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@mark_dow

Liquidity is a state of mind. Fiat enthusiast. Languages: 🇺🇸 🇮🇹 /s 🇪🇸 🇫🇷 🇵🇹 @BehavioralMacro

California Katılım Nisan 2011
4.4K Takip Edilen117.6K Takipçiler
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Dow
Dow@mark_dow·
2005-2007 banks were 30x levered, there was no QE and Fed funds rate was at 5% 1998-2000 equities had highest valuations ever. There was no QE and Fed fund rate was at 5% 2015-2021 Japan & EU run largest QE on earth, JP and EU equities don't experience massive asset inflation
Matt Stoller@matthewstoller

@TheStalwart It's based on common sense. If you think it's a coincidence that the Fed's policies have correlated with massive asset price inflation and a merger wave, I can't help you.

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Oliver Renick
Oliver Renick@OJRenick·
.@SaraEisen right on Powell. So much went so right at so many crucial turns under his term when so many of the haters said recession, hyperinflation, etc. Narrative went AWOL cuz of political silliness
Oliver Renick@OJRenick

Powell will go down as the best Fed chair in my lifetime. Stocks at all time highs, inflation unwound, ISMs > 50, U.S. economy spread to ROW widening post-Covid. Plus bonus surgical removal of crypto cyst? Biggest Trump mistake is his removal for pure political bitterness.

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Colby Smith
Colby Smith@colbyLsmith·
NEW: Warsh wants regime change at the Fed and missteps during Powell's tenure made the central bank vulnerable to that kind of criticism But an assessment of Powell's 8 yrs as chair points to a far more constructive legacy than Warsh portrays nytimes.com/2026/05/15/us/… @nytimes
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Dow@mark_dow·
I love that the bull case for bitcoin is now “the government will regulate in your favor”
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Dow@mark_dow·
China-US 2026
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Glenn
Glenn@GlennLuk·
"China is late 80s Japan" - Pettis (2011) "China is late 80s Japan" - Pettis (2013) "China is late 80s Japan" - Pettis (2021) "China is late 80s Japan" - Pettis (2026) Pettis has been drawing this comparison of China to Japan on the brink of its multi-decade stagnation for the better part of two decades. This comparison was one of the crucial supporting points to confident forecasts on the GDP growth rate ("a ceiling of 3%") that China could sustain over the long run ... forecasts which despite a two-decade run of being completely wrong ... he continues to cling to. This is what happens when you make a forecast a core part of your identity.
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Glenn@GlennLuk

China has been “late 80s Japan” for 12 years in a row. Must be a record or something.

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Peter Girnus 🦅
Peter Girnus 🦅@gothburz·
My father's company was convicted on 17 counts of criminal tax fraud in 2022. Our own CFO pleaded guilty and testified against us. My brother and I were found personally liable for civil fraud in 2024, inflating asset values on loan applications for a decade. The court assessed us $4 million each. We paid $25 million to settle fraud claims from 3,700 students at a university we named after ourselves. Our own staff called it a "fraudulent scheme." Our crypto token lost retail investors 90% of their money. We collected hundreds of millions in fees. Our DeFi company is currently being sued for fraud and extortion by its own largest investor, who alleges we secretly rewrote the rules to seize his tokens without a vote. My brother flew to China this week beside $870 billion. His mining rigs come from there. Tariffs dropped 115 points the day he boarded Air Force One. We earn Hunter Biden's entire five-year scandal every thirty hours.
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Nick Timiraos
Nick Timiraos@NickTimiraos·
Kevin Hassett at the WSJ CEO Council last December: "Suppose that inflation has gone from, say, 2½ to 4, you can't cut rates then." [Transcript] Poppy Harlow: So let's play out a scenario here. We know where the president stands on rates. He makes it very clear very often. If you do become the Fed chair, Kevin, and he pressures you both privately but publicly on Truth Social or says it—and your economic judgment is rates should not be cut. Now what do you do? Kevin Hassett: You just do the right thing. Poppy Harlow: What's the right thing? Kevin Hassett: Well, the right thing is—if you think, like—what is the judgment? So suppose that inflation has gone from, say, 2½ to 4, you can't cut rates then.[crosstalk] I guess I could envision a computer model where there's such a huge positive productivity shock that you'd get away with it, but it's just very implausible.
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Dow@mark_dow·
It's happening.
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April Ajoy
April Ajoy@aprilajoyr·
How am I supposed to make satire when headlines like this are real 😭
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Tom Nichols
Tom Nichols@RadioFreeTom·
The reason @RichardHaass is taking steam for his comparison is because it's obviously true: War of choice based on bad assumptions about how the other guy's regime would collapse - and then it didn't, and no plan B. I said the same thing - six weeks ago. theatlantic.com/ideas/2026/03/…
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Richard N. Haass@RichardHaass

You may not like my pointing out that both Putin and Trump initiated wars of choice (in Ukraine & Iran respectively) where the costs have proven far greater than benefits for them and their country but that doesn't make it less true.

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Dow@mark_dow·
$MRNA
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Ricardo Amorim
Ricardo Amorim@Ricamconsult·
Incrível como, muitas vezes, só sentimos empatia por quem vive um desafio parecido com o nosso, mas nem notamos ou solenemente ignoramos quem está enfrentando qualquer outro desafio. A única pessoa que ficou tocada com a situação foi a mãe que, como garoto, também já levava outra pessoa. Vídeo via Alessandra Trigo #empatia #licao #video #3os
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Anna Bower
Anna Bower@AnnaBower·
EXCLUSIVE: In 2022, a grand jury investigated Trump’s alleged interference in the 2020 election. It heard from more than 60 witnesses. For years, the full record of what those witnesses said under oath has remained hidden from public view. Until now. #transcripts" target="_blank" rel="nofollow noopener">lawfaremedia.org/projects-serie…
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Keşfet

@SaraEisen @nytimes @RichardHaass @IvanTheK @elonmusk @BarackObama @taylorswift13 @cristiano