@periwinkleiris.bsky.social
Interested in the connections between science, economics, and human behavior
Reposted
This is K2-18b.
It’s a planet outside of our solar system, about 2 1/2 times the size of earth, orbiting a small red dwarf star.
The James Webb space telescope spent time studying this planet via spectroscopy and determined it has gases in its atmosphere that are only created through biology!
It’s a planet outside of our solar system, about 2 1/2 times the size of earth, orbiting a small red dwarf star.
The James Webb space telescope spent time studying this planet via spectroscopy and determined it has gases in its atmosphere that are only created through biology!
April 17, 2025 at 5:10 PM
This is K2-18b.
It’s a planet outside of our solar system, about 2 1/2 times the size of earth, orbiting a small red dwarf star.
The James Webb space telescope spent time studying this planet via spectroscopy and determined it has gases in its atmosphere that are only created through biology!
It’s a planet outside of our solar system, about 2 1/2 times the size of earth, orbiting a small red dwarf star.
The James Webb space telescope spent time studying this planet via spectroscopy and determined it has gases in its atmosphere that are only created through biology!
Reposted
“The most violent move in the last six weeks has been that swap-spread trade coming to a violent conclusion,” said Ed Al-Hussainy, a rates strategist .. “This tells us that banks are now looking to raise and looking to preserve cash.”
@bloomberg.com
www.bloomberg.com/news/article...
@bloomberg.com
www.bloomberg.com/news/article...
April 8, 2025 at 9:47 PM
“The most violent move in the last six weeks has been that swap-spread trade coming to a violent conclusion,” said Ed Al-Hussainy, a rates strategist .. “This tells us that banks are now looking to raise and looking to preserve cash.”
@bloomberg.com
www.bloomberg.com/news/article...
@bloomberg.com
www.bloomberg.com/news/article...
Reposted
The Indeed job postings index is down 2.5 points nationally since Jan 20, DC has fallen 10.6 points--the trend is continued cooling in labor demand
April 8, 2025 at 2:19 PM
The Indeed job postings index is down 2.5 points nationally since Jan 20, DC has fallen 10.6 points--the trend is continued cooling in labor demand
Reposted
WHAT IS TRUMP THINKING WITH HIS INTEREST RATE STRATEGY
In honor of Fed week, I wrote about how I can't really comprehend the administration's stated goal of lowering rates at the long end in order to stimulate economic activity.
Subscribe to the newsletter here: www.bloomberg.com/account/news...
In honor of Fed week, I wrote about how I can't really comprehend the administration's stated goal of lowering rates at the long end in order to stimulate economic activity.
Subscribe to the newsletter here: www.bloomberg.com/account/news...
March 17, 2025 at 2:53 PM
WHAT IS TRUMP THINKING WITH HIS INTEREST RATE STRATEGY
In honor of Fed week, I wrote about how I can't really comprehend the administration's stated goal of lowering rates at the long end in order to stimulate economic activity.
Subscribe to the newsletter here: www.bloomberg.com/account/news...
In honor of Fed week, I wrote about how I can't really comprehend the administration's stated goal of lowering rates at the long end in order to stimulate economic activity.
Subscribe to the newsletter here: www.bloomberg.com/account/news...
Reposted
Revised state jobs data came out today, giving the best look yet at post-2020 growth
Fastest: Idaho (+13.7%), Utah (+12.6%), Florida (+10.4%), Texas (+10%), Puerto Rico (+9.3%)
Slowest: Virgin Islands (-10.6%), DC (-4.3%), Hawaii (-2.7%), Vermont (-1.3%), West Virginia (-0.8%)
Fastest: Idaho (+13.7%), Utah (+12.6%), Florida (+10.4%), Texas (+10%), Puerto Rico (+9.3%)
Slowest: Virgin Islands (-10.6%), DC (-4.3%), Hawaii (-2.7%), Vermont (-1.3%), West Virginia (-0.8%)
March 17, 2025 at 4:11 PM
Revised state jobs data came out today, giving the best look yet at post-2020 growth
Fastest: Idaho (+13.7%), Utah (+12.6%), Florida (+10.4%), Texas (+10%), Puerto Rico (+9.3%)
Slowest: Virgin Islands (-10.6%), DC (-4.3%), Hawaii (-2.7%), Vermont (-1.3%), West Virginia (-0.8%)
Fastest: Idaho (+13.7%), Utah (+12.6%), Florida (+10.4%), Texas (+10%), Puerto Rico (+9.3%)
Slowest: Virgin Islands (-10.6%), DC (-4.3%), Hawaii (-2.7%), Vermont (-1.3%), West Virginia (-0.8%)
Glendalough, Ireland
March 9, 2025 at 7:03 AM
Glendalough, Ireland
Reposted
The four charts that lead me to believe the economy continues to slow in a concerning way:
1) the average workweek is very low
2) manufacturing job growth is negative and is worsening
3) the hires rate remains early 2010’s sluggish
4) the largest publicly-traded homebuilder stock is cratering
1) the average workweek is very low
2) manufacturing job growth is negative and is worsening
3) the hires rate remains early 2010’s sluggish
4) the largest publicly-traded homebuilder stock is cratering
February 8, 2025 at 10:11 PM
The four charts that lead me to believe the economy continues to slow in a concerning way:
1) the average workweek is very low
2) manufacturing job growth is negative and is worsening
3) the hires rate remains early 2010’s sluggish
4) the largest publicly-traded homebuilder stock is cratering
1) the average workweek is very low
2) manufacturing job growth is negative and is worsening
3) the hires rate remains early 2010’s sluggish
4) the largest publicly-traded homebuilder stock is cratering
Well said
January 27, 2025 at 4:44 PM
Well said
My January read/listen, quite insightful
www.audible.com/pd/B008O8964...
www.audible.com/pd/B008O8964...
The Righteous Mind
Check out this great listen on Audible.com. Why can’t our political leaders work together as threats loom and problems mount? Why do people so readily assume the worst about the motives of their fello...
www.audible.com
January 15, 2025 at 2:49 AM
My January read/listen, quite insightful
www.audible.com/pd/B008O8964...
www.audible.com/pd/B008O8964...
Reposted
10Y #Treasury is at 4.68%, up from 4.67% last week. How are shorter-term interest rates contributing to the change in the yield curve? #interest #econsky https://tinyurl.com/m7pdyyyf
January 10, 2025 at 9:51 PM
10Y #Treasury is at 4.68%, up from 4.67% last week. How are shorter-term interest rates contributing to the change in the yield curve? #interest #econsky https://tinyurl.com/m7pdyyyf
Magic Gardens - a window to a whimsical and kaleidoscopic world
December 30, 2024 at 2:45 PM
Magic Gardens - a window to a whimsical and kaleidoscopic world
I searched orchid on perplexity.ai a couple of hours ago, now my garden feed is full of orchid posts 🤔
December 20, 2024 at 3:15 AM
I searched orchid on perplexity.ai a couple of hours ago, now my garden feed is full of orchid posts 🤔
Reposted
The stock market's lost some medium-term momentum in a way it hasn't all year:
December 19, 2024 at 3:28 PM
The stock market's lost some medium-term momentum in a way it hasn't all year:
Reposted
Lennar is like the mid-late 2010’s OPEC of Sun Belt entry-level new construction.
December 13, 2024 at 2:17 PM
Lennar is like the mid-late 2010’s OPEC of Sun Belt entry-level new construction.
Reposted
Today's CPI data was very good. From Jeremy Schwartz of Wisdom Tree:
Monthly shelter still almost 5% last 12M. Real world shelter indicators are much lower, only 1.2%. Subbing in this real-time data, CPI was just 1.5%, core just 1.8%. Botton line, inflation is right on target.
Monthly shelter still almost 5% last 12M. Real world shelter indicators are much lower, only 1.2%. Subbing in this real-time data, CPI was just 1.5%, core just 1.8%. Botton line, inflation is right on target.
December 11, 2024 at 11:02 PM
Today's CPI data was very good. From Jeremy Schwartz of Wisdom Tree:
Monthly shelter still almost 5% last 12M. Real world shelter indicators are much lower, only 1.2%. Subbing in this real-time data, CPI was just 1.5%, core just 1.8%. Botton line, inflation is right on target.
Monthly shelter still almost 5% last 12M. Real world shelter indicators are much lower, only 1.2%. Subbing in this real-time data, CPI was just 1.5%, core just 1.8%. Botton line, inflation is right on target.
Reposted
If you want to understand why healthcare pricing is horrific, the first thing to know is that our system puts 100% of the credit risk for deductibles, copays and co-insurance on hospitals and doctors. That's insane.
We have turned them into Sub Prime Lenders 🧵
We have turned them into Sub Prime Lenders 🧵
December 10, 2024 at 6:46 PM
If you want to understand why healthcare pricing is horrific, the first thing to know is that our system puts 100% of the credit risk for deductibles, copays and co-insurance on hospitals and doctors. That's insane.
We have turned them into Sub Prime Lenders 🧵
We have turned them into Sub Prime Lenders 🧵
Reposted
I was thrilled to hear about the surface code when Alexei Kitaev visited @caltech.edu in April 1997. It's heartening to see the hardware catching up with the theory of quantum error correction. There's still far to go but this is encouraging progress.
www.quantamagazine.org/quantum-comp...
www.quantamagazine.org/quantum-comp...
Quantum Computers Cross Critical Error Threshold | Quanta Magazine
In a first, researchers have shown that adding more “qubits” to a quantum computer can make it more resilient. It’s an essential step on the long road to practical applications.
www.quantamagazine.org
December 9, 2024 at 7:04 PM
I was thrilled to hear about the surface code when Alexei Kitaev visited @caltech.edu in April 1997. It's heartening to see the hardware catching up with the theory of quantum error correction. There's still far to go but this is encouraging progress.
www.quantamagazine.org/quantum-comp...
www.quantamagazine.org/quantum-comp...
Shapes and lines, the new LGA terminals has the feel of MoMA
December 8, 2024 at 2:51 PM
Shapes and lines, the new LGA terminals has the feel of MoMA
It seems to be correlating well with the slowed population growth www.macrotrends.net/global-metri...
December 3, 2024 at 2:01 AM
It seems to be correlating well with the slowed population growth www.macrotrends.net/global-metri...
Reposted
A disproportionate share of world exports are also invoiced in dollars. That's partly because widespread demand for dollar assets makes borrowing in dollars slightly cheaper than alternatives — and invoicing increases the demand for those assets 7/
December 1, 2024 at 12:54 PM
A disproportionate share of world exports are also invoiced in dollars. That's partly because widespread demand for dollar assets makes borrowing in dollars slightly cheaper than alternatives — and invoicing increases the demand for those assets 7/
Reposted
Getting a bit more specific: Money fills three roles: medium of exchange, store of value, unit of account. The dollar is to other moneys as money is to goods, with the added dimension that these roles involve both private-sector decisions and those of governments. I use the following table 4/
December 1, 2024 at 12:42 PM
Getting a bit more specific: Money fills three roles: medium of exchange, store of value, unit of account. The dollar is to other moneys as money is to goods, with the added dimension that these roles involve both private-sector decisions and those of governments. I use the following table 4/
Reposted
NAAIM (active managers) sentiment reaches 99. Here all instances over 100 since the survey started. 3 of the last 4 times, $SPX dropped more than 5% within 2 weeks. From 2007, however, odds of a drop of 5% within 2 months have been less than 1/3.
November 29, 2024 at 9:14 PM
NAAIM (active managers) sentiment reaches 99. Here all instances over 100 since the survey started. 3 of the last 4 times, $SPX dropped more than 5% within 2 weeks. From 2007, however, odds of a drop of 5% within 2 months have been less than 1/3.
Reminds me of scenes at bear mountain
November 29, 2024 at 9:48 AM
Reminds me of scenes at bear mountain
Reposted
This morning’s mostly blue sky from the train near Cannes
Today’s trip: Nice - Cannes - Marseille - Valence Ville - Chambéry - Landry
All on slow TER trains
Today’s trip: Nice - Cannes - Marseille - Valence Ville - Chambéry - Landry
All on slow TER trains
November 29, 2024 at 8:54 AM
This morning’s mostly blue sky from the train near Cannes
Today’s trip: Nice - Cannes - Marseille - Valence Ville - Chambéry - Landry
All on slow TER trains
Today’s trip: Nice - Cannes - Marseille - Valence Ville - Chambéry - Landry
All on slow TER trains