By watching Star Trek Starfleet Academy’s latest. Me and fellow academic friends, we sure as h€ll all want that school and its tech. Also, who gives a flicking flack about frostie balls and nerdy scrotum, whatever that is
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For me too, thank you for adding colour to our in-house blackish data screens🥇
Kudos cuddles time
Fashionista Italians unite 💚🤍❤️ Sooo mean 😭😭😭 unless I’m in Roma or Milano, I don’t care what I wear. When I’m there, I am being judged
By Friday, that’s too long away. Around dinner time same day, probably, if not sooner. However, watching your acquaintance finance-journalist Sarah Eisen, a smart millennial struggling to get something that doesn’t sound remotely fatuous a claim out of that loudmouth boomer Lutnick was no snoozer
What a load of old b’ll’cks, is he really that numpty or does he really think that we are ? O dii immortales, non intellegunt homines quid vectigal magnam sit parsimonia
I’m slightly young for this 🤦🏻♂️🤷🏻♂️
They misspelled New Reich
Follies-Fears-FAFOs: our 3-Fs Thesis for this year. Too many Fs if you ask me. As for the BS narratives, they’re all conditional to the 3 Fs. I proposed to the quants to introduce the 3FS2M strategy, they remain all sceptical
If Stephen Miller's interview with CNN last night doesn't terrify you, you're not paying attention. It's not only what they are doing in Venezuela. It's what is coming next.
I’m afraid, California will be coming with us to the EU 🇪🇺 on national security purposes, and because it’s too d@mn fine
There are no shortcuts to affordability. stayathomemacro.substack.com/p/there-are-... My new piece argues that the challenge for policymakers now is to support stable, sustainable growth. No quick fixes or gimmicks. We need “some years” of good policy.
1/10
President Macron says "We must acknowledge that these imbalances are both the result of weak EU productivity and China’s policy of export-driven growth."
The first part of that statement is technically not true.
www.ft.com/content/c8fd...
The Bank of Emos? They like people to be sad, what can do 🤷🏻♂️
"Confidence, optimism, and long-term thinking all require mental spaciousness. If the information environment becomes chaotic, the emotional environment will be too." @kyla.bsky.social substack.com/home/post/p-...
Trump called the Fed Chair a "dead head" in the Oval Office today.
Finally got something right about Powell. American Beauty is his favorite Dead album.
“Deadhead Fed hair”.
Maybe time to limit his public events.
When has the Fed ever specified a "six month plan?"
It’s an interesting point, especially to us Europeans. Personally, I haven’t heard him not even once saying anything remotely objective on the Biden administration, let alone the unacademic nonsense on the Trump tariff regimes. I’m going to delight a lot reading your commentary for the years to come
Podcastum locomotum : as in podcast time at gym 🙌🏻🙌🏻
Finance is on Bluesky
⚠️@BLS_gov just released new release dates:
▶️Employment report for October (only payrolls) & November will be released on December 16 -- after next #Fed/#FOMC meeting (Dec 9-10)
▶️No household survey data for October
#Xi just announced he is going to miss one more #G20 meeting (same as Trump and Putin). The world is increasingly bi-polar (#G2) with #Russia hiding behind #China (and the #US). Crazy world
This PDC is excellent 👌🏻 I kinda agree-ish either with Freya’s stance on the QT, it’s endogenous to structural shocks, though, therefore emphasis on the -ish 🤩🙌🏻 looking forward to your next insights
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PODCAST TIME.
1. Is Michael Burry right?
2. Will Trump's rebates cause inflation?
3. How should the Fed respond to tech-driven productivity (the Greenspan dilemma)?
Best bit- my rap soundtrack at the end.
Apple: podcasts.apple.com/us/podcast/t...
Spotify: open.spotify.com/episode/5eZi...
Belém! Excited to build on California's extraordinary climate leadership at #COP30.
🔻Job finding expectations has plunged in recent months -- mean perceived probability of finding a job if one’s current job was lost.
❗️Now at lowest since pandemic and 2014 before that.
