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    Thailandnotes

    Re: Why are Intellectuals so dumb?

    Taleb always gets slammed for being an egomaniac, but the charges seem right on the mark for Skin in the Game. Reading the one-star comments on Amazon is quite entertaining.

    Thailandnotes Today, 05:32 AM Go to last post
    GRG55

    Re: EJ Twitter thread on yield curve inversion

    Yes. It tells us there are accelerating capital inflows into the US$ and US$ denominated assets.
    I don't really think it tells us anything more than that with any confidence at this juncture.

    GRG55 Yesterday, 10:08 PM Go to last post
    Mega

    Re: TESLA "sofware update"

    Audi e power?

    https://www.youtube.com/watch?v=46-EGyn7rwc

    Neo Lib Robots


    https://www.youtube.com/watch?v=Wqfs9yJALyc

    Mega Yesterday, 07:25 PM Go to last post
    Mega

    Re: TESLA "sofware update"

    "wealthy yuppie neoliberal who rides a $20,000 bicycle....."

    He won't be wealthy for much longer :)

    Been looking at Nissan E Power.........motor charges the battery, which drives the...

    Mega Yesterday, 07:15 PM Go to last post
    Chomsky

    Re: EJ Twitter thread on yield curve inversion

    Jeffrey Snider thinks the yield curve inversion does tell us something.

    ---


    The Bond Market Keeps Telling Us How Clueless Global Officials Are

    Chomsky Yesterday, 05:41 PM Go to last post
    jk

    Re: EJ Twitter thread on yield curve inversion

    yeah, dividend cut seems likely. re their bonds- i think the question is when/whether we hit the bbb apocalypse. e.g. iirc ge has $100billion in bbb debt. given recent revelations/accusations they...

    jk Yesterday, 02:39 PM Go to last post
    dcarrigg

    Re: EJ Twitter thread on yield curve inversion

    Sorry, should have been clear: this was me operating under the presumption that the recent credit downgrades would make borrowing more expensive in the near-term. Hovering around BBB/Baa2 now. The...

    dcarrigg Yesterday, 01:52 PM Go to last post
    jk

    Re: EJ Twitter thread on yield curve inversion

    i'm sure att will be looking to roll the debt, not pay it off. maybe they can float an issue in europe and make money on their bonds.

    jk Yesterday, 01:23 PM Go to last post
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