Jeff Rosenfeld

296 posts

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Jeff Rosenfeld

Jeff Rosenfeld

@Jrosenfeld87

Self-proclaimed authority/opinionist on anything related to technology, geopolitics, history, finance, and real estate.

New York, NY Katılım Aralık 2011
1.5K Takip Edilen140 Takipçiler
Jeff Rosenfeld
Jeff Rosenfeld@Jrosenfeld87·
@Noahpinion From 2000 - 2015 it was barely noticeable.. That line going parabolic coincides with the problem getting meaningfully worse.. City funded methadone clinics are a major culprit, which, for some brilliant reason, were placed in the most tourist-prone areas of the City.
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Noah Smith 🐇🇺🇸🇺🇦🇹🇼
Noah Smith 🐇🇺🇸🇺🇦🇹🇼@Noahpinion·
Has NYC radically improved its homelessness situation, or is this money being siphoned off by crooked nonprofits as often happens in San Francisco?
Reza Chowdhury@RezaC1

NYC HOMELESS BUDGET BY FISCAL YEAR Look at the slope starting in the de Blasio years. When a budget curve goes from gradual to near-vertical, the public deserves to know what changed: contracts, accounting, shelter census rules, procurement practices, reimbursement assumptions, and who was paid what (and for which outcomes). It also warrants scrutiny when the CEO of a major shelter-provider org, taking in hundreds of millions in taxpayer dollars and tied to NYC politics, somehow has endless time to be a frequent CNN pundit on topics that have nothing to do with NYC homelessness - at times appear on the network both in the morning and evening on the same day. If you’re cashing city checks at that scale, you shouldn’t also be a full-time cable-news personality.

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DM@dmaltz19·
@JonnyNemo 2 suggestions - just my thoughts.. Launch a Chicken Caesar WRAP: romaine, light dressing, high-protein/low-carb wrap (hero bread?) Add a iced tea/iced coffee machine (unsweetened, 1–2 SKUs) — easy upsell, fast, high margin, zero brand dilution. Ppl love caffeine.
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Jeff Rosenfeld
Jeff Rosenfeld@Jrosenfeld87·
@TFMkts @lisaabramowicz1 Conventional wisdom used to be that it was “lagged.” It’s not lagged. It’s deeply flawed, and not in any way representative of rent inflation.
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Lisa Abramowicz
Lisa Abramowicz@lisaabramowicz1·
Owners equivalent rent, a measure of housing cost inflation, has fallen to the lowest since 2021, according to the latest CPI report.
Lisa Abramowicz tweet media
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Andrew Cuomo
Andrew Cuomo@andrewcuomo·
In it to win it.
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Jeff Rosenfeld
Jeff Rosenfeld@Jrosenfeld87·
@CliffordAsness Is there historical precedent for a ceasefire being negotiated when the power dynamic during a war is this asymmetrical?
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Clifford Asness
Clifford Asness@CliffordAsness·
What an idiotic comparison. We demanded UNCONDITIONAL SURRENDER of Germany and only after that did we do anything for them (and the Marshall Plan wasn’t until 3 years after that). Until the surrendered we relentlessly bombed them and prosecuted the war in every way. You can say we were wrong (and I’d disagree) but you can’t change facts to fit your idiotic backwards comparison now. The Israelis are actually giving aid WHILE HAMAS KEEPS HOSTAGES AND DOES NOT SURRENDER. They are doing way more than the USA and allies did for Germany BEFORE the surrender. Backwards and gross.
Nick Cohen@NickCohen4

At the end of WW2 the UK, USA and France offered West Germany democracy and human rights. Netanyahu is offering the Palestinians dictatorship, ethnic cleansing and death Surely you can see the difference

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Jeff Rosenfeld
Jeff Rosenfeld@Jrosenfeld87·
@auren Great restaurants... Your hallucinated calendar is very adept at planning an enjoyable NYC business meeting routine
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Auren Hoffman
Auren Hoffman@auren·
connected my calendar to chatgpt. just asked chatgpt to summarize my mtgs for today and it gave me someone else's calendar. anyone know whose calendar this is? (i do know some of these people so maybe hallucinating?)
Auren Hoffman tweet media
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Jeff Rosenfeld
Jeff Rosenfeld@Jrosenfeld87·
@briankesselman @chamath Indisputably the current center for finance. Would be hard pressed to even name a #2. NY is to Finance what SF is to Tech. If Mad Man Mamdani wins though… will be a setback just a question of magnitude.
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BK Hoosier
BK Hoosier@briankesselman·
@chamath what's the current center of finance/capitalism in America?
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Jeff Rosenfeld
Jeff Rosenfeld@Jrosenfeld87·
@Noahpinion @krishnanrohit @emollick You’re incorrect - What about loading up on imports, whose value well exceeds what’s being consumed in any given quarter. Said differently, front-loading imports is a negative on GDP.
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Noah Smith 🐇🇺🇸🇺🇦🇹🇼
Noah Smith 🐇🇺🇸🇺🇦🇹🇼@Noahpinion·
Interesting side note to this post: Google's AI search assistant got this completely right, while o3 got confused and contradicted itself.
Noah Smith 🐇🇺🇸🇺🇦🇹🇼 tweet mediaNoah Smith 🐇🇺🇸🇺🇦🇹🇼 tweet media
Noah Smith 🐇🇺🇸🇺🇦🇹🇼@Noahpinion

Saying "imports subtract from GDP" is exactly like saying "putting on shoes makes you lose weight". Yes, after you weigh yourself with shoes on, you subtract the weight of the shoes to get your true weight. But wearing bigger shoes won't make you skinny! noahpinion.blog/p/why-do-econ-…

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Jeff Rosenfeld
Jeff Rosenfeld@Jrosenfeld87·
@Convertbond Never forget, 2/3 of the CUTS were done after the election results were reported.... 1/3 of the cuts were done the day after Trump won.
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Lawrence McDonald
Lawrence McDonald@Convertbond·
Fed "Independence." Never, every forget - in a election year -- the Fed CUT interest rates 1% with Atlanta Fed GDP up near 3-4%.
Lawrence McDonald tweet media
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Jeff Rosenfeld
Jeff Rosenfeld@Jrosenfeld87·
@Jason Fifth Avenue Hotel or Fouqet’s. Don’t bother with any other replies.
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@jason
@jason@Jason·
What’s the dope, most fun hotel in nyc at the moment?
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Jeff Rosenfeld
Jeff Rosenfeld@Jrosenfeld87·
@VladTheInflator Exec branch manipulation is undoing 50 yrs of manipulation? 60% of people have money in the mkt and 65% own their homes (which will go down in value). Your hope is this will be the first crisis in history where the upper class suffers more than the lower / middle
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Darth Powell
Darth Powell@VladTheInflator·
Investors up 500% due to government manipulation are crying when it stops.
Charles Gasparino@CGasparino

Im sure @SecScottBessent knows this and if not he should: There comes a point when the markets are sick of happy talk in the face of obvious stress in stock prices, in the bond market and lending markets. Yeah, you can downgrade this as more BS from Wall Street, but Wall Street controls interest rates and thus greatly influences the economy. Econ 101. And unless you start showing progress soon on trade deals, you will lose the total confidence on the investor class. And it's happening now. It didnt help that Lutnick and Navarro were the chief spox of the MAGA agenda, and they were uneven at best (being generous here) But Bessent will soon be regarded as a lightweight if things dont change. If they do, he will be regarded as a savior and the markets will rip.

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Jeff Rosenfeld
Jeff Rosenfeld@Jrosenfeld87·
@shervin Public housing should be privatized, with residents receiving an equity interest and responsibility for upkeep.
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Jeff Rosenfeld
Jeff Rosenfeld@Jrosenfeld87·
@BenK_Data @Brightfeather @mattyglesias Exactly why it's important to stand on principles and not just selfishly focus on what directly benefits you. "Democracy is two wolves and a lamb voting on what to have for lunch. Liberty is a well-armed lamb contesting the vote." Or maybe these concepts are too "weird."
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Ben K
Ben K@BenK_Data·
@Jrosenfeld87 @Brightfeather @mattyglesias It won't even pass. But it would have almost no impact except on a few insanely rich people who can afford to pay for the security it provides. Your hysterionics are pathetic and hysterical.
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Jeff Rosenfeld
Jeff Rosenfeld@Jrosenfeld87·
@BenK_Data @Brightfeather @mattyglesias You're right - this is just about raising revenue. That's what the Harris admin cares about. Has nothing to do with some populist (perhaps unconstitutional) proposal that allows them to score virtue votes and fleece a small percentage of citizenry that won't impact vote count.
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Ben K
Ben K@BenK_Data·
@Jrosenfeld87 @Brightfeather @mattyglesias We all DO have skin in the game, that's the point. It's almost like you don't understand the topic in any way with the arguments you're making. Then you argue it will barely will have an inmpact yet you are wasting all this time arguing how bad it is? Your arguments are weird.
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Jeff Rosenfeld
Jeff Rosenfeld@Jrosenfeld87·
@BenK_Data @Brightfeather @mattyglesias We all should have skin in the game, irrespective of wealth. If we wanted to pay for more programs we'd have broad based tax hikes. This tax will barely pay for our annual run-rate aid to Ukraine. It's popular because most people are happy confiscating from people they don't know
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Ben K
Ben K@BenK_Data·
@Jrosenfeld87 @Brightfeather @mattyglesias But we specifically want the ultra rich to pay their fair share for the society that allows them to get and be so rich. They have more skin in the game. That's the entire point. People making 100k already pay a lot, more than hyper-rich in many cases.
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Jeff Rosenfeld
Jeff Rosenfeld@Jrosenfeld87·
@Brightfeather @BenK_Data @mattyglesias Respectfully disagree. The tax is based on a philosophical belief that wealthy people are net-takers and shouldn't have as much as they do. It's confiscatory. If we wanted to raise revenue we'd propose a higher rate on anyone making >$100k. This way we all have skin in the game.
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Jeff Rosenfeld
Jeff Rosenfeld@Jrosenfeld87·
@BenK_Data @mattyglesias Still missing the point. The purpose of this tax is to penalize success and score virtue votes, whereas the purpose of property tax is to fund schools... Anyone who thinks this isn't political and punitive in nature isn't paying attention
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Ben K
Ben K@BenK_Data·
@Jrosenfeld87 @mattyglesias It's also not limited to people who have 100,000,000. Also the tax idea isn't 25% unrealized. It's 25% from a slew of things, one being unrealized. And that then offsets future taxes that would have been paid anyway.
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Keşfet

@Noahpinion @dmaltz19 @JonnyNemo @TFMkts @lisaabramowicz1 @andrewcuomo @CliffordAsness @auren