Aaron Back

Global Editor of The Wall Street Journal's Heard on the Street column.

Previously with @wsj in Beijing and Hong Kong.

[Aaron Back @AaronBack]

Bringing back the Newt Gingrich character was a really questionable choice by the simulation writers

[Aaron Back @AaronBack]

@jefftimmer I always assumed it was just "holy"

[Aaron Back @AaronBack]

SpaceX down 9%

[Aaron Back @AaronBack]

@econJaredB @RichardRubinDC Bipartisan commission

[Aaron Back @AaronBack]

https://t.co/U23DBTstYr

[Aaron Back @AaronBack]

Today's market update:

[Aaron Back @AaronBack]

Link: https://t.co/oGTmqjNdif

[Aaron Back @AaronBack]

Heard on the Street: Will SpaceX will be a space-age Berkshire Hathaway? Or just a conglomerate of sci fi fever dreams?

[Aaron Back @AaronBack]

Remember when X was going to become an everything app and disrupt the financial system? We do.

[Chris Horton 何貴森 @heguisen]

China has barely been mentioned in this year's Taipei mayoral campaign.

But should upstart DPP challenger Puma Shen win, Beijing would lose an important ally in incumbent Chiang Wan-an, who it has likely viewed as a future president it could work with. https://t.co/YzDIDutJVl

[The Wall Street Journal @WSJ]

Breaking: Elon Musk ordered the Starlink slowdown that blindsided Ukraine https://t.co/bbLQBC4sbA

[Aaron Back @AaronBack]

Big WSJ scoop

https://t.co/sfJT7YPiNh

[Matthew Zeitlin @MattZeitlin]

when i have really dumb questions i'll ask chatgpt or gemini because i don't want claude to think i'm stupid

[@Grainsurgeon @GrainSurgeon]

Halfamucci

[Aaron Back @AaronBack]

Now that is what I call a high current account surplus.

[East Asia Econ @eastasiaecon]

IMF now forecasts Taiwan’s current account surplus will be 22-25% of GDP for the rest of the decade. Public debt is forecast to fall to 17% of GDP. Anywhere else, these would be reasons for capital inflows and currency appreciation.

[Erin Woo @erinkwoo]

OPENAI to EMPLOYEES: If someone is trying to seduce you, first consider — could they be a spy???

OpenAI is warning its employees about honeypot spies and strangers with children in playgrounds ... a very fun one with @georgia_wells and @MeghanBobrowsky:
https://t.co/w6o6i93rEO

[Aaron Back @AaronBack]

Someone think of the children

[Steve Hou @stevehou]

Well the one silver-lining from Anthropic/OpenAI not having great IPOs may be that it relieves the critical “mansion shortage” in SF.

[Aaron Back @AaronBack]

Yikes big PPI print

[The Transcript @TheTranscript_]

$TSM TSMC CEO sees no AI demand slowdown and expects growth above its previous ~55% CAGR forecast.

"all I can say right now is the demand is extremely robust. We did not see any sign of slowdown. Whether it is a high 50 CAGR, it does not matter. It probably will be higher."

[Jonathan Cheng @JChengWSJ]

.@abrownepek: “I’m betting that the end of the Xi era will look a lot less like Deng’s, whose passing created hardly a ripple…and more like Mao’s, a drama that involved a bloodless coup…intervention by the People’s Liberation Army, and show trials.”
https://t.co/UtObDRcmut