BTFD
@zenmacro.bsky.social
AI cannot replace those who smoke p0t…
July 9, 2025 at 12:20 AM
AI cannot replace those who smoke p0t…
Data center construction added 1% to GDP growth in 1Q2025
May 28, 2025 at 11:46 AM
Data center construction added 1% to GDP growth in 1Q2025
Regulations are costly
February 4, 2025 at 2:03 PM
Regulations are costly
January 30, 2025 at 12:09 AM
US Exceptionalism to continue (US share of global foreign direct investment surges to record on.ft.com/3CiClXO )
January 21, 2025 at 3:04 PM
US Exceptionalism to continue (US share of global foreign direct investment surges to record on.ft.com/3CiClXO )
Debt to income ratio: govt has leverage while consumers and corporations don’t.
December 22, 2024 at 6:46 AM
Debt to income ratio: govt has leverage while consumers and corporations don’t.
Interesting article… Trump might need a good deal given the US reliance on China…
Nikkei Asia: For Xi Jinping, 'Made in China 2025' has been worth every penny. asia.nikkei.com/Spotlight/Po...
Nikkei Asia: For Xi Jinping, 'Made in China 2025' has been worth every penny. asia.nikkei.com/Spotlight/Po...
December 21, 2024 at 1:39 PM
Interesting article… Trump might need a good deal given the US reliance on China…
Nikkei Asia: For Xi Jinping, 'Made in China 2025' has been worth every penny. asia.nikkei.com/Spotlight/Po...
Nikkei Asia: For Xi Jinping, 'Made in China 2025' has been worth every penny. asia.nikkei.com/Spotlight/Po...
NVDA vs WMT P/E multiples:
December 14, 2024 at 4:09 AM
NVDA vs WMT P/E multiples:
Job creation over the past two years: government vs. manufacturing (@DOGE)
December 4, 2024 at 11:04 PM
Job creation over the past two years: government vs. manufacturing (@DOGE)
