David Mullin
@rdmullin.bsky.social
PhD Economist, Certified Public Accountant, Academic. My Service Dog is Wilson.
Reposted by David Mullin
The stock market is undergoing a rotation of rare intensity on concern that the AI buildout is being taken too far
The Change of Mind That Drove a Rotation
Most money managers are now worried that companies are overinvesting.
bloom.bg
February 18, 2026 at 4:30 AM
The stock market is undergoing a rotation of rare intensity on concern that the AI buildout is being taken too far
Reposted by David Mullin
Exclusive: A growing procession of tech industry leaders including Elon Musk and Tim Cook are warning about a global crisis in the making
Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis
A growing procession of tech industry leaders including Elon Musk and Tim Cook are warning about a global crisis in the making: A shortage of memory chips is beginning to hammer profits, derail corporate plans and inflate price tags on everything from laptops and smartphones to automobiles and data centers — and the crunch is only going to get worse.
bloom.bg
February 16, 2026 at 12:51 AM
Exclusive: A growing procession of tech industry leaders including Elon Musk and Tim Cook are warning about a global crisis in the making
Reposted by David Mullin
"The Growth of Christianity in China May Have Come to an End" is the most popular article in @sociusjournal.bsky.social.
Free to read: journals.sagepub.com/doi/10.1177/...
Free to read: journals.sagepub.com/doi/10.1177/...
February 15, 2026 at 8:45 PM
"The Growth of Christianity in China May Have Come to an End" is the most popular article in @sociusjournal.bsky.social.
Free to read: journals.sagepub.com/doi/10.1177/...
Free to read: journals.sagepub.com/doi/10.1177/...
Reposted by David Mullin
January inflation usually comes in hot, averaging 0.03 percentage points higher than other months in a given year since 1985 according to research from the Boston Fed
But this time, it defied expectations, coming in cooler than forecasted www.nytimes.com/2026/02/13/b... @nytimes.com
But this time, it defied expectations, coming in cooler than forecasted www.nytimes.com/2026/02/13/b... @nytimes.com
U.S. Inflation Eased at Start of the Year
www.nytimes.com
February 13, 2026 at 1:58 PM
January inflation usually comes in hot, averaging 0.03 percentage points higher than other months in a given year since 1985 according to research from the Boston Fed
But this time, it defied expectations, coming in cooler than forecasted www.nytimes.com/2026/02/13/b... @nytimes.com
But this time, it defied expectations, coming in cooler than forecasted www.nytimes.com/2026/02/13/b... @nytimes.com
Reposted by David Mullin
U.S. consumer prices rose 0.2 percent in January and were up 2.4 percent from a year earlier. "Core" prices, excluding food and fuel, were up 0.3 percent month-over-month and 2.5 percent year-over-year.
Data: www.bls.gov/news.release... #NumbersDay
Data: www.bls.gov/news.release... #NumbersDay
Consumer Price Index Summary
- 2026 M01 Results
www.bls.gov
February 13, 2026 at 1:31 PM
U.S. consumer prices rose 0.2 percent in January and were up 2.4 percent from a year earlier. "Core" prices, excluding food and fuel, were up 0.3 percent month-over-month and 2.5 percent year-over-year.
Data: www.bls.gov/news.release... #NumbersDay
Data: www.bls.gov/news.release... #NumbersDay
Reposted by David Mullin
Dan Neil is agreeably disposed to the stronger and stormier 2026 Tiguan. But he is terrified of the way it makes power.
The New VW Tiguan Turbo Is a Little Scary
The 2026 Tiguan’s high-output turbocharged evo5 is one of the most complex and highly stressed gas engines Dan Neil has ever seen in a car not named Porsche
on.wsj.com
February 13, 2026 at 12:02 AM
Dan Neil is agreeably disposed to the stronger and stormier 2026 Tiguan. But he is terrified of the way it makes power.
Reposted by David Mullin
If you have an explanation for this chart other than "they messed up the seasonal adjustment," I would love to hear it. (Truly! I would love this.) #EconSky
Here is what the chart looks like now, post-revision. Notice how the SA line no longer cuts through the middle of the NSA line, smoothing it out. Instead, it now sits at the bottom of the NSA line. In other words, their seasonal adjustment is (basically) only down, never up.
February 11, 2026 at 9:03 PM
If you have an explanation for this chart other than "they messed up the seasonal adjustment," I would love to hear it. (Truly! I would love this.) #EconSky
Reposted by David Mullin
After reviewing critiques of the Quiet Revival narrative, @georginasturge.bsky.social, author of 'Bad Data,' concludes "Yes, the @biblesociety.bsky.social data is clearly wrong and has been thoroughly debunked."
cc: @robb-s.bsky.social
cc: @robb-s.bsky.social
There's a lot of buzz about Christian revival among young adults in the UK & US. Perceptions of revival are fueled by results from opt-in online surveys. However, these surveys may be misleading. Surveys from random samples of the population don't show any clear evidence of revival.
My new post:
My new post:
Has there been a Christian revival among young adults in the U.K.? Recent surveys may be misleading
Despite the widely recognized decline of Christianity in the U.K., there have been persistent rumblings of a Christian resurgence.
www.pewresearch.org
February 10, 2026 at 7:08 PM
After reviewing critiques of the Quiet Revival narrative, @georginasturge.bsky.social, author of 'Bad Data,' concludes "Yes, the @biblesociety.bsky.social data is clearly wrong and has been thoroughly debunked."
cc: @robb-s.bsky.social
cc: @robb-s.bsky.social
Reposted by David Mullin
My latest from @planetmoney.bsky.social is about brand new research that looks at whether changing low-income neighborhoods into mixed-income neighborhoods improves outcomes for kids who grew up there. Potentially big lessons for all kinds of poverty alleviation policies. www.npr.org/2026/01/28/n...
This housing program helped kids escape poverty — by changing who they befriended : Planet Money
In the 1990s, Congress created HOPE VI, a program that demolished old public housing projects and replaced them with more up-to-date ones. But the program went further than just improving public housi...
www.npr.org
January 30, 2026 at 3:20 PM
My latest from @planetmoney.bsky.social is about brand new research that looks at whether changing low-income neighborhoods into mixed-income neighborhoods improves outcomes for kids who grew up there. Potentially big lessons for all kinds of poverty alleviation policies. www.npr.org/2026/01/28/n...
Reposted by David Mullin
“Let me end with what may be Kahneman’s most important legacy: his willingness to engage in what he called “adversarial collaboration”.
#econsky # academicsky
marketdesigner.blogspot.com/2026/02/dann...
#econsky # academicsky
marketdesigner.blogspot.com/2026/02/dann...
Danny Kahneman remembered by Gerd Gigerenzer
marketdesigner.blogspot.com
February 9, 2026 at 1:46 PM
“Let me end with what may be Kahneman’s most important legacy: his willingness to engage in what he called “adversarial collaboration”.
#econsky # academicsky
marketdesigner.blogspot.com/2026/02/dann...
#econsky # academicsky
marketdesigner.blogspot.com/2026/02/dann...
Reposted by David Mullin
The overall trend in the Church of England is not revival.
https://www.telegraph.co.uk/news/2026/02/08/church-losing-its-most-dedicated-followers/
https://www.telegraph.co.uk/news/2026/02/08/church-losing-its-most-dedicated-followers/
February 9, 2026 at 1:46 PM
The overall trend in the Church of England is not revival.
https://www.telegraph.co.uk/news/2026/02/08/church-losing-its-most-dedicated-followers/
https://www.telegraph.co.uk/news/2026/02/08/church-losing-its-most-dedicated-followers/
Reposted by David Mullin
Shipping giants have learned the right lessons from past storms ft.trib.al/7RvLAb5 | opinion
Shipping giants have learned the right lessons from past storms
Companies should be able to navigate expected losses after shoring up balance sheets while times were good
ft.trib.al
February 9, 2026 at 1:55 PM
Shipping giants have learned the right lessons from past storms ft.trib.al/7RvLAb5 | opinion
Reposted by David Mullin
Our JS Mill episode has smashed through the 1000 plays in a week mark. It's our best 7 day performance for a long time. There's always a real appetite for the Classical School, which doesn't bode well for the next one! 🤣 Thanks to all those who have listened or shared our latest episode. 🫶 #EconSky
Our new podcast is OUT NOW! In the 1st episode of Season 9, we look at John Stuart Mill, the man who wrote 'On Liberty' & beloved by libertarians everywhere. As always, we delve into his life & ideas & discover more than we expected. Have a listen. #EconSky #EduSky open.spotify.com/episode/6Ewj...
Season 9 - Episode 6 - John Stuart Mill
open.spotify.com
February 9, 2026 at 2:00 PM
Our JS Mill episode has smashed through the 1000 plays in a week mark. It's our best 7 day performance for a long time. There's always a real appetite for the Classical School, which doesn't bode well for the next one! 🤣 Thanks to all those who have listened or shared our latest episode. 🫶 #EconSky
Reposted by David Mullin
One of the strengths of the Generalized Method of Moments is its ability to test model validity using overidentification tests. But what if the test fails? This paper provides a way to interpret misspecified models through the lens of optimal transport. buff.ly/uUSROOr
February 9, 2026 at 2:03 PM
One of the strengths of the Generalized Method of Moments is its ability to test model validity using overidentification tests. But what if the test fails? This paper provides a way to interpret misspecified models through the lens of optimal transport. buff.ly/uUSROOr
Reposted by David Mullin
Kari Heerman, an economist who spent a dozen years working on trade issues for the US govt, is now a colleague @brookings.edu. On The Current Podcast, she reflects on the first year of Trump's tumultuous trade "policy" www.brookings.edu/articles/did...
Did 'America First' tariffs work? | Brookings
In the first year of his second term, President Trump has conducted a trade policy that features tariff cuts, tariff raises, and tariff exemptions. While the economic impacts of this tariff approach a...
www.brookings.edu
February 9, 2026 at 2:07 PM
Kari Heerman, an economist who spent a dozen years working on trade issues for the US govt, is now a colleague @brookings.edu. On The Current Podcast, she reflects on the first year of Trump's tumultuous trade "policy" www.brookings.edu/articles/did...
Reposted by David Mullin
"Even in the best of times, searching for a first job after college is an exercise in patience, resilience, and coping with rejection," Rose Horowitch wrote in December. "These are not the best of times":
theatln.tc/Cu7GT0kl
theatln.tc/Cu7GT0kl
February 8, 2026 at 11:15 PM
"Even in the best of times, searching for a first job after college is an exercise in patience, resilience, and coping with rejection," Rose Horowitch wrote in December. "These are not the best of times":
theatln.tc/Cu7GT0kl
theatln.tc/Cu7GT0kl
Reposted by David Mullin
“If you remember when the ATM was first invented… you would think we fire a lot of bank tellers… But… the number of bank tellers didn't fall. That's because people in those jobs adapted.” And perhaps there's a lesson in this story for how we adapt to AI.
February 8, 2026 at 9:20 PM
“If you remember when the ATM was first invented… you would think we fire a lot of bank tellers… But… the number of bank tellers didn't fall. That's because people in those jobs adapted.” And perhaps there's a lesson in this story for how we adapt to AI.
Reposted by David Mullin
Big Tech groups race to fund unprecedented $660bn AI spending spree ft.trib.al/70WWAjQ
Big Tech groups race to fund unprecedented $660bn AI spending spree
Executives face choice between cutting returns to shareholders, raiding reserves or tapping the markets
ft.trib.al
February 8, 2026 at 8:04 PM
Big Tech groups race to fund unprecedented $660bn AI spending spree ft.trib.al/70WWAjQ
Reposted by David Mullin
Tesla says cars can drive themselves with only cameras just like humans drive with their eyes. A Waymo exec disagrees with the comparison.
Tesla says its cars should drive themselves as humans do. Waymo says the bar is higher.
Tesla says cars can drive themselves with only cameras just like humans drive with their eyes. A Waymo exec disagrees with the comparison.
www.businessinsider.com
February 8, 2026 at 9:45 AM
Tesla says cars can drive themselves with only cameras just like humans drive with their eyes. A Waymo exec disagrees with the comparison.
Reposted by David Mullin
The most watched skiing in Cortina wasn’t at the Olympics. It was in a James Bond movie. on.wsj.com/4a9Szze
Guns, Motorbikes, Assassins on Skis and the Wildest Race on the Olympic Slopes
The most watched skiing in Cortina wasn’t at the Olympics. It was in a James Bond movie.
on.wsj.com
February 8, 2026 at 2:01 AM
The most watched skiing in Cortina wasn’t at the Olympics. It was in a James Bond movie. on.wsj.com/4a9Szze
Reposted by David Mullin
“Neither the Bivens Act nor the Universal Constitutional Remedies Act is a magic bullet that will save American democracy, but they would provide greater levels of deterrence and accountability”
A Law That Might Just Save the Midterms www.nytimes.com/2026/02/05/o...
A Law That Might Just Save the Midterms www.nytimes.com/2026/02/05/o...
Opinion | A Law That Might Just Save the Midterms
www.nytimes.com
February 6, 2026 at 11:28 AM
“Neither the Bivens Act nor the Universal Constitutional Remedies Act is a magic bullet that will save American democracy, but they would provide greater levels of deterrence and accountability”
A Law That Might Just Save the Midterms www.nytimes.com/2026/02/05/o...
A Law That Might Just Save the Midterms www.nytimes.com/2026/02/05/o...
Reposted by David Mullin
Killing the CIA World Factbook might seem like small potatoes, but it was a touchstone of curated facts in a sea of disinformation.
February 5, 2026 at 5:58 AM
Killing the CIA World Factbook might seem like small potatoes, but it was a touchstone of curated facts in a sea of disinformation.
Reposted by David Mullin
The labor market is genuinely loose. Not scarily loose, possibly stabilizing, but in a position where it should continue to put downward pressure on inflation.
Today we learned job openings fell and stand at 0.87 openings per unemployed.
Today we learned job openings fell and stand at 0.87 openings per unemployed.
February 5, 2026 at 5:26 PM
The labor market is genuinely loose. Not scarily loose, possibly stabilizing, but in a position where it should continue to put downward pressure on inflation.
Today we learned job openings fell and stand at 0.87 openings per unemployed.
Today we learned job openings fell and stand at 0.87 openings per unemployed.
Reposted by David Mullin
"Between January and November, the latest month for which data is available, the cost of electricity for residential customers in the US increased by 11.5 per cent." www.ft.com/content/5794...
February 4, 2026 at 1:46 PM
"Between January and November, the latest month for which data is available, the cost of electricity for residential customers in the US increased by 11.5 per cent." www.ft.com/content/5794...