Joe Weisenthal
@TheStalwart
One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.
7.1K Following 446.1K Followers
IT'S TIME TO START TALKING ABOUT MMT AGAIN
In the newsletter, I wrote about how in our time of persistently high inflation, a high cost of living, and ongoing strain on industrial capacity, MMT wisdom (once again!) shines a light towards a policy path that may be helpful.
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We’ll never stamp it out entirely. But I do think us members in good standing of the Professional Posters Union can establish a norm against these kinds of tweets.
I love all the AI people who are like “Nobody’s prepared for what’s coming.” It’s like, maybe just speak for yourself?
I swear there’s a whole subgenre now of math and Econ bois talking tough about the future and how nobody else is tough and smart enough to talk about the coming times. My brother it’s the only thing anyone talks about anymore. Go flex in a mirror or something.
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it's all so tiresome and disappointing
Imagine being the CEO of Palo Alto Networks -- $270B market cap -- putting out thought leadership on AI applied to cybersecurity, your specific area of expertise, the thing that you know better than anyone, where your perspective is most differentiated, where people really pay attention to what you have to say, it's the thing that you should absolutely insist to write yourself because AI will not get the details as precisely right as you will...
...and then it's all AI slop. Not even written by an internal marketing guy. But just straight-up AI generated. Lazy, lazy, lazy. Unbelievably undignified.
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I’ve never seen this before. In one inning, the Cyclones pitcher has been hit by three line drives. To his foot, arm, and chest. Kept pitching after each one.
Seinfeld Night @ Maimonides Park
@TheStalwart Yes, that's in break-out room 3
I’m curious about the redemption terms for SALP LPs and the degree to which they’re aligned with a fund that’s now so heavily allocated to illiquid private equity.
ok I’m pretty tired of the rw slop accounts larping as macro commentators.
What a turn of events. With so much anxiety among corporate AI users over their data being collected and stored, we’re about to see a premium on European, GDPR-compliant clouds.
They may not care about the Treasury market. But the Treasury market cares about them.
Walked by a bunch of restaurants and bars tonight that were slammed w/ppl
They were smiling, drinking, eating, spending money on $19 cocktails
Do they not realize the 30 year treasury yield is now 5.3%???
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leopold’s basilisk i’m crying
@TheStalwart Children who are not reared on Odd Lots will be seriously disadvantaged
Bipartisan tax revolt arguably the most important state and local policy story no one is following systematically
@TheStalwart Most policymakers didn't understand the basics of cloud computing when they wrote the rules: remote access, servers are for rent, physical location (mostly) irrelevant ;)
OpenAI doing influencer brand trips
Words cannot express how much I hate this. What’s the point of “democratic socialism” if your endorsees take positions like this?
The Austin apartment market is heating up very rapidly:
Remember. Rising rates means policy is getting looser.
