sri
@teasri.bsky.social
One thing missing here is the need for tariff revenue to pay for tax cuts vs the pain caused by tariffs.
February 18, 2025 at 9:48 PM
One thing missing here is the need for tariff revenue to pay for tax cuts vs the pain caused by tariffs.
Two not directly related thoughts:
1. Is there anyone who imagined the duration and scale of US stock market outperformance since 2011?
2. What happened to the prognostications of shale oil production was peaking?
1. Is there anyone who imagined the duration and scale of US stock market outperformance since 2011?
2. What happened to the prognostications of shale oil production was peaking?
December 7, 2024 at 11:26 PM
Two not directly related thoughts:
1. Is there anyone who imagined the duration and scale of US stock market outperformance since 2011?
2. What happened to the prognostications of shale oil production was peaking?
1. Is there anyone who imagined the duration and scale of US stock market outperformance since 2011?
2. What happened to the prognostications of shale oil production was peaking?
US corporate profits after taxes (NIPA) as % of world GDP is at record high.
November 22, 2024 at 11:55 PM
US corporate profits after taxes (NIPA) as % of world GDP is at record high.