product, macroeconomics, data, maps, and other stuff. expect typos.
New York
Joined March 2007
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Good thread and article. The secrecy aspect of the story makes me wonder about the future challenges in understanding the risk of economics and their debt.
Interesting FT story, drawing on the amazing AidData numbers.
But I suspect it misses something important -- namely, China seems to be having second thoughts about its "emergency lending."
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ft.com/content/f27a543b-7678…
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Looking forward to this.
🚨BIG PERSONAL NEWS🚨
In the last year I've published 78 articles, created 438 charts, and written thousands of words to explain our complicated modern economy.
Today I'm excited to announce that I'm taking the leap—and writing my newsletter full-time!🧵
apricitas.io/p/taking-the-le…
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Ray Cha retweeted
BREAKING: White House issues new policy that will require, by 2026, all federally-funded research results to be freely available to public without delay, ending longstanding ability of journals to paywall results for up to 1 year. Coverage coming on @ScienceInsider.
Great infrastructure thread
🧵Dems are about to give $80b to IRS. Mostly for enforcement, as you've prob heard—but some of the $$ will also go toward upgrading the agency's IT. Which is desperately needed.
How can you tell? Let me take you on a tour, starting with the IRS cafeteria washingtonpost.com/opinions/…
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Great interview from this gem of a podcast. I appreciate basic questions ti clarify terms that get loosely thrown about.
I'm joined by @crossbordercap to discuss the drivers of global liquidity and why they have become, in the words of Michael Howell, “the new weapons in the escalating Capital Wars between the U.S., Europe, and China.”
bit.ly/HF_265
Excellent overview of capital flows, interesting for varying prior knowledge.
During latest @hiddenforces @kofinas podcast we mentioned the close tracking of monetary inflation hedges (#gold & #crypto) and Global #liquidity. Several listeners have demanded the evidence... When the #Fed eventually eases it will again be the time for #BTC and #ETH
V. nice and honest reflection of a personal finance writers life by @ClementsMoney h/t @awealthofcs humbledollar.com/2022/07/now…
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Fun episode. I think transfers could be direct gov payments? Also AMD is popular among the wsb crowd. cc:@awealthofcs
Animal Spirits: Invest in What You Know
teapawt.net/johnauthers/status/155…
On today's show we discuss:
- Signs of capitulation
- Facebook not making investors money in a bull market
- EPS expectations falling off a cliff, and much more
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the government would pay for the buyback using special drawing rights from the IMF, along with a $200mn loan from the Central American Bank for Economic Integration. #sovereigndebt ft.com/content/23d39cec-188e…
Ray Cha retweeted
"The sad truth is that “investor sentiment” moves against poorer economies regardless of the real economic conditions in specific countries."
@Jayati1609 is calling for urgent action to tackle the coming debt crisis
theguardian.com/world/commen…
Ray Cha retweeted
Today is the ten year anniversary of my favorite moment in monetary policy!
Whatever it takes!
Epic, yes, but what follows is equally badass, if not more: "and believe me, it will be enough".
Mario Draghi! What a gangster! 🖖😎🔥🚀
youtu.be/tB2CM2ngpQg
On the Fed's data challenge
"As you get more and more pieces of data...you say does that fit with my story? if you get enough pieces of information that don’t fit, then you rewrite the story"@Claudia_Sahm "All data is fragile in its own special way"@IrvingSwisher ht @nick_bunker
Spin, definitions, and real-time data aside: The best answer in the recession debate is that we could be in a recession, but no one knows for sure. Anyone who declares either way is just guessing.
politico.com/news/2022/07/25…
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Nice concise and easy to read overview of the ECB's new TPI program.
The European Central Bank announced a new policy instrument this week—and it has the potential to save the continent.
To understand why, I need to talk about Hamilton.🧵
apricitas.substack.com/p/the…
Ray Cha retweeted
How a book written in 1910 could teach you calculus better than several books of today
[Calculus Made Easy, by Silvanus P. Thompson, 1910 - full text pdf: bit.ly/2pThkf1 or with the table of contents: calculusmadeeasy.org]
Great episode, with underreported / ignored details on BlockFi's FTX $400M credit facility
Animal Spirits: What’s Going On at BlockFi?
theirrelevantinvestor.com/20…
On todays show we talk with Zac Prince about:
- How much money they lost from Three Arrows Capital
- How many customers left
- The details of the FTX deal, and much more
Lots of good stuff in the ft today, including this on soverign debt ft.com/content/c4d17d8e-66f6…
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