Maggie S

917 posts

Maggie S

Maggie S

@maggiestumpp

Co-founder and former CIO of QMA. Research Prize Committee Q-Group in Finance, JOIM, PhD economist and coffee farmer. Snark is intended.

maui, new jersey & between Katılım Kasım 2010
263 Takip Edilen78 Takipçiler
Maggie S
Maggie S@maggiestumpp·
@FBIBoston @ProvidenceRIPD Why can we photograph the serial numbers of space junk on mars and yet can’t get a clear photo from any security camera in existence?
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FBI Boston
FBI Boston@FBIBoston·
#BREAKING: The FBI and @ProvidenceRIPD are releasing new images of a person of interest in the mass shooting at Brown University on 12/13/25. The #FBI is offering a reward of up to $50,000 for information leading to the identification, arrest, and conviction of the individual. Anyone with information is asked to contact the FBI at 1-800-CALL-FBI or the Providence Police Department at 401-272-3121. See more: @download.pdf" target="_blank" rel="nofollow noopener">fbi.gov/wanted/seeking…
FBI Boston tweet media
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Maggie S
Maggie S@maggiestumpp·
@Noahpinion Ike warned about the military industrial complex. Perhaps our economic business model, like the mob’s, IS defense.
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Noah Smith 🐇🇺🇸🇺🇦🇹🇼
Europeans aren't allowed to complain about America until they establish their own independent deterrence against a Russia that's a third of their population and a tenth of their GDP. When they do that, I will accept all their America-bashing. Until then, stuff it.
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Hard No
Hard No@HardNo3476·
@AeroCrewNews This is unacceptable. Were the pilots current on their diversity training?
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Aero Crew News
Aero Crew News@AeroCrewNews·
BREAKING A Delta A350 has clipped a CRJ tail in Atlanta, appearing to total the aircraft. No major injuries are being reported at this time.
Aero Crew News tweet media
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Maggie S
Maggie S@maggiestumpp·
@MauiElectric …oh, and FYI, calling up the Maui outage map causes your app to crash.
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Maggie S
Maggie S@maggiestumpp·
@MauiElectric It’s disconcerting that 1 hour in and nary a peep. Should we worry when MECO apparently doesn’t know what the problem is?
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Hawaiian Electric - Maui County
Hawaiian Electric - Maui County@MauiElectric·
735p: This outage is NOT PSPS or Public Safety Power Shutoff. Customers without power in the Haiku and Hana area. 1st responder en route. Mahalo for your patience. #MauiOutage
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Maggie S
Maggie S@maggiestumpp·
@NBCSCycling @sporino This is great stuff. Interesting and engaging. But please get Chris to do something on the moto other than pointing at the peloton zooming by and echoing whatever Phil and Bob say. Surely, he can do more.
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NBC Sports Cycling
NBC Sports Cycling@NBCSCycling·
Taking a look at the unique elements of Mathieu van der Poel and Jasper Philipsen's Tour de France bikes. #TDF2024 📺: Peacock @sporino
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Maggie S
Maggie S@maggiestumpp·
@TheStalwart Wondering why it fell is the wrong question. Real question: why is it worth anything at all?
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Joe Weisenthal
Joe Weisenthal@TheStalwart·
Why... did Dogecoin fall 14% in a single day?
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Maggie S
Maggie S@maggiestumpp·
@culturaltutor The “restored” version is dead — lifeless. Tragic.
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The Cultural Tutor
The Cultural Tutor@culturaltutor·
The most recent major restoration took place over twenty years, between the 1970s and 1990s, and totally transformed The Last Supper. This is the version we are now accustomed to seeing. Is it true to Leonardo's original work? Too much time has passed; we can simply never know.
The Cultural Tutor tweet media
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The Cultural Tutor
The Cultural Tutor@culturaltutor·
Art is not always what it seems. Many of the world's most famous paintings have been "restored" over the years — carefully returned to what we think they originally looked like. But some of these restorations have been incredibly controversial...
The Cultural Tutor tweet media
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Maggie S
Maggie S@maggiestumpp·
@DeanBaker13 Does she realize that the epicenters of the NJ quakes were under Trump’s golf course?
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Maggie S
Maggie S@maggiestumpp·
@DeanBaker13 @Claudia_Sahm In a broader context, this also puts the lie to years of macro dalliance with “rational expectations.”
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Dean Baker
Dean Baker@DeanBaker13·
@Claudia_Sahm This is truly mind-boggling. This is why I can't accept the claim that people's negative views of the economy are primarily based on their "lived experience" (is there any other?)
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Maggie S
Maggie S@maggiestumpp·
@Noahpinion Institutions that avoided tobacco stocks in the ‘90’s and earlier lost out on a massive subsequent gain.
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Maggie S
Maggie S@maggiestumpp·
@RJRCapital Research shows that positive “news” about earnings (think eps estimates momentum) is materially more important for growth stocks than value.
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Maggie S
Maggie S@maggiestumpp·
@AngelicaOung @NatBullard Wouldn’t be inefficient if the utility bought solar output at marginal cost (system lambda).
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Angelica 🌐⚛️🇹🇼🇨🇳🇺🇸
Remember when California took away net metering for rooftop solar? It was both the right thing to do AND it predictably devastated the rooftop solar market. Guess what happened next? People started installing solar systems with batteries attached. As @NatBullard noted in the @CatalystPod “If you want to do residential solar you now need to attach a battery to your asset for it to make economic sense.” In this case, we see the market responding to a negative incentive, an overly-generous benefit being taken away. Another way to think about it is net metering was always a distortion. Now instead of irresponsible solar that simply shovel junk kilowatts into the system for a subsidized price, we have solar systems that can be a part of the solution.
Angelica 🌐⚛️🇹🇼🇨🇳🇺🇸 tweet media
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Maggie S
Maggie S@maggiestumpp·
@charliebilello $18? It’s far, far less than that even in Hawaii where everything is expensive.
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Charlie Bilello
Charlie Bilello@charliebilello·
"Low-income customers making less than $45k per year have largely stopped ordering from McDonald’s, the fast-food giant’s CEO Chris Kempczinski admitted Monday on an earnings call with Wall Street analysts. A Big Mac, fries and drink has risen to nearly $18 at a handful of locations. Kempczinski said McDonald’s aims to slow its price increases to a “low single-digit” pace – pulling back from the 10% hike it levied in 2023." nypost.com/2024/02/06/bus…
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Matthew Yglesias
Matthew Yglesias@mattyglesias·
These days even the most banal post on here just gets swarmed by obnoxious racists who are so lacking in self-awareness that they appear to sincerely believe everyone who not racist has to adhere to some weird far-left ideas instead of just … not being racist.
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Maggie S
Maggie S@maggiestumpp·
@hussmanjp Data in the first graph uses overlapping intervals, yielding to a visually strong relationship that is actually ephemeral (eg, t tests are invalid etc)…
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MattRPD
MattRPD@MattRPD·
Me and @lunars_magic had the worst flight back from Perth to Dubai with @emirates. Geniunelly felt that was the end as we hit the ceiling to ground twice and smashed the ceiling in. Glad to be home.
MattRPD tweet media
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Maggie S
Maggie S@maggiestumpp·
@hussmanjp @Batbeat2 Serially correlated data, so graphs suggest a stronger relationship than it is (t stats no longer app,y). Better to show as regimes, where the relationship is weaker. Also black monday looks cheap now, when it clearly wasn’t.
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John P. Hussman, Ph.D.
John P. Hussman, Ph.D.@hussmanjp·
@Batbeat2 Yikes! That's a data restriction that requires a black-box warning, but here's what the relationship looks like, limited to the period since the tech bubble. Not sure it'll make anyone feel better... See also last section of my Structural Drivers piece hussmanfunds.com/comment/mc2208…
John P. Hussman, Ph.D. tweet media
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John P. Hussman, Ph.D.
John P. Hussman, Ph.D.@hussmanjp·
The only way the market can possibly reach bubble extremes is for investors to ignore lesser extremes for years. Farrell was right on the bit in #4 - Exponentially rising or falling markets usually go further than you think (even I had to abandon historical "limits"). 1928-2023
John P. Hussman, Ph.D. tweet media
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