X（推特）上的财经、科技与宏观账号。按时间排，不论是否入选精选。
We are told US treasury's are substantially outperforming other DM sovereign markets. If true why is the Treasury considering selling less of them? Wouldn't you want to take advantage of the relative strength? I would
UKMTO报告霍尔木兹海峡再发生一起袭击。作者称，过去11天内，霍尔木兹海峡及更广泛海湾地区已发生16起袭击。原文链接：https://t.co/9JoiAfW9jv
沙特称，周六利雅得机场遭袭，造成12人死亡、300多人受伤。这是与也门胡塞武装冲突升级以来伤亡最惨重的事件。
Rory Johnston称，霍尔木兹海峡袭击似乎正在放缓，并至少部分逆转近期原油流量的强劲恢复；与此同时，袭击频次已达到战事以来最高，仍有超过1000万桶/日原油通过海峡。引用内容称，过去11天霍尔木兹海峡及更广泛海湾地区共发生16次袭击，UKMTO报告了又一起袭击。原文将袭击放缓及原油流量恢复部分逆转列为看涨因素，将袭击频次处于战事以来最高水平且仍有大量原油通行为看跌因素。
以前我们买手机看哪家的照相功能好，未来我们买手机看哪家的端侧AI强
Join @TeslaSI if you’re interested in solving generalized real-world super intelligence! 引用 @elonmusk：@teslayoda We’re making interesting progress here. Digital Optimus can play about halfway through the Diablo campaign so far just by looking at the screen like a human. Skill at Counter-Strike
They show up for us. Who shows up for them? Meet Wenyi, Founder of Kuddo Health. Her experience with therapy sparked a mission to support clinicians, with help from NVIDIA GPU–accelerated AI. Watch her story. #WorldMentalHealthDay https://t.co/Kee5GEGHej
Electricity production is the best metric for the true strength of any large-scale economy imo 引用 @a16z：Energy capacity = economic capacity, in one chart There are no low electricity, rich countries https://t.co/DTCmjh3kwv
The ridiculous arguments by Ambani’s army of Internet shills make no sense On the one hand, they say Starlink couldn’t possibly compete with the amazing low prices offered by Ambani’s de facto monopoly in India and then, in the same breath, they essentially claim that Starlink 引用 @aaronburnett：Som
To buy stuff, you can just take a picture of your credit card, drop it in the chat and Grok @Bot will scour the Internet for the best deal on the item you want and order it
Looks like one of you posted on $RDDT WSB… with a $1M $AAOI position. I’m laughing at the comments, even more amusing when my name pops up Might still be early if people think there’s “no moat” in lasers and that AOI makes no money. (wait and see Q2 2027) https://t.co/vG6Zl4LZHf
Thank you @PrefShares for engaging with a constructive and thoughtful response. (anyone curious to read my original piece, go here: https://t.co/6a3fT1bER8) Let me take your points in turn. Retail. I like Amazon’s retail business too, and I agree there are losses buried in 引用 @PrefShares：Some th
Seeing this more with Grok Bot as well. But even outside the personal agents, see it with the normal agents thru Chat or Desktop app w/ computer use. Annoying once you've seen the convenience of them being able to do things for you and now just clearly hamstrung. 引用 @matthew_sigel：Nearly every shop
When I read this, I assumed the upshot was: an evil AI is not going to express its evil by killing people who were going to die pretty soon anyway, and most people do not fully understand the mechanisms of medical treatments they get, so you should obviously take the drug. https://t.co/3s45kX9SZi
川普称俄罗斯总统普京已同意向美国供应 300 万吨柴油。原文还提到，美国正在援助乌克兰，同时拟从乌克兰的对手俄罗斯购买柴油。
The OpenAI & Anthropic S-Curve Problem News of lower OpenAI revenue (and hastily ‘leaked’ end-’26 guidance), even as they picked up significant share clearly shows a transition from parabolic to linear industry revenue growth ahead. https://t.co/EUji9tuxSA https://t.co/vISrY7BAzr
We actually recorded this Tuesday, just a few hours, before OpenAI's latest release. So we mostly talked about the consequences of the Navier-Stokes earthquake. But basically, I think, you can jus take this whole conversation and now multiply it by 10.
NEW ODD LOTS: AI Is Upending The World Of Mathematics @tracyalloway and I talk to Justin Solomon, associate dean for engineering education at MIT, about the state of both math and math education, as OpenAI rolls out proof after proof https://t.co/E7tlGs5uvw
French versus Italian sovereign spreads: What Bloomberg is reporting here was thought unlikely, if not unthinkable, not so long ago. #economy #markets #europe #france #italy https://t.co/MEMDAXSGGV
2Q26 #coal fast facts: https://t.co/CGfIHbhBSy 🔹 Total domestic distribution was 92.2 MMst. 🔹 Wyoming led coal-origin states with 43.2 MMst shipped to 24 states. 🔹 Texas led coal-destination states, receiving about 10.6 MMst of domestic coal. 🔹 About 70% of coal moved by https://t.co/t6NPbcPAu
AAII 情绪调查显示，个人投资者股票敞口在 9 月升至 71.8%，为 2017 年以来最高。该比例高于 61.5% 的历史均值。
Retail spending remains robust … though down from its summer peak, year/year growth in Johnson Redbook Retail Sales Index is up 8.6% for week ending Oct. 3 https://t.co/cP4im7U86Q
标普500财报季开启，LSEplc对3Q26的盈利增长预估为30.6%，高于年初的15%。
Still on what would have been deemed unlikely if not unthinkable not so long ago... 👇🏼 #economy #markets #energy https://t.co/7esDzs7NcH
Posted earlier: FYI, on the growing risks of repeated US interventions to sway market pricing: https://t.co/36nBr4ORK1 @FT #economy #markets
伊朗革命卫队称，将袭击在该地区使用“非法”航线穿越霍尔木兹海峡的船只，威胁范围不限于海峡咽喉附近。
How does the Federal Reserve’s view of the price of goods and services differ from that of a consumer? In today's "Street Level" post, Research Director Kartik Athreya explores this topic from the perspective of a central banker. https://t.co/60SatHrgSq
美联储理事克里斯·沃勒称，在需要时口头指引可以用于塑造市场对近期利率路径的预期，并称上周发生的事是更明确的前瞻指引。引用内容中，沃勒预计还需加息，以支持通胀更及时地回到2%的目标；加息不必在连续会议上进行，但应在可接受的时间内落实。
Read more about the latest developments in Canadian crude oil differentials and the fundamentals that drive them in the latest edition of our North American Oil Data Deck: https://t.co/Wgy82jyfPz
阿尔伯塔Hardisty的WCS原油较WTI贴水扩大至每桶25美元以上，Houston的价差扩大至每桶16美元以上。原文称，两地价差分别达到2023年11月和2023年1月以来最宽水平，并称价差扩大由质量相关因素等共同驱动。
英国海事贸易行动办公室报告，海湾地区再次发生航运袭击。袭击正向西扩展，远离实际经由霍尔木兹海峡的航运交通；自上周三以来已发生15起袭击。CENTCOM仍未作出报复回应。
Our latest #OnInvesting podcast episode has dropped on which @CollinMartinCS and I riff on markets and I sit down with the always-insightful @NelaRichardson from ADP to talk all things jobs-related https://t.co/cE254ULT3x
美国10月密歇根大学消费者信心指数降至46.3，低于47.6的预期和前月的48.1。现况指数为44.7，低于50.1的预期和前月的50.9；预期指数升至47.3，高于45.7的预期和前月的46.3。https://t.co/BRcTwWzXnN
Companies that are doing well just before an IPO don't: - Refuse to disclose their actual revenue - "Leak" overstated numbers to the press - Repeatedly push back the listing date - Raise huge "bridge" financing rounds - Claim existential risk to get gov monopoly protection
密歇根大学10月通胀预期显示，1年期为4.7%，低于4.8%预期、高于4.6%前值；5—10年期为3.5%，符合3.5%预期，高于3.4%前值。原文链接：https://t.co/9HseCJEdie
Cook的律师表示，鉴于总统多次称已决定解雇Cook、无论事实和证据如何，他们严重怀疑这场听证会是否合法；律师称，如果……（原文在此截断）
特朗普成立委员会，评估针对美联储理事 Lisa Cook 的抵押贷款欺诈指控。委员会安排于 Nov. 5 在白宫举行现场听证会，Lisa Cook 将出席并接受委员会及其代表质询。
Andy is right. There absolutely ARE mathematicians excited about using AI for further exploration, including the guest we talked to today. But to my mind, that's a good reason for the labs to not just use their internal models to nuke the field with proofslop. 引用 @ahall_research：Some notes on what
2026年9月，美国失业率基本持平在4.2%。
Subscribe today to read this afternoon's full Oil Context Weekly writeup, where we break down these numbers and much, much more every Friday: https://t.co/eyED40rRCx