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@arpitrage Avatar @arpitrage Arpit Gupta

Arpit Gupta posts on X about tariffs, open ai, all the, phd the most. They currently have XXXXXX followers and 1596 posts still getting attention that total XXXXXXX engagements in the last XX hours.

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Social category influence finance #5998 currencies technology brands countries travel destinations

Social topic influence tariffs #2082, open ai #170, all the, phd, mental health, power of, trade war, housing market, number of, $ai4

Top assets mentioned Artificial Intelligence (AI4)

Top Social Posts #

Top posts by engagements in the last XX hours

"@MikeFellman A XX% IRR isn't enough to get you out of bed in the morning"
X Link @arpitrage 2025-10-13T20:15Z 40.4K followers, XXX engagements

"Now that we all agree phonics based reading is way better; it's time to shift to direct instruction as the next big educational reform"
X Link @arpitrage 2025-10-06T02:24Z 40.4K followers, 74K engagements

"Setting aside 2008 and 2020; we used to have recessions all the time despite monetary policy trying to be accommodative. In most of these cases the policy rate never hit zero. Could we have smoothed out historical cycles by just easing more aggressively When doesnt that work"
X Link @arpitrage 2025-09-29T18:02Z 40.4K followers, 2194 engagements

"These results suggest that getting a PhD causally worsens mental health or at least receiving psychiatric medicines. The reversal post PhD degree is particularly convincing. But the up trend among the control group is intriguing. The highly educated are in distress"
X Link @arpitrage 2025-10-15T01:12Z 40.4K followers, 430.5K engagements

"@MikeFellman Actually do have work in progress by me and others highlighting other channels but this is more on the spending side"
X Link @arpitrage 2025-10-14T23:47Z 40.4K followers, XX engagements

"Pensioner doom loop whereby higher pension payments crowd out housing and savings by the young raises borrowing costs and so lowers fertility. This amplifies the political power of the elderly for more pension grabs"
X Link @arpitrage 2025-10-14T23:09Z 40.4K followers, 5654 engagements

"There is an obvious complementary between trade wars/economic nationalism and industrial policy: to the extent we cant rely on the free market to provide goods; we need a coordinated strategy to replace them"
X Link @arpitrage 2025-10-12T00:44Z 40.4K followers, 2385 engagements

"Note the paper finds as is typical in this literature that unilateral tariffs can be welfare enhancing: it's the threat of trade war equilibrium which makes them worse cc @alz_zyd_"
X Link @arpitrage 2025-10-13T20:22Z 40.4K followers, 2251 engagements

"@aarmlovi Ship building per se is less of an urban cluster than a port itself; but Oakland is one example where ship building was a draw for a while"
X Link @arpitrage 2025-10-15T00:29Z 40.4K followers, XXX engagements

"Even stronger evidence here for filtering and a only partially segmented housing market. TLDR: want more available units of type Y build any type of more units X"
X Link @arpitrage 2025-10-16T20:12Z 40.4K followers, 2963 engagements

""What is the optimal macroeconomic tariff when trade is imbalanced and the policy objectives go beyond social welfare and also include fiscal revenues increasing the number of manufacturing jobs and closing a trade deficit The planner trades off the conventional benefits of improved terms of trade with the costs from negative valuation effects on the countrys gross financial position. In our model calibrated to the United States its large external dollar liabilities reduce the optimal tariff three-fold from XX% to X% and act as an effective hedge for its trade partners against a trade war.""
X Link @arpitrage 2025-10-13T20:19Z 40.4K followers, 19.4K engagements

"Europe brought a billion dollars to a trillion dollar fight"
X Link @arpitrage 2025-10-12T18:44Z 40.4K followers, 85.4K engagements

"Private label securitization hasn't exactly gone to pre-GFC levels; but is a non-negligible XXX% of mortgage origination Fannie/Freddie are at the lowest point in origination share since 2006"
X Link @arpitrage 2025-10-04T23:32Z 40.4K followers, 8207 engagements

"In a sense OpenAI switching to greedy slop mode is optimistic for the future of humanity"
X Link @arpitrage 2025-10-15T03:02Z 40.4K followers, 157K engagements

"Few restaurants have achieved the economies of scale efficiencies and mass production as the Cheesecake Factory"
X Link @arpitrage 2025-10-07T18:44Z 40.4K followers, 3233 engagements

"@alpsimsek_econ @alz_zyd_ Yes this paper goes into great length on how to interpret the exchange rate response and how that affects the calculation. But the idea that optimal tariffs come from part of the incidence borne by foreigners is econ 101"
X Link @arpitrage 2025-10-14T11:23Z 40.4K followers, XXX engagements

"The world is splitting into countries which dont make cars and can so adopt EV at a pretty fast rate and those that need to protect domestic car companies"
X Link @arpitrage 2025-10-04T23:23Z 40.4K followers, 151.4K engagements

"I'm supposed to believe this company can turn a switch and get billions to pay for all these GPUs keeping the stock market together"
X Link @arpitrage 2025-10-16T02:03Z 40.4K followers, 25.5K engagements

"India now substantially below replacement with a TFR of XXX in 2023 Delhi is XXX Tamil Nadu XXX. India is set for substantial population drop in these areas absent internal migration"
X Link @arpitrage 2025-09-08T19:58Z 40.4K followers, 536.6K engagements

"Im glad for SB XX but I also worry were not going to see actual housing production until states pass clean bagel reforms; rather than trying to capture the max in developer exactions"
X Link @arpitrage 2025-10-12T21:00Z 40.4K followers, 36.5K engagements

"@sc_cath Due to compensatory factors (ie energy cheaper - consumer more)"
X Link @arpitrage 2025-10-14T17:45Z 40.4K followers, 1710 engagements

"@alz_zyd_ This logic for this is pretty simple and straightforward"
X Link @arpitrage 2025-10-13T20:32Z 40.4K followers, 1788 engagements

"I think family friendly urban apartments and condos can work (with more bedrooms more interior space access to private courtyards). But yes more dense suburbs should also be part of the agenda; and Im optimistic AVs will make even more space accessible to them"
X Link @arpitrage 2025-10-13T14:33Z 40.4K followers, 13.2K engagements

"@MikeFellman You need the development to pencil out in NPV or IRR terms for sure. Rising rents are one way to get there but declining rents are fine too if the rent level is high enough and costs are low enough"
X Link @arpitrage 2025-10-13T19:40Z 40.4K followers, XXX engagements

"@mnolangray @3Sentinel4 I like Jake Krimmel's argument which gets to the same place through a different mechanism I've also written some on the impacts of prop taxes myself"
X Link @arpitrage 2025-10-12T23:39Z 40.3K followers, XXX engagements

"Crypto is down because the present discounted value of expected future vibes is down"
X Link @arpitrage 2025-10-10T21:32Z 40.3K followers, 11.5K engagements

"Sitting in New York City"
X Link @arpitrage 2025-10-15T20:56Z 40.4K followers, 44.6K engagements

"My views on AI: water issue is fake energy issue is real but scaling solar/batteries should address a valuable transformative technology will rot our brains through slop if we let it data center built out seems a wee bit excessive but who knows on doomer"
X Link @arpitrage 2025-10-11T19:45Z 40.4K followers, 89.2K engagements

"AI adoption actually falling now for many firms"
X Link @arpitrage 2025-09-07T12:55Z 40.4K followers, 4.3M engagements