@nateingram.bsky.social
Just chiming in mostly on econ and finance
Reposted
The level of @publicenterprise.bsky.social intellectual victory here is wildly underappreciated
His point in the screencap is especially relevant nearly two years after the post was written. YIMBY arguments on constraints have become conventional wisdom in policy circles. It would be great for discussion of hurdle rates and payback periods to be more prevalent
December 29, 2025 at 1:54 AM
The level of @publicenterprise.bsky.social intellectual victory here is wildly underappreciated
Great post from @arpitrage.bsky.social I just came across.
December 29, 2025 at 1:43 AM
Great post from @arpitrage.bsky.social I just came across.
@bryancurtis.bsky.social *nodding*
I love you FT Editor who signed off on the this chart header 🤌
November 27, 2025 at 3:22 AM
@bryancurtis.bsky.social *nodding*
Reposted
Me watching $JEF tick lower and vols tick higher:
October 16, 2025 at 2:28 PM
Me watching $JEF tick lower and vols tick higher:
🌎👩🚀🔫👩🚀
$AAPL - CHINA COMMERCE MINISTER: WELCOMES APPLE TO DEEPEN COOPERATION WITH CHINA
October 16, 2025 at 3:24 PM
🌎👩🚀🔫👩🚀
Just listened to @gelliottmorris.com and @statenavigate.org discussing the state of VA politics on Strength in Numbers. Amazing the kind of high quality analysis we have of state elections now
October 11, 2025 at 7:53 PM
Just listened to @gelliottmorris.com and @statenavigate.org discussing the state of VA politics on Strength in Numbers. Amazing the kind of high quality analysis we have of state elections now
From Apollo this AM. Concerning uptrend here. At a time when the labor market is also 🚮🚮🚮 it’s going to be very challenging for the Fed to balance inflation and labor market strength
October 6, 2025 at 6:12 PM
From Apollo this AM. Concerning uptrend here. At a time when the labor market is also 🚮🚮🚮 it’s going to be very challenging for the Fed to balance inflation and labor market strength
Reposted
Mortgage Affordability
open.substack.com/pub/kevinerd...
open.substack.com/pub/kevinerd...
October 2, 2025 at 4:40 PM
Mortgage Affordability
open.substack.com/pub/kevinerd...
open.substack.com/pub/kevinerd...
Reposted
Newer apartments are SIX TIMES safer from fire deaths than older housing, and FOUR TIMES safer from fire than even new detached houses.
www.pew.org/en/research-...
www.pew.org/en/research-...
Modern Multifamily Buildings Provide the Most Fire Protection
A large body of research has demonstrated that apartment buildings and other types of multifamily housing can provide many benefits to a community, especially when built in high-demand areas where hou...
www.pew.org
September 30, 2025 at 7:53 PM
Newer apartments are SIX TIMES safer from fire deaths than older housing, and FOUR TIMES safer from fire than even new detached houses.
www.pew.org/en/research-...
www.pew.org/en/research-...
Reposted
Well would you look at that, looks like charges against Governor Cook were based on incomplete and misleading information...
www.reuters.com/world/us/fed...
www.reuters.com/world/us/fed...
Exclusive: Fed Governor Cook declared her Atlanta property as “vacation home,” documents show
A loan estimate for an Atlanta home purchased by Lisa Cook, the Federal Reserve governor accused of mortgage fraud by the Trump administration, shows that Cook had declared the property as a “vacation home,” according to a document reviewed by Reuters.
www.reuters.com
September 12, 2025 at 9:35 PM
Well would you look at that, looks like charges against Governor Cook were based on incomplete and misleading information...
www.reuters.com/world/us/fed...
www.reuters.com/world/us/fed...
Reposted
My monthly thx you for recognizing the hard work of Team Metro delivering the service that fuels our national leading growth! I’ll set an alarm for next month!
Another month of US transit agency data is just in, and DC's WMATA remains the fastest-growing major US transit agency, with ridership up 14% compared to last year
SEPTA (Philly) and King County Metro (Seattle) have performed well, while LA Metro & NJTransit have lost riders🧵
SEPTA (Philly) and King County Metro (Seattle) have performed well, while LA Metro & NJTransit have lost riders🧵
September 8, 2025 at 12:28 AM
My monthly thx you for recognizing the hard work of Team Metro delivering the service that fuels our national leading growth! I’ll set an alarm for next month!
Reposted
Prime-age employment-population is falling, the % of consumers who say jobs are hard to get is rising — turning points in these tend to be pretty infrequent and I’m not willing to make a call like that without a strong reason/policy shift:
August 31, 2025 at 11:43 AM
Prime-age employment-population is falling, the % of consumers who say jobs are hard to get is rising — turning points in these tend to be pretty infrequent and I’m not willing to make a call like that without a strong reason/policy shift:
Lotta chatter in my “Media Consumers” group text about the Jimmy Pitaro interview. Well done @bryancurtis.bsky.social
August 12, 2025 at 5:35 PM
Lotta chatter in my “Media Consumers” group text about the Jimmy Pitaro interview. Well done @bryancurtis.bsky.social
Will be very curious about how this affects YouTube TV’s offerings
ESPN Chairman Jimmy Pitaro on how ESPN's new agreement with the NFL will power ESPN's digital future
Details: bit.ly/3JjW5gF | @espn.com
Details: bit.ly/3JjW5gF | @espn.com
August 6, 2025 at 12:50 AM
Will be very curious about how this affects YouTube TV’s offerings
Pulte in a Barron’s interview: “I think it’s likely that the companies (Fannie and Freddie) will stay in conservatorship”
🤡🤡🤡
🤡🤡🤡
July 25, 2025 at 3:16 PM
Pulte in a Barron’s interview: “I think it’s likely that the companies (Fannie and Freddie) will stay in conservatorship”
🤡🤡🤡
🤡🤡🤡
Reposted
DC Metro has gotten so good lately a friend’s uber was late so they cancelled and rushed for the train instead of the other way around
July 24, 2025 at 9:55 PM
DC Metro has gotten so good lately a friend’s uber was late so they cancelled and rushed for the train instead of the other way around
Reposted
“So, here, in your ‘reasons I’m bullish’ you note that global crude production declines at 5.5% a year…
…and then this chart proceeds to assume upstream investment drops to literal zero and we lose >5 MMbpd in supply every year through end-decade, yielding 20+ MMbpd deficits?”
…and then this chart proceeds to assume upstream investment drops to literal zero and we lose >5 MMbpd in supply every year through end-decade, yielding 20+ MMbpd deficits?”
July 24, 2025 at 9:58 PM
“So, here, in your ‘reasons I’m bullish’ you note that global crude production declines at 5.5% a year…
…and then this chart proceeds to assume upstream investment drops to literal zero and we lose >5 MMbpd in supply every year through end-decade, yielding 20+ MMbpd deficits?”
…and then this chart proceeds to assume upstream investment drops to literal zero and we lose >5 MMbpd in supply every year through end-decade, yielding 20+ MMbpd deficits?”
In cities that actually are building a lot of units you’ll often hear NIMBYs pointing to nominal prices/rents continuing to rise, while not appreciating that blunting the pace of nominal price/rent increases is evidence that YIMBY works
YIMBY (or just cutting it out with more NIMBY) is going to give us this. Home prices, in total, aren't going to decline and homes are going to become more affordable, and it will take a generation.
This is both the best we can do and the least we should do.
1/
This is both the best we can do and the least we should do.
1/
July 20, 2025 at 8:05 PM
In cities that actually are building a lot of units you’ll often hear NIMBYs pointing to nominal prices/rents continuing to rise, while not appreciating that blunting the pace of nominal price/rent increases is evidence that YIMBY works
Reposted
The American Time Use Survey came out recently, giving the most detailed look at how the country spends its days, so here's a quick thread
1st, the share of Americans reading for personal interest on an average day has fallen to the lowest level on record, down 10% from 2003🧵
1st, the share of Americans reading for personal interest on an average day has fallen to the lowest level on record, down 10% from 2003🧵
July 17, 2025 at 9:32 PM
The American Time Use Survey came out recently, giving the most detailed look at how the country spends its days, so here's a quick thread
1st, the share of Americans reading for personal interest on an average day has fallen to the lowest level on record, down 10% from 2003🧵
1st, the share of Americans reading for personal interest on an average day has fallen to the lowest level on record, down 10% from 2003🧵
While I’m thinking about housing, probably not a good sign for the likelihood of a Fannie / Freddie exit from conservatorship with the stroke of Trump’s pen that Pulte is tweeting about Powell instead of working on that framework
July 15, 2025 at 1:15 AM
While I’m thinking about housing, probably not a good sign for the likelihood of a Fannie / Freddie exit from conservatorship with the stroke of Trump’s pen that Pulte is tweeting about Powell instead of working on that framework
Reposted
All I see here is top notch ball security, elite contact balance, a willingness to grind out tough yards btwn the tackles, and surprising burst after he finds daylight
A member of Taiwan's parliament stole a bill and ran off with it to prevent it from being passed
June 28, 2025 at 3:42 PM
All I see here is top notch ball security, elite contact balance, a willingness to grind out tough yards btwn the tackles, and surprising burst after he finds daylight
RE: why people are so upset about sports streaming. I think it’s due to “streaming all the games” being a technical problem that is solved. Previously the constraints to watching all of my teams’ games felt mechanical and real, it was simply not possible to watch every game @thepressbox.bsky.social
Tucker Carlson Vs. Ted Cruz, the Finals Goes 7, and the Media A-Team
Podcast Episode · The Press Box · 06/20/2025 · 1h 29m
podcasts.apple.com
June 23, 2025 at 5:32 PM
RE: why people are so upset about sports streaming. I think it’s due to “streaming all the games” being a technical problem that is solved. Previously the constraints to watching all of my teams’ games felt mechanical and real, it was simply not possible to watch every game @thepressbox.bsky.social
Reposted
"tariffs are a contractionary tax hike" seems vindicated by the jobs and inflation data so far
June 12, 2025 at 12:57 PM
"tariffs are a contractionary tax hike" seems vindicated by the jobs and inflation data so far
Reposted
HERA didn’t give FHFA the legal authority to end conservatorship by any means other than unwinding the firms and liquidating the assets. Here’s Trump’s first term FHFA on the matter when they were working on exit plans back then
May 28, 2025 at 3:46 AM
HERA didn’t give FHFA the legal authority to end conservatorship by any means other than unwinding the firms and liquidating the assets. Here’s Trump’s first term FHFA on the matter when they were working on exit plans back then
Reposted
Releasing the GSEs requires an act of Congress, there’s a reason conservatorship has lasted this long
May 28, 2025 at 3:30 AM
Releasing the GSEs requires an act of Congress, there’s a reason conservatorship has lasted this long