jwfu

7.2K posts

jwfu

jwfu

@jwfu

Don't take a bigger slice, grow the pie

Katılım Ekim 2008
2.2K Takip Edilen94 Takipçiler
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Hanno Lustig
Hanno Lustig@HannoLustig·
BoE selling gilts for no good reason other than to try and avoid ending up like the BoJ with a huge balance sheet that's a permanent warehouse for government bonds, thus distorting yields, asset returns, incentives for fiscal policymakers etc., oh, and engineering large wealth transfers within and across generations.
Daniela Gabor@DanielaGabor

Bank of England was until recently largest holder of gilts. It's been aggressively selling for no good reason other then Bailey wants to. We have a Bailey premium on gilts nobody talks about

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Avi Roy
Avi Roy@agingroy·
7,000 false positives per square millimeter. The culprit was the lab gloves. University of Michigan researchers just upended a core assumption in microplastics science. Latex and nitrile gloves, worn by the scientists doing the measuring, shed stearate particles that look chemically identical to polyethylene. Standard infrared and Raman instruments can't tell them apart. The gloves were counting as plastic. Seven glove types tested. All contaminated. The cheapest fix: switch to cleanroom gloves, which dropped false positives to around 100 per mm² vs. 7,000. The "credit card per week" headline (5 grams, WWF/Newcastle 2019) has separate problems. A 2022 re-analysis found severe methodological errors in the original estimate. Actual measured intake is likely 100x lower. None of this means microplastics are harmless. Last month's data on brain accumulation still stands. But the numbers driving the panic may have been measuring the scientists, not the environment. Science catching its own errors is exactly how it's supposed to work.
Avi Roy tweet media
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nader dabit
nader dabit@dabit3·
This is crazy. The hacker installed a dead-man's switch that will wipe your computer if you revoke the GitHub token they stole from you. Revoking the token is what triggers the wipe.
nader dabit tweet media
TANSTACK@tan_stack

SECURITY ADVISORY — TanStack npm packages A supply-chain compromise affecting 42 @tanstack/* packages (84 versions total) was published to npm earlier today at approximately 19:20 and 19:26 UTC. Two malicious versions per package. Status: ACTIVE — packages are deprecated, npm security engaged, publish path being shut down. Severity: HIGH — payload exfiltrates AWS, GCP, Kubernetes, and Vault credentials, GitHub tokens, .npmrc contents, and SSH keys. If you installed any @tanstack/* package between 19:20 and 19:30 UTC today, treat the host as potentially compromised: • Rotate cloud, GitHub, and SSH credentials immediately • Audit cloud audit logs for the last several hours • Pin to a prior known-good version and reinstall from a clean lockfile Detection — the malicious manifest contains: "optionalDependencies": { "@tanstack/setup": "github:tanstack/router#79ac49ee..." } Any version with this entry is compromised. The payload is delivered via a git-resolved optionalDependency whose prepare script runs router_init.js (~2.3 MB, smuggled into each tarball at the package root). Unpublish is blocked by npm policy for most affected packages due to existing third-party dependents. All 84 versions are being deprecated with a SECURITY warning, and npm security has been engaged to pull tarballs at the registry level. Full technical breakdown, complete package and version list, and rolling status updates: github.com/TanStack/route… Credit to the security researcher for responsible disclosure.

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Health Mogul
Health Mogul@healthmogull·
Retatrutide reduces compulsive drinking, scrolling, and shopping as a side effect, which raises a question I can't shake: How much of what we call personality is just metabolic?
Real Peptides@realpeptides

Retatrutide is positioned to be the best-selling drug ever. In trials, it led to 24% weight loss over 48 weeks and reversed fatty liver in 93% of patients. Eli Lilly is still working through Phase 3. But what makes it better than semaglutide and tirzepatide? (1/12)

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Oliver Kim
Oliver Kim@oliverwkim·
It will take Malawi 21 years of Chinese-style 7% growth to reach Kenya's current GDP per capita. There's huge variation in incomes within Sub-Saharan Africa, which often goes ignored.
Oliver Kim tweet media
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Abi Olvera
Abi Olvera@Abi0lvera·
Imagine if we had blocked farm automation to protect agriculture jobs.
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jwfu
jwfu@jwfu·
@ukhpinfo what mortgage interest rate did you assume for your calculation?
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UK Property Insight
UK Property Insight@ukhpinfo·
"Renting means you're paying your landlord's mortgage instead of your own." Whilst renting is great as a short-term and flexible option, if you rent for a long period you end up paying someone's else mortgage. If you have rented in the past ten years, your rental payments have been about 2/3rds of the value of an average home in 2016. In addition, despite the performance vs inflation not being fantastic for property in the past few years, you would have an £80k-ish gain. And yes, you would have to deduct maintenance. I'm sure @jburnmurdoch would have a better way of portraying this!
UK Property Insight tweet media
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Peter Kuperman
Peter Kuperman@p_kuperman·
At Alpha School, kindergartners train for and run a 5K. Almost every single one starts by saying 'no way': too long, too hard, too much. And 6-8 weeks later, every single one finishes, running the whole way. Somewhere in those last 100 meters, a self-imposed ceiling vanishes for life. This is the type of thing you can accomplish when you open up half the day for life skills, i.e. explicitly teaching things that normally can't fit in the 9 to 3:30 time frame but really, every human being on the planet should learn and internalize. Alpha School is coming to North Toronto, West Toronto and Central Toronto. Reach out if you are interested. @AlphaSchoolATX
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Marios Georgakis
Marios Georgakis@MariosGeorgakis·
Among elite chess players, those with the lowest IQ are the best. Among NBA players, the shortest ones are the best. Among Hollywood actors, the least attractive are the most talented. Among elite academics, those with poorer early academic performance are the best. Among people with high LDL & high plaque burden, LDL is barely correlated with plaque burden. Learn collider bias. Nice catch by @AlexTISYoung
Marios Georgakis tweet media
Alex Strudwick Young@AlexTISYoung

Isn't this a collider bias phenomenon? If becoming an elite chess kid is due to some combination of IQ and chess skill not explained by IQ, then we'd expect a negative correlation between IQ and chess skill in the elite subsample.

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Kyle Chan
Kyle Chan@kyleichan·
Interesting set of charts showing when China overtook Germany in global export share across a range of products. Cables & wiring: 2005 Solar modules: 2006 Electric motors & generators: 2010 Stoneworking machines: 2010 Cranes & conveying technology: 2015 Metalworking machines: 2021 Press & bending machines: 2022
Philippa Sigl-Glöckner@PhilippaSigl

Es sind nicht nur Solarpanele, nur EVs. China übernimmt systematisch, Technologie für Technologie die Vorherrschaft am Weltmarkt - der neue #Geldbrief von Max Paleschke dezernatzukunft.org/wie-china-mark…

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LindyMan
LindyMan@PaulSkallas·
Norway is interesting. What happens if you give a random European country American wealth out of nowhere. What do they do? They focus on sport. Provide a robust welfare state. Streets are clean. Citizens are always traveling. You'll go places in the world and Norwegians will be there taking a few years off of work. They didn't turn into America. They just turned more European with resources
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Mohamed A. El-Erian
Mohamed A. El-Erian@elerianm·
A sobering statistic from the BLS highlights another dimension of the Main Street/Wall Street divide: The US labor share of output fell to 54.1% in Q1 2026, the lowest level since this data series began in 1947. Put another way, labor is consistently capturing a declining share of the value created by productivity gains, with the benefits increasingly accruing to the owners of capital. #economy #markets #labor #productivity
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David Blagden
David Blagden@blagden_david·
This is a thing neither side of the Brexit debate has ever fully accepted. Many Leavers failed to comprehend how uniquely preferential a carve-out Britain had secured. But Rejoiners failed subsequently to recognise that those previously favourable terms are gone… 1/3
Jakub Krupa@JakubKrupa

UK should not try rejoining EU until it accepts it won't get special à la carte deal it had before because 'you would be unhappy and we would be unhappy', Polish foreign minister @sikorskiradek says 🔗 theguardian.com/politics/live/…

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