mukul gulati

[mukul gulati @mukul_value]

@acorn What are the different conclusions? And how is it a ‘deal’ when Ukraine is not involved?

[mukul gulati @mukul_value]

@acorn There is no such thing as a US progressive establishment. Zohran is sui generis who ran against bad opponents. The bigger story is two centrist governor candidates winning landslides

[mukul gulati @mukul_value]

@Aakar__Patel And Coumo is not even the Dem candidate. Mamdani won the Dem primary. Generally, the Dem candidate wins the general election in NYC.

[mukul gulati @mukul_value]

@Aakar__Patel NYC is a Dem city. The young man is winning partially because the Dem establishment candidate is terrible

[mukul gulati @mukul_value]

@CliffordAsness Cliff, are you saying that Harris would have attempted to impose autarky like your preferred candidate is doing?

[mukul gulati @mukul_value]

@pinakichakrbrty Almost every single economist has spoken out about the stupidity of tariffs - Manikw, Larry Summers, Jason Furman, Tyler Cowen

[mukul gulati @mukul_value]

@CliffordAsness @JonahDispatch Didn't you vote for him Cliff?

[mukul gulati @mukul_value]

@acorn A couple of problems - the source JD is known to make up stories about immigrants, and advocating support for a suffering and invaded nation is the right thing to do for the US. This is not interfering with another country’s politics.

[mukul gulati @mukul_value]

@acorn Some of the top WaPo political reporters have left for the Atlantic, which is a technically a 'magazine' not a newspaper. I expect strong and critical coverage from them. Going forward, for US political and policy news, I suggest the FT, NYT, WSJ news section and the Altantic

[mukul gulati @mukul_value]

@acorn WaPo of course is a different story. Its sole owner has expansive business interests, and several serious journalists have departed over the last year. I am afraid WaPo will cease being a nationally important newspaper. This will be a tragedy

[mukul gulati @mukul_value]

@johnstanly He should have taken this decision two years ago. Better late than never

[mukul gulati @mukul_value]

@acorn Donald Tusk

[mukul gulati @mukul_value]

@acorn He is fighting for his country's survival. I don't believe he is in a position to provide such advice to his benefactors

[mukul gulati @mukul_value]

@RampCapitalLLC @Geiger_Capital Are you serious dude? Did you see your guy’s Bloomberg interview?

[mukul gulati @mukul_value]

@bariweiss Now, do Trump

[mukul gulati @mukul_value]

@RampCapitalLLC Cope