Brian Keyser
@bkeyser.bsky.social
Buy-side chief economist & portfolio mgr: Sun Trust, CRT, BofA, Citi, SHIP. Ocean Lifeguard, row, swim, h2o polo. Still swimming, still running money, still know some stuff.
Reposted by Brian Keyser
Even just that first paragraph hits too close to home, I'm afraid.
www.theatlantic.com/ideas/archiv...
www.theatlantic.com/ideas/archiv...
January 12, 2026 at 1:12 PM
Even just that first paragraph hits too close to home, I'm afraid.
www.theatlantic.com/ideas/archiv...
www.theatlantic.com/ideas/archiv...
Reposted by Brian Keyser
It is important to promise, now, that whatever Trump builds at the White House will be torn down as soon as he leaves.
www.hamiltonnolan.com/p/if-he-buil...
www.hamiltonnolan.com/p/if-he-buil...
If He Builds It, Tear It Down
Pendulums must swing.
www.hamiltonnolan.com
December 13, 2025 at 3:16 PM
It is important to promise, now, that whatever Trump builds at the White House will be torn down as soon as he leaves.
www.hamiltonnolan.com/p/if-he-buil...
www.hamiltonnolan.com/p/if-he-buil...
Reposted by Brian Keyser
Reposted by Brian Keyser
ink mist
I get that the news cycle is packed right now, but I just heard from a colleague at the Smithsonian that this is fully a GIANT SQUID BEING EATEN BY A SPERM WHALE and it’s possibly the first ever confirmed video according to a friend at NOAA
10 YEAR OLD ME IS LOSING HER MIND (a thread 🧵)
10 YEAR OLD ME IS LOSING HER MIND (a thread 🧵)
September 24, 2025 at 8:41 PM
ink mist
Reposted by Brian Keyser
From my colleagues Alex Nowrasteh and Krit Chanwong: Immigrants have lower lifetime incarceration rates than native-born Americans.
Immigrants Have Lower Lifetime Incarceration Rates than Native-Born Americans
Immigrants are less likely to be criminals than native-born Americans.
www.cato.org
September 21, 2025 at 2:48 PM
From my colleagues Alex Nowrasteh and Krit Chanwong: Immigrants have lower lifetime incarceration rates than native-born Americans.
Reposted by Brian Keyser
Where the separate divisions of ANTIFA landed on the beaches of Normandy on June 6, 1944:
September 18, 2025 at 11:19 PM
Where the separate divisions of ANTIFA landed on the beaches of Normandy on June 6, 1944:
Reposted by Brian Keyser
September 18, 2025 at 1:58 PM
So happy to be retired right now.
BLS's U.S. monthly jobs reports are the most-important economic data releases in the world
They influence investors', employers', & govts' allocation of trillions of $ in capital & payroll
Suppressing them'd be like gouging our eyes out, harder to understand what's happening & worsening decisions
They influence investors', employers', & govts' allocation of trillions of $ in capital & payroll
Suppressing them'd be like gouging our eyes out, harder to understand what's happening & worsening decisions
ANTONI: “.. Until it is corrected, the BLS should suspend issuing the monthly job reports but keep publishing the more accurate, though less timely, quarterly data.”
www.foxbusiness.com/politics/tru...
www.foxbusiness.com/politics/tru...
August 13, 2025 at 1:19 AM
So happy to be retired right now.
Reposted by Brian Keyser
“Houston, we've had a problem.”
I was a kid at the time. I’d no idea why it had happened but was old enough to know that these guys were stuck in space and it was really bad. We were glued to the TV.
www.bbc.co.uk/news/article...
I was a kid at the time. I’d no idea why it had happened but was old enough to know that these guys were stuck in space and it was really bad. We were glued to the TV.
www.bbc.co.uk/news/article...
Jim Lovell, who guided Apollo 13 safely back to Earth, dies aged 97
Commander of Apollo 13, who rescued his men from a near certain death in space, has died aged 97.
www.bbc.co.uk
August 8, 2025 at 9:16 PM
“Houston, we've had a problem.”
I was a kid at the time. I’d no idea why it had happened but was old enough to know that these guys were stuck in space and it was really bad. We were glued to the TV.
www.bbc.co.uk/news/article...
I was a kid at the time. I’d no idea why it had happened but was old enough to know that these guys were stuck in space and it was really bad. We were glued to the TV.
www.bbc.co.uk/news/article...
Reposted by Brian Keyser
no, it did not. the so-called 'Golden Cross' is by definition a lagging indicator of 2 moving averages of the stock price, and possesses no predictive power.
the fact that the underlying stock price went up was a function of fundamental micro and macro factors, and nothing else. fixed it for you:
the fact that the underlying stock price went up was a function of fundamental micro and macro factors, and nothing else. fixed it for you:
Alphabet $GOOGL forms a Golden Cross for the first time since May 2023 🚨 The last one sent prices soaring 96% over the next 23 months 📈🥳
July 26, 2025 at 4:29 PM
no, it did not. the so-called 'Golden Cross' is by definition a lagging indicator of 2 moving averages of the stock price, and possesses no predictive power.
the fact that the underlying stock price went up was a function of fundamental micro and macro factors, and nothing else. fixed it for you:
the fact that the underlying stock price went up was a function of fundamental micro and macro factors, and nothing else. fixed it for you:
Reposted by Brian Keyser
Reposted by Brian Keyser
$1 spent on health care is not just $1 of benefits delivered. It’s also $1 of income to an industry that is labor intensive and leveraged. This is going to have significant impacts on employment and aggregate output.
Update: Latest estimate confirms between Medicaid cuts and ACA rollback, total health care cuts in the Republican budget bill are now OVER $1 trillion.
Unbelievable. Latest update from the nonpartisan budget office says the Senate Republican bill now cuts nearly $1 TRILLION from Medicaid.
June 29, 2025 at 5:23 PM
$1 spent on health care is not just $1 of benefits delivered. It’s also $1 of income to an industry that is labor intensive and leveraged. This is going to have significant impacts on employment and aggregate output.
Reposted by Brian Keyser
Trump woul have liked Stalin.
May 23, 2025 at 11:06 PM
Trump woul have liked Stalin.
This: "Mr. Trump is taking a wrecking ball to the pillars of American power and innovation. His tariffs are endangering U.S. companies’ access to global markets and supply chains. He is slashing public research funding and gutting our universities, pushing talented researchers to consider leaving."
In the Future, China Will Be Dominant.
The U.S. Will Be Irrelevant. www.nytimes.com/2025/05/19/o...
The U.S. Will Be Irrelevant. www.nytimes.com/2025/05/19/o...
Opinion | In the Future, China Will Be Dominant. The U.S. Will Be Irrelevant.
www.nytimes.com
May 19, 2025 at 11:38 AM
This: "Mr. Trump is taking a wrecking ball to the pillars of American power and innovation. His tariffs are endangering U.S. companies’ access to global markets and supply chains. He is slashing public research funding and gutting our universities, pushing talented researchers to consider leaving."
This: "Mr. Trump is taking a wrecking ball to the pillars of American power and innovation. His tariffs are endangering U.S. companies’ access to global markets and supply chains. He is slashing public research funding and gutting our universities, pushing talented researchers to consider leaving."
"When historians look back they may very well pinpoint the early months of President Trump’s second term as the watershed moment when China pulled away and left the United States behind."
China is making big strategic long term investments while Trump is dismantling the pillars of American power.
China is making big strategic long term investments while Trump is dismantling the pillars of American power.
In the Future, China Will Be Dominant.
The U.S. Will Be Irrelevant. www.nytimes.com/2025/05/19/o...
The U.S. Will Be Irrelevant. www.nytimes.com/2025/05/19/o...
May 19, 2025 at 11:35 AM
This: "Mr. Trump is taking a wrecking ball to the pillars of American power and innovation. His tariffs are endangering U.S. companies’ access to global markets and supply chains. He is slashing public research funding and gutting our universities, pushing talented researchers to consider leaving."
As is often the case, Trump is wrong - apparently she is hot.
May 17, 2025 at 8:20 PM
As is often the case, Trump is wrong - apparently she is hot.
This too...
Unprepared, unserious, and completely unqualified. By every conceivable measure, team Trump has decimated American leadership on the world stage.
Trump envoy relied on Kremlin interpreter in meetings with Putin to end war in Ukraine
Using the Kremlin’s interpreter was “a very bad idea” that put Witkoff “at a real disadvantage,” Michael McFaul, a former U.S. ambassador to Russia, told NBC News.
www.nbcnews.com
May 10, 2025 at 10:37 PM
This too...
Yep.
I just really need everybody to understand that everything that’s happening in and to the global economy now (and all the businesses and people in it) is the entirely predictable result of the intentional decisions of one guy who doesn’t understand how the global economy works.
May 10, 2025 at 5:23 PM
Yep.
Reposted by Brian Keyser
If deporting US citizen children with cancer isn’t your redline, it’s time to reassess your priorities.
April 26, 2025 at 7:30 PM
If deporting US citizen children with cancer isn’t your redline, it’s time to reassess your priorities.
Swell...
Ford's export plans hit brakes. #econsky
FORD HALTS SHIPMENTS OF CARS MADE IN MICHIGAN, KENTUCKY TO CHINA
Ford Motor has suspended shipments to China of its F-150 Raptor, Mustang, and Bronco models built in Michigan, along with Lincoln Navigators assembled in Kentucky, due to tariffs.
via WSJ:
Ford Motor has suspended shipments to China of its F-150 Raptor, Mustang, and Bronco models built in Michigan, along with Lincoln Navigators assembled in Kentucky, due to tariffs.
via WSJ:
April 18, 2025 at 9:32 PM
Swell...
This.
Even if you support tariffs, it is completely insane and self-defeating to have tariff rates & exemptions changing almost daily on presidential whim. Business investment is paralyzed, as are consumers. No revenue will be raised. This is why tariffs should be set by legislation. Wake up Congress.
April 14, 2025 at 2:39 AM
This.
Ain't that the truth...
Facebook is just Craigslist now. Me, in @theatlantic.com:
Facebook Is Just Craigslist Now
The social-media giant has manifested its final form: not digital connector, but digital bazaar.
www.theatlantic.com
April 11, 2025 at 9:23 PM
Ain't that the truth...
Correct.
April 10, 2025 at 2:39 PM
Correct.