If solar and wind - and nuclear - weren’t good sources of power, China wouldn’t be adding them in such large quantities. The U.S. is handcuffing itself in the AI electricity arms race for no good reason

Great choice by Fed Governor Waller to make the trip for an epic college football game between the Notre Dame Fighting Irish and the Miami Hurricanes. Oh yeah, and I guess he spoke about monetary policy too

It’s not the main story of our episode, thankfully - French politics takes over from Trump for a week - but I had some …fun??.. exploring the political takeover of the Fed scenario in the Medley Advisors podcast as a clearly underpriced market risk open.spotify.com/episode/70wFBc…

Still waiting for those Social Security savings Department of Government Efficiency. Why is spending up so much this year when we allegedly kicked millions of 100+ year old fraudsters off the system??

Just a hilariously bad take on the Econ data from the Washington Examiner. Jed Kolko points out that Center for Immigration Studies misused Census data to claim there’s been an exodus of migrants - something they don’t track - and Conn Carroll calls him partisan for stating a fact 🤦‍♂️ washingtonexaminer.com/in_focus/37883…

Nice work Department of Government Efficiency - more government IT and procurement; less chainsaw to hardworking people’s lives 🙏

I’m no Economer, but even I know that was no bueno youtube.com/clip/Ugkx80f8Q…

Third straight year hitting a ~$2 trillion deficit, underscoring the new bipartisan, populist era we're in. Strong April revenue collections for 2024 tax filings and some tariff revenue have helped narrow the deficit slightly, but it remains on a remarkably unsustainable track

A bit late, but still nice to see the administration calling out the Musk-led Department of Government Efficiency effort for being misguided. Would be interesting to hear the The All-In Podcast and others from the tech space admit they should listen to public policy experts too axios.com/2025/09/12/dog…

Clearly just some excitement about the Eagles this season

Still a 75% chance on prediction markets that we raise less than $100 million from the new immigrant Gold Cards… so I don’t think I’ll be factoring these into my fiscal balance 😆

Jimmy Kimmel: "I want to thank the people who don't support my show and what I believe but support my right to share those beliefs anyways—Ben Shapiro, Clay Travis, Candace Owens, Mitch McConnell, Rand Paul, Ted Cruz...It takes courage to speak out against this administration."

Trump's massive computer tariff exemption is forcing the US economy to gamble on AI—but more than that, it's a fundamental challenge to his trade philosophy If free trade delivers such great results for the 1 sector still enjoying it, why subject the rest of us to protectionism?

Payrolls breakeven rate given the immigration policy shift is the most popular question for Powell NABE 👀

Great chart from my Energy Aspects colleagues here, showing how Chinese oil imports from Iran are being increasingly labeled as coming from "Indonesia" rather than "Malaysia"

Perhaps Fed Chair Powell could help explain how the NCPC process works James Blair