BTFD
zenmacro.bsky.social
BTFD
@zenmacro.bsky.social
AI cannot replace those who smoke p0t…
July 9, 2025 at 12:20 AM
Data center construction added 1% to GDP growth in 1Q2025
May 28, 2025 at 11:46 AM
May 4, 2025 at 2:22 AM
AI 2027
A research-backed AI scenario forecast.
ai-2027.com
May 2, 2025 at 12:42 PM
aitkenadvisors.com
April 16, 2025 at 2:37 PM
Bessent interview: youtu.be/MuNo6fhuRpk?...
Bessent on Trade Talks, Powell Future, Argentina, Dollar
YouTube video by Bloomberg Television
youtu.be
April 15, 2025 at 5:58 AM
Gold: Bessent emphasized gold's enduring role as a global store of value, its independence from sovereign fiscal issues, and his own past affinity for gold

“people might've called me a gold bug"
April 5, 2025 at 4:40 PM
Bessent
10Y yield had come down from nearly 5% to below 4%. Bessent connected this decrease to significant savings for the Treasury, stating, "every basis points, about a billion dollars in savings. So we've saved a hundred billion dollars. And that's probably not going to happen that quickly again"
April 5, 2025 at 4:40 PM
Trump weighs in on the Fed finally as he doesn’t like where SPX is.

At least Bessent was successful to keep Trump from attacking the Fed for the first 50 days.
March 20, 2025 at 11:50 AM
on.ft.com/3QwJeIG What Jamie Dimon’s viral leaked recording tells us
What Jamie Dimon’s viral leaked recording tells us
Blistering critique by JPMorgan’s chief of remote work and bureaucratic bloat resonates in banking
on.ft.com
February 22, 2025 at 5:21 AM
MAGA SWF from FT: on.ft.com/3EJ0Oq8 Don’t dismiss Donald Trump’s idea of a Maga SWF
Don’t dismiss Donald Trump’s idea of a Maga SWF
Proposal for a sovereign wealth fund should be taken seriously
on.ft.com
February 18, 2025 at 7:12 PM