Ray Cha

product, macroeconomics, data, maps, and other stuff. expect typos.

[Ray Cha @weatherpattern]

@vebaccount Stavros Niarchos Foundation Library @nypl and Central Branch of the @BKLYNlibrary both have cafes and books!

[Ray Cha @weatherpattern]

@vebaccount Nice. Are you doing the classic MIT 6.001 course based on this text? Check out these class lectures from 1986. I think the vibe might be right up your alley. https://t.co/RVMZi3Lhd8

[Ray Cha @weatherpattern]

Bookmarking for later reference 👀

[Ray Cha @weatherpattern]

Good thread and article. The secrecy aspect of the story makes me wonder about the future challenges in understanding the risk of economics and their debt.

[Brad Setser @Brad_Setser]

Interesting FT story, drawing on the amazing AidData numbers.

But I suspect it misses something important -- namely, China seems to be having second thoughts about its "emergency lending."

1/
https://t.co/nX6Q3h5LEc

[Ray Cha @weatherpattern]

Looking forward to this.

[Joey Politano 🏳️‍🌈 @JosephPolitano]

🚨BIG PERSONAL NEWS🚨

In the last year I've published 78 articles, created 438 charts, and written thousands of words to explain our complicated modern economy.

Today I'm excited to announce that I'm taking the leap—and writing my newsletter full-time!🧵
https://t.co/7yRnKauXPO

[Ray Cha @weatherpattern]

An NYC classic. https://t.co/6qpD4QSti4

[ScienceInsider @ScienceInsider]

BREAKING: White House issues new policy that will require, by 2026, all federally-funded research results to be freely available to public without delay, ending longstanding ability of journals to paywall results for up to 1 year. Coverage coming on @ScienceInsider.

[Ray Cha @weatherpattern]

Great infrastructure thread

[Catherine Rampell @crampell]

🧵Dems are about to give $80b to IRS. Mostly for enforcement, as you've prob heard—but some of the $$ will also go toward upgrading the agency's IT. Which is desperately needed.
How can you tell? Let me take you on a tour, starting with the IRS cafeteria https://t.co/mB3FkBIheh

[Ray Cha @weatherpattern]

Great interview from this gem of a podcast. I appreciate basic questions ti clarify terms that get loosely thrown about.

[Demetri Kofinas @kofinas]

I'm joined by @crossbordercap to discuss the drivers of global liquidity and why they have become, in the words of Michael Howell, “the new weapons in the escalating Capital Wars between the U.S., Europe, and China.”

https://t.co/plZgpxVSns

[Ray Cha @weatherpattern]

Excellent overview of capital flows, interesting for varying prior knowledge.

[CrossBorder Capital/ GLIndexes @crossbordercap]

During latest @hiddenforces @kofinas podcast we mentioned the close tracking of monetary inflation hedges (#gold & #crypto) and Global #liquidity. Several listeners have demanded the evidence... When the #Fed eventually eases it will again be the time for #BTC and #ETH

[Ray Cha @weatherpattern]

@bhoggard Epic

[Nrken19 @nrken19]

Map showing the spread of dumplings.

[Ray Cha @weatherpattern]

V. nice and honest reflection of a personal finance writers life by @ClementsMoney h/t @awealthofcs https://t.co/0MS8GWSQ9m

[Ray Cha @weatherpattern]

Fun episode. I think transfers could be direct gov payments? Also AMD is popular among the wsb crowd. cc:@awealthofcs

[Michael Batnick @michaelbatnick]

Animal Spirits: Invest in What You Know

https://t.co/NlZXl4JK6g

On today's show we discuss:

- Signs of capitulation
- Facebook not making investors money in a bull market
- EPS expectations falling off a cliff, and much more

[Ray Cha @weatherpattern]

the government would pay for the buyback using special drawing rights from the IMF, along with a $200mn loan from the Central American Bank for Economic Integration. #sovereigndebt https://t.co/83VZhQ1OBU

[Lara Merling @LaraMerling]

"The sad truth is that “investor sentiment” moves against poorer economies regardless of the real economic conditions in specific countries."

@Jayati1609 is calling for urgent action to tackle the coming debt crisis

https://t.co/0gS4nqjUuz

[Ray Cha @weatherpattern]

#sovereigndebt

[Ray Cha @weatherpattern]

@vebaccount 100% on board for a poster. Would also wear a t-shirt too.

[Rishi Mishra @aRishisays]

Today is the ten year anniversary of my favorite moment in monetary policy!

Whatever it takes!

Epic, yes, but what follows is equally badass, if not more: "and believe me, it will be enough".

Mario Draghi! What a gangster! 🖖😎🔥🚀

https://t.co/brNg51qVb8

[Ray Cha @weatherpattern]

On the Fed's data challenge
"As you get more and more pieces of data...you say does that fit with my story? if you get enough pieces of information that don’t fit, then you rewrite the story"@Claudia_Sahm "All data is fragile in its own special way"@IrvingSwisher ht @nick_bunker

[Victoria Guida @vtg2]

Spin, definitions, and real-time data aside: The best answer in the recession debate is that we could be in a recession, but no one knows for sure. Anyone who declares either way is just guessing.
https://t.co/YLQ32ZE5C4