@Anthony_Bonato It depends on the meaning of “proof”. Sin(x)=x for small x. Can’t convince me otherwise
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@zzbar
Beida Ren (北大人), Theoretical Physics, Investment Management, Hedge Fund, Startups, Back to Physics. All Things Made by Apple, and Beaches. zzbar=(x+iy)(x-iy)
Manhattan, 重庆, Fire Island Katılım Mart 2009
1.4K Takip Edilen1.6K Takipçiler
I subscribed to the former — that the shale revolution was a major positive by promoting American energy independence because it lowered the risk of getting embroiled in another war in the volatile Middle East.
It turns out I was wrong, and recent weeks have forced me to update priors accordingly.
John Arnold@johnarnold
The conventional wisdom in the 2010s was that energy independence would reduce US military involvement in the Middle East. In practice, high domestic production lowered the economic risks of disruption, making actions like a strike on Iran viable.
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In China, there is a joke going around right now that, 2026 is apparently the Year One 元年 of literally everything:
1/ autonomous driving
2/ liquid cooling
3/ domestic HBM
4/ on-device AI
5/ solid-state batteries
6/ AI applications
7/ quantum computing
8/ compute-memory integrated chips
9/ brain-inspired computing
10/ the low-altitude economy
11/ commercial space
12/ humanoid robots
13/ silicon photonics
14/ controllable nuclear fusion
Is there a frontier technology that ISN'T going to hockey stick / cambrian explode this year???
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Iran has targeted U.S radar systems with some success.
An ABC News analysis of satellite imagery and verified videos suggest that at least 10 radar sites used by the U.S. and allies have been struck by Iranian drones or missiles since the start of the war. Patrick Reevell reports.
abcnews.visitlink.me/w0-JGa
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“The formidable Axis of Upheaval (or perhaps Axis of Autocracy, or maybe Axis of Aggressors, or if you prefer Axis of Chaos, don’t forget the venerable Axis of Authoritarians).” 😂
Jake Werner@jwdwerner
My new piece tries to make sense of how the fantasy Axis of [Something Bad] caught on in DC despite being very silly. China seems weak because it can’t defend the (imaginary) Axis, so the Blob is starting to think that open aggression could work if they were at the helm.
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This claim of Laundry room fire may be for insurance claims. I once saw a house burned by fire started in the garage because a neighbor’s propane tank exploded and a projectile hit the garage. House owner’s Insurance only covered fires, not neighborhood exploding propane tanks.😉
Bloomberg@business
The USS Gerald R. Ford aircraft carrier is leaving the fight with Iran and heading back to port, a source said, after a fire broke out in its laundry area and left at least two sailors with non-life-threatening injuries. bloomberg.com/news/articles/…
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@sceptical_panda Primary Industry (agriculture). Somehow the label dropped off the chart...
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⚡️China Power Consumption Update Jan-Feb 2026
We're back! Chinese power consumption rose a healthy 6.1% YoY in Jan-Feb 2026, totaling 1656 TWh. China's Jan-Feb data are always condensed into one number to account for the Spring Festival falling in alternating months. 🧵
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الإمارات تزود كوريا الجنوبية بـ24 مليون برميل من النفط
attaqa.net/?p=589017
#الإمارات #كوريا_الجنوبية #النفط
العربية
@policytensor But Ian’s clients prefer sticking their heads in the sand as long as possible.
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People are starting to catch up.
ian bremmer@ianbremmer
i’ve yet to hear a workable near term (next 4-6 weeks) plan for how to open the strait that doesn’t involve us boots on the ground.
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The Iran war is causing oil prices to soar - can China withstand it? bbc.in/4bRwk3e
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Three weeks ago, people are too negative on China. Now people are too negative on US.
If US truly asks China as a G2 peer, China most likely say Yes.
Financial Times@FT
China is not going to bail Trump out ft.trib.al/5UITvQw
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Can you solve this brain teaser?
China invests far more than the US, is the largest market by far of just about any product (cars, phones, appliances, furniture, luxury etc), runs a trade surplus… and yet has a lower GDP?
Glenn@GlennLuk
To summarize, I don’t see a reasonable set of assumptions on different repricing multiples grounded in empirical evidence that can get you from 40% consumption to 60%. China is a highly capital-intensive economy and in the world of GDP accounting identities, that all else equal invariably means low household consumption as a % of GDP!
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My op-ed in Foreign Policy @ForeignPolicy timed for the China-U.S. trade and economic talks in Paris came out last night:
‘Made in America’ Should Accept Chinese Investment
Private Chinese capital is being locked out of mutually beneficial opportunities.
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@charrlie3045 Shouldn’t an absolute value sign bracket the ratio of the gamma function inside the log?
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I called this. You can’t delay something that was never scheduled by Beijing x.com/zzbar/status/2…
Bloomberg@business
Donald Trump said he could delay his planned summit with Chinese President Xi Jinping if Beijing doesn’t help unblock the Strait of Hormuz, the Financial Times reported, citing an interview with the US president bloomberg.com/news/articles/…
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@Eng_china5 It’s just an enlarged mosquito killer system that you can put in your front porch.
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A Chinese company has developed a “civilian” low-altitude drone laser strike system. Racing drones can be detected by radar from five kilometers away, and once locked at close range, maneuvering to evade is useless.
The only question: is this really a civilian product?
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Trump could delay his summit with China’s President Xi Jinping later this month, he tells the FT. Trump also said he was expecting China to help unblock the strait before he travels to Beijing for the summit.
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