Casey Jacobson

@m9836785 I’m heavily bearish on Chicago and Illinois, Brandon Johnson is among the worst politicians in American history. I don’t know a single person of any political background who supports him. A genuinely rare feat

@401Casey Do Illinois and Chicago.

As a reformed municipal bond guy two stories have fascinated me the last couple weeks and they are of course very related. Washington state implementing an income tax and the downgrade of New York City

@ExPostGigaChad @1cashtracker @JoeWeisenthalt 🐣

@JoeWeisenthalt Objects in motion stay in motion big dawg

cc: @GunjanJS amazing job getting all those people on record. im stunned.

Wow, the Joe Weisenthal endorsement got me a lot of followers, go listen to Light Sweet Crude as you're enjoying this great new york weather today. I have a great thread I will post tomorrow re: the WSJ article on what "else" wealth managers do for their clients.

@JStein_WaPo one of the all time GOATs

Today is my last day at WaPo after ~9 years A very self-indulgent post, I know, but some highlights of my time: — Meeting & giving voice to those at the bottom: Laid off steelworkers in Kentucky & coal miners in West Virginia; residents in decrepit public housing in NYC; hurricane survivors in Puerto Rico; Maine families crippled by the eldercare crisis; victims of US sanctions in rural Guatemala — Challenging those at the top: Wall Street and Fortune 500 execs; Congressional leaders, White House officials & U.S. treasury secretaries in both parties — Getting an appendectomy in eastern Ukraine — Telling people I had no authority to send stimulus checks, given that I'm a reporter — Spending my travel budget on Taco Bell dinners So grateful for all the editors, sources, reporters & above all readers with me all these years Will be back offline to really finish my book for a little bit — & see you soon @ Washington's most exciting newsroom, new name coming soon

@svstartupguy Yes but there’s more being created everyday, that’s the reality of the flywheel

@401Casey A lot of those huge check writers are or have left CA. Just sayin…,

@TheStalwart What haikus taught me about b2b SaaS 🧵

@401Casey I swear to god, if you tweet one thing that embarrasses me...

@Emily_Sundberg what do you think about Spinelli Kilcollin stacked rings

If you wear an oura ring as a wedding band you’re gonna get divorced

@erickazatsky @TheStalwart Eric it was a massive blow to Bloomberg when you left! Miss your briefs

@TheStalwart @401Casey I was misinformed that I was your favorite muni guy

Everyone should follow @401Casey. He's brand new to Twitter, but I've known him a long time, and can say that he's one of the most knowledgeable people I know about how the financial services industry actually works.

@skooookum Unless you’re selling bonds then really good

@skooookum Bad

I can explain backpropagation through an attention layer to a five year old but I can’t seem to commit to memory if US yields going up is good or bad

@skooookum Skookum endorsement 🤝

Follow Casey now because beautiful things never last

@SpecialPuppy1 youre agreeing with me. I dont think Washington's has the same expectation.

@401Casey I don't really understand how you get to that conclusion. Even something like CA's Wealth tax probably has positive expected NPV in terms of revenue. claude.ai/public/artifac…

@rSanti97 grats Santi

Some professional news: I'm joining Anthropic's editorial team! I'll be leading the team's work on economics and policy, and working closely with the Anthropic Institute (about which more here: x.com/AnthropicAI/st…). Dramatic AI progress is coming in the next two years, and researchers+policymakers+the public alike will need the best information available about that shift. It's a big new challenge, and I can’t wait to get started. [Some important housekeeping: I’ll keep running Statecraft at @IFP as a Nonresident Senior Fellow! And will remain on the board at Recoding America/ as a journalist-in-residence at @johnshopkins School of Government and Policy. I start at Anthropic in a few weeks.] The move from frontier think tank to frontier lab is bittersweet. I’ve been at IFP for three years, and it’s been the most formative professional experience of my life. In a short period of time, IFP has become one of the most effective institutions in DC, generating a truly shocking amount of counterfactual policy impact (not all of it public). Being on this team has permanently raised my ambitions. I'm very grateful.

@cbatty Disagree

@401Casey On what timeline? NY and CA are absolutely on a trajectory for total ruin but there’s a lot of altitude to go before impact

@cpachristopher Spot on, the problem is that increasingly these governments have decided its incumbent on them to provide services above and beyond any other state that should really be provided by the federal government, then it spirals...

@401Casey The WA capital gains tax from a couple years ago, in which the state argued that capital gains isn’t income, didn’t make as many waves as I expected The income tax on “millionaires” is definitely getting more attention We should start a pool, when will the cutoff be $ 500k?

@fpburrows No way! Fred my man! check your DMs lets connect

@401Casey Hey Casey, been a while- where are you at these days? Good working with you.

@willametteshark TX/FL obviously, but now you're telling people oh it's worth paying to live in Washington state? Is that true? Tech already struggled to bring nin talent when taxes were 0... Trends dictate that people would rather pay taxes and live in California, so why pay taxes and live in WA

@401Casey That is a ridiculous and uninformed take. Please provide a modicum of evidence for your statement that WA is at risk of losing money by implementing income tax? No one is leaving WA because of income tax- as there's nowhere to go that doesn't already have it.

@PaulGelb Its tough to say because so much of their budget is driven from IPO events... the exodus only hurts if the boom isnt also happening behind it... you get me?

@401Casey How many of the Top 200 tax paying households (billionaires) would have to leave California for there to be a serious issue?