Sigmund Aas (@winter_arrived) 's Twitter Profile
Sigmund Aas

@winter_arrived

ID: 61773159

calendar_today31-07-2009 13:42:35

13,13K Tweet

587 Followers

384 Following

DeLong🖖 (@delong) 's Twitter Profile Photo

The Gold, the Shovels, and the Switch: Looking Forward at Big Tech’s AI Cap-Ex Build-Out without the Existential AGI Bet The platforms aren’t gambling on AI—they are trying to tax it. The labs dig for gold while clouds sell shovels and give away the map. If anyone is going... 1/

Dario Perkins (@darioperkins) 's Twitter Profile Photo

NEW BLOG POST: bold non-consensus predictions for 2026. How the K-shaped economy goes wrong. FOMC traitors. My new rap career. Germany takes fiscal spending too far, and why the Digital God cant save us. No paywall (unless admin screwed this up AGAIN). hub.tslombard.com/things-that-wo…

Davide Usula (@usula_davide) 's Twitter Profile Photo

Empirical findings 📊 1️⃣ 70s (Wage-led): Strong labor. Wages lead prices. Spirals 🥊 2️⃣ Great Moderation: Decoupling. Structural shifts break the link 📉 3️⃣ Today (Profit-led): Profits lead, real wages lag. Squeeze 🔄 Same inflation, different distributive engine. (4/14)

Empirical findings 📊

1️⃣ 70s (Wage-led): Strong labor. Wages lead prices. Spirals 🥊 
2️⃣ Great Moderation: Decoupling. Structural shifts break the link 📉 
3️⃣ Today (Profit-led): Profits lead, real wages lag. Squeeze 🔄

Same inflation, different distributive engine. (4/14)
Dario Perkins (@darioperkins) 's Twitter Profile Photo

"But AI capex is the only reason the US economy is growing". People have been saying this all year. So one final time, IT IS BULLSHIT

tuvidux (@tuvidux) 's Twitter Profile Photo

Stainless Steel/Nickel - JPM “Minister of Energy and Mineral Resources Bahlil Lahadalia has confirmed plans to reduce the country’s nickel and coal production in 2026 as part of efforts to stabilise commodity prices by better managing supply and demand.” JH

Stainless Steel/Nickel - JPM

“Minister of Energy and Mineral Resources Bahlil Lahadalia has confirmed plans to reduce the country’s nickel and coal production in 2026 as part of efforts to stabilise commodity prices by better managing supply and demand.”

<a href="/CRUDEOIL231/">JH</a>
Andreas Steno Larsen (@andreassteno) 's Twitter Profile Photo

Why do people here keep referring to Europe as unsafe? Sure, the recent trend has moved slightly in the wrong direction, and I disagree with many EU policies, but statistically we are by far the safest continent on Earth.

Why do people here keep referring to Europe as unsafe?

Sure, the recent trend has moved slightly in the wrong direction, and I disagree with many EU policies, but statistically we are by far the safest continent on Earth.
Antoine Levy 🇺🇦 (@levyantoine) 's Twitter Profile Photo

I don’t know what is the right PPP exchange rate to adjust GDP between Europe and the US, but this is the primary school lunch menu for January 2026 in La Roque-Gageac, France, population 439, median income 23,030€.

I don’t know what is the right PPP exchange rate to adjust GDP between Europe and the US, but this is the primary school lunch menu for January 2026 in La Roque-Gageac, France, population 439, median income 23,030€.
Alan Couzens (@alan_couzens) 's Twitter Profile Photo

What is "basic shape"? It's becoming clear that when it comes to defining "basic shape" either I'm delusional or the rest of the world is. Personally, I think it's you guys 😊 Our barometer of what it means to be "fit" these days is so far off what it was in the past that it's