Sublime
An inspiration engine for ideas
Some reaction from me on @cnn tonight to Kamala Harris’s MSNBC interview, and what she and Biden said today about their failed policies and pathetic class warfare. https://t.co/EA65h1QIL2
Scott Jenningsx.comVC Joe Lonsdale loves screaming about the Chinese Communist Party on CNBC and X.
Yet it seems he's financed directly by CCP member and notorious money launderer Xiao Jianhua's network.
I believe Joe Lonsdale is a US national security threat.
https://t.co/u5Zz1yWQk9
Lauren Balikx.comThe new admin's policies are set to slice this support to roughly zero in the years ahead.
While the impacts wont be felt immediately, these efforts represent a significant drag on medium term growth at a time when growth expectations in asset markets remain at all-time highs.
Bob Elliottx.comI was asked to recommend 5 books on economic policy by @nytimesbooks--ostensibly to help people make up their minds for this election but even if you don't have time to read them before voting the issues will still be relevant in 2028, 2032, etc.
One tweet for each.
Jason Furmanx.comThis is absolutely insane…
This is Jared Bernstein. Chair of the Council of Economic Advisers.
He advises Biden on economic policy.
https://t.co/Gi2j99dn5d
Geiger Capitalx.com
Now we chill out, retrace, and wait. If Trump can't pass his budget which spends more and hikes debt ceiling, resume capitulation to levels pre the election day victory $75k to $70k. This is test of how strong Trump's hold is on the Republican party. https://t.co/sFUq12OSIY
This is Bill Gurley
He is a former GP at Benchmark, a leading venture capital firm, and in his most recent interview, he provides his latest view on the market - Long🧵
1) Mega Venture Fund Rise
2) Misaligned Incentives & Zombie Unicorns
3) Permanent Privates___L... See more
JP Morgan asset manager Bill Eigen absolutely kills it on inflation.
He suggests maybe we are at the neutral rate on bonds right now?
He just nails it all period.
I guess that’s why he runs $20 billion.
Well worth watching👇 https://t.co/w9GFd0NzvX
QE Infinityx.com