@lindabrooke6.bsky.social
Reposted
“.. It was never a commitment,” Huang told reporters in Taipei on Sunday. “They invited us to invest up to $100 billion and of course, we were, we were very happy and honored that they invited us, but we will invest one step at a time.”
@bloomberg.com #$NVDA
www.bloomberg.com/news/article...
@bloomberg.com #$NVDA
www.bloomberg.com/news/article...
February 1, 2026 at 4:18 PM
“.. It was never a commitment,” Huang told reporters in Taipei on Sunday. “They invited us to invest up to $100 billion and of course, we were, we were very happy and honored that they invited us, but we will invest one step at a time.”
@bloomberg.com #$NVDA
www.bloomberg.com/news/article...
@bloomberg.com #$NVDA
www.bloomberg.com/news/article...
Reposted
"the reality is that the inflationary effect of tariffs has been more or less in line with what we should have expected."
paulkrugman.substack.com/p/a-wonkish-...
To avoid the usual nitpicking, I wouldn't use the term "inflationary," but still....
paulkrugman.substack.com/p/a-wonkish-...
To avoid the usual nitpicking, I wouldn't use the term "inflationary," but still....
February 1, 2026 at 4:31 PM
"the reality is that the inflationary effect of tariffs has been more or less in line with what we should have expected."
paulkrugman.substack.com/p/a-wonkish-...
To avoid the usual nitpicking, I wouldn't use the term "inflationary," but still....
paulkrugman.substack.com/p/a-wonkish-...
To avoid the usual nitpicking, I wouldn't use the term "inflationary," but still....
Reposted
My take on Kevin Warsh: Markets have breathed a sigh of relief that Trump isn't trying to install Hassett as Fed chair. But Warsh is also a political animal; he just hides it better.
www.nytimes.com/2026/02/01/o...
www.nytimes.com/2026/02/01/o...
Opinion | What Worries Me About Trump’s New Fed Pick
www.nytimes.com
February 1, 2026 at 4:59 PM
My take on Kevin Warsh: Markets have breathed a sigh of relief that Trump isn't trying to install Hassett as Fed chair. But Warsh is also a political animal; he just hides it better.
www.nytimes.com/2026/02/01/o...
www.nytimes.com/2026/02/01/o...
Reposted
Following latest Epstein files, at least two legal paths to accountability are available:
Congress and NY and other state/local prosecutors can now take up the charge.
I explained the roadmap⬇️
Congress and NY and other state/local prosecutors can now take up the charge.
I explained the roadmap⬇️
February 1, 2026 at 3:53 PM
Following latest Epstein files, at least two legal paths to accountability are available:
Congress and NY and other state/local prosecutors can now take up the charge.
I explained the roadmap⬇️
Congress and NY and other state/local prosecutors can now take up the charge.
I explained the roadmap⬇️
Reposted
About those pinky promises 🎀 that were made to curry favor, post-Liberation Day:
Reality is setting in.
@piie.com @scottlincicome.bsky.social
www.piie.com/research/pii...
Reality is setting in.
@piie.com @scottlincicome.bsky.social
www.piie.com/research/pii...
February 1, 2026 at 3:48 PM
About those pinky promises 🎀 that were made to curry favor, post-Liberation Day:
Reality is setting in.
@piie.com @scottlincicome.bsky.social
www.piie.com/research/pii...
Reality is setting in.
@piie.com @scottlincicome.bsky.social
www.piie.com/research/pii...
Reposted
Does Friday's silver crash end the debasement trade? No. Friday's crash was inevitable after the crazy run-up in recent weeks. Signal to watch is rate markets. 2-year Treasury yield fell after the Kevin Warsh news. That's bullish for the debasement trade...
robinjbrooks.substack.com/p/does-frida...
robinjbrooks.substack.com/p/does-frida...
February 1, 2026 at 1:20 PM
Does Friday's silver crash end the debasement trade? No. Friday's crash was inevitable after the crazy run-up in recent weeks. Signal to watch is rate markets. 2-year Treasury yield fell after the Kevin Warsh news. That's bullish for the debasement trade...
robinjbrooks.substack.com/p/does-frida...
robinjbrooks.substack.com/p/does-frida...
Reposted
“.. the comments marked Xi’s clearest definition yet of his goal of a ‘strong currency’, as well as the broader financial foundations Beijing will need to build to support it.
@financialtimes.com
www.ft.com/content/c948...
@financialtimes.com
www.ft.com/content/c948...
February 1, 2026 at 1:50 PM
“.. the comments marked Xi’s clearest definition yet of his goal of a ‘strong currency’, as well as the broader financial foundations Beijing will need to build to support it.
@financialtimes.com
www.ft.com/content/c948...
@financialtimes.com
www.ft.com/content/c948...
Reposted
“.. At least $31 million was also slated to flow to entities affiliated with the family of Steve Witkoff ..”
WSJ: “.. The deal marked something unprecedented in American politics: a foreign government official taking a major ownership stake in an incoming U.S. president's company."
@wsj.com
www.wsj.com/politics/pol...
@wsj.com
www.wsj.com/politics/pol...
February 1, 2026 at 1:52 PM
“.. At least $31 million was also slated to flow to entities affiliated with the family of Steve Witkoff ..”
Reposted
The saying goes that "there are no atheists in foxholes." Maybe Kevin Warsh is a balance sheet hawk, but - when push comes to shove and markets are collapsing - he'll do QE just like everyone else. We are trapped and the debasement trade will keep going...
robinjbrooks.substack.com/p/does-frida...
robinjbrooks.substack.com/p/does-frida...
February 1, 2026 at 2:05 PM
The saying goes that "there are no atheists in foxholes." Maybe Kevin Warsh is a balance sheet hawk, but - when push comes to shove and markets are collapsing - he'll do QE just like everyone else. We are trapped and the debasement trade will keep going...
robinjbrooks.substack.com/p/does-frida...
robinjbrooks.substack.com/p/does-frida...
Reposted
Hier jetzt für alle freigeschaltet: ein ausführliches Podcast-Gespräch mit @mh120480.bsky.social Marco Herack über Trump, Merz, Venezuela, Grönland, Iran und den ganzen Wahnsinn dieser Wochen. Mit einer kleinen Vorausschau auf mein bald erscheinendes neues Buch.
podcasts.apple.com/de/podcast/f...
podcasts.apple.com/de/podcast/f...
(ex Premium) ForeignTimes091 mit Jörg Lau über die Welt in Aufruhr 2026er Edition
Podcast-Folge · Foreign Times · 01.02.2026 · 1 Std. 42 Min.
podcasts.apple.com
February 1, 2026 at 2:24 PM
Hier jetzt für alle freigeschaltet: ein ausführliches Podcast-Gespräch mit @mh120480.bsky.social Marco Herack über Trump, Merz, Venezuela, Grönland, Iran und den ganzen Wahnsinn dieser Wochen. Mit einer kleinen Vorausschau auf mein bald erscheinendes neues Buch.
podcasts.apple.com/de/podcast/f...
podcasts.apple.com/de/podcast/f...
Reposted
Read this. Fair warning.
This Is Not a Drill www.nytimes.com/2026/02/01/o...
This Is Not a Drill www.nytimes.com/2026/02/01/o...
Opinion | This Is Not a Drill
www.nytimes.com
February 1, 2026 at 2:45 PM
Read this. Fair warning.
This Is Not a Drill www.nytimes.com/2026/02/01/o...
This Is Not a Drill www.nytimes.com/2026/02/01/o...
This Is Not a Drill www.nytimes.com/2026/02/01/o...
Opinion | This Is Not a Drill
www.nytimes.com
February 1, 2026 at 3:45 PM
This Is Not a Drill www.nytimes.com/2026/02/01/o...
Reposted
Reposted
A brief history of Meta spending a lot of money on R&D $META @seekingalpha
February 1, 2026 at 3:20 PM
A brief history of Meta spending a lot of money on R&D $META @seekingalpha
Reposted
I don't like to talk about stories before they are fully reported, but I am writing on ICE in a Minnesota town that isn't Minneapolis. However bad you think it is, it is worse. It is a campaign of pure terror whose only strategic goal is more terror. There is no strategy other than to break people.
January 31, 2026 at 9:03 PM
I don't like to talk about stories before they are fully reported, but I am writing on ICE in a Minnesota town that isn't Minneapolis. However bad you think it is, it is worse. It is a campaign of pure terror whose only strategic goal is more terror. There is no strategy other than to break people.
Reposted
“.. The levels right now are reading in pretty extreme disinterest” from retail investors, said Needham
@bloomberg.com #Bitcoin
www.bloomberg.com/news/article...
@bloomberg.com #Bitcoin
www.bloomberg.com/news/article...
January 31, 2026 at 8:40 PM
“.. The levels right now are reading in pretty extreme disinterest” from retail investors, said Needham
@bloomberg.com #Bitcoin
www.bloomberg.com/news/article...
@bloomberg.com #Bitcoin
www.bloomberg.com/news/article...
Reposted
Silver fell 26% yesterday. That sounds apocalyptic, but that only takes silver back to January 12, i.e. it only erases 2 weeks worth of gains. That's testament to how nuts the precious metals rally got lately, but also to how massive the debasement trade is.
robinjbrooks.substack.com/p/what-we-kn...
robinjbrooks.substack.com/p/what-we-kn...
January 31, 2026 at 4:53 PM
Silver fell 26% yesterday. That sounds apocalyptic, but that only takes silver back to January 12, i.e. it only erases 2 weeks worth of gains. That's testament to how nuts the precious metals rally got lately, but also to how massive the debasement trade is.
robinjbrooks.substack.com/p/what-we-kn...
robinjbrooks.substack.com/p/what-we-kn...
Reposted
"China’s efforts to boost the birth rate have failed. Is coercion next?" 😬 www.washingtonpost.com/world/2026/0...
www.washingtonpost.com
January 31, 2026 at 5:19 PM
"China’s efforts to boost the birth rate have failed. Is coercion next?" 😬 www.washingtonpost.com/world/2026/0...
Reposted
Bovino Is Said to Have Mocked Prosecutor’s Jewish Faith on Call With Lawyers www.nytimes.com/2026/01/31/u...
Bovino Is Said to Have Mocked Prosecutor’s Jewish Faith on Call With Lawyers
www.nytimes.com
January 31, 2026 at 5:39 PM
Bovino Is Said to Have Mocked Prosecutor’s Jewish Faith on Call With Lawyers www.nytimes.com/2026/01/31/u...
Reposted
Interesting Saturday for bitcoin:
January 31, 2026 at 5:59 PM
Interesting Saturday for bitcoin:
Reposted
Sweden has consistently argued for tough sanctions on Russia, which is more than can be said for many other EU countries. So I'm beyond proud to be organizing this event on Russia sanctions at Sweden's embassy in Berlin on Tuesday. Join the live stream...
www.kielinstitut.de/events/sanct...
www.kielinstitut.de/events/sanct...
Sanctions and Russia's War Economy: What Works, What's Next
As we approach the fourth anniversary of Russia’s illegal, full-scale invasion of Ukraine, the Embassy of Sweden in Berlin, together with The Brookings Institution and the Kiel Institute for the World...
www.kielinstitut.de
January 31, 2026 at 4:10 PM
Sweden has consistently argued for tough sanctions on Russia, which is more than can be said for many other EU countries. So I'm beyond proud to be organizing this event on Russia sanctions at Sweden's embassy in Berlin on Tuesday. Join the live stream...
www.kielinstitut.de/events/sanct...
www.kielinstitut.de/events/sanct...
Reposted
Think warsh is a very dangerous pick personally. In large part he wants the fed to be less powerful and do less and the only way that happens is if large parts of its effective tools and powers are handed to the treasury.
Economic thinking is probably the area where the democratization effect of fintwit had the best effect, where good faith people without access to the halls of power could put forth their ideas, analysis, and forecasts. And the split on Warsh seems in large part driven by this dynamic.
January 31, 2026 at 1:26 PM
Think warsh is a very dangerous pick personally. In large part he wants the fed to be less powerful and do less and the only way that happens is if large parts of its effective tools and powers are handed to the treasury.
Reposted
Yesterday's rise in the Dollar came after a big upside surprise to the Chicago PMI at 9:45 am. The Dollar did nothing after the official Truth Social post at 6:48 am. So the rise in USD wasn't about Warsh. We're still heading for Dollar weakness in 2026...
robinjbrooks.substack.com/p/what-kevin...
robinjbrooks.substack.com/p/what-kevin...
January 31, 2026 at 12:26 PM
Yesterday's rise in the Dollar came after a big upside surprise to the Chicago PMI at 9:45 am. The Dollar did nothing after the official Truth Social post at 6:48 am. So the rise in USD wasn't about Warsh. We're still heading for Dollar weakness in 2026...
robinjbrooks.substack.com/p/what-kevin...
robinjbrooks.substack.com/p/what-kevin...
Reposted
What FT commentators think of Kevin Warsh as Fed chair - Martin Wolf, @katie0martin.ft.com @alanbeattie.bsky.social @robinwigglesworth.ft.com @martinsandbu.ft.com and @chrisgiles.ft.com here www.ft.com/content/fe8a...
What FT commentators think of Kevin Warsh as Fed chair
The implications of Trump’s choice for markets and economies
www.ft.com
January 30, 2026 at 1:34 PM
What FT commentators think of Kevin Warsh as Fed chair - Martin Wolf, @katie0martin.ft.com @alanbeattie.bsky.social @robinwigglesworth.ft.com @martinsandbu.ft.com and @chrisgiles.ft.com here www.ft.com/content/fe8a...
Reposted
I’m always ride or die with @skandaamarnath.bsky.social, but I thought his Odd Lots episode on Warsh yesterday was particularly good.
January 31, 2026 at 12:22 PM
I’m always ride or die with @skandaamarnath.bsky.social, but I thought his Odd Lots episode on Warsh yesterday was particularly good.