Albert Ballesteros

who dares, wins

[Albert Ballesteros @ALBallesteros]

The focus may be wrong even if the logic is comforting.

[Albert Ballesteros @ALBallesteros]

@_IvanM_ La verdad es que creo que el sector debe movilizarse en masa a protestar por mal servicio continuo durante años. Interrupciones inoportunas y mala planificación. Todo mientras el cliente (doliente) debe pagar religiosamente.

[Albert Ballesteros @ALBallesteros]

@MichaelAArouet

[Albert Ballesteros @ALBallesteros]

@TheStalwart Timmy No Brakes

[Albert Ballesteros @ALBallesteros]

@AnnaEconomist Get the feeling markets won't care. Damage done bigly.

[Albert Ballesteros @ALBallesteros]

@conksresearch About 1400 more of this.

[memes.xlsx @ExcelHumor]

Tariffs_calcNEW_updatedFINALFINAL.xlsx

[Albert Ballesteros @ALBallesteros]

@DeItaone China can stay poorer longer than US solvent?

[Albert Ballesteros @ALBallesteros]

@fejau_inc @bennpeifert 104d chess

[Albert Ballesteros @ALBallesteros]

How about 1004%?

[Albert Ballesteros @ALBallesteros]

Don't be a Panican

[Albert Ballesteros @ALBallesteros]

@conorsen @acrossthecurve Midterms innit?

[Jason Furman @jasonfurman]

Economic models often predict less dramatic changes than you would infer from popular discussions & even from financial markets.

They're predicting 0.75-1.5pp less growth this year as a result of the biggest tariff increase in U.S. history. Large but not historically memorable.

[Albert Ballesteros @ALBallesteros]

@itsCblast These gains you speak of... Are they in the room with us?

[Albert Ballesteros @ALBallesteros]

There won't be a dip left to buy it seems. Reality stranger than fiction.

[fed_speak @fed_speak]

It's incredible how good @matt_levine is at what he does.

[Albert Ballesteros @ALBallesteros]

@JustinWolfers @jburnmurdoch Vibecession so far tbh

[Albert Ballesteros @ALBallesteros]

@FischerKing64 👏🏻👏🏻Moar spaces!

[Barchart @Barchart]

Wishing you all a Happy Thanksgiving 🦃

[Albert Ballesteros @ALBallesteros]

La Feria del Tapón

[Albert Ballesteros @ALBallesteros]

Well fuck