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Trump’s new tariffs aren’t a trade tweak—they’re the first move in a full-spectrum reset. $9.2T in debt matures in 2025. Inflation lingers. Alliances are shifting. One announcement just set a dozen wheels in motion. Here’s what’s really happening—and why it matters 🧵

Treasury Secretary Scott Bessent explains the administration’s new tariffs, and why we had to do something to stop the slide. (0:00) Trump’s Tariff Plan (5:42) The Current State of the Stock Market (8:22) Will Americans See Substantial Tax Cuts Because of Tariffs? (13:16) How

It's official: The Nasdaq 100 is in a bear market following a -6% drop today, the largest drop since March 2020. US stocks have now erased a massive -$11 TRILLION since February 19th with recession odds ABOVE 60%. What does it all mean? Let us explain. (a thread)

In order to understand the full picture of how the world order is changing, I would urge you to watch this five-minute clip, or the complete 40-minute animated video called "Principles for Dealing with Changing World Order." And if you want an even more complete explanation, you

For now, the Trump Administration has made it clear that these tariffs are here to stay. Our subscribers are capitalizing on the volatility. Want to see how we are trading it? Subscribe at the link below to access our latest analysis and alerts: thekobeissiletter.com/subscribe

The global chessboard is finally in motion. President Trump’s sweeping tariffs have landed, and the world has responded. We can now see who’s ready to play in this grand reset—and who isn’t. Three clear response strategies seem to be emerging. Let's check the updates so far🧵

8/ And Trump's not just targeting China directly - he's hitting countries they use for transshipping (looking at you, Southeast Asia) with 50% tariffs 🎯 Countries like Vietnam are already seeking a "zero-zero" tariff deal with the U.S. Blocking Chinese cheating will be key.

Why is most of the bond market commentary about plumbing 🪠🧑‍🔧of Treasury markets? 1/Because we take it for granted that US Treasurys are safe zero-beta assets. This is typically the view of policy makers in advanced economies as well. Much of modern macro simply assumes that

The WEF board wasn't joking either when they held an emergency meeting on Easter Sunday. Within hours, Schwab was gone. No thanks. No parade. No goodbye. Just a resignation—effective immediately. 10/18

It's super simple this way.

I’m sharing my slide deck on the demographic future of humanity, 🔗 Slides: sas.upenn.edu/~jesusfv/Slide… prepared for the keynote address I will give tomorrow to the 7th EBRD and CEPR Research Symposium on “The Economics of Demographic Change”: 🔗 Symposium: ebrd.com/home/news-and-…

Humanity's progress is accelerating insanely fast: Stone Age→Farming: 100,000 yrs Farming→Steam: 12,000 yrs Steam→AI: 200 yrs 2000-2014: 100 years of progress in 14. Moore's Law predicted 32x. AI chips did 1000x. Law of Accelerating Returns is getting weird with AI🧵👇🏻

He's very smart😍👏🏻

An outstanding book, rigorous and scholarly, just read it cover to cover: 1) It thoroughly covers the entire literature: not a single statement that is not backed by multiple trials so it provides a statistical picture of the state of the science. 2) Corollary: practically,

lol

“For the first time in two centuries, the West is no longer the leader in future technology, but the follower.” NEW: Kate Mackenzie and I Phenomenal World write about what the Chinese tech acceleration means for the world. Subscribe & read here: phenomenalworld.org/analysis/brics…

In the context of a great power competition, leveraging technologies at scale is more important than inventing them, notes Edoardo Campanella. bit.ly/3Gxq0RJ

Promoting the widespread adoption of digital technologies is a markedly different challenge than developing the next generation of AI models. Europeans should focus on the first, argues Edoardo Campanella. bit.ly/3Gxq0RJ

Nicholas Kyrgios Pavvy G Quanto piangi ahahahah IMPAZZIRE

Promoting the widespread adoption of digital technologies is a markedly different challenge than developing the next generation of AI models. Europeans should focus on the first, argues Edoardo Campanella. bit.ly/3Gxq0RJ