soto

YouTube video by Steely Dan - Topic Bodhisattva

www.youtube.com/watch?v=51q-...

Prometheus Podcast Episode 2: Danny Dayan

Smart analyst that I follow, Danny Dayan
www.prometheus-macro.com/p/prometheus...

Tariffs are firing more than backfiring | The Eurointelligence Podcast In our latest podcast, our team discusses the devastating impact of US tariffs on Europe, and what course Europe will take.

To understand EU's perspective going into the current trade war
talking-europe.simplecast.com/episodes/tar...

YouTube video by Peterson Institute for International Economics Inflation is coming in the US, whatever the growth rate, says Adam S. Posen

I remember Posen from Brexit, smart guy
www.youtube.com/watch?v=zdQI...

Awesome take (1 year ago but she maintains it today)
www.youtube.com/watch?v=cD_2...

YouTube video by Gorillaz Gorillaz - DARE (Official Video)

www.youtube.com/watch?v=uAOR...

YouTube video by DaftPunkVEVO Daft Punk - Lose Yourself to Dance (Official Version)

www.youtube.com/watch?v=NF-k...

YouTube video by ScottishTeeVee Blur - Song 2 - Live 1998 The Best Version

www.youtube.com/watch?v=4MU1...

Yes, but some people are so rude...

I changed it to: "I am, therefore... where was I?"

It's a manner of speaking, it means that I am voluble and change opinions arbitrarily :- )

Atlanta Fed on X: "“The topline growth forecasts also increased today—standard model -2.4% to -1.6%, “gold adjusted” model -0.4% to 0.4%—as data from today’s labor market report came in stronger than the model was expecting based on the limited February data the model received prior to that https://t.co/FrFJy6dcw7" / X “The topline growth forecasts also increased today—standard model -2.4% to -1.6%, “gold adjusted” model -0.4% to 0.4%—as data from today’s labor market report came in stronger than the model was expecting based on the limited February data the model received prior to that https://t.co/FrFJy6dcw7

It's official from Atlanta Fed
GDPNow 0.4% a solid slowdown nevertheless
x.com/AtlantaFed/s...

The data. Brutal imports of gold bars just in case they have to pay tariffs on them.

Is this serious? Am I being trolled? Color coordination? Is there nothing better to do?

If you think a Norwegian de motu propio is going to give him a Nobel price, I have a bridge to sell.

Now, if that is the price of admission for not screwing Ukraine and Europe, I can see a way to buy the moron with it

I wonder which age cohort is going to be let go first in a downturn.

Although this contradicts my point so ¯\_(ツ)_/¯
bsky.app/profile/jaso...

Nope, today's talking point, and probably right.
No doubt that the economy is slowing down due to the crazy uncertainty we live in though.

The economy is slowing but the GDPNow from the Atlanta Fed is wrong. The root of their calculation mistake is mainly an accounting issue related to imports of gold (plus imports front running tariffs).

We are in an air pocket, a power vacuum filled with words, intentions and committees. These are the times when leaders show up and act, and the blabberati follow.
Or not, and we are royally screwed.

More words, intentions, preparations, consultations, blah blah blah. Europe is failing at its most perilous time because it is not taking decisive action.

With the money "saved" by DOGE we can now have our own Crypto Reserve?

WOW. After yesterday’s Oval Office ambush of President Zelensky, Haltbakk Bunkers, one of Norway’s leading marine fuel providers, announced that it will no longer refuel U.S. Navy vessels, urging other European firms to follow suit.

The United States is weaker and more isolated than ever.

Words. Not enough. This Sunday they have to take action. And whatever that action is, it has to speak volumes. Actions, not words.

Look who's talking!!

Projecting much?

DOGE savings (WSJ): $2.6b

TSLA subsidies (10 years): $15b

Annual increase in deficit: $900b

Cuts to Medicare: $880b

One of my best friends is from a sleepy, wealthy small town in the south-west of Germany. He said, so many of my parents’ neighbours are rich and bored, with little to complain about, and they’ve radicalised themselves at dinner parties and online. In their aimlessness, they’ve bonded over hate.