It backs up the decision of these markets with numbers that do look decent - full response here: docs.google.com/document/d/1...
04.10.2025 09:15 β π 0 π 0 π¬ 0 π 0@alexanderwk.bsky.social
It backs up the decision of these markets with numbers that do look decent - full response here: docs.google.com/document/d/1...
04.10.2025 09:15 β π 0 π 0 π¬ 0 π 0The five industries it mentions off the rip (in order) are Healthcare, railroad, freight, seeds (agrichem), and military.
Is it correlating my prompt or is it doing independ analysis???
"'That fucking dumbass,' one of the senior Trump administration officials told Zeteo on Wednesday, after seeing a clip of Lutnick riffing on Epstein. 'Iβve worked with him ... He just talks and talks, and doesnβt care what unhelpful bullshit comes out.'"
04.10.2025 00:25 β π 4405 π 1273 π¬ 387 π 85Its great to see NM making the rounds for something good
24.09.2025 21:04 β π 0 π 0 π¬ 0 π 0Lots of specifics that matter in the design of these policies but good to see some debate and momentum in New Mexico, New York City, and elsewhere.
www.nytimes.com/2025/09/22/b...
https://x.com/keysmashbandit/status/1970204769009512721 keysmashbandit @keysmashbandit How much Tylenol do I have to take to make sure my baby wants to play Factorio with me 3:13 PM Β· Sep 22, 2025 Β· 42.1K Views
22.09.2025 21:22 β π 1246 π 194 π¬ 8 π 6Common Ownership and Employee Earnings * JosΓ© Azar Xin Dai Yue Qiu Aaron Sojourner September 15, 2025 Abstract Using administrative data in the manufacturing sector from the U.S. Census Bureau, this paper provides the first evidence on the effect of common ownership on employee earnings. Using firmsβ additions to the S&P 500 index as a shock to their local competitorsβ common ownership, we find that, after a same-industry competitor enters the S&P 500 index, the average employee earnings of S&P 500 incumbents in the same local labor market decrease. Additionally, these firmsβ employment increases. These findings are inconsistent with the canonical oligopsony models but our generalized model of oligopsony incorporating a recruitment intensity margin can rationalize them
Common Ownership & Employee Earnings
updated & improved
Consider a pair of companies that sell into the same product market. If pair shares common owners, the owners have incentive for pair to soften competition.
Same with local labor market competition
papers.ssrn.com/sol3/papers....
The additional capital cost of burying the wires + risk of wire cutting accident during farm operations. There are multiple fallowing programs in the US - payment to farmers to not grow crops - a long term fallowing program with agrivoltaic installation makes most sense to me.
22.09.2025 14:01 β π 0 π 0 π¬ 0 π 0Maybe a long term fallowing program that includes solar installations?
22.09.2025 13:05 β π 0 π 0 π¬ 1 π 0I imagine it complicates farmer operations - the wires to the grid and irrigation are two sore spots
22.09.2025 13:03 β π 3 π 0 π¬ 1 π 020% of practicing doctors in the United States are immigrants.
07.09.2025 02:28 β π 475 π 73 π¬ 15 π 5Matching the Forbes 400 to tax data finds that they pay a total tax rate of 24 percent of economic income, lower than the 30 percent tax rate paid on average in the US, from Akcan S. Balkir, Emmanuel Saez, Danny Yagan, and Gabriel Zucman https://www.nber.org/papers/w34170
02.09.2025 14:31 β π 106 π 58 π¬ 0 π 6"In our benchmark estimate, the total effective tax rateβall taxes paid relative to economic incomeβof the top 0.0002% (approximately the βtop 400β) averaged 24% in 2018β2020 compared with 30% for the full population and 45% for top labor income earners." #Econsky
02.09.2025 15:39 β π 61 π 35 π¬ 3 π 5I signed an open letter from economists supporting Fed independence & Gov. Lisa Cook. Letter: docs.google.com/document/d/1...
Add your name by Monday: docs.google.com/forms/d/e/1F...
@yohan.so
07.08.2025 04:35 β π 0 π 0 π¬ 0 π 0Most of NM showing up red or worse seems off - probably something with IDW or the monitoring stations.
05.07.2025 21:36 β π 0 π 0 π¬ 1 π 0Aerospace Defense competition based in Japanβ¦
02.07.2025 08:40 β π 3 π 0 π¬ 0 π 0The UFP β Unsustainable Fiscal Position
The US Senate passed a bill to enshrine the US Unsustainable Fiscal Position into law. It is not entirely certain the House will follow.
secure.ubs.com/global/en/we...
#EconSky
10am today at the Valles Caldera #NewMexico
25.06.2025 03:33 β π 5 π 0 π¬ 1 π 0Is this data published publicly?
19.06.2025 14:23 β π 0 π 0 π¬ 1 π 0This should be bearish for the U.S. dollar medium- and longer-term. #EconSky www.bloomberg.com/news/article...
18.06.2025 13:05 β π 21 π 5 π¬ 0 π 0How valuable to society are Americaβs companies? www.chicagobooth.edu/review/corpo... #econsky
16.06.2025 17:56 β π 5 π 2 π¬ 0 π 1Indeed.png
High-frequency labor market update: On 25 November postings on job site Indeed were 49.3% above their pre-pandemic level. New job postings, defined as on Indeed for seven days or less, are 56.6% above their pre-pandemic level #jobs @indeed #econsky
16.06.2025 18:37 β π 2 π 1 π¬ 1 π 0π¨ DOJ & FTC just weighed in on common ownership:
β
Passive index investing? Protected.
β
Shareholder advocacy? Protected.
β Using stakes in competitors to cut output across an industry? Not protected.
Antitrust safe harbors don't shield anticompetitive common ownership.
Common leadership (two firms sharing executives or board directors) contributes to collusion.
Collusion probability between two firms increases by 12 percentage points after the onset of common leadership, compared to only 1.2 percent in the absence of common leaders.
www.nber.org/papers/w33866
Oil demand isnβt growing the way it was. On the NM side of the Permian, politics is also changing the tax landscapes for producers.
23.05.2025 04:25 β π 1 π 0 π¬ 0 π 0The editorial boards of seven leading health econ journals are taking a stand today against political influence and ideological attacks on peer review and academia. No matter what you study we want to see your scholarship and will NEVER collaborate with suppression. Please repost.
21.05.2025 14:45 β π 59 π 40 π¬ 2 π 3Someone should make a New Mexico legislation feed here on blsky!
22.05.2025 04:44 β π 2 π 0 π¬ 0 π 0