Rab Memari

Financing the producer economy @ Former founder @ and → SF → Berlin → London

[Rab Memari @rabmemari]

Even a major appreciation will be offset by any trade concessions they get and inflationary pressures it invites. Many US and EU manufacturers will be negatively affected by any appreciation due to their investments there. I dont have a solution, but haven’t seen a good one yet either! German automakers are increasing investments in China, tech, automation and shedding jobs at home … maybe the solution is just to change with the times than to fight it.

[Rab Memari @rabmemari]

@Brad_Setser @michaelxpettis Same with commodity import prices

[Rab Memari @rabmemari]

Doesnt make sense for the UK to do this. Any retaliation on other goods would outweigh the benefits as most domestic manufacturers are foreign owned and significant importers themselves. Better to give consumers access to low cost EVs and use diplomatic capital with China elsewhere.

[Rab Memari @rabmemari]

@kevinrose @om I am very sad to hear this. He was so kind, curious and generous. Many good chats. Sightglass should retire his spot there.

[Rab Memari @rabmemari]

@chriskim_dev @Teknium No problem. I think its more of a @SlackHQ problem, but happy to check if I can fix it in Hermes and push a PR

[Rab Memari @rabmemari]

@chriskim_dev @Teknium Try including a space before the slash, that works for me

[Rab Memari @rabmemari]

@GoujianofYue @nntaleb i suspect he was too cool to participate himself

[Rab Memari @rabmemari]

@GoujianofYue @nntaleb Not a contradiction of Plutarch, but in Arrian’s Anabasis there are several mentions of him throwing big athletic games after battles and to honor fallen soldiers. He also introduced greek sports to the east.

[Rab Memari @rabmemari]

@ilan_kadar Looks great! I will try it out

[Rab Memari @rabmemari]

@mbrendan1 @AnthropicAI The watermill had a similar impact in the middle ages

[Rab Memari @rabmemari]

@dayonefoundry Cursor does this too, with no mention of the model used

[Kaz Nejatian @nejatian]

The people who chased me and my family out of Iran are dead.

Thank a veteran. Pray for freedom.

[Rab Memari @rabmemari]

@kevinkern tried earlier codex version, not bad, but just wanted to checkout the latest ones and had to ask Opus which version to try

[Rab Memari @rabmemari]

@RenaudFoucart Italy in the 70s was even worse

[Rab Memari @rabmemari]

@pitdesi mostly from money market funds and fees

[Alex MacKay @_amackay]

With unique data from a large global manufacturer, we were able to study how product markups vary along the supply chain and over time.

One thing that surprised us: though manufacturer and retail markups bounce up and down, total (manufacturer + retail) markups are stable.

[Rab Memari @rabmemari]

@mikulaja Community and regional banks are so small that they get too cozy with customers, become dependent on their revenue and cant afford to put in place proper systems and governance. More consolidation is needed

[Rab Memari @rabmemari]

@SanderTordoir Even the Made for Germany initiative appears to be driven by public and private debt than by industrial policy

[Rab Memari @rabmemari]

@robin_j_brooks This would likely be imports for China’s port construction project there. Your conclusion suffers from two different sets of sampling bias.