Kool Keynes

Global Macro PM | Econ, Finance, Geopol | @Wharton, @Columbia | 🇺🇸 🇦🇷 | Prone to sarcasm & angrily based, old-school liberal views.

[Kool Keynes @KoolKeynes]

@GordonGChang @BillAckman Lol. Zero chance.

[Roberto Parrottino @rparrottino]

Marcelo Bielsa: “Jugar cuatro tiempos en lugar de dos altera la concepción que culturalmente se había construido para interpretar el fútbol. No le agrega nada y le quita mucho. Cuando se dividió en cuatro no se pensó en el efecto que puede tener sobre lo que hizo que el fútbol sea un deporte que enamora, sino que se pensó en otro tipo de repercusiones que no las discuto ni las analizo. Antes de esta decisión el fútbol tenía una característica; ahora tiene otra. La gente se enamora del juego por sus características”.

[Kool Keynes @KoolKeynes]

@martinvars Es muy del PSOE/Kirchnerista la propuesta para mi gusto. Es un control de capitales, solo que apuntando a los efectos que busca controlar la derecha. Y si probamos con más deportaciones y más control de frontera en lugar de controles al capital?

[Kool Keynes @KoolKeynes]

@CarlosMaslaton @AKowalczuk @rcas1 La vas a ver pasar otra vez? O hay que empezar a re-postear tuits tuyos de hace no tanto?

[Will Chamberlain @willchamberlain]

Imagine being the IRGC

You get completely owned for five straight weeks, and then you FINALLY shoot down one plane, and then the US Military just sends in Delta Force, rescues both pilots, and kills a few hundred more of your men because they can

[Kool Keynes @KoolKeynes]

@TimDuy @mark_dow We have Fed CPI nowcasts and they show sharply higher MoM inflation actually. Private Nowcasts also show a moderate pick up.

[Kool Keynes @KoolKeynes]

There’s a still a notable skew there on both fronts, even if it’s bimodal. Now do information inputs from western TV, print & digital media, academia and the film industry.

[Stefan Schubert @StefanFSchubert]

While social media is polarising, evidence suggests AI may nudge people towards the centre.

This holds true of all studied models. Grok is more right-leaning than other models, but also has depolarising effects.

By @jburnmurdoch.

[Kool Keynes @KoolKeynes]

@Sapere_Odd @MaxBlumenthal @AGDugin Cope harder friend. The Ayatollah isn’t dead, neither are all his top brass, and Iranian TV constantly displays dozens of downed Israeli and American planes and captured pilots that fall victim to Iran’s mighty air defense systems. What a fucking joke.

[Kool Keynes @KoolKeynes]

Militarily, this is such a massacre that it makes Saddam’s Iraq in Gulf War 1 look like a superpower. You have seen 10s of thousands of attack sorties over Iran with essentially no downed aircraft. Unknown to them that their bases are unusable, they dance over the skies of Iran as if they were barrel rolling over Iowa. Missile launches are down to 10-15% of volumes seen in the first couple of days before their launch capacities were severely degraded. The conventional navy is wholly sunk, with any credible threat relying on the emergence of jet-ski-sized boats to disrupt commercial shipping. The regime, those left of it, cling to terrorist-style attacks on oil, hoping markets push Trump to back off sooner than the 4-6 weeks they originally outlined. The IRCG has been reduced to an equivalent of their small guerrilla-terrorist groups, Hezbollah and the Houthis. It’s a turkey shoot and, above all, an embarrassment, no matter how you slice it or try to sell the propaganda.

[Kool Keynes @KoolKeynes]

@waltermandarin @joefrancis505 No me equivoqué.

[Kool Keynes @KoolKeynes]

@joefrancis505 Sure, I loosely lump all left wing guerrillas together as "communists"...but you're correct, Montoneros, unlike smaller ERP weren't declared communists. But neither was Castro before taking power.

[Kool Keynes @KoolKeynes]

Most people I know that had formative years during the 2000s came out with a skewed view of history (as it was recast in the light of the Chavista push through the Americas). Few recognize to this day that a military gov't that kills without trial AND an armed communist guerrilla movement are equally nefarious...

[Kool Keynes @KoolKeynes]

@JMilei @ELCHANGO33 Imaginate intentar explicarle a este crack los conceptos de primera y segunda derivada...good luck

[Rishi 🌐🗽🏙 @RishiJoeSanu]

Capitalism reduced global inequality at an unprecedented level.

[The Long View @HayekAndKeynes]

Still time for things to escalate in Iran but this is looking like another example of eggheads with a long list of worries that never materialized.

I don’t like motivations for this incursion one bit but my goodness is absolutely amazing to see the American military come out and unleash the raw power of our armed forces when they have a clear plan and the authority to act. I might have been a neocon if I knew we could just come in, crack skulls, slaughter bad guys, and help good guys across the world. This is Marvel version of our armed forces I grew up believing in as a child. 🇺🇸