If you started all over…
If you started all over again you would tell story of QE not around Fed/Bernanke but Japan/EM/ECB w/t Matt King… https://t.co/MNg5f9qLzB
If you started all over again you would tell story of QE not around Fed/Bernanke but Japan/EM/ECB w/t Matt King… https://t.co/MNg5f9qLzB
Not seeing it coming: UK GDP forecasts spring 2008 as compiled by OBR w/t Will Stevenson https://t.co/4gxhGRU0y2
The cash pools of US nonfinancials are now in excess of $ 2 trillion @SoberLook @josephncohen https://t.co/VTMOJbYblJ
When we say Chinese-indian clash … it seems we literally mean brawl! https://t.co/4HOUcM6oCJ
@postdiscipline absolutely … though I would have loved to read Marx on the pets comparison .. running dogs of capitalism etc
@KeineWunder thank you. Very helpful! but then there is that big grey bar which isn’t auto industry. So what is it? any ideas?
Why Trump thought twice about pulling out of NAFA in April 2017. What room does US have to renegotiate? @SoberLook https://t.co/xDs7rovAQ4
Pets v. robots! US spends six times more on animal companions than on cutting edge manuf tech h/t @paul1kirby… https://t.co/7vhDzZOreQ
Fascinating data on FDI in Eastern Europe. German data impressive but not surprising. But who are the US investors?… https://t.co/qMlADayRAB
US auto industry is in negative territory not seen since 2009 @SoberLook https://t.co/oz28M60uo6
Doesn’t look like robots or anything else are really churning the US labour market https://t.co/dTUZlEgdGp https://t.co/1W20wJbCDl
The weak link in US manufacturing right now is auto industry @SoberLook @josephncohen https://t.co/OdgvdKf9np
Privacy or black hole? 58 % of homes selling for > $3m in US were bought by shell companies 2015 = $61.2 bn pa… https://t.co/CFdTZaNf5t
US military spending on operations 2001-16 totaled $ 1.742 trillion! https://t.co/scoQkiorFs https://t.co/wqnQTy2tXE
EU punches way below its weight as an economic superpower and the world notices! https://t.co/uYQFti5gYH https://t.co/89lgqqv5nR
Profile of US operational military spending is telling: Afghanistan surge replaces Iraq, real taper only from 2012… https://t.co/9IqJg2Fcci
Internet use amplifies class disadvantage: rich kids read, poor kids play more games & effect is huge in EM… https://t.co/ou3UybEnUz
Buffett’s “class war” in one graph: huge shift in pattern of growth between postwar era and decades since 1980… https://t.co/sNXSbgSijV
As Asian competition heated up and value chains became more ramified pass thru frm $ —> prices slackened… https://t.co/2LFb0BoJo4
Mixed economy: America now has a small mortgage banking sector and a HUGE publicly guaranteed securitization machin… https://t.co/vHrFSiPKzy
When we talk about America’s market economy it is worth remembering that its housing finance is publicly guaranteed… https://t.co/2PWUGJPOgf
Where tech meets shadow banking: Microsoft’s Treasury holdings & securities lending operation h/t @alexandrascaggs… https://t.co/oXXUjqaRgx
Look whose back! Common ownership structure that underpins the newly profitable US airline oligopoly… https://t.co/f4wFmOtU8O
Top 5 owners of the 6 largest US banks are the usual suspects: 20 % asset manager bloc https://t.co/XU4ZmuX4kR https://t.co/BUkPO9QnY3
“Robot angst”, exposed jobs and Trump voting correlated in 2016 https://t.co/h3D9w2SZoH https://t.co/ZDbKCrjbw9
Detroit with 15k units has all the robots and no people https://t.co/h3D9w2SZoH https://t.co/38CmzkJLux
Half the robots in the US are in auto industry —> concentrated in Upper Midwest and South https://t.co/h3D9w2SZoH https://t.co/tVjz5JRqnY
Intriguing from Anusar Farooqui on why widely dispersed property assets might command higher returns – unhedged ris… https://t.co/RKtrs2KbRb
@leifpagrotsky hi leif … so sorry .. buried under manuscript revisions. But have responded to your assistant re crayfish!
Over long-run the average risk-free short-term real rate has been about 0.8-0.9 % – puts sec stag in perspective… https://t.co/ltEp0zX3FE
Note to self: NEVER make statements that set the late 1970s/1980s as the norm! Fantastic from @M_C_Klein… https://t.co/7FzK1OkmqM
"the first commercial vessel to travel alone the Northern Sea Route… a maritime course that has become possible d… https://t.co/7Ac6ok1WmQ
Wow! Line of residents in Durham, NC attempting to turn themselves in for 'crime' of removing Confederate Monuments… https://t.co/YJZAHhRSXU
Kleinstadt-Trump (small town Trump) is now a term of abuse in German politics … https://t.co/RyMsbrwFln
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