manus100

[manus100 @manus100128512]

@LukeGromen Hi Luke. My question is this: given much of the spending is index linked and the complaint is that politicians are too weak to cut, why will ‘running the economy hot’ answer the deficit/debt problem? All you’ll have is an even higher borrowing rate?

[manus100 @manus100128512]

@fchollet Consciousness is not a computational act, as Penrose never tires of telling us. We don’t know how it arises.

[manus100 @manus100128512]

@ttmygh One of the many delusions America will undergo on its path to running a balanced budget. See also: tariffs; “run it hot”; blockchain treasuries, etc.. All of it guff.

[manus100 @manus100128512]

@angie_rasmussen It’s the great moral panic of our time. They should all be given a nice cup of tea.

[manus100 @manus100128512]

@profplum99

[manus100 @manus100128512]

@DariusDale42 Not an expert, but doesn't any such accord creates as many problems as it solves? High inflation, plunging $ (unless there is some sort of international cooperation), and a still ballooning deficit given the many indexed linked expenditures.

[manus100 @manus100128512]

@MrMBrown Is the idea that the NEETS will do the high-fliers jobs?

[manus100 @manus100128512]

@GoldnGuitars November, eh?

[manus100 @manus100128512]

@Mayhem4Markets Lending to the US, or many others, is brave. At some point though, it becomes about whether a recession is going to be caused by rates - making bonds a buy. If oil stays at these prices I think 6% will do it.

[manus100 @manus100128512]

@Rory_Johnston Force majeure!

[manus100 @manus100128512]

@dailydirtnap Why? I’m not American, though I’ve lived there, but it looks to me that your present malaise is because you elected Obama and folk lost their shit. God alone knows what will happen should you elect a bird, but my guess is it’ll be bad.

[manus100 @manus100128512]

@dailydirtnap My doctor wife calls your 50s “Snipers Alley”.

Sorry for your loss.

[manus100 @manus100128512]

@GaryMarcus Why is no one suing them?

[manus100 @manus100128512]

@DannyDayan5 @super_macro I’ve never understood it. Yet it’s the main argument I hear in favour of gold.

[manus100 @manus100128512]

@nicksortor Not to worry. It doesn’t matter anyway.

[manus100 @manus100128512]

@hendry_hugh Stop using 1920s Art Deco themed art. Please. It’s giving me 1929 panic attacks.

[manus100 @manus100128512]

@AahanPrometheus @memecoinmagi @BobEUnlimited Based

[manus100 @manus100128512]

@MichaelKantro Egads. I’m not an expert but from your graph these regimes tend to persist - perhaps implying that the hoped for ‘near term peak’ may not be a durable peak?

[Andrew 🇨🇦 @GoldnGuitars]

Ok, the video is a touch long, but I tried to go quickly. I get into cycles, $SPX and $GLD.

Please like and retweet!
Thanks guys!

[manus100 @manus100128512]

@gbrew24 is that a young Mitch McConnell in his 1st term?