Macro Goose

NOT investment advice.

[Macro Goose @Macromob]

@TheStalwart gemini-flash-latest is all you need but set thinking low and turn off any temperature or top-k thinkingConfig: { thinkingLevel: 'low' }

[Macro Goose @Macromob]

@Brad_Setser Right framing is they took profit on those dollars they bought below 80

[Macro Goose @Macromob]

@MebFaber Not so bad when you compare to the Austrian 100yr

[Macro Goose @Macromob]

@ranjanxroy @readwise Surprised nothing on the INR fwd pts

[Macro Goose @Macromob]

@alexolegimas @mattyglesias I played with a toy version of the model and you need about 10% of owner income redistributed via UBI to keep GDP constant. https://t.co/DVPl8RQWMC

[Macro Goose @Macromob]

@MayankSeksaria @TheStalwart ahem maybe worth spending a little time on this book before getting CCode going https://t.co/Kyzu4nNfoq

[Macro Goose @Macromob]

@TheLongHappy Private credit has a possible ARR loan problem

[Macro Goose @Macromob]

@remilouf @heyitsgeorg @obsdmd https://t.co/PY8GvYxcwL you can setup the ios shortcut to commit and push your notes to git automatically so you don't have to run a separate process to sync.

[Macro Goose @Macromob]

@remilouf @heyitsgeorg @obsdmd Another option is use the working copy iOS app.

[Macro Goose @Macromob]

@DannyDayan5 You know that there bonus compensation flows through in Jan right?

[Macro Goose @Macromob]

@donnelly_brent When you get a little inflation one CB wanted it badly and did a little opportunistic inflation and the other fought it.

[Macro Goose @Macromob]

@TotemMacro @BankUnlimited @profplum99 What seems to have undone here is the corruption the policy reform was much overdue and even Macri tried some of these before giving up.

[Macro Goose @Macromob]

@Singularitarian @miniapeur His visual complex analysis got me to major in math.

[Macro Goose @Macromob]

@MaximeRivest Julia is R with a VM but without the packages.

[Macro Goose @Macromob]

@MoHossain Maybe because they are overfunded https://t.co/paJk60s5y0

[Macro Goose @Macromob]

@jnordvig Maybe you need to look at the period from 2003-2008

[Macro Goose @Macromob]

@jturek18 I guess people are going to learn easy to generate demand harder to bring about supply.

[Macro Goose @Macromob]

@jeuasommenulle Momath in nyc if you want to make a little trip out of it now that the dollar is cheaper

[Macro Goose @Macromob]

@joebrusuelas It is Black76 in Fx markets

[Macro Goose @Macromob]

@Brad_Setser The key is CNH vs CFETs basket where it looks like we are close to a near term peak. So worth watching krwcnh, eurcnh