thoughtstheseus

13 ms·

91.
by thoughtstheseus 4y ago
This reminds me of Easter island. Here we are cutting down all the trees (fossil fuels) with no plan about what comes next.
92.
by thoughtstheseus 4y ago
The Fed Funds rate was 0.25% one year ago, now it 3.25% or >10x higher…
93.
by thoughtstheseus 4y ago
Yes they can. Any EU member state can leave.
94.
by thoughtstheseus 4y ago
Currently the Federal Reserve is attempting to reduce demand for goods and services by raising interest rates dramatically. Reducing taxes increases demand and works against the Federal Reserve here. The US needs a credible tax policy other
95.
by thoughtstheseus 4y ago
We can add Ireland to the USA fold as well. That would solve the Northern Ireland Situation.
96.
by thoughtstheseus 4y ago
UK is welcome to join team USA. New state?
97.
by thoughtstheseus 4y ago
That’s the Foundry business. Huge capital expenditures to build Fabs.
98.
by thoughtstheseus 4y ago
Great take here, I doubt you can get banks to finance this in the current climate.
99.
by thoughtstheseus 4y ago
Yes, losing Crimea is not an acceptable option for Putin and there are clear indications he will escalate the conflict if that happens - cyber, chemical, nuclear. With Nordstream blown there are few off-ramps for this conflict. Very worris
100.
by thoughtstheseus 4y ago
I would love to see a market for content moderation. Publish what you want but AI + human agents will curate info for me.
101.
by thoughtstheseus 4y ago
Oddly enough China agreed to protect Ukraine in the event of a nuclear strike.
102.
by thoughtstheseus 4y ago
Europe is saving its non-gas power generation for when they lose gas access.. That seems like an ok approach
103.
by thoughtstheseus 4y ago
Mostly Germany. France has a diversified national energy strategy of nuclear and gas from many areas.
104.
by thoughtstheseus 4y ago
Easy - Central Banking 101 by Joseph Wang. You’re welcome.
105.
by thoughtstheseus 4y ago
Instant payments, targeted cash transfers, tiered interest accounts and the like. It’s a highly flexible policy tool.
106.
by thoughtstheseus 4y ago
The book focuses on strong US demographics, commodities, food, energy, security and supply. Few countries globally have this. Globalization meant you could relay on other countries for pieces you are missing. A reduction in globalization c
107.
by thoughtstheseus 4y ago
Yes, energy is needed to operate data centers and energy prices are increasing and uncertain.
108.
by thoughtstheseus 4y ago
In hindsight we should’ve replaced the fossil fuel industrial base back when oil was $10 a barrel.
109.
by thoughtstheseus 4y ago
We are not running out. The article states current electrification goals are not feasible based on existing raw material production (mining). Bear in mind the overwhelming majority of global industrial infrastructure needs to be replaced. R
110.
by thoughtstheseus 4y ago
This is why we need to move the delivery underground and into tunnels.
111.
by thoughtstheseus 4y ago
This book is the best on central banking. It avoids most of the theoretical and math nonsense to plainly explain what financial markets (+Fed) are doing.
112.
by thoughtstheseus 4y ago
In what way? Texas and Florida have the 2nd and 3rd most installed solar in the US by state
113.
by thoughtstheseus 4y ago
They’re replying in bad faith. Best to ignore it. The frequency and scale of military activities off the coast of Taiwan (where most TSMC facilities and staff are located) is widely acknowledged.
114.
by thoughtstheseus 4y ago
The PRC recently surrounded TSMC with ships, soldiers, missiles, and aircraft.
115.
by thoughtstheseus 4y ago
Yeah tax revenues go into the Treasury General Account. Hence it reduces the money supply. Only when the government spends money from its Treasury General Account does the money go back into the market. They re-fill the treasury general acc
116.
by thoughtstheseus 4y ago
Quantitative easing is when the Federal Reserve buys U.S. treasuries with bank reserves. Both U.S. treasuries and bank reserves are “money”, just different types. Anyone can hold u.s. treasuries but only banks can hold reserves. Banks are h
117.
by thoughtstheseus 4y ago
Let’s hope no one looks at the Yen.
118.
by thoughtstheseus 4y ago
So what’s the cutting edge for macro forecasting these days? I thought it was HANK models?
119.
by thoughtstheseus 4y ago
Obviously, the average household has two workers today.
120.
by thoughtstheseus 4y ago
Inflation can be caused by more than one factor…

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