Lead Independent Director of Finance Twitter. Portfolio Mangler. Take each tweet w/ a grain of sea salt. Not opinions of Bridgewater LLC.
- Tweets 149,392
- Following 593
- Followers 62,730
- Likes 82,791
DONALD TRUMP AGREED TO PAY MELANIA TRUMP TIME-AND-A-HALF FOR PARTICIPATING IN PRESIDENT XI STATE VISIT EVENTS. FORMER CONTRACTORS SAY SHE WILL NEVER SEE A DIME.
11
1,265
This is a seventh grade-level analysis, IMO. Yet I see many on this platform buying what this guy is selling. The Fed can slow down aggregate demand across most sectors by making credit more expensive. While painful, its effect on inflation is down, not up. Smh.
The presumption that the Fed raising short-term rates reduces inflation is predicated on the belief that higher rates reduce demand and investment.
But what if higher rates don’t reduce demand and investment because the demand for intelligence and energy is unaffected by higher rates because winning the race for super intelligence has a near infinite ROI and the demand for compute will remain incalculable.
Why won’t higher rates at this unique moment in history therefore lead to more inflation as interest costs are embedded in everything?
And the problem is compounded as the more the Fed raises rates, the more inflation we will have and the more the Fed will need to raise rates further and so on.
But what if the old models don’t apply to the current paradigm and the Fed is wrong?
I think the Fed might have just made a mistake. Am I right or am I wrong?
1
1
4
2,215
This is amazing. Need to make these into an accessible Democrat ad.
Genuine question: is there a single labor market metric where native-born workers are better off than they were in 2024?
New post: I took a long dive to see if there's been any upside of deportations for native born workers and couldn't find anything; like literally nothing. 1/2
2
4
2,925
Remember when Scott Bessent said interest rates had peaked the day Kevin Warsh was sworn in?
That was funny.
US 30-year fixed mortgage rates have risen to 7.12% according to Mortgage Bankers Association data.
This is the highest since May 2024. weighing on a housing market already suppressed by elevated prices and sluggish sales.
2
31
2,939
Do any of you think Trump is correct in banning CNN, MS NOW, and Politico from the White House press pool. If so, why?
7
4
5,058
I'm told Citibank has been having a systemwide branch outage in their teller system. Anyone else hearing this?
4
7
2,730
A BRIDGE TOO FAR.
Here we go: Chris Christie says he's thinking about running for President in 2028.
newjerseyglobe.com/president…
1
16
3,146
Ivan the K™ retweeted
There was once a rabbi who loved golf so much that he played every Wednesday, even if it fell on the holiest day of the year, Yom Kippur. 1/6
1
3
18
9,313
“Besides that, Melania, how is the second term going?”
Things aren’t going very well for Trump on the economic and military fronts (via @opinion) bloomberg.com/opinion/newsle…
2
8
3,611
“They’re begging for a deal.”
BREAKING: Iran's security chief Mohsen Rezaei tells Al Jazeera Iran's conditions for ending war are halting attacks on all fronts, the release of frozen assets and the end of the naval blockade
🔴 LIVE updates: aje.news/52lgdn?update=49656…
9
4
43
20,872
Why not target leaders? Who do they think sets the cultural tone?
SCOOP: Fed officials knew-or should have known-up to a year in advance that Silicon Valley Bank was vulnerable to a massive run, but were paralyzed by a "miasma of committees," according to people familiar with a new draft report commissioned by Fed governor Michelle Bowman.
Rather than targeting individual leaders, the review points to a long-standing culture of inaction.
3
10
3,799
Lotsa good news and bad news here.
NEW: An AI-assisted intel report sent the military scrambling to intercept a Chinese ship in the Middle East it believed was transporting components of a nuclear weapons program.
It turned out to be a hallucination. And it "almost started a war." cnn.com/2026/09/18/politics/…
1
5
3,563