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Yussef R

@yussefr.bsky.social

Used to work in research at a large asset manager. Now, surprisingly to me, running a sauna business. Occasionally still manage some research

242 Followers  |  742 Following  |  677 Posts  |  Joined: 12.11.2024  |  2.4749

Latest posts by yussefr.bsky.social on Bluesky

if the fall was due to reduced labour supply, prime-age employment to population would be rising rather than down since the inauguration.

The unemployment rate would also be down rather than up since January

10.08.2025 14:55 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 0    πŸ“Œ 1

feels like a lot to integrate, i think it'll work out but less sure about how long it takes to come together

10.08.2025 14:22 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

this is a great game

10.08.2025 14:20 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Sorry im crashing out on this. WE CAN SOLVE LIKE 90% OF OUR PROBLEMS BY DOING THE RIGHT THING

09.08.2025 15:45 β€” πŸ‘ 30    πŸ” 7    πŸ’¬ 1    πŸ“Œ 0
Foreign correspondents

> β€œBroke Britain’s on the edge of financial disaster, Labour’s out of its depth β€” and people are angry. I’m scared for what’s to come.”
β€” Andrew Neill, Daily Mail, 22 July. Brillo lives largely in the South of France



> β€œMigrant hotels are radicalising Middle England.”
β€” Guy Dampier, Daily Telegraph, 22 July. Dampier lives in Germany



> β€œSmall boats and sky-high legal immigration will continue to wreak demographic havoc. This change is permanent. Millions of immigrants from clashing traditions will bring only more of their friends and families. None of these people are going home.”
β€” Lionel Shriver, Times, 24 July. As Shriver explained in her column, she recently moved to Portugal, having previously migrated to the UK from America



> β€œEpping proves the police are the paramilitary wing of the left.”
β€” Richard Littlejohn, Daily Mail, 25 July. Littlejohn lives in Florida for much of the year



> β€œAll the online censorship & superinjunctions can’t keep the English down. Regime change.”
β€” Former MP and Telegraph columnist Douglas Carswell commenting on footage of asylum hotel protests, X, 3 August. Carswell lives in Mississippi



> β€œUnless our leaders get a grip β€” and fast β€” exasperated communities will turn vigilante. Then things could get really ugly.”
β€” Isabel Oakeshott, Daily Telegraph, 4 August. Oakeshott moved to the UAE in January for tax reasons

Foreign correspondents > β€œBroke Britain’s on the edge of financial disaster, Labour’s out of its depth β€” and people are angry. I’m scared for what’s to come.” β€” Andrew Neill, Daily Mail, 22 July. Brillo lives largely in the South of France > β€œMigrant hotels are radicalising Middle England.” β€” Guy Dampier, Daily Telegraph, 22 July. Dampier lives in Germany > β€œSmall boats and sky-high legal immigration will continue to wreak demographic havoc. This change is permanent. Millions of immigrants from clashing traditions will bring only more of their friends and families. None of these people are going home.” β€” Lionel Shriver, Times, 24 July. As Shriver explained in her column, she recently moved to Portugal, having previously migrated to the UK from America > β€œEpping proves the police are the paramilitary wing of the left.” β€” Richard Littlejohn, Daily Mail, 25 July. Littlejohn lives in Florida for much of the year > β€œAll the online censorship & superinjunctions can’t keep the English down. Regime change.” β€” Former MP and Telegraph columnist Douglas Carswell commenting on footage of asylum hotel protests, X, 3 August. Carswell lives in Mississippi > β€œUnless our leaders get a grip β€” and fast β€” exasperated communities will turn vigilante. Then things could get really ugly.” β€” Isabel Oakeshott, Daily Telegraph, 4 August. Oakeshott moved to the UAE in January for tax reasons

In pic 1

In pic 1

Many of the columnists seemingly egging on English rioters don't even live in the UK. Private Eye again

09.08.2025 07:46 β€” πŸ‘ 517    πŸ” 285    πŸ’¬ 14    πŸ“Œ 14

just looked at her twitter profile, very bleak

Anyway zohran will be in gracie mansion in a few months so no need for them for cuomo to complain

08.08.2025 21:34 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

It's funny because we were told (not least by Starmer himself) that this is exactly what Starmer in government wouldn't be like - keeping eye on long term, not buffeted by events - yet every time he appears in public he seems to be reacting to something his advisers read in the Times an hour ago.

07.08.2025 10:26 β€” πŸ‘ 51    πŸ” 8    πŸ’¬ 1    πŸ“Œ 0

even just assuming they want to do something really bad, it doesn't make sense because it is just clearly unworkable - but i guess this is britain

08.08.2025 16:42 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Most people here can see this is a moral disaster, it's also ludicrously unworkable for businesses.

It imposes an unreal administrative burden. As a hospitality business owner, I can tell you the primary responses will be ignore this or implement total gender-neutrality to avoid it

08.08.2025 16:33 β€” πŸ‘ 3    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
Preview
Why insurers worry the world could soon become uninsurable GΓΌnther Thallinger, a board member at Allianz, one of the world's biggest insurers, says the climate crisis could make adaptation economically unviable.

Why insurers worry the world could soon become uninsurable

On an inflation-adjusted basis, average insured losses rose by 5.9% per year between 1994 and 2023, almost twice faster than GDP over the same period (2.7%)...

cnb.cx/3HoGpZ2

08.08.2025 08:57 β€” πŸ‘ 29    πŸ” 19    πŸ’¬ 0    πŸ“Œ 3

oh man

07.08.2025 19:46 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

i am going to short palantir eventually but fighting the impulse to try it just yet

07.08.2025 15:13 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

To put it another way, when you produce a building that will provide housing services over the next 20 years, you also, as a sort of positive externality, end up with a building that will produce housing services over another 50 or 100 or more years after that.

07.08.2025 14:47 β€” πŸ‘ 11    πŸ” 2    πŸ’¬ 1    πŸ“Œ 0

I think there is something to that. The key point about housing specifically is that the lifetime of a building is much longer than the investment horizon of the developer. This means that the operating income of older buildings is economically a rent.

07.08.2025 14:41 β€” πŸ‘ 8    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0

I'm actually working on something loosely inspired by this but my present guess is we have a very unusually insular power-elite in this country and it leads to odd moments of group think like this.

07.08.2025 09:49 β€” πŸ‘ 27    πŸ” 1    πŸ’¬ 2    πŸ“Œ 0

This has now received national media attention in the UK, and been boosted by one of our most influential and wealthy cultural figures. This on the basis of a woman doing a normal working class service sector job in a polite way. It is *manifest* the complaint is just trans women existing in public.

07.08.2025 08:47 β€” πŸ‘ 96    πŸ” 8    πŸ’¬ 1    πŸ“Œ 1

The basis of this incident is a(n ostensibly, this is actually somewhat unclear) trans woman working in M&S politely asked a customer if they needed any assistance - by the customer's own admission the worker was polite, and there was no suggestion the worker was going to go into a changing room.

07.08.2025 08:47 β€” πŸ‘ 153    πŸ” 21    πŸ’¬ 6    πŸ“Œ 0

the thing is getting into that position involves lot of sucking up and after a while surely it's just who you are

07.08.2025 10:49 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

could almost argue that the infra here is the model training not the data centres i guess

06.08.2025 18:21 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

going back to perez, this is part 2 of the process.

you can see the dynamic from analysing historic returns from railway stocks, amazing during the installation phase when there's loads of hype and investment but they didn't end up the long-term beneficiaries of the railway buildout

06.08.2025 17:36 β€” πŸ‘ 4    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

he loves roadkill

06.08.2025 17:31 β€” πŸ‘ 6    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

i mean sometimes a stock just wants to go down

05.08.2025 20:57 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

i have nothing but bad memories from owning managed futures in a previous job

05.08.2025 19:35 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

I would like to submit this as a poster for the 2050 Trump/American decline documentary

05.08.2025 16:10 β€” πŸ‘ 11    πŸ” 4    πŸ’¬ 1    πŸ“Œ 1

people really need to read Carlota Perez

intense hype and bubbles are a key part of how major technological changes happen, they are why the tech and its supporting infrastructure gets rolled out quickly on a massive scale

05.08.2025 14:21 β€” πŸ‘ 17    πŸ” 3    πŸ’¬ 1    πŸ“Œ 1

i feel there's clear evidence of US economic deceleration, only question for me is how bad it gets and how quickly

05.08.2025 14:03 β€” πŸ‘ 2    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

surely there's a libel case there

05.08.2025 10:24 β€” πŸ‘ 9    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

They haven’t failed this is the result they wanted

05.08.2025 07:52 β€” πŸ‘ 74    πŸ” 25    πŸ’¬ 2    πŸ“Œ 0
47% of people think immigration is primarily illegal. There were 4% irregular arrivals in March

47% of people think immigration is primarily illegal. There were 4% irregular arrivals in March

New YouGov polling. A monumental failure of our political class to educate, a monumental failure of our media to report fairly, for a generation

05.08.2025 06:27 β€” πŸ‘ 4912    πŸ” 1999    πŸ’¬ 287    πŸ“Œ 249

how does Canada count foreign students? that might be another piece

04.08.2025 17:11 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

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