bsky.app/profile/mgmo...
08.03.2026 02:50
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bsky.app/profile/mgmo...
bsky.app/profile/that... There are some(I know even) who can be reasoned with.
@sanders.senate.gov presented ideas to live @foxnews-mun-1.bsky.social Audience👥,almost all of which🙋♂️🙋🏻♀️🙋🏼♀️🙋🏼♂️🙋🏽♀️to agree💯👍🏽 on his"Medicare for all"plan(much to the surprise of the Fox hosts interviewing him)!
bsky.app/profile/warr... 👍🏽 @warren.senate.gov .
Noem was just fired,where is @democrats.org leader @schumer.senate.gov 🔛This⁉️‼️As bad as he was(in policy for🇺🇲)at least Leader McConnell knew how to fight! Schumer tried to undermine success of brilliant @zohrankmamdani.bsky.social ,yet does nothing?!⁉️
What a week for the global economy and markets!
Here are the links to my weekly analysis unpacking what just happened and what’s on tap:
www.linkedin.com/pulse/weekly...
mohamedelerian.substack.com/p/the-weekly...
#economy #markets #MiddleEastConflict #MiddleEastWar2026
🇺🇲AI boom is squeezing the rest of the economy
www.economist.com/finance-and-... by
@economist.com ➡️size of AI Investment relative to GDP➡️AI🫴🏽GDP〰️,&🔜AI earnings disappointment🔀decisive GDP&Financial🏦debt problem! Massive🏘️investment(&🏦loans)🫴🏽🏘️bubble⤴️;&🔜loan payment🆚income problem🫸🏽2008"Financial Crisis"
bsky.app/profile/eler... OpenAI,a"private firm",doesn't have readily available"Financial Statements";but NVDIA Financials (finance.yahoo.com/quote/NVDA/f...) 👉🏽(Geometric)mean over 6 quarters:"Total Asset"📈13.07%(🔛"Balance Sheet")🆚"Gross Profit"📈12.72%!🔜"Balance Sheet"Asset"Depreciation"⤴️⬆️🫳🏽"Income"📉‼️
www.economist.com/finance-and-...
@economist.com Investors🤔💭🔜🖥️AI use in🏭⤴️,but🏭adoption of🖥️AI is stagnating!Upper Management👍🏽AI(87% of executives using AI);but just 57% of managers&27% of employees use AI! 45%🏭📝AI🖥️returns below expectations(AI🖥️Only exceed expectations in 10%🏭)!AI🖥️haven't🫴🏽🏭profits📈.
bsky.app/profile/eler... 🤔💭excessive investment into🖥️AI assets(AI🖥️rushed"to market production"avoiding SDLC to eliminate"illusion"from"black🎁box")➡️"irrational exuberance"about🖥️AI impact🔛"productivity"📈(📝👆🏽) @elerianm.bsky.social !🔜huge"Depreciation"⤴️🔀🫳🏽"earnings"📉!👈🏽➡️"Cash Flow from Operations"↪️〰️.
A filmmaker followed me during my last year in Congress while I served on the Jan 6 Committee.
The result was the documentary “The Last Republican.”
It’s now free on YouTube.
Watch here:
www.youtube.com/watch?v=HmL_...
Multiple equilibria?
Inflation Premium; dependence on foreign 🛢️?
Inflation fears affect on Labor Supply in accordance to Milton Friedman's "cost push inflation" theory?
Watercolour drawing of Green Street, Cambridge with the figure of a young woman in a green dress striding along and a few lightly-sketched bicycles.
I have produced quite a few paintings and drawings of Green Street in Cambridge over the years. Here's a watercolour and ink sketch showing the western end as it goes into Trinity Street. Not sure if I still have this one.
#Cambridge #watercolour #streetscene
Ukraine offers to help defend the West from Iranian drones.
Russia helps Iran track American forces.
And the White House eases sanctions on Russian oil.
Explain that to the families of U.S. troops. My latest:
open.substack.com/pub/adamkinz...
bsky.app/profile/eler... Point taken🔛nonlinearity;as👇🏽📝🔛impacts of cost change in a"supply chain"shows!However,energy consumption⤴️from💻🖥️AI investment in"tangible Assets"(mostly in🇺🇲)should skew the(dynamic)"path"sharply⏏️⤴️in"direction"& "magnitude"(including"magnitude"trajectory at each point)!
bsky.app/profile/eler... 🤔💭 forecasts calling for🌍🌎🌏wide recession,&inflation is correct @elerianm.bsky.social @bobeunlimited.bsky.social @barchart.com .It's🌏🌎🌍Supply of🛢️ that matters(after considering🚢…transactions costs)that matter to🇺🇲🛢️prices;🔚🤔💭🔛"perfect market hypothesis"fo"commodities(&futures)
bsky.app/profile/eler... I believe(oil shock of)the 1970s would be🔑to unlock🔓🔐a forecast🔛current situation;however with the"magnitude"greatly exasperated by negative impact of tariff,which1️⃣full impact of prior tariff still working its way through the"flux"in individual markets,&2️⃣🆕round of tariffs
Pyramidion of the royal scribe Ramose (Deir el-Medina, New Kingdom, 19th Dynasty, reign of Ramesses II (1275-1240 BCE)) Museo Egizio, Turin, Italy
Pyramidion of the royal scribe Ramose (Deir el-Medina, New Kingdom, 19th Dynasty, reign of Ramesses II (1275-1240 BCE))
Museo Egizio, Turin, Italy
Johan Siggesson’s Striking Portraits of ‘Big Tuskers’ in #Kenya #photography #elephants
Link for more of Johan's #elephant photos and information: www.thisiscolossal.com/2026/03/joha...
bsky.app/profile/cnn....
Absolutely agree
bsky.app/profile/ms.n... 📝by @ms.now a👇🏽gave you a WINNING political banner leader @schumer.senate.gov ,take it(!‼️)‼️You've not done enough to🚫the Fascists;time to take it to them in the political fight since you've been talking about"elections"! 👇🏽🗣️ @democrats.org policy is to🚫"forever wars"like in🇮🇷‼️
bsky.app/profile/eler... 6 quater Geometric Average NVDIA Financial Statements👈🏽👀 @elerianm.bsky.social : Investment🔛🆕Assets"Capitalized"🔛"Balance Sheet"📈13.07% as"Gross Profit"📈12.72%!👈🏽➡️🔜"Depreciation"⤴️high🔛huge💲Assets(now)🔛"Balance Sheet"🫳🏽"earnings"📉!🤔💭🔛Technical issues of AI💻implementation in🏭(📝☝🏽)
bsky.app/profile/eler... Wage growth〽️(greatest impact🔛low wage workers)as Inflation"trending"↗️;we've an inversion of the"Marginal Propensity to Consume". 👩🏽🍳👩🏽🌾👷🏽♀️Deportation likely🫳🏽unemployment↪️;as GDP growth≈1.6%!"Diffusion"of Tariff impact slow as it moves through a"flux"in each Markets➡️👇🏽will continue.
bsky.app/profile/eler... Wage growth〽️impacting lower wages more than higher wage workers as Inflation"trending"↗️,we've an inversion of the"Marginal Propensity to Consume". 👩🏽🍳👩🏽🌾👷🏽♀️Deportation likely🫳🏽unemployment↪️;as GDP growth likely≈1.6%! Lags in the"Diffusion"of Tariff impacts&🆕Tariffs➡️👇🏽will continue.
Facing internal and external headwinds, China has dialed back its 2026 growth target to 4.5–5.0%.
While this marks the lowest since 1991, it may still prove ambitious unless Beijing aggressively ramps up domestic economic reforms.
#economy #china #growth
Definitely 🇮🇱
As @sanders.senate.gov rightly said, Netanyahu is nothing but a bigot;as bad if not worse toward Palestinians as"Jim Crow"KKK were toward🇺🇲Blacks💁🏿♀️,👶🏿
"This department has trampled on the fourth amendment," Sen. Dick Durbin (D-IL) says in DHS Sec. Noem's testimony before Senate Judiciary Committee.
WATCH LIVE: www.youtube.com/watch?v=ApKR...
