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@Birdyword "Lot of excitement out there today about the surge and slump in gold prices but remember gold is the only real money out there. And priced in gold gold looks quite stable. Will continue monitoring this and update if something changes"
X Link @Birdyword 2025-10-21T16:44Z 99.8K followers, 17.9K engagements

"This is one of the most important points about the decline in fertility and one of the less well-known. Fewer young people means less fluid intelligence less disruptive innovation (the sort that completely changes the direction of future research)"
X Link @Birdyword 2025-10-22T12:39Z 99.8K followers, 178.1K engagements

"Some of my friends still don't believe AI will be transformative but XXXX% of the surprise WWE walk-on videos where Stalin is about to deliver the smackdown to Trotsky have only come into existence in the last few months. That's exponential progress"
X Link @Birdyword 2025-10-25T13:19Z 99.8K followers, 17.4K engagements

"One discovery on moving to the US is that however into Halloween you think Americans are it's more than that"
X Link @Birdyword 2025-10-26T14:29Z 99.8K followers, 1M engagements

"In a couple of years not having an AI deal with a frontier model builder or a chip manufacturer will be like having an Android phone. Your friends will drop you from group chats your lovers will ghost you. You will be an unperson"
X Link @Birdyword 2025-10-28T19:25Z 99.8K followers, 9979 engagements

"If you were a devoted opponent of the United States you would be watching this with confusion trying to work out what the catch is. Like watching your rival dismantle their own roads"
X Link @Birdyword 2025-10-29T22:54Z 99.8K followers, 305.8K engagements

"The result is that New York City's employment growth is concentrated in much less well paid jobs especially social care and that average real wages () have been smothered even as they've been growing nationwide. The extraordinary NYC economy is becoming more ordinary"
X Link @Birdyword 2025-10-30T14:37Z 99.8K followers, 2333 engagements

"There's a lot of downsides to the way Twitter works now but when someone calls in Grok for support in an argument and Grok disagrees with them and they start arguing with Grok instead it's extremely funny"
X Link @Birdyword 2025-10-17T00:35Z 99.8K followers, 91.8K engagements

"The Economist special report published in June '05 contains essentially all of the evidence you would need (or that people now refer to) to understand there was a bubble"
X Link @Birdyword 2025-10-27T12:10Z 99.8K followers, 163.8K engagements

"But nothing (nothing nothing) matters so much to NYC as the supply of housing which was the only constant thread through everyone (businesses bankers politicians literally everyone). Average market rents are $3.6k and have kept climbing as real wages have slumped"
X Link @Birdyword 2025-10-30T14:37Z 99.8K followers, 2400 engagements

"Thread very much worth a read. Seems quite bad"
X Link @Birdyword 2025-10-29T15:12Z 99.8K followers, 53.3K engagements

"Housing costs inhibit hiring they're the main consideration for most people thinking of leaving. It's by far the #1 advantage other metros have over NYC. Whether Zohran is seen as a success or not in the long term will depend on housing supply more than anything. Link below"
X Link @Birdyword 2025-10-30T14:37Z 99.8K followers, 3085 engagements

"Nike stock right now - the company has 450000 employees across XXX factories in Vietnam (46% tariff rate)"
X Link @Birdyword 2025-04-02T21:58Z 99.7K followers, 3.9M engagements

"I agree with the sentiment here to a degree BUT you have to do this as a total return with a stream of rental income for the housing or it's bordering on a chart crime. And you've got to consider the volatility too"
X Link @Birdyword 2025-10-16T00:18Z 99.8K followers, 20.6K engagements

"This sort of extreme sensitivity to bond yields in a specific pre-budget period does not seem like a very sensible way of organising fiscal policy"
X Link @Birdyword 2025-10-22T13:39Z 99.8K followers, 37.2K engagements

"That's true not just for the businesses hiring or the migrants themselves (the wage uplift for people in the XX largest developing economies to low-skilled US work is 400%) but the source countries too several of which are pursuing guest worker deals to drive remittances"
X Link @Birdyword 2025-10-23T16:21Z 99.7K followers, 1894 engagements

"@JackRabuck I know a lot of people hold that argument now but I don't think it's right - the fact that asset prices might recover to some higher level in the future isn't much use if you've secured a lot of contemporary leverage based on them not going down"
X Link @Birdyword 2025-10-27T12:33Z 99.7K followers, 2472 engagements

"@MattZeitlin Housing political spectrum corners are Poundbury Singapore Tokyo Vienna (I will not be taking questions)"
X Link @Birdyword 2025-10-27T19:58Z 99.7K followers, 1263 engagements

"@HannoLustig That's true But I think from the narrative I would not expect non-US stocks to have retained the lead they have (which I think suggests without tariffs they'd still be markedly higher than now)"
X Link @Birdyword 2025-10-28T21:28Z 99.8K followers, XXX engagements

"Who remembers those Fed balance sheet / S&P XXX charts You don't see those so much any more"
X Link @Birdyword 2025-10-20T19:21Z 99.8K followers, 554.3K engagements

"🚨 BIG hiring news 🚨 We're looking to hire a finance writer at The Economist based either in New York or London. Sparkling writing and idea-generation a must journalistic experience not necessary. A very rare opening on a stellar team"
X Link @Birdyword 2025-10-22T15:36Z 99.8K followers, 36.1K engagements

"I co-authored our piece this week on the quiet rise and rise of guest worker-style migration in the rich world and why it's thriving even in places where anti-migration politicians are ascendant or in charge already and the enormous opportunities to getting it right"
X Link @Birdyword 2025-10-23T16:16Z 99.8K followers, 17.5K engagements

"It's crazy that a lot of thinking about American capital markets and indeed the modern economy was based on the idea that these companies specifically had very lean balance sheets and that they didn't do real capital investment"
X Link @Birdyword 2025-10-27T14:43Z 99.8K followers, 72.8K engagements

"Every day I speak to people who are more and more freaked out about the US stock market's rise (green) but non-US stocks in dollar terms (orange) remain pretty consistently 8-12 points ahead in year-to-date performance and have done for six months now"
X Link @Birdyword 2025-10-28T19:08Z 99.8K followers, 11.7K engagements

"The White House is simply fulfilling the promise made to the American people to take the threat of Indian and Brazilian abuse of the global trading system seriously"
X Link @Birdyword 2025-10-28T19:20Z 99.8K followers, 22.6K engagements

"It is now just a week (1 week) until the launch of THE LAND TRAP my debut book. Very excited for a bunch of podcast appearances soon and with the coverage in @FT and @dealbook so far. If you're interested pre-orders are available now in the US UK and overseas"
X Link @Birdyword 2025-10-28T20:07Z 99.8K followers, 19.1K engagements

"Nothing says "I'm reasserting the powers of the legislative branch" like a quote you give to a journalist on condition they don't use your name. You don't see that kind of stout moral leadership every day"
X Link @Birdyword 2025-10-28T20:29Z 99.8K followers, 88.7K engagements

"You ever just occasionally remember that the government is shut down"
X Link @Birdyword 2025-10-29T15:46Z 99.8K followers, 12.7K engagements

"Powell needs to announce a Fed/Nvidia tie up STAT"
X Link @Birdyword 2025-10-29T18:50Z 99.8K followers, 10.8K engagements

"Our Buttonwood column this week is guest-authored by the management of America LLC updating investors about their flagship White House Opportunities Fund since the change in leadership nine months ago"
X Link @Birdyword 2025-10-29T21:24Z 99.8K followers, 6262 engagements

"I wrote our briefing this week on New York City's loosening grip on financial sector jobs and America's hyper-wealthy means for the city's shaky-looking political economy. It's part of our cover package on the upcoming mayoral election what it means for NYC and America"
X Link @Birdyword 2025-10-30T14:36Z 99.8K followers, 8351 engagements

"NY has lagged in finance jobs particularly clearly since 2020 with companies increasingly able to find talent in cheaper tax and housing metros. NY has also become less of a magnet for the ultra rich (Goldman estimates XX% of $10m income taxpayers changed residence 2017-23)"
X Link @Birdyword 2025-10-30T14:36Z 99.8K followers, XXX engagements

"That's bad news for a city where the local govt squeezes high-income residents and businesses a little harder than other places to fund more generous local spending. It's not clear if Zohran will actually get his tax rises but the logic of them is weaker than in the past"
X Link @Birdyword 2025-10-30T14:37Z 99.8K followers, XXX engagements

"This chart is one that I'm amazed doesn't get more play almost the only answer you need to the question of "how did Zohran get here." NYC hourly wages have gone from XX% more than the US average to XX% more in X years but NYC rents are 2x the average of the top XX US cities"
X Link @Birdyword 2025-10-30T15:13Z 99.8K followers, 51K engagements

"One thought just a head of the mayoral race: it would be nice if New York didn't go into a state of partial collapse basically every time there's anything more than a sprinkling of rain"
X Link @Birdyword 2025-10-30T19:02Z 99.8K followers, 4523 engagements