Joined July 2007
1 Photos and videos
Gcn retweeted
In assessing the impact of the new #tariffs, and while awaiting the details of the retaliatory measures by #China, it's important for the #markets to remember that the profitability of S&P companies is more exposed to #China (both revenues and costs) then the #economy as a whole.
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Gcn retweeted
From @TheEconomist article on the progress being made by universities in #China in #STEM research. This is consistent with the significant advances being made in the areas of technological innovation and, increasingly, invention. #economy
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Gcn retweeted
Physics has taken a step away from pure mathematical modeling. buff.ly/2Paas5X

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14 May 2018

President Xi of China, and I, are working together to give massive Chinese phone company, ZTE, a way to get back into business, fast. Too many jobs in China lost. Commerce Department has been instructed to get it done!
Gcn retweeted
From the archives: Malaysian PM-elect Mahathir Mohamad has made a sensational political comeback. Read the FT's 'Lunch with' the 92-year-old from last year on.ft.com/2wqBQs7

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Gcn retweeted
Interesting charts from another thought-provoking note on #markets from @FT @johnauthers The first chart details what has happened to #PE 's this year; the other two capture the "surprisingly good" corporate earnings; & the note tries to reconcile it all ft.com/content/0297ff7c-524e…
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Gcn retweeted
6 May 2018
Millennials are waiting much longer to have sex, 1-In-8 are still virgins At 26. bit.ly/2rpl5rs
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While more small firms report that they're raising selling prices, inflation is not high on the worry list. According to NFIB, just 2% of firms say that inflation is their single-most important problem, historically low.
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Gcn retweeted
9 Apr 2018
.@RenMacLLC: By our estimation, U.S. politics -- trade, tech, and Trump -- has hit stocks by about 4x as much as the Fed so far this year.
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Gcn retweeted
Today's 3.9% US #unemployment rate was last seen in December 2000. This short video @WSJ compares and contrasts economic and financial conditions--then and now. (The only significant omission: discussion of today's relatively low labor force participation) wsj.com/video/what-39-unempl…
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Gcn retweeted
Big news. @CNBC has launched the "Warren Buffett Archive" .. buffett.cnbc.com/ .. a website that features recordings of every shareholder meeting since 1994 .. with synchronized transcripts .. and a lot more. News release: cnb.cx/2rmlxaC
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Gcn retweeted
The last time the unemployment rate was this low (Dec 2000), wage growth for non-managers hit 4.3%. Now it's hovering around 2.6%
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Gcn retweeted
ICYMI: Quantum physics tells us information cannot be destroyed, so what happens when information enters a black hole? buff.ly/2G6eHei

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Gcn retweeted
4 May 2018
The U.S. expansion has put millions of people back to work and economists agree that the economy is now at or close to full employment. But what does that mean exactly? bloom.bg/2KAoSuB
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Gcn retweeted
This mystery is almost as old as the field of mirror symmetry itself. A solution has finally been found: buff.ly/2wbE0LS

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Gcn retweeted
What does the future of active management look like? bloom.bg/2rhxeyp
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Gcn retweeted
While triple digit #Dow moves are not what they used to be years ago,it's still notable that 19 of the last 23 days have seen such moves (esply given where #markets are coming from) This change in #volatility regimes is one of 3 major transitions facing #investors and #businesses
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Gcn retweeted
Further to the earlier tweet, here's the "game theory" framework posted a few days ago that I find useful to think about how current #trade tensions may evolve. project-syndicate.org/commen… #economy #trade @ProSyn #markets #tradewars #tradewar @wsj @ft @economist #tariff #china #us
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