Karthik Sankaran
@rajakorman.bsky.social
Bay Area US. Aging macro expat. Cheap lunch guy. 1st to ever rhyme Duce and Juche. Neoliberal peacenik. Has Herder immunity. Virulent vector of dad jokes. 1/3 each phlegm, spleen & dad humors.
What better way to observe Anti-Communism Week than having a Debate Over Marks?
November 10, 2025 at 9:22 PM
What better way to observe Anti-Communism Week than having a Debate Over Marks?
The American constitution is a frequent source of Separation Anxiety.
November 9, 2025 at 3:10 PM
The American constitution is a frequent source of Separation Anxiety.
And there’s probably a smaller subset of people who are
November 8, 2025 at 7:47 PM
And there’s probably a smaller subset of people who are
Why are you thinking about this today, Karthik?
November 8, 2025 at 7:03 PM
Why are you thinking about this today, Karthik?
Even under a fairly conventional philosophical framework of 19th C. liberalism, think you have to juggle four things?
November 8, 2025 at 6:33 PM
Even under a fairly conventional philosophical framework of 19th C. liberalism, think you have to juggle four things?
There may be issues with such a barbell strategy.
November 7, 2025 at 7:23 PM
There may be issues with such a barbell strategy.
A country that “exports” disinflation in tradeables creates conditions for easier monetary policy in RoW that can benefit EITHER production of interest-rate-sensitive nontradeables in RoW OR current owners of interest-rate-sensitive nontradeables in RoW. open.substack.com/pub/sankaran...
November 7, 2025 at 3:20 PM
A country that “exports” disinflation in tradeables creates conditions for easier monetary policy in RoW that can benefit EITHER production of interest-rate-sensitive nontradeables in RoW OR current owners of interest-rate-sensitive nontradeables in RoW. open.substack.com/pub/sankaran...
The odd thing about this is we seem to be living through a massive efflorescence of the right circle in the right diagram on the Anglo-American right. Though its likely the case IMO that all sides are guilty of the Venn to some degree.
November 7, 2025 at 2:54 PM
The odd thing about this is we seem to be living through a massive efflorescence of the right circle in the right diagram on the Anglo-American right. Though its likely the case IMO that all sides are guilty of the Venn to some degree.
Plurality Fears Singularity
(Yeah its old but thought worth making the joke again).
www.pewresearch.org/internet/202...
(Yeah its old but thought worth making the joke again).
www.pewresearch.org/internet/202...
November 7, 2025 at 2:32 PM
Plurality Fears Singularity
(Yeah its old but thought worth making the joke again).
www.pewresearch.org/internet/202...
(Yeah its old but thought worth making the joke again).
www.pewresearch.org/internet/202...
Its been a wild day.
November 7, 2025 at 12:22 AM
Its been a wild day.
Just stop with the alley-oops.
November 7, 2025 at 12:21 AM
Just stop with the alley-oops.
Optimus Subprime?
November 7, 2025 at 12:19 AM
Optimus Subprime?
Something needs to up its game.
November 7, 2025 at 12:16 AM
Something needs to up its game.
Given the discourse, we might be in for a further modification of iconography.
November 6, 2025 at 9:28 PM
Given the discourse, we might be in for a further modification of iconography.
So basically if the government does end up backstopping OpenAI borrowing as their CFO suggested yesterday, the three possible outcomes for a new GSE issuing newfangled MBS are -- Manna Based Securities, Meme Based Securities, and Matrix Based Securities.
www.ft.com/content/60df...
www.ft.com/content/60df...
November 6, 2025 at 5:58 PM
So basically if the government does end up backstopping OpenAI borrowing as their CFO suggested yesterday, the three possible outcomes for a new GSE issuing newfangled MBS are -- Manna Based Securities, Meme Based Securities, and Matrix Based Securities.
www.ft.com/content/60df...
www.ft.com/content/60df...
TFW the political term "Presidential Republic" is both descriptive and prescriptive.
November 6, 2025 at 5:20 PM
TFW the political term "Presidential Republic" is both descriptive and prescriptive.
A link to a piece by my QI colleagues Marcus Stanley and Lee Schlenker ahead of today’s War Powers vote arguing that US military strikes on VZ are unjustified, dangerous, & counterproductive & thus demand that Congress assert its authority. quincyinst.org/research/u-s...
November 6, 2025 at 4:33 PM
A link to a piece by my QI colleagues Marcus Stanley and Lee Schlenker ahead of today’s War Powers vote arguing that US military strikes on VZ are unjustified, dangerous, & counterproductive & thus demand that Congress assert its authority. quincyinst.org/research/u-s...
I was worried the MY deal looked pretty onerous, but they seem confident they can..
November 6, 2025 at 3:35 PM
I was worried the MY deal looked pretty onerous, but they seem confident they can..
Someone’s going to make money from this amazing transformative thing, but it not may not be us. Someone’s going to lose money on this amazing transformative thing but I’d rather it not be us.
November 6, 2025 at 1:30 AM
Someone’s going to make money from this amazing transformative thing, but it not may not be us. Someone’s going to lose money on this amazing transformative thing but I’d rather it not be us.
Good job not reaching for the thesaurus just to stand out, headline editors.
November 5, 2025 at 8:03 PM
Good job not reaching for the thesaurus just to stand out, headline editors.
The strategy of the WSJ editorial page seems to be to allow the neolibs to write the economics/tariffs editorials and the neocons to write the security editorials.
November 5, 2025 at 7:17 PM
The strategy of the WSJ editorial page seems to be to allow the neolibs to write the economics/tariffs editorials and the neocons to write the security editorials.
Also a good day to announce I finally sent in the order for a test version of the T-shirt.
November 5, 2025 at 3:41 PM
Also a good day to announce I finally sent in the order for a test version of the T-shirt.
I can’t believe a Stanford dropout invented Berkeley!
November 3, 2025 at 3:23 PM
I can’t believe a Stanford dropout invented Berkeley!