I used a 7.46 factor to convert metric tons into barrels (as recommended by BP)
I used a 7.46 factor to convert metric tons into barrels (as recommended by BP)
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X（推特）上的财经、科技与宏观账号
X·宏观AI 评分22 X·宏观AI 评分33 "I'm no fan of ____, but..." is one of the signature rhetorical moves of our times.
"I'm no fan of ____, but..." is one of the signature rhetorical moves of our times. 引用 @suchenzang：i'm no fan of brain-fried EA safetycel savior complexes, but if your response to your own dirty laundry being aired out in public is "we take safety seriously because we wrote blog posts" and said blo
X·宏观AI 评分1313 Swinging by CNBC Overtime at 440pm ET today to no doubt piss off some AI manics with some troubling…
Swinging by CNBC Overtime at 440pm ET today to no doubt piss off some AI manics with some troubling facts we learned this week. Check it out!
X·宏观AI 评分1313 Full headline is 1 days consumption? I mean thanks I guess.
Full headline is 1 days consumption? I mean thanks I guess. 引用 @financialjuice：Trump: Putin Agreed to Release Diesel Into Global Oil Market - Truth Social https://t.co/PcQn6r7Nxk
X·宏观AI 评分1616 Why is the White House holding a hearing on Fed governor Lisa Cook now? Trump explained why in July.
Why is the White House holding a hearing on Fed governor Lisa Cook now? Trump explained why in July. After the Supreme Court let Cook keep her seat while she challenges his attempt to fire her, Trump said on CNBC that the court "sent it back, not based on the merits. They sent 引用 @NickTimiraos：Mo
X·宏观AI 评分4141 美国贸易逆差中的“AI”部分增长，主要体现为自墨西哥进口增加
美国贸易逆差中的“AI”部分正在增长，主要体现为自墨西哥进口增加；台湾及其他代工厂也已大规模转向墨西哥进行最终组装。Foxconn位于墨西哥哈利斯科州埃尔萨尔托、组装英伟达 NVL72 服务器机架的工厂，目前供应的商品接近美国商品进口总额的 1%。
X·宏观AI 评分1818 Every week I summarize and analyze developments in flat crude prices, calendar spreads…
Every week I summarize and analyze developments in flat crude prices, calendar spreads, high-frequency inventories, refined products, and positioning data, as well as a taste of the themes I’ve been thinking about or following closely Subscribe and read: https://t.co/fR212p97cV
X·宏观AI 评分2020 Rational Dissent Episode 012. What the 'K' is Going on?
Rational Dissent Episode 012. What the 'K' is Going on? Available on YouTube, Apple Podcasts, Spotify, Overcast, and more. Markets and portfolios are keeping top earners spending, while many paycheck-to-paycheck households fall behind as prices have risen faster than wages https://t.co/uYWxlEglOv
X·宏观AI 评分1515 New at THE OVERSHOOT:
New at THE OVERSHOOT: Found: America’s Missing Interest Income https://t.co/buuwWs0nTe For years I have argued that the official numbers on net interest payments by U.S. businesses were grossly understated. The latest revisions have vindicated my view. https://t.co/mdlxkKYNbF
X·宏观AI 评分55 thinking of writing a piece simply titled “Tanker Rates Ruined Crude Prices”
thinking of writing a piece simply titled “Tanker Rates Ruined Crude Prices”
X·宏观AI 评分88 AI proofs discouraging open collaboration seems like the most straightforwardly negative…
AI proofs discouraging open collaboration seems like the most straightforwardly negative repercussion of all this. 引用 @omzidar：@TheStalwart It’s interesting- there are some *very* strong opinions among some mathematicians I’ve talked to here. One issue is that ai is discouraging collaborative confe
X·宏观AI 评分44 when you do a TV hit and the anchor closes off with something along the lines of “the perfect…
when you do a TV hit and the anchor closes off with something along the lines of “the perfect person to provide us that necessary Commodity Context” https://t.co/bshPZyW8Uo
X·科技公司AI 评分1717 Internet connectivity enables education & prosperity
Internet connectivity enables education & prosperity 引用 @AsFoundX：🚨 ELON MUSK ON INTERNET AND POVERTY Elon said the single biggest thing you can do to lift people out of poverty is give them an internet connection. Once people have internet, they can learn almost anything for free and sell their
X·财经博主AI 评分1313 2026.41: It’s Not You, It’s Me
2026.41: It’s Not You, It’s Me The best Stratechery content from the week of October 5, 2026, including drifting apart from Apple, Facebook complications, and the delightful absurdity of U.S.-China dynamics. https://t.co/nbkVuIAdgG
X·财经博主AI 评分2929 There isn’t yet a single fungible unit of compute. An “H100 GPU-hour” tells you the hardware and…
There isn’t yet a single fungible unit of compute. An “H100 GPU-hour” tells you the hardware and duration, but cluster size, networking, location and contract terms can materially change what that capacity is worth. @ash_locked does an excellent job explaining how this carries https://t.co/bdAoUCSl
X·财经博主AI 评分1818 Like usual growth solves most problems so there’s a chance this looks like a blip if the labs go…
Like usual growth solves most problems so there’s a chance this looks like a blip if the labs go back to rapid ARR growth This was always the issue when every bet was additional leverage on the same data points (lab growth). That’s why fear cascades when the foundational bet 引用 @joinyellowbrick：I
X·财经博主AI 评分2727 Per Grok, “Trucked compressed natural gas is reported to cost roughly four times pipeline…
Per Grok, “Trucked compressed natural gas is reported to cost roughly four times pipeline deliveries once labor, equipment, and truck fuel are included, and scaling it even to 100 MW of the 2.45 GW Project Jupiter site would require a large trailer roughly every 40 minutes.”
X·财经博主AI 评分4040 Oracle 用卡车运输天然气以规避数据中心供电延误，引发对效率与排放的质疑
Oracle 正用卡车运输天然气，为 AI 数据中心供电，以绕过可能威胁其扩张的管道延误。该做法已在 Utah 和 Texas 使用，可能扩展至其 2.45-GW 项目；评论指出，卡车运输在能源效率、成本和排放方面都不理想。
X·财经博主AI 评分1919 Why are Euro auto brands losing to China? Well... let's look at costs, productivity, employee…
Why are Euro auto brands losing to China? Well... let's look at costs, productivity, employee output, etc. Hard to compete with this. "Using VW’s auto plants as a proxy, labor costs, labor productivity, sick leave rates, unit costs and electricity costs in its China plants are a https://t.co/rLvIia
X·宏观AI 评分2525 关于大饼及加密的这一波调整原因是什么以及之后怎么看？个人应该是X比较早预警调整要来的，最早是9月28号聊到（引用的推文）：准备金已经回落，意味着流动性开始收紧9月中下特别是10月下旬需要谨慎、10月下…
关于大饼及加密的这一波调整原因是什么以及之后怎么看？个人应该是X比较早预警调整要来的，最早是9月28号聊到（引用的推文）：准备金已经回落，意味着流动性开始收紧9月中下特别是10月下旬需要谨慎、10月下旬可能是年内流动性的最低点，已经给这次一调整预警了。 https://t.co/jJpEaJwrYp 引用 @qinbafrank：对于大饼和加密，需要关注一些流动性的变化。银行准备金上上周3.03万亿，上周已经回落到2.96万亿。之前8月20号的推文有聊到：从流动性的角度看、近期币市应该还可以，直到9月中。9月中下特别是10月下旬需要谨慎、10月下旬可能是年内流动性的最低点。然后年底又可以更乐
X·宏观AI 评分55 And the sums involved are so staggeringly big that they are bound to leave traces (Korea is now…
And the sums involved are so staggeringly big that they are bound to leave traces (Korea is now similar to China in that respect) 9/9 https://t.co/k0ix5xriL0
X·科技公司AI 评分66 Using Grok is like hiring a super smart, hard-working person for peanuts
Using Grok @Bot is like hiring a super smart, hard-working person for peanuts 引用 @B_doong2daddy：First month I paid $200 Cursor Ultra just to try Grok Bot. I said to myself.. it's okay even I don't find it worth it, I will still learn something. I learned so much since I started Grok Bot + Cursor. I
X·宏观AI 评分88 Tensor10 (see what I did there having added AMD) chart/table
Tensor10 (see what I did there having added AMD) chart/table https://t.co/JidNwVlRhK
X·宏观AI 评分1818 One Big Bet US stocks have held up in the face of surging bond yields, corporate spreads, and…
One Big Bet US stocks have held up in the face of surging bond yields, corporate spreads, and higher oil prices. The AI mania is the only thing left supporting the market. https://t.co/IYnRYJhBLq https://t.co/QXkeGEyneI
X·宏观AI 评分1717 NEW ODD LOTS
NEW ODD LOTS What people get wrong about Europe's economic decline @TheStalwart & I speak with @NewLeftEViews about the nuances of Europe's competitiveness problems: https://t.co/pVW13W1M69
X·宏观AI 评分1616 With everyone talking about Europe’s various crises these days, listen to explain what is and isn’t…
With everyone talking about Europe’s various crises these days, listen to @NewLeftEViews explain what is and isn’t going wrong right now. 引用 @tracyalloway：NEW ODD LOTS What people get wrong about Europe's economic decline @TheStalwart & I speak with @NewLeftEViews about the nuances of Europe's co
X·宏观AI 评分1717 It seems like the history of AI is basically a series of one technique augmenting an older…
It seems like the history of AI is basically a series of one technique augmenting an older technique, and then just dropping the older technique altogether. So does that eventually mean we can just have RL and no need for an original pre-training run? 引用 @not_ellington：It really does seem pre-train
X·科技公司AI 评分1717 Starlink will be of great help to areas of India that have bad or no Internet and even no mobile…
Starlink will be of great help to areas of India that have bad or no Internet and even no mobile coverage. No country has perfect coverage, including America, but Starlink can fill in the coverage gaps for those who most need it. 引用 @nitinmeshram_：In my village, there has been no mobile network c
X·科技公司AI 评分1717 Starlink provides Internet connectivity to the least-served, enabling self-education and prosperity…
Starlink provides Internet connectivity to the least-served, enabling self-education and prosperity by giving people access to sell their products worldwide! 引用 @XFreeze：Many people still misunderstand what Starlink is actually for Starlink isn’t a replacement.....It’s a lifeline “Starlink will g
X·宏观AI 评分1717 There is little consensus on the effect of AI adoption on employment. In today's post, the authors…
There is little consensus on the effect of AI adoption on employment. In today's post, the authors study this topic for U.S. small businesses using data from the 2025 Small Business Credit Survey to examine the 12-month forward employment & revenue expectations of AI users.
X·宏观AI 评分3131 Treasury Secretary Scott Bessent tells Fox's that he hopes the Fed will keep an "open mind" on rate…
Treasury Secretary Scott Bessent tells Fox's @IngrahamAngle that he hopes the Fed will keep an "open mind" on rate hikes and consider the example of the 1990s and Greenspan. What's interesting about this oft-cited analogy is that there's the 1996-97 Greenspan who resisted hiking https://t.co/xSQ2dV
X·宏观AI 评分1919 昨天视频下面留言：“SP500的EPS最大的贡献者就是NVDA和MU，占了1/3，所以SP500的估值并不能简单说是便宜”
昨天视频下面留言：“SP500的EPS最大的贡献者就是NVDA和MU，占了1/3，所以SP500的估值并不能简单说是便宜” 下面是标普等权，15.9倍，也低于今年3月份，比上年的3月，15倍，要高。高了大概6%。 估值在低位的结论不变，我就是一个在数据上非常执着的杠精 https://t.co/jIByYRLd9o
X·宏观AI 评分88 If something has been proven, but nobody knows what the proof is (in language that humans can…
If something has been proven, but nobody knows what the proof is (in language that humans can understand), maybe that becomes the job of mathematicians. Though I suppose the bitter lesson is that eventually, AI also gets better than humans at translating the outputs of AI. 引用 @ValerioCapraro：BREAKI
X·宏观AI 评分1313 Also a big piece out today on RWAs/Tokenization/Perps
Also a big @citrini piece out today on RWAs/Tokenization/Perps https://t.co/rjGuy6QTdS
X·宏观AI 评分1313 HSBC has a new note out giving its clients a primer on perps (perpetual futures)
HSBC has a new note out giving its clients a primer on perps (perpetual futures) https://t.co/wjlvbiJmFF
X·宏观AI 评分1515 FYI, on the growing risks of repeated US interventions to sway market pricing:
FYI, on the growing risks of repeated US interventions to sway market pricing: https://t.co/36nBr4ORK1 @FT #economy #markets https://t.co/OcYTddGvF9
X·宏观AI 评分1717 I've been making the case for bonds.
I've been making the case for bonds. If this cover cannot convince you that it's time for bonds, I cannot help you anymore!! @donnelly_brent https://t.co/v1tYd6DX9G 引用 @biancoresearch：For years, yields were below where the economy said they should be. That is no longer the case. https://t.co/m60E
X·宏观AI 评分33 And then from there, it's easy to see what other items are in the same neighborhood in…
And then from there, it's easy to see what other items are in the same neighborhood in multi-dimensional space. Like I said, still needs a ton of work. But check it out! https://t.co/sWc2SQJ7CD
X·宏观AI 评分00 My approach too solving this problem is to assemble big lists of items, and then have a model…
My approach too solving this problem is to assemble big lists of items, and then have a model identify the essence of each item outputted in a series of haikus (to constrain the output and force creativity) which are then fed to an embedding model.
X·宏观AI 评分1111 最后都是靠这些新闻引导一些机构和散户做线性外推
最后都是靠这些新闻引导一些机构和散户做线性外推 https://t.co/4NcOdDv1lX