The Automation Paradox, by @NGDP_Advice open.substack.com/pub/marcusnune…
@AaronSepulvedaC @EconstratPB
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NGDP Advice-Marcus Nunes
11K posts
NGDP Advice-Marcus Nunes
@NGDP_Advice
Market Monetarist. Macro-economic and monetary policy analyst.
The World Katılım Eylül 2010
964 Takip Edilen1.3K Takipçiler
A Quarter-Century of Shocks: The US Economy from 9/11 to Trump's Second Term, by @NGDP_Advice open.substack.com/pub/marcusnune…
@AaronSepulvedaC @EconstratPB
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The Corner and the Cornered, by @NGDP_Advice open.substack.com/pub/marcusnune…
@AaronSepulvedaC @EconstratPB
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The Madness Deepens: Three Weeks On, by @NGDP_Advice open.substack.com/pub/marcusnune…
@AaronSepulvedaC @EconstratPB
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@dandolfa The fiscal position is not a crisis today. It is a slow-moving emergency that the political system has chosen, repeatedly and deliberately, not to address. The numbers do not require sophisticated modelling to be alarming. They require only the willingness to read them
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"Something has to give." Yes, and my bet over the past few years has been that interest rates and/or the inflation rate are likely to provide the "pressure release valve;" see: drive.google.com/file/d/1EuSWtw…
Jessica Riedl 🧀 🇺🇦@JessicaBRiedl
Republicans need to make a choice. You cannot be the party of endless tax cuts, 42% defense spending hikes, and not touching Social Security & Medicare's unsustainable shortfalls. Something has to give. And cutting foreign aid, waste, and immigrants ain't gonna get there.
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The Speech That Said Everything and Nothing, by @NGDP_Advice open.substack.com/pub/marcusnune…
@AaronSepulvedaC @EconstratPB
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REMARKS BY THE PRESIDENT OF THE UNITED STATES ON THE TOTAL AND COMPLETE VICTORY IN IRAN, WHICH IS ALMOST DONE, MAYBE TONIGHT, by @NGDP_Advice open.substack.com/pub/marcusnune…
@AaronSepulvedaC @EconstratPB
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The Hemingway Moment, by @NGDP_Advice open.substack.com/pub/marcusnune…
@AaronSepulvedaC @EconstratPB
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The Comfort of Averages, by @NGDP_Advice open.substack.com/pub/marcusnune…
@AaronSepulvedaC @EconstratPB
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The Correspondent Banking Crisis, by @NGDP_Advice open.substack.com/pub/marcusnune…
@AaronSepulvedaC @EconstratPB
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The Geometry of Betrayal, by @NGDP_Advice open.substack.com/pub/marcusnune…
@AaronSepulvedaC @EconstratPB
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Jan 22
"Stephens is angry because neither Americans nor Europeans want to go to war, especially to protect 2nd rate interests in 3rd rate conflicts. Washington’s credibility problem is not that it doesn’t go to war enough, but that it goes to war far too often for no good reason.
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Manufactured Victory, by @NGDP_Advice open.substack.com/pub/marcusnune…
@AaronSepulvedaC @EconstratPB
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Unpacking the Headline, by @NGDP_Advice open.substack.com/pub/marcusnune…
@AaronSepulvedaC @EconstratPB
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Trump embraced TACO and turned it into a market manipulation winning strategy for himself!
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Not All Wars Are Created Equal, by @NGDP_Advice open.substack.com/pub/marcusnune…
@AaronSepulvedaC @EconstratPB
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of other people in other places. He does not consider the wider implications of his decisions. He does not take responsibility when these decisions go wrong. Instead, he acts on whim and impulse, and when he changes his mind he simply lies about whatever he said or did before."
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"Donald Trump does not think strategically. Nor does he think historically, geographically, or even rationally. He does not connect actions he takes on one day to events that occur weeks later. He does not think about how his behavior in one place will change the behavior
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