#Macro

Amir Sufi

profsufi

I finished the excellent "Trade Wars are Class Wars" by @M_C_Klein and @michaelxpettis a couple of weeks ago. It is a fantastic book, a must-read especially for my academic economist

Thomas P. Bossert

TomBossert

The theme here is wrongheaded. The guy quoted is looking at hospitalizations “every day.” That’s not enough. Lag and delay are hard concepts for people to understand, but future planning

Dr. Joseph Marcel Eboa

CoachingMeNow

Secteurs dans lesquels vous pouvez toujours investir sur le LONG TERME : divertissement et loisirs, restaurants et hôtellerie, transport et voyages...L'investissement à long terme se base d'abord sur la valeur

A.R. Buckle

JuliusGoat

VIRUS Let me give you a hypothetical scenario.Imagine, as best as you can, that there's a virus.To help your imaginations, I'll describe this virus. Let’s suppose it’s a novel new

eric boroian

eboroian

(1/n) Value investing is about buying something for less than it’s worth. 2 problems with the implementation of this:1/ People don’t have the same definitions/frameworks for thinking about what something

Matthew E. Kahn

mattkahn1966

This is very interesting. Permit me to make some Roy Model migration points and one general equilibrium point. A "slow moving" local disaster shifts expectations about the future economic opportunity

Jagatjit

Senpai_Jagatjit

5x72h fast begins This is why. Need I say more? Fasting 72 hrs starter pack.Your liver glycogen will take around 24-48 hrs to deplete depending on what you

Shankar Sivananthan

shanxonline

As we think about unconventional spaces for ICU patients, a reflection thread on the staff we need to make this work:(Thread)- resource nurses who are the captains of the icu.

Mujtaba Rahman

Mij_Europe

Why's everyone celebrating yesterday's Eurogroup? Yes, there's lots of ambiguity in statement so & can claim a win, but guarantees for SURE are voluntary & while there's no ESM conditions

New River Investments Inc.

NewRiverInvest

i’ve been thinking for a couple of years about how the recurring V-shaped crashes and recoveries in large-cap indices have conditioned market participants to hedge for that and position for

Shales From The Crypt

ViscosityRedux

Energy sector has underperformed the S&P 500 by 14% since mid March. What gives? Speculation follows… Sometimes it feels like the market is too clever by half. Instead of tracking

Brendan

irvinebroque

.@NathanTankus’ Substack > undergrad macro econ 101.When you can learn more from a few paid newsletters than a $$$$ undergrad semester, the system has already crumbled. No amount of Zoom

Alexandre Pointier

alexpointier

This time is different for #Africa. Enjeux de la crise #COVID19 vs. crise de 2008 et actions urgentes pour les institutions de développement (thread) @AFD_France @RiouxRemy @IDFC_Network @europeaid @BM_Afrique @AfDB_Group

Daniele Tavani

danieletavani

*Bad take* alert here. Neoclassical growth theory rests fundamentally on the f'(k) = r profit-max condition. There is no real wage without this, since w = f(k)-f'(k)k because of constant

Trend Micro Research

TrendMicroRSRCH

Cybercriminals continue to ramp up their activities even in the midst of a global pandemic. In August, @TrendMicro blocked a total of 5.6B #threats that compromise users’ systems, 5.7M of

JW Mason

JWMason1

Just to clarify some of the stakes from yesterday's debate/discussion on fiancial flows and international trade. (Thanks again, @jainfamilyinst!) Here's the position I was arguning for. I think @NathanTankus and