Postsapien @Postsapien1

Interested in markets, philosophy, science, and anything really Joined March 2020

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Home Loan Bill @HomeLoanBill

2 weeks ago

@JonhernandezIA This already exists… NotebookLM by Google

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With news that Nvidia invested $5B into Intel, here’s a throwback to Charlie Rose asking Jensen Huang about Intel in 2009. Intel and Nvidia weren’t directly competing but Jensen said GPU vs. CPU was a “battle for the soul” of computing and GPUs would be “more relevant” in time.

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Mark Zandi @Markzandi

2 weeks ago

We’ve just updated our spending by income group data for the second quarter of 2025, based on the Federal Reserve’s Financial Accounts and Survey of Consumer Finance. Looking at the data, it’s not a mystery why most Americans feel like the economy isn’t working for them. For…

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Amanda Goodall @thejobchick

2 weeks ago

WTF is happening in Germany?! Germany announced 125,000 industrial job cuts in 6 weeks. Putting that into perspective... If the U.S. got hit at the same rate, that’s like ~300,000 factory jobs or ~500,000 total jobs gone in a month and a half. Picture every factory worker in…

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Sujeet Indap @sindap

2 weeks ago

Apollo said for years that its limiting factor was good private credit deals, not annuities volume. That now has flipped and @leee_harris uncovers the arbitrage of Apollo’s latest magic trick: on.ft.com/46CguXE

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William Huo @wmhuo168

2 months ago

On July 19, 2025, China killed the silicon wafer. And with it, ASML’s monopoly, TSMC’s moat, and every American chip sanction. You just didn’t hear the explosion. Time to break it down. (1/21) nature.com/articles/s4169…

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Ben Hunt @EpsilonTheory

3 months ago

Leon Black Jes Staley Glenn Dubin Les Wexner Bill Gates Prince Andrew Ehud Barak Larry Summers all met with Epstein ‘socially’ dozens of times after his conviction for soliciting prostitution from a minor, and engaged in financial transactions with Epstein.

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Ben Hunt @EpsilonTheory

3 months ago

All of financial ‘innovation’ - all of it! - is designed either to securitize something or apply leverage to something. Stablecoin ‘innovation’ securitizes the ~2T in $100 bills in circulation, mostly outside US, and creates a politically palatable CBDC by wrapping it in various…

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Shrooms Biryani @whyarewehe43567

5 months ago

China’s grip on Tibet controls Indus and Sutlej headwaters. Dams like Senge Tsangpo can cut flows or flood downstream India & Pakistan. No treaty binds China, making it a wildcard in the IWT saga. #IndusWaterTreaty #China #PahalgamTerroristAttack

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Stack Hodler @stackhodler

6 months ago

You better hope this is China dumping treasuries. At least they have a finite supply. What you don't want is the market realizing that a recession will worsen deficits and the only way the US can service debts is via severely debased Monopoly money.

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CN Wire @Sino_Market

6 months ago

🇨🇳CHINA CENTRAL BANK PBOC ASKS MAJOR STATE-OWNED BANKS TO REDUCE US DOLLAR PURCHASES, AND TO WITHHOLD DOLLAR PURCHASE FOR PROPRIETARY ACCOUNTS. PBOC ASKS STATE BANKS TO STRENGTHEN CHECKS EXECUTING ORDERS FOR CLIENTS. PBOC WILL NOT RESORT TO IMMEDIATE SHARP YUAN DEPRECIATION TO…

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Izabella Kaminska @izakaminska

6 months ago

1/ Amid the endless and breathless commentary today, worth remembering this is a giant game of high stakes Liar’s Poker. It’s also an exercise in mutual assured economic destruction. MAED. This means it’s not about markets or valuations, it’s almost exclusively about game…

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Nouriel Roubini @Nouriel

6 months ago

@BillAckman : this is a real below the belt cheap shot against @howardlutnick . You got the motivations for Lutnick’s views totally wrong. You just accused him of self interest - profiting from low bond yields - when what drives Howard - as well as Trump, Navarro, Greer, Miller,…

Bill Ackman @BillAckman

6 months ago

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Izabella Kaminska @izakaminska

7 months ago

So much for the theory that Trump was pandering to the billionaires. My theory was always that the big tech alliance was more akin to Putin’s deal with his oligarchs. “You’ve rinsed the system for about all it can take, time to give back to mainstreet or else be regulated to…

Bloomberg @business

7 months ago

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Steve Yegge @Steve_Yegge

7 months ago

I've been using Claude Code for a couple of days, and it has been absolutely ruthless in chewing through legacy bugs in my gnarly old code base. It's like a wood chipper fueled by dollars. It can power through shockingly impressive tasks, using nothing but chat. You don't even…

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Dario Perkins @darioperkins

8 months ago

As I said, you can be bullish about the stock market. But you cant be bullish on the basis of Fed rate cuts. That story is soooo 2024. Now they are waiting for something to go wrong...

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Brad Setser @Brad_Setser

8 months ago

Wild that Ireland is Indiana's biggest source of imports -- but it confirms that Eli Lily is playing a big transfer pricing game, and helps explain why US pharma impacts from Ireland soared in 24 ...

tom keene @tomkeene

8 months ago

Wild that Ireland is Indiana's biggest source of imports -- but it confirms that Eli Lily is playing a big transfer pricing game, and helps explain why US pharma impacts from Ireland soared in 24 ...

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Aswath Damodaran @AswathDamodaran

8 months ago

In my valuation writing/teaching, I argue that a good valuation is a bridge between story and numbers, and how stories can change overnight. DeepSeek's entry into the AI business has changed the AI story, but is it a break, a change or a shift? aswathdamodaran.blogspot.com/2025/01/deepse…