Alex Tanzi

UVA research leads to new lifeline for leukemia patients news.virginia.edu/content/uva-re…

@johnarnold @manual421 Its been remarkable in the DC area. When I was young everyone wanted to go to college in the Northeast (plus Michigan and Wisconsin were popular and still are). Today lots and lots of DMV kids head south, and friends in NY send their kids to the south (Maryland)

@manual421 in the past decade I've seen a sea change in how people in CA & NY look at southern states. The result is people there are much more open to going to college and moving to places away from the coasts.

There is a group of states actively competing to attract businesses and high earners, and another group adopting policies that drive them away. I don't see how this doesn't end up as a disaster in the long-term for the latter.

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@EconBerger Could it be that people are simply dropping off insured rate because their time to collect ended ie couldn't get a job in 26 weeks so they cycle off of insured rate pushing that down but are still laid off?

3/ ...We're not at all seeing a parallel improvement in the corresponding BLS data (unemployment due to permanent layoff). So I think the labor market improvement suggested by continuing claims isn't actually happening.

Claims: 1/ Initial claims at 213K in the week ended 3/07. Below 2025 and 2023 levels; similar to 2024 levels. No signs of rising layoffs in this data. (Tomorrow's January JOLTS will provide a useful check on this.)

Within 24 hours, Washington's legislature approved legislation going from 0% to a 9.9% rate on high earners' income (they already taxed capital gains) while a bill to phase out South Carolina's income tax passed in the second chamber. The divergence continues.

The Orange Book on the latest earning season is now @TheTerminal NI ORANGEBOOK <GO> blinks.bloomberg.com/news/stories/T… Originally devised by late @Yamarone, reimagined today with AI tools. Brought to you by Bloomberg Economics and Bloomberg Intelligence.

The Orange Book is back, if you know you know (h/t to the late Great @Yamarone ) NSN TBPCCOKGIFPD <GO> or click here: blinks.bloomberg.com/news/stories/t…

🚨BREAKING: Berkeley researchers spent 8 months inside a tech company watching how employees actually use AI. The promise was simple: AI will save you time. Do less. Work smarter. The opposite happened. Workers didn't use AI to finish early and go home. They used it to take on more. More tasks. More projects. More hours. Nobody asked them to. They did it to themselves. The researchers sat inside the company two days a week for 8 months. They watched 200 employees in real time. They tracked work channels. They conducted 40+ interviews across engineering, product, design, and operations. Here's what they found. AI made everything feel faster, so people filled every gap. They sent prompts during lunch. Before meetings. Late at night. The natural stopping points in the workday disappeared. People ran multiple AI agents in the background while writing code, drafting documents, and sitting in meetings simultaneously. It felt like momentum. It felt productive. But when they stepped back, they described feeling stretched, busier, and completely unable to disconnect. 83% said AI increased their workload. Not decreased. Increased. 62% of associates and 61% of entry-level workers reported burnout. Only 38% of executives felt the same strain. The people doing the actual work absorbed the damage while leadership celebrated the productivity numbers. Then came the trap nobody saw coming. When one person uses AI to take on extra work, everyone else feels like they're falling behind. So the whole team speeds up. Nobody formally raises expectations. But the new pace quietly becomes the default. What AI made possible became what was expected. The researchers gave it a name: workload creep. It looks like productivity at first. Then it becomes the new baseline. Then it becomes burnout. AI was supposed to give you your time back. Instead it's eating more of it. And the worst part? You're doing it to yourself. Voluntarily.

Citadel Securities published this graph showing a strange phenomenon. Job postings for software engineers are actually seeing a massive spike. Classic example of the Jevons paradox. When AI makes coding cheaper, companies actually may need a lot more software engineers, not fewer. When software is cheaper to build, companies naturally want to build a lot more of it. Businesses are now putting software into industries and tools where it was simply too expensive before. --- Chart from citadelsecurities .com/news-and-insights/2026-global-intelligence-crisis/

stlouisfed.org/on-the-economy… Reserve Bank of St. Louis Publications

@Cycle4Survival DC cycle going strong

Great turnout for DCs @MSKCancerCenter cycle for survival

@shawngorham Ballpark (very ballpark) how much do you think plywood would add $-wise?

"Roofer" posted this on instagram I have no F'ING clue how this is going to work out. I cant even believe my eyes for you non roofers, you cannot lay comp shingles over space sheeting, you have to lay plywood down first

I’m riding at Cycle for Survival tomorrow and raising funds for rare cancer research at MSK. 100% of every dollar goes directly to research—any gift makes a difference. You can support my ride here: secure2.convio.net/mskcc/site/TR/…

A record $112 billion cargo gap with China suggests Trump's trade war has spawned tariff evasion at unprecedented scale — and compliant businesses are paying the price. bloomberg.com/news/features/…

Roundhill just filed for a bunch of ETFs that track prediction markets for political elections. Using event contracts. Potentially groundbreaking. If this goes through wow opens up huge door to all kinds of stuff. Ht ⁦@Todd_Sohn⁩

@CharlesDardaman @AnnaEconomist @TheTerminal bls.gov/regions/southw… In Dallas, its Housing, Apparel, Transportation (gas). As usual medical care is up, food is up

@AnnaEconomist @atanzi @TheTerminal What's the main cause of DFW deflation? Is it housing?

Average cpi of top 12 large cities just 2.2%. Some major cities, like Dallas, in the south saw deflation. H/t @atanzi @TheTerminal blinks.bloomberg.com/news/stories/T…

The change in real average hourly earnings combined with a 0.6% increase in the average workweek resulted in a 1.9% increase in real average weekly earnings - the most in 5 years

Help @Cycle4Survival raise money for rare cancer research at @MSKCancerCenter. Make a 100% tax-deductible donation using the link. Thank you! secure2.convio.net/mskcc/site/TR?…

Kevin Warsh is a qualified nominee with a deep understanding of monetary policy. However, the Department of Justice continues to pursue a criminal investigation into Chairman Jerome Powell based on committee testimony that no reasonable person could construe as possessing criminal intent. Protecting the independence of the Federal Reserve from political interference or legal intimidation is non-negotiable. My position has not changed: I will oppose the confirmation of any Federal Reserve nominee, including for the position of Chairman, until the DOJ’s inquiry into Chairman Powell is fully and transparently resolved.