted
The media's attitude is that the country is evenly split between sane and insane people, so we need to hear both sides.
September 7, 2025 at 3:55 PM
The media's attitude is that the country is evenly split between sane and insane people, so we need to hear both sides.
Reposted
Reposted
one of the most insufferable things the NYT does is run a story and then spend half of the page talking about itself and its reporters
September 5, 2025 at 3:37 PM
one of the most insufferable things the NYT does is run a story and then spend half of the page talking about itself and its reporters
Reposted
I received a pair of interesting documents last week from a FOIA request, wherein Los Alamos scientists in 1947 and 1949 tried to answer the question: “How many nukes would it take to make the atmosphere dangerously radioactive?”
You can read the reports here: doomsdaymachines.net/p/irradiatin...
You can read the reports here: doomsdaymachines.net/p/irradiatin...
Irradiating the planet
Los Alamos scientists calculate the limits of radioactivity, 1947-1949
doomsdaymachines.net
September 5, 2025 at 4:37 PM
I received a pair of interesting documents last week from a FOIA request, wherein Los Alamos scientists in 1947 and 1949 tried to answer the question: “How many nukes would it take to make the atmosphere dangerously radioactive?”
You can read the reports here: doomsdaymachines.net/p/irradiatin...
You can read the reports here: doomsdaymachines.net/p/irradiatin...
Reposted
WHY DOES ICE NEED SNIPERS?
Scoop: A sudden no-bid ICE contract for specialized sniper training has gone to a decorated former Marine who is also the brother of a GOP lawmaker.
Reached by WIRED, he says there was no hookup; 20 years in a reconnaissance unit and even more as an instructor simply left him uniquely qualified.
Reached by WIRED, he says there was no hookup; 20 years in a reconnaissance unit and even more as an instructor simply left him uniquely qualified.
US Congressman’s Brother Lands No-Bid Contract to Train DHS Snipers
DHS says retired Marine sniper Dan LaLota's firm is uniquely qualified to meet the government’s needs. LaLota tells WIRED his brother, GOP congressman Nick LaLota, played no role in the contract.
www.wired.com
September 4, 2025 at 8:19 PM
WHY DOES ICE NEED SNIPERS?
Reposted
On the one hand, everything seems like part of a cataclysmic slide into authoritarianism.
On the other, everything also seems like a desperate, last ditch attempt to make us forget the Epstein files for another 24 hours.
On the other, everything also seems like a desperate, last ditch attempt to make us forget the Epstein files for another 24 hours.
September 4, 2025 at 11:33 PM
On the one hand, everything seems like part of a cataclysmic slide into authoritarianism.
On the other, everything also seems like a desperate, last ditch attempt to make us forget the Epstein files for another 24 hours.
On the other, everything also seems like a desperate, last ditch attempt to make us forget the Epstein files for another 24 hours.
Reposted
I think the fact that SCOTUS doesn’t think we’re in a constitutional crisis is a big part of the constitutional crisis.
Justice Amy Coney Barrett tonight: "I don't think that we are currently in a constitutional crisis."
www.nbcnews.com/politics/sup...
www.nbcnews.com/politics/sup...
Justice Amy Coney Barrett says country is not in a 'constitutional crisis'
Speaking to Free Press founder Bari Weiss to promote her new book, the conservative justice said the American people should trust the Supreme Court.
www.nbcnews.com
September 5, 2025 at 10:52 AM
I think the fact that SCOTUS doesn’t think we’re in a constitutional crisis is a big part of the constitutional crisis.