Alessandro Colacci

[Alessandro Colacci @acolacci19]

@michaelxpettis What do you think of Richard Werner's explanation for the cause of Japan's lost decade in his book Princes of the Yen?

[Brad Setser @Brad_Setser]

That quote could have come from Bob Lighthizer 5 years ago -- but it is now from a "senior European diplomat" ...

Changing objective reality had an impact

6/

[Alex @_AlexBPsych]

@BrianMcDonaldIE So that’s what techno-feudalism really is…

[Citrini @citrini]

JUNE 2028.

The S&P is down 38% from its highs. Unemployment just printed 10.2%. Private credit is unraveling. Prime mortgages are cracking. AI didn’t disappoint. It exceeded every expectation.

What happened?​​​​​​​​​​​​​​​​

https://t.co/JzzwCrbJgS

[Alessandro Colacci @acolacci19]

@yanisvaroufakis Wish you could have spent more time discussing your very different perspectives on the 1970s end to Bretton Woods and its implications on global trade + the issues with global trade imbalances today

Seems like you have very different opinions

[Alessandro Colacci @acolacci19]

@TheBubbleBubble Honest question, why haven't you been able to sell a single hedge fund / institutional investor on this thesis if it's so patently obvious?

[Alessandro Colacci @acolacci19]

@LakersInMyBlood @heresyfinancial Because the BOE must compensate buyers for delayed delivery, so the discount provides such compensation.

[Alessandro Colacci @acolacci19]

@ThomasSowell @jordanbpeterson Im here for Thomas sowell quotes not Jordy boy

[Alessandro Colacci @acolacci19]

@paulg @ericweinstein is not

[Alessandro Colacci @acolacci19]

@MarioNawfal you have no taste

[Alessandro Colacci @acolacci19]

@kareem_carr I'd distinguish between 'academics' in the humanities and those in STEM

There are certainly areas of study in the humanities where impenetrable jargon and verbosity is celebrated as an end unto itself... one can speculate that is an attempt to lend legitimacy to their work

[Alessandro Colacci @acolacci19]

@michaelxpettis What do you think of @Noahpinion latest piece on tariffs? "Why broad tariffs struggle to reduce trade deficits"

[Alessandro Colacci @acolacci19]

@JohnHCochrane @michaelxpettis covers this at length

[Alessandro Colacci @acolacci19]

@jamiljivani She’s absolutely right, you fixate about the expenses with no regard for the output of the CBC. (sadly) it’s some of the best used public funds

[Alessandro Colacci @acolacci19]

@SemperVigilant1 Please explain why you would 'throw an 8x multiple' on a one-time tax saving...

[Alessandro Colacci @acolacci19]

@penunurialex He's a scam!

https://t.co/y1tZ96WZs5

[Alessandro Colacci @acolacci19]

@Culture_Crit She is not pregnant - as Costanza (the woman depicted) died childless - this was fashionable dress at the time. Faking the harvest to attract the seed...

[Alessandro Colacci @acolacci19]

@TheBTCTherapist @StephanieKelton help us canadians

[Alessandro Colacci @acolacci19]

@wgoggin @michaelxpettis @GrkStav It might help to go through the extreme example of the US repaying it's debt in entirety, and the transfers (implicit or explicit) that would occur as a result in the real economy

[Alessandro Colacci @acolacci19]

@ProSyn @realDonaldTrump @JosephEStiglitz "Careful economic modeling has shown that Trump’s proposals would cause higher inflation"...well thanks Joseph I'm definitely convinced now