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。
I agree with Mr. Batson; China needs more borrowing (used more efficiently) to support consumption and strengthen nominal GDP growth. I think many folks have the wrong intuition around an economy that saves 40% of GDP. It will either run massive external surpluses, or be in a 引用 @andrewbatson：@ni
Expand the scale on the right hand side to 0%-" 100% and it becomes boring. Who gives a crap about whether l/s equity funds are between 48-56% net long. If they ran 48% all year vs 56% all year as of today they would have made 1.2% more. 引用 @eliant_capital：The definition of frustration in a char
Really worrisome article. Not only is China galloping ahead in important industries, but they're also getting better and better at scamming. The west urgently needs a plan to nurture our own domestic scam ecosystem. https://t.co/ME6CnzSBJI
Via HSBC. Despite stocks hitting record highs, in person, people say they're skeptical of the AI trade. https://t.co/QiLMs4UaUh
NABE2026第二天开场，副主席 Nela Richardson 讨论最新展望调查。调查显示，中东冲突加剧通胀压力，部分传导至核心通胀，且美联储立场更加紧缩。
Fed communication has gotten a hair more dovish in recent weeks, per Fedlock https://t.co/zVh6WKpRAj https://t.co/xhAhrFzjb5
Hey I joined (late due to technical problems on my end) this great live show with @scottmelker Breathing a bit of fire. https://t.co/hQtFij0JGI
New DSR for clients released today. "Will "The House" Martingale? - QRA Preview" Pinned tweet for details
So a question. If there are two extremely similar assets that are similar but not literally fungible. Similar in that they respond to macroeconomic drivers identically and are idiosyncratically highly similar. And let's assume they have fixed supply. Is there any reason that
At #NABE2026, @ClevelandFed Pres Hammack says « policymakers need to explain the information & thought process behind our interest rate decisions. Explaining my reaction function is not a prediction for policy. It’s describing how I expect policy to adjust as conditions change » https://t.co/sqwUmpP
Correlation vs causation vs intent - as we argue in the #GenevaReport, it is mostly about the inflation differential driven by China’s housing bust vs the West inflation surge, at the time of rapid tech progress. A Reverse Dutch Disease that benefits China @cepr_org https://t.co/XCDNy6qrki 引用 @Brad
大盘离新高很近，情绪面却这么低，到底承担了什么样的风险？ https://t.co/eUe9PcW1TT
At #NABE2026, @KevRGordon discusses “vibepression” 1️⃣ Cumulative inflation 2️⃣ Miserable expectations 3️⃣ « Strange » and uneven labor market 4️⃣ Profits for thee, not for me 5️⃣ Net worth in driver’s seat ⚠️ New normal: higher speed limit and higher deficit https://t.co/yqRpQTYsIq
At #NABE2026, @kylascan discusses the factors behind the vibecession: 1️⃣ Later achievement of life milestones 2️⃣ Media and social negative bias 3️⃣ Labor market frozen and slow wage growth 4️⃣ Price volatility and cumulative inflation @nabe_econ https://t.co/F7miIHID5P
啥都没变，价格变了，性价比快来了，解禁也快结束了 引用 @TJ_Research：很多人问我加没加仓，我都没停下来过，1：45直播到现在，直播完听财报，吃饭，现在给你们X码字总结，待会把微软继续听完，马上9点半还得App里直播，容易嘛 苹果还没被止损，准备卖了，加NOK，8-8.5都可以开始买下去，另外一个我很喜欢的长期标的是CBRS，但30B以下再考虑。加仓不急于一天，看财报更重要
US has ~2x China's data center capacity, and 3x+ Europe's. Let's not lose that competitive advantage. https://t.co/jGw5qEHFYH
A few assumptions behind the charts, which compile figures found in the public domain and published research. Global forecasts use a 52% US share, North American forecasts 97.5%, and ex-China forecasts 68.4%. Where a facility-power conversion is needed, the assumed PUE is 1.20;
Why I believe Muse (and Muse-like agents) are game changers for SMBs $META full piece: https://t.co/rQBpOpGBKj https://t.co/VbDyCAJj9J
Intel would make more sense I'd have thought, given Qualcomm's recent acquisitions. But Jim continually says he has no plans, so 🧂 https://t.co/4qNcjHwala
Super interesting: "Anthropic's Claude Fable 5.1 scored 41% in Claude Code and 61% in OpenAI's Codex. It made 28 tool calls at the median in one and 66 in the other." "No model did best in its maker’s own harness" https://t.co/BONmxl9hiE 引用 @chamath：Model Benchmarks Are Worthless How can a model
Love people opening up the convo to debate/learn in public and Matt is great at it. Sharing for broader awareness. I'll leave the chip-based GW forecasts to others, but on power, I've presented several frameworks for thinking about US IT capacity and the very real limits that https://t.co/fTp3ZzdW5
Very interesting to see which analysts are going to Semicon West and which ones are going to OCP.
Great episode. Meta's $100B+ AI bet is built around PERSONAL superintelligence: an agent that knows your context, remembers it and gets things done for you. Zuckerberg and Wang on Cheeky Pint: >They see room for a consumer-focused frontier lab while much of the industry's 引用 @collision：Cheeky Pi
DTE与Google在Van Buren Township签订1 GW、期限为20年的电力合同。作者称，密歇根州10月1日的相关命令披露了超大规模云服务商的最低电力承诺，并提到为公用事业提供下行保护的基础设施投资安排。
Sure... Random train of thoughts on markets now, optics like $LITE / memory + $IREN / Anthropic. On Memory: - Demand visibility on $MU / Samsung / SK Hynix extend into 2030-2031. Samsung has LTAs covering 70% of their capacity into 2031 (likely with SK Hynix type price 引用 @Wolfex_Yeat：@aleabi
高通CEO: “什么是AI手机？当OPENCLAW面世时，AI手机的未来就清晰了” 💯💯💯 引用 @TJ_Research：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
COLUMN: “Buy to the sound of cannons, sell to the sound of trumpets.” The ancient stock market maxim resonates in today’s Middle East. While the US and Iran fight, Big Oil is heading into neighboring Iraq. @Opinion https://t.co/6rcxadx1Em
NEW ODD LOTS: @tracyalloway and I talk to @So8res to get the actual details on how AI would actually kill us all https://t.co/GBuT46fmSA
As a structural bond bear, I actually don’t find this recent bear surge in bonds surprising. The yield curve is still flat, nothing is broken. It’s almost expected. But now, the more people talk about it, the more I might become neutral on bonds. https://t.co/uOrymG3qRA
The AI boom is increasingly shifting from parabolic to linear growth. Most investors are totally unprepared for that shift. This week, free on the blog app. https://t.co/EUji9tuxSA https://t.co/qQk0lvaJcR
I hear all the time that the semis & hyperscalers see plenty of AI-related demand ahead, with no connection to who will pay to meet those lofty expectations. In short, it would require all non-tech companies to bet their entire free cashflow on AI by 2030. Good luck. https://t.co/tllPSskzj8
As this chart (h/t @Mike_Weilandt) shows, periods of CNY depreciation/ weakness have consistently been associated with Chinese export outperformance. (the IMF China team ignored this from 22-24, and as a result missed the jump up in China's surplus) Time to get back to BoP https://t.co/ow8GUgbld2
A chart that says more than a thousand words The acceleration in China's export volume growth clearly followed the RMB's depreciation. Sometimes international economics is simple (even if the PBOC and a few others want to fuzz it up) https://t.co/dY7aZH8yUB
3/ She prefers "smaller, more frequent" moves to avoid bigger hikes later. Her neutral-rate estimate is among the Fed's highest, and she says if she's wrong, it's too low. Also, higher yields are "absolutely not" a substitute for Fed hikes https://t.co/Amj2pqRriQ
2/ Her take: Yes, rate hikes won't open the Strait of Hormuz or immediately slow the data-center buildout. But they might make other firms "think twice" about expanding in this environment, leaving scarce parts or supplies to data centers and easing pressures at the margins.
More on how the size of the question ahead has gotten so large here on the blog app: https://t.co/bifKj6KlvA https://t.co/Zd3Ku1pPin
红杉两年前提出的6000亿美元问题，如今已变成3万亿美元问题。相关支出规模扩大之际，实际收入仅增加略多于1000亿美元，前瞻性需求与现实收入之间的差距已扩大。
Barry Eichengreen sees 2 different scenarios 1️⃣ Favorable: gradual erosion of US Dollar along with creation of a diverse global multipolar monetary ecosystem 2️⃣ Worrisome: sudden collapse of USD before other systems are mature and robust: global liquidity shortage @nabe_econ https://t.co/OlUuV5
I really enjoyed this chart and history book by @MebFaber For people who like macro and market history, it’s a really cool physical resource. https://t.co/V6n5Iqv5Ld
Remember two weeks ago when risk premium sceptics were looking at ACM and saying risk premiums were falling not rising. Where are the sceptics today. Using one model is stupid but thinking risk premiums were falling back then was even stupiderer https://t.co/KnWYUsuzHk