Chris Jan

Writing to learn. Aspiring armchair economist, recovering banker. Prev: @UMengineering, @Kennedy_School

[Chris Jan @ceejjan]

Why is there no reference to the Triffin Dilemma when discussing Trump's tariffs?

It explains why the U.S. is caught in a financial paradox, and how this trade war - if taken to its end - will cause us to lose our status as the world's reserve currency, a 🧵

#TriffinDilemma

[Chris Jan @ceejjan]

@stevehou Recently published an article touching on this, excerpted here. Link to full report: https://t.co/P4sxA0Tx1U

[Chris Jan @ceejjan]

@patrickc The city of Detroit almost lost the DIA (building and art) to creditors during its bankruptcy. It was saved thru a rescue package and instead of going to private hands now sits in a charitable trust that allows the public to still access it.

[Chris Jan @ceejjan]

@chamath We just finished a publication on AI bottlenecks and the U.S. - China competition in energy.

See the full report here: https://t.co/P4sxA0U4Rs

[Chris Jan @ceejjan]

@etihad Please check your DM

[Chris Jan @ceejjan]

@zerohedge I’m in Dubai right now, at DIFC. Was scary when we first had to go shelter in place, but impressive response and just had pizza and wings delivered to DAMAC towers

[Chris Jan @ceejjan]

And questions about double standards, the role of the United States in policing the global order, and morals remain unanswered.

[Chris Jan @ceejjan]

🇻🇪I give Trump an 8/10 on the Maduro operation. Maduro refused to cede power despite losing election in July 2024. The general public there is happy - 8 out of 10 wanted him gone. It is telling that we were able to extradite him so easily without any opposition (and in fact had help) from others inside the country. That we were able to remove him from power without any everyday Venezuelans being hurt is a good thing.

[Chris Jan @ceejjan]

You can argue (rightfully) that he didn't go through the proper constitutional procedures to get approval for the raid, points off for that - but if judging by outcome, good job.

It is an impressive show of military ability and competence from the United States' side. Between this and Iran, I'd be nervous to be on the wrong side of this country. I don't know what the plan is long-term. Trump has not shown an ability to thoughtfully put together let alone execute any sort of strategic plan over the long term (reference how fast he turned around on tariffs).

[Chris Jan @ceejjan]

@PTrubey Through a steam turbine - we plan on retrofitting an old fission facility that already has one hooked up to the grid.

[Chris Jan @ceejjan]

@is_fusion
@PPPLab
@Fusion_Industry
@lasers_llnl
@CFS_energy
@FLFusion
@GeneralFusion
@Helion_Energy
@MarvelFusion
@proximafusion
@shinefusion
@TAE
@TokamakEnergy
@Energy_Zap
@PrimeMoversLab
@shaylekann
@AROD
@lowercarbon
@claydumas
@PreludeVC
@congruentvc

[Chris Jan @ceejjan]

I know you've heard this before: #nuclearfusion is a decade away. The article below explains why I think this time is different, and profiles @FocusedEnergy_1 , a laser confinement company I believe is well placed to finally deliver on fusion's promise.

https://t.co/CJ6xvHFNpL

[Chris Jan @ceejjan]

The post includes a list of 13 other promising fusion companies, and concludes with a few recommendations to help achieve fusion electricity generation on the grid by the end of the 2030s.

Always keen to hear any feedback on my perspective.

#laser #fusion #energy

[Chris Jan @ceejjan]

I worry that the way the Iran strike happened: while within a 2 week negotiating window, decoy planes over the Pacific while 7 B-2 bombers flew from Missouri, first ever use of GBU-57s in battle (with 14 dropped) - will only strengthen the resolve of the Islamic world's hardliners, and likely convert more in the process.

[Chris Jan @ceejjan]

The U.S. was supposed to be the global MVP, but Trump’s got allies playing better WITHOUT us. Ewing Theory in action: when the star’s gone, the team thrives. Who's the next to step up?

#EwingTheory #Geopolitics

[Chris Jan @ceejjan]

The Ewing Theory: a team can THRIVE when its star sits. Is the U.S. Patrick Ewing, with Trump’s chaos pushing allies to shine? Let’s cover how the world has responded with the U.S. pulling a Kawhi and sitting out.

#EwingTheory #Geopolitics

[Chris Jan @ceejjan]

The EU’s eyeing CPTPP membership, a $15T trade bloc, as a hedge against Trump’s trade wars. Talks could wrap by 2027, adding 0.5% to EU GDP. 🇪🇺🌐

Allies are building new networks while the U.S. plays hero ball and tries to stat-pad.