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X @Anthony Pompliano 🌪
Anthony Pompliano 🌪· 2025-08-20 12:07
Economic Outlook - Job growth may plateau, historically a negative indicator [1] - Earnings are expected to continue accelerating [1] - AI is driving company efficiency, leading to higher earnings with fewer employees [1] Industry Impact - A seismic shift is occurring in how economic data needs to be interpreted [1] - Many economists may struggle to adapt to the changing economic landscape [1]
X @The Wall Street Journal
The Wall Street Journal· 2025-08-19 21:20
From @WSJopinion: Empirical studies confirm a basic idea from economics: If you tax something, the price rises, and people use less of it. We don’t need fancy statistics to see the predictive power of simple supply and demand, writes @BrianCAlbrecht. https://t.co/lw2pElYrU1 ...
Watch CNBC's full interview with Treasury Secretary Scott Bessent
CNBC Television· 2025-08-19 12:40
International Relations and Geopolitics - The report suggests a potential bilateral meeting between President Putin and President Zelensky as the only way to end the conflict [5] - The discussion involves security guarantees for Ukraine, with the understanding that disagreements over the Digital Services Tax (DST) should not impede conflict resolution efforts [16] - China's oil imports from Russia are considered "suboptimal," while India's increased Russian oil imports and reselling activities are viewed as "unacceptable" due to alleged profiteering [33][34] Economic Policy and Trade - The Treasury Secretary anticipates tariff revenue could reach $300 billion this year and may need to be revised upwards substantially [36][37] - The administration is focused on reducing the deficit to GDP and paying down the debt, potentially using tariff revenue as an offset for the American people at a later point [36][37] - The Digital Services Tax (DST), particularly in countries like Italy, France, and Spain, is considered an unfair tax on US internet companies [13] - The US is pushing back against the DST globally, fearing it sets a precedent for countries like India, Turkey, and Brazil [17] - The administration aims to achieve self-sufficiency in key industries like chips, pharma, steel, and rare earths to avoid vulnerabilities exposed by COVID-19 [20] Monetary Policy and Inflation - The Treasury Secretary will meet with 11 candidates for Jay Powell's replacement after Labor Day [30] - The report mentions that a significant component of the recent PPI number was investment services, reflecting market gains [31] - The Treasury Secretary suggests that cutting rates could stimulate home building, potentially mitigating inflation in the long term [41] Technology and National Security - The administration views restrictions on advanced chip sales to China (like Nvidia's H20) primarily through a security policy lens [19] - The H20 chip is considered less of a national security risk, and the goal is to establish the US standard as the global standard for chips [22] - The US government is considering taking a stake in Intel to stabilize the company and support chip production in the US, but denies plans to force companies to buy Intel chips [26] - The administration aims to reduce the single point of failure in the global economy, where 99% of advanced chips are made in Taiwan, for national security reasons [28]
Summer 2025 Snapshot Of Expected Future S&P 500 Earnings
Seeking Alpha· 2025-08-19 11:43
Core Points - The article discusses the identity and professional background of the blogger known as Ironman, who operates on the Political Calculations site, focusing on investing, business, and economics [1] Group 1 - Ironman is described as potentially having multiple professions, including engineer, researcher, analyst, rocket scientist, editor, and teacher [1] - The article suggests that Ironman may not be a single individual, leaving it to readers to determine the true identity behind the posts and comments [1]
X @The Economist
The Economist· 2025-08-18 19:01
A few factors may explain the persistence of inflation in Anglophone countries https://t.co/fFvXg3Vo8O ...
🚨LIVE: Bitcoin Talk with Gary Cardone
Bitcoin Bram· 2025-08-18 15:33
Podcast Overview - Bitcoin for Millennials podcast aims to educate listeners on the current financial system, its flaws, and the relevance of Bitcoin [1] - The podcast features Bram Kanstein and guests discussing Bitcoin, finance, and economics [1] Bitcoin Focus - The podcast emphasizes Bitcoin (BTC) rather than general cryptocurrency (Crypto) [1] - Topics include Bitcoin scarcity, Bitcoin ETFs, and Bitcoin news [1] Target Audience - The podcast targets millennials interested in money mindset, money tips, and personal finance [1] Contact Information - Questions and comments can be directed to bram@bitcoinformillennialscom [1] Support Channels - The channel accepts tips via Lightning (Strike) and on-chain Bitcoin [1] - It also accepts donations in dollars via PayPal [1]
X @Andre Cronje
Andre Cronje· 2025-08-15 13:34
RT Intel Scout (@IntelScout)At a certain point, the best tech as differentiation for a chain will become commoditised (i.e everyone will have gud tech)⚠️The real moat will shift from infrastructure to economicsSo, you attract top apps to your chain by making building profitable from day oneOne of @SonicLabs strongest moats that competitors lack is FeeM (and an Andre) ...
X @Ash Crypto
Ash Crypto· 2025-08-15 12:47
BREAKING:🇺🇸 🇨🇳 PRESIDENT TRUMP JUST SAID CHINA IS NOT DOING WELL ECONOMICALLY. ...
X @Bloomberg
Bloomberg· 2025-08-15 11:20
Industry Trend - The economics of college sports is shifting, benefiting the industry in many ways [1] Potential Impact - The culture of youth programs has become collateral damage in the process [1]
X @The Economist
The Economist· 2025-08-14 11:14
Artists are the unacknowledged economists of the world https://t.co/98Ar2ZPQKz ...