s c andrade

Mostly friendly human. Finance Ph.D. Non tribal, old school progressive 🌹.

[s c andrade @scandrade3]

@Brad_Setser Do GG and POG think the ROW has to live with a large Chinese surplus (perhaps with some limited sectoral protection), and accept that “global rebalancing” waits on a Chinese decision?

[s c andrade @scandrade3]

@40yoap for how long do you think you will stay at zero ?

[s c andrade @scandrade3]

@upanizza @ptj_official need to control for sectoral differences

[s c andrade @scandrade3]

@Bellmanequation Is Haakon made of other clay than mine? The fortunate man? Ay, does not everything thrive with him? Does not everything shape itself for the best, when he is concerned?

[s c andrade @scandrade3]

@JohnHCochrane @stevehou "secular stagnation".

[s c andrade @scandrade3]

@Noahpinion you upgraded from economist to public intellectual

[s c andrade @scandrade3]

@lugaricano what risk are you referring to? inflation? outright default?

[s c andrade @scandrade3]

@TheEconomist @DAcemogluMIT You come at the king, you best not miss.

[s c andrade @scandrade3]

@RealJimChanos @EpsilonTheory Epic https://t.co/lx2zEqmAgL

[s c andrade @scandrade3]

@alz_zyd_ wouldn't a truthful description of each authors' participation in the paper destroy the market? Who would say "I just lent my name".

[s c andrade @scandrade3]

@tumacius @40yoap Agreed. And careful about handling conflicts of interest. And encourages authors to contact him before submitting to check if the paper has a chance.

[s c andrade @scandrade3]

@QJEHarvard @ph_schirmer Scratching my head with the framing here ... I thought financial economists knew that firms with higher *current* profitability on average earn higher subsequent returns. (Novy-Mark, Fama-French, etc.)

[s c andrade @scandrade3]

@40yoap First submitted to JFIP. Got two reject reviews. One from an incumbent protecting their turf, the other from a clueless person who does not know the basics. CFR does not have these issues.

[s c andrade @scandrade3]

@40yoap it hurt but it was worth it

[s c andrade @scandrade3]

@40yoap Unpublished #1: https://t.co/hfMtFdVDsf

[s c andrade @scandrade3]

@40yoap Since you ask for self-promotion ... https://t.co/suHdAmDgAZ and https://t.co/LV0z4tioa1 . Thanks!!!!

[s c andrade @scandrade3]

@alz_zyd_ We live in different times ...

[s c andrade @scandrade3]

@GonHuertas Nice, looking forward to it.