#  @johnarnold John Arnold John Arnold posts on X about china, investment, ai, money the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1967275506/interactions)  - [--] Week [-------] +21% - [--] Month [---------] +66% - [--] Months [----------] +110% - [--] Year [----------] +8.30% ### Mentions: [--] [#](/creator/twitter::1967275506/posts_active)  - [--] Month [--] -22% - [--] Months [---] +27% - [--] Year [---] +25% ### Followers: [-------] [#](/creator/twitter::1967275506/followers)  - [--] Week [-------] +0.25% - [--] Month [-------] +5.90% - [--] Months [-------] +12% - [--] Year [-------] +24% ### CreatorRank: [-------] [#](/creator/twitter::1967275506/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 16.55% [countries](/list/countries) 7.91% [stocks](/list/stocks) 3.6% [technology brands](/list/technology-brands) 3.6% [social networks](/list/social-networks) 1.44% [travel destinations](/list/travel-destinations) 0.72% [financial services](/list/financial-services) 0.72% [cryptocurrencies](/list/cryptocurrencies) 0.72% **Social topic influence** [china](/topic/china) 4.32%, [investment](/topic/investment) 3.6%, [ai](/topic/ai) #5591, [money](/topic/money) 2.88%, [business](/topic/business) 2.16%, [in the](/topic/in-the) 2.16%, [more than](/topic/more-than) 2.16%, [rates](/topic/rates) 2.16%, [retirement](/topic/retirement) 2.16%, [future](/topic/future) 1.44% **Top accounts mentioned or mentioned by** [@77augustwest72](/creator/undefined) [@morganwarstler](/creator/undefined) [@mattyglesias](/creator/undefined) [@krishnaram4592](/creator/undefined) [@noaa](/creator/undefined) [@byrnehobart](/creator/undefined) [@arnoldventures](/creator/undefined) [@war527](/creator/undefined) [@skidrivebike](/creator/undefined) [@highyieldharry](/creator/undefined) [@mattangent](/creator/undefined) [@greyhairopsguy](/creator/undefined) [@tfcooper3](/creator/undefined) [@statnews](/creator/undefined) [@thefireorg](/creator/undefined) [@zooko](/creator/undefined) [@williamr2rclub](/creator/undefined) [@nymdok](/creator/undefined) [@cincytomtom](/creator/undefined) [@mslizbowman](/creator/undefined) **Top assets mentioned** [Eli Lilly and Company (LLY)](/topic/eli-lilly) [Costco Wholesale Corporation (COST)](/topic/costco) [Enbridge, Inc (ENB)](/topic/$enb) ### Top Social Posts Top posts by engagements in the last [--] hours "Here's a personal story that illustrates what's missing from the rental home debate: Years ago I wanted to move into a high rise condo but preferred to rent given my life was not yet settled. Buying and renting were substitutes to me but I preferred the latter. Paying 6%+ in transaction fees along with the associated hassle and market risk to sell a unit a few years later if my life changed (which it did) would have been costly. At the time there were almost no luxury rental buildings in Houston. I approached someone who had a unit for sale and offered a premium to rent it for [--] years. He" [X Link](https://x.com/johnarnold/status/2009350433912078833) 2026-01-08T19:44Z 112.4K followers, 107.2K engagements "I learned a ton about how China works which coincidentally is the name of the book I'm reading now that details the history and significant role the government has played in promoting growth. It feels the US is moving more towards that model than vice versa these days. 20/20" [X Link](https://x.com/johnarnold/status/2013349219155775615) 2026-01-19T20:33Z 112.4K followers, 263.4K engagements "The relative performance of Novo Nordisk and Eli Lilly since the launch of their weight-loss drugs in [----] and [----] respectively serves as a metaphor for the business might of Europe vs the US" [X Link](https://x.com/johnarnold/status/2019056997530796404) 2026-02-04T14:34Z 112.4K followers, 51.4K engagements "Learning to spot understand and avoid scams is an underrated life skill" [X Link](https://x.com/johnarnold/status/2021654812467900738) 2026-02-11T18:37Z 112.4K followers, 16.9K engagements "The new AI trade" [X Link](https://x.com/johnarnold/status/2021668376826065065) 2026-02-11T19:31Z 112.4K followers, 65.3K engagements "Everyone deep in tech or finance is in full freakout mode over the pace of AI progress over past two months. Own index funds and you barely notice but specific sectors are exploding (digital & power infrastructure) while anything related to a human behind a desk is plummetting" [X Link](https://x.com/johnarnold/status/2022304470793597199) 2026-02-13T13:38Z 112.4K followers, 271.5K engagements "@KrishnaRam4592 interesting given they've laid off people recently. I think the is what size class do they recruit in [--] months. McKinsey is first line of telling clients how to use AI to improve efficiencies in those outside businesses. Will be interesting to see if they can do it themselves" [X Link](https://x.com/johnarnold/status/2022831039362544080) 2026-02-15T00:31Z 112.4K followers, 31.1K engagements "Kudos to National Hurricane Center for nailing the forecast of Milton. They have been unwavering about the track to just south of Tampa since it became a depression on Saturday. There used to be deserved skepticism about NHC forecasts. There was an official track but a wide margin of error for landfall even a few days out. People who did need to evacuate didn't and vice versa as the forecast proved inaccurate. The perception of crying wolf led to less public response to the next storm. In [----] @NOAA established the Hurricane Forecast Improvement Project in response to devasting (and poorly" [X Link](https://x.com/johnarnold/status/1844017191617753451) 2024-10-09T14:08Z 112.4K followers, 80.5K engagements "The root cause of debanking is regulators have essentially outsourced the policing of money laundering to financial firms with penalty for being too lax being 9- or 10-figure fines. Banks are highly disincentived from banking anyone questionable ensnaring even legit accounts" [X Link](https://x.com/johnarnold/status/1862891898580435448) 2024-11-30T16:10Z 112.3K followers, 1.4M engagements "Can confirm this story. As head trader at Enron when it filed for bankruptcy I received many calls from firms that were recruiting. I was busy trying to close out the trading book and wanted to take some time to decide my future so didnt take any meetings. But Citadel was by far the most aggressive. Other companies set up a few interviews with Enrons senior people. Citadel interviewed seemingly everyone in the trading operation all functions at all levels. Citadel's team called me twice but I declined to meet. It was apparent to me that their intent was to reverse engineer the business and I" [X Link](https://x.com/johnarnold/status/1888642915494244717) 2025-02-09T17:35Z 112.3K followers, 1.6M engagements "We @Arnold_Ventures are one of the largest funders of investigative journalism bc it has real public benefit but little commercial model. Still one thing troubles me. A news outlet sees smoke and spends significant resources searching for a fire. When the fire is real the work can be enormously valuable. Other times either the story cannot be substantiated or the premise turns out to be wrong. But many outlets are highly reluctant to scrap that investment without any story. A story is written and given the investment it needs to be page [--]. And that means it needs to make a bold claim. This" [X Link](https://x.com/johnarnold/status/1995293271145291810) 2025-12-01T00:46Z 112.4K followers, 175.2K engagements "China awards [---] million engineering undergraduate degrees each year vs [------] in the US. 5/x" [X Link](https://x.com/johnarnold/status/2013345230196506919) 2026-01-19T20:18Z 112.1K followers, 257.5K engagements "Much of the world is terrible at permitting as well. This Canadian iron ore mine produces an ultra-high-purity product that lowers emissions in steelmaking yet its expansion took [--] years to approve. Delays like this make new projects untenable and will cause future shortages" [X Link](https://x.com/johnarnold/status/2016962576026923360) 2026-01-29T19:52Z 112.1K followers, 23.6K engagements "The gold market of late illustrates reflexivity: price moves influence fundamentals validating the move itself and creating reinforcing feedback loops. Rising prices drew investor attention to gold as a safe asset and store of value increasing investment demand which has led to more buying. Demand from investors overwhelms any loss of price-sensitive jewelry demand. Combine this demand profile with a product that has highly inelastic supply and there is no such thing as fundamental value. Prices keep moving up until the reflexive loop eventually exhausts itself as it did today (at least in" [X Link](https://x.com/johnarnold/status/2017385428777652546) 2026-01-30T23:52Z 112.1K followers, 21.5K engagements "Chinas EV industry gets the attention but biopharma is following the same trajectory. Know-how speed and cost advantages are making Chinese firms the innovation pipeline for Western pharma increasingly displacing US startups as companies scramble to license and set up JVs" [X Link](https://x.com/johnarnold/status/2017643171279184005) 2026-01-31T16:56Z 112.3K followers, 61.2K engagements "Good post on how China's biotech industry went from laggard to leading in just [--] years. "A key mechanism in the Chinese system is the 60-day clock for clinical trial reviews." https://www.businesstimes.com.sg/opinion-features/how-china-rewrote-rules-drug-innovation https://www.businesstimes.com.sg/opinion-features/how-china-rewrote-rules-drug-innovation" [X Link](https://x.com/johnarnold/status/2017653345612169715) 2026-01-31T17:36Z 112.1K followers, 69K engagements "Whatever happened to Minneapolis childcare fraud claims There was a YouTube video that made credible argument that the centers had no kids and were a big fraud. Then state regulators investigated and said there were kids and they were operating normally. Is that the last word" [X Link](https://x.com/johnarnold/status/2018096977569792487) 2026-02-01T22:59Z 112.3K followers, 164.1K engagements "Rutgers athletics lost $78 million in [------]. Add more than $20 mil a year in player payments this year and losses could easily top $100 mil. Is there any level that will cause state politicians and/or school leadership to rethink this strategy" [X Link](https://x.com/johnarnold/status/2018774109010747831) 2026-02-03T19:50Z 112.1K followers, 32.4K engagements "WaPo's fundamental problem is there is no pathway to displace the NYT as the #1 national paper given their huge revenue and branding advantages and the number of customers willing to pay for more than one general interest paper is limited" [X Link](https://x.com/johnarnold/status/2019491139015917651) 2026-02-05T19:19Z 112.1K followers, 20.6K engagements "This article on Chinese humanoids echoes many of my observations from a recent trip: intense domestic competition yielding high quality but low profits vast local supply chains substantial gov't supports and capital and focus on frontier technologies. https://www.wsj.com/tech/china-is-going-all-in-to-beat-the-u-s-on-humanoid-robots-b9c434d2st=UT3Kp1 https://www.wsj.com/tech/china-is-going-all-in-to-beat-the-u-s-on-humanoid-robots-b9c434d2st=UT3Kp1" [X Link](https://x.com/johnarnold/status/2020162962208473461) 2026-02-07T15:49Z 112.3K followers, 20.7K engagements "If Amtrak were funded by the market it would spend its entire capital budget in the Northeast/Mid-Atlantic where train travel makes sense. Instead it's funded by Congress so creates inane plans like this" [X Link](https://x.com/johnarnold/status/1681662384442597376) 2023-07-19T13:48Z 112.4K followers, 2.8M engagements "A single aircraft fueling hose delivers more joules of energy per minute than a nuclear power plant. The energy density of liquid fuels is incredible" [X Link](https://x.com/johnarnold/status/1887509129981538631) 2025-02-06T14:30Z 112.4K followers, 330.7K engagements "Some of these projects died for legitimate environmental reasons. But many were killed bc opponents weaponized the process not bc of actual impacts. We need a system that hears all objections but adjudicates them quickly so important low-impact infrastructure can be built" [X Link](https://x.com/johnarnold/status/1970566879896051804) 2025-09-23T19:12Z 112.4K followers, 10.2K engagements "To find out what you will pay for college you usually have to apply get accepted and wait for a financial aid offer. Event ticketing and hotels must now display full prices upfront making it easier for consumers to compare options. Colleges should do the same" [X Link](https://x.com/johnarnold/status/1987965618276982982) 2025-11-10T19:28Z 112.4K followers, 26.2K engagements "People are not leaving New York City because the bus fare is too high. Theyre leaving because they cant afford the rent. If the goal is affordability don't make the buses free; use the money to extend the subway thereby unlocking large swaths of transit-adjacent housing" [X Link](https://x.com/johnarnold/status/2017330941744615567) 2026-01-30T20:15Z 112.4K followers, 88.7K engagements "Investors: JPMorgan says Venezuela has largest oil reserves JPM: That comes from an OPEC report OPEC: Our members self-report. Ask Venezuela Venezuela: We get that from PDVSA PDVSA: Hugo Chavez told us years ago to report that for prestige & now we'd look bad if we lowered it" [X Link](https://x.com/johnarnold/status/2008161581830492654) 2026-01-05T13:00Z 112.4K followers, 1.3M engagements "Santa Clara is one of the first law schools to publish 2026-27 tuition. Historically Grad PLUS loans have had no limits. Starting next year professional school borrowing will be capped at $50k/year. Notice anything about the trend in tuition I expect many schools to copy this" [X Link](https://x.com/johnarnold/status/1977726316024639506) 2025-10-13T13:21Z 112.4K followers, 2.6M engagements "Status update in Houston" [X Link](https://x.com/johnarnold/status/1978959207912067253) 2025-10-16T23:00Z 112.4K followers, 152.3K engagements "Just returned from my first trip to China mostly looking at the energy and robotics industries. Fascinating. Random observations both business and general below. 1/x" [X Link](https://x.com/johnarnold/status/2013344293377740830) 2026-01-19T20:14Z 112.4K followers, 1.8M engagements "Newspapers may be the clearest example of a costquality trap: budget cuts directly degrade the product which erodes demand so much that it leaves the finances no better off. The WaPo might just lose $100 mil/year at every level of spending" [X Link](https://x.com/johnarnold/status/2019125471112581375) 2026-02-04T19:06Z 112.4K followers, 26.3K engagements "There are owners of soccer teams willing to lose $50-100 million a year because they enjoy the prestige and lifestyle and believe they will more than recoup those losses when they sell. The media industry needs more owners like that" [X Link](https://x.com/johnarnold/status/2019165272180191623) 2026-02-04T21:44Z 112.4K followers, 150.1K engagements "Chinas manufacturing prowess will force the US to grapple with this question: Is a Chinese-owned plant in the US that lowers prices and boosts the competitiveness of exports at the expense of an American-owned business a net positive or negative https://www.wsj.com/business/tariffs-china-trump-trade-4495c2a4mod=hp_lead_pos7 https://www.wsj.com/business/tariffs-china-trump-trade-4495c2a4mod=hp_lead_pos7" [X Link](https://x.com/johnarnold/status/2020872249796923636) 2026-02-09T14:47Z 112.4K followers, 48.4K engagements "@WAR527 natural resources become the constraint on growth" [X Link](https://x.com/johnarnold/status/2021674068731474257) 2026-02-11T19:53Z 112.4K followers, [----] engagements "The whole South Korean stock market is +31% in [--] weeks as it has high concentration of the AI and electro-tech stack. Meanwhile sectors like SaaS wealth management legal services commercial real estate insurance brokers etc are all down double digits" [X Link](https://x.com/johnarnold/status/2022307178141323359) 2026-02-13T13:49Z 112.4K followers, 39.4K engagements "@skidrivebike Fewer desk jobs means less need for office space" [X Link](https://x.com/johnarnold/status/2022323361859211523) 2026-02-13T14:53Z 112.4K followers, [---] engagements "The intercity rail lines that would pass a benefit-cost test are already built. New proposals are hugely expensive and add little relative to existing options. By contrast some new intracity lines could make sense. This proposed automated subway along the [---] in LA is one. While costly it would save both passengers and drivers significant time. As autonomous vehicles expand the last-mile problem shrinks. That should increase demand for high-capacity rail in sprawling cities like LA. This is the rail that makes sense to build. Link to article in reply." [X Link](https://x.com/johnarnold/status/2022461034422817116) 2026-02-14T00:01Z 112.4K followers, 27.1K engagements "So interested to see how the inv banks and consulting firms size their analyst classes next year. Don't they have to be down 50%" [X Link](https://x.com/johnarnold/status/2022684681175732733) 2026-02-14T14:49Z 112.4K followers, 127.8K engagements "@HighyieldHarry The class that they recruit next year is where it gets interesting given the recent tool development" [X Link](https://x.com/johnarnold/status/2022698521040654470) 2026-02-14T15:44Z 112.4K followers, [----] engagements "Tired: Greenland Wired: Norway https://twitter.com/i/web/status/2023034739788009512 https://twitter.com/i/web/status/2023034739788009512" [X Link](https://x.com/johnarnold/status/2023034739788009512) 2026-02-15T14:00Z 112.4K followers, 10.5K engagements "@mat_tangent Not in the timeframe they claimed" [X Link](https://x.com/JohnArnoldFndtn/status/1954996387067703352) 2025-08-11T20:00Z 99.8K followers, [---] engagements "Critics of Illinois bail reform warned it would fuel crime and reduce court appearances. Since its enactment violent & property crime have dropped below pre-COVID levels and failure-to-appear rates have dropped. One can't draw causation but clearly these predictions were wrong" [X Link](https://x.com/JohnArnoldFndtn/status/1955310837553316340) 2025-08-12T16:50Z 99.8K followers, 17.3K engagements "Detention decisions should be based on dangerousness and flight risk not ability to pay. Cash bail allows the most violent criminals to buy their way out while someone accused of a misdemeanor can sit in jail for months because of money. Those released often still face conditions such as electronic monitoring pretrial check-ins curfews or mandatory rehab. This approach reduces time spent in jails often described as training grounds for criminal behavior for people who are of low risk and not yet convicted of a crime" [X Link](https://x.com/JohnArnoldFndtn/status/1955313874149802483) 2025-08-12T17:02Z 99.8K followers, [----] engagements "Standardized tests reached their nadir in [----] with scores of colleges going test-optional. In an LLM world they may be the only part of the application that admissions officers can trust" [X Link](https://x.com/JohnArnoldFndtn/status/1955746194984198188) 2025-08-13T21:40Z 99.9K followers, 18.2K engagements "An AI-powered video interview will inevitably replace the college application essay" [X Link](https://x.com/JohnArnoldFndtn/status/1955747989307396173) 2025-08-13T21:47Z 99.8K followers, [----] engagements "4) Collaborative and Interdisciplinary Collaborative and interdisciplinary science refers to the strategic integration of a wide range of expertise methodologies and perspectives across disciplines and sectors to address complex scientific challenges and catalyze transformative discoveries. This approach is vital for generating new knowledge as it fosters synergy leverages complementary skills and promotes the synthesis of ideas to raise new questions and tackle multifaceted problems that transcend traditional disciplinary boundaries. 5/" [X Link](https://x.com/JohnArnoldFndtn/status/1956433223023518069) 2025-08-15T19:10Z 99.9K followers, [----] engagements "5) Skeptical of its Findings and Assumptions Maintaining constructive skepticism of findings and assumptions in science refers to the critical and open-minded evaluation of research findings methodologies and underlying assumptions to ensure their validity robustness and reliability. This approach is essential for generating reliable new knowledge as it encourages scientists to challenge conclusions explore alternative hypotheses and identify potential biases or errors thereby strengthening the scientific process. 6/" [X Link](https://x.com/JohnArnoldFndtn/status/1956433440771031334) 2025-08-15T19:10Z 99.9K followers, [----] engagements "Employers are soon going to have to adapt to a workforce that only knows how to complete a task if it's gamified" [X Link](https://x.com/JohnArnoldFndtn/status/1956829690041102704) 2025-08-16T21:25Z 99.9K followers, 21.6K engagements "All-in pricing but for car dealers" [X Link](https://x.com/JohnArnoldFndtn/status/1957117508223193556) 2025-08-17T16:29Z 99.9K followers, 28.4K engagements "@GreyHairOpsGuy it's more the dealer add-ons" [X Link](https://x.com/JohnArnoldFndtn/status/1957121381738430724) 2025-08-17T16:44Z 99.8K followers, [---] engagements "What other product has a destination charge when you go pick it up" [X Link](https://x.com/JohnArnoldFndtn/status/1957144115860357227) 2025-08-17T18:14Z 99.8K followers, [----] engagements "@tfcooper3 Had not realized that but my point still holds that law should be changed to require all fees and charges other than tax to be in the listed price" [X Link](https://x.com/JohnArnoldFndtn/status/1957154206369931556) 2025-08-17T18:54Z 99.8K followers, [---] engagements "There's an enormous scam to shift profits made in America to low-tax jurisdictions. via Michael Cembalest/JPMorgan" [X Link](https://x.com/JohnArnoldFndtn/status/1957443528352567486) 2025-08-18T14:04Z 100K followers, 56.2K engagements "Here are [--] highly simplified pathways for how UBI could affect an individual. While the hope was that addressing poverty would lead to a host of better life outcomes the results of many pilot projects lend much more credence to the second model" [X Link](https://x.com/JohnArnoldFndtn/status/1958193839690092922) 2025-08-20T15:46Z 100.1K followers, 46.3K engagements "A Medicare Advantage insurer sued CMS claiming its rating of [--------] shouldn't be rounded down to [---] stars but should first be rounded up to [----] then rounded up again to the [---] necessary to get a quality bonus. Judge wrote [--] pages about the rules of rounding. via @statnews" [X Link](https://x.com/JohnArnoldFndtn/status/1958210441240338507) 2025-08-20T16:52Z 100.5K followers, 26.9K engagements "https://www.statnews.com/2025/08/19/elevance-loses-medicare-advantage-star-ratings-lawsuit/ https://www.statnews.com/2025/08/19/elevance-loses-medicare-advantage-star-ratings-lawsuit/" [X Link](https://x.com/JohnArnoldFndtn/status/1958210691376013526) 2025-08-20T16:53Z 100.5K followers, [----] engagements ""The reports of my death are greatly exaggerated." -- San Francisco" [X Link](https://x.com/JohnArnoldFndtn/status/1958301190686474562) 2025-08-20T22:52Z 100K followers, 16.5K engagements "Lead paint was displaced not by regulation but by a cheaper and better substitute. The same dynamic is the only realistic path for a global energy transition" [X Link](https://x.com/JohnArnoldFndtn/status/1959304779970105615) 2025-08-23T17:20Z 100.1K followers, 148.9K engagements "As a long-time supporter of @TheFIREorg I am not "dismayed" by their consistent and principled defense of free speech and expression on college campuses but encouraged. I wouldn't support them if they were just another partisan proxy" [X Link](https://x.com/JohnArnoldFndtn/status/1959336331026555294) 2025-08-23T19:25Z 100.1K followers, 106.4K engagements "Spent [--] minutes researching how crypto has changed the ease and cost of US-Mexico remittances and now I'm getting my podcast ads in Spanish" [X Link](https://x.com/JohnArnoldFndtn/status/1959594212896162018) 2025-08-24T12:30Z 100K followers, 20.9K engagements "@zooko If you have digital money and the other side wants digital money crypto is better although Western Union et al has lowered fees. If you have dollar bills and the person on the other side wants peso bills crypto is less convenient and more costly" [X Link](https://x.com/JohnArnoldFndtn/status/1959745411713044966) 2025-08-24T22:31Z 100K followers, [---] engagements "Im not thrilled about the government giving Intel $11.1 billion for a 10% stake but its better than the original idea of giving them $7.9 billion for nothing" [X Link](https://x.com/JohnArnoldFndtn/status/1959977034043597076) 2025-08-25T13:51Z 100.1K followers, 125.5K engagements "@william_R2Rclub I think govt investment in private firms should be limited to when there is real market failure" [X Link](https://x.com/JohnArnoldFndtn/status/1960020400001392939) 2025-08-25T16:44Z 100K followers, [----] engagements "The danger of online sports betting lies in its mix of easy access and rapid-fire play. Instead of a single wager on the outcome of a game bettors can now gamble on nearly every play. NJ's proposal to ban microbets takes aim at one of the most addictive features of this market" [X Link](https://x.com/JohnArnoldFndtn/status/1960075812121751792) 2025-08-25T20:24Z 100.1K followers, 16.7K engagements "https://next.io/news/regulation/new-jersey-bill-seeks-ban-micro-bets/ https://next.io/news/regulation/new-jersey-bill-seeks-ban-micro-bets/" [X Link](https://x.com/JohnArnoldFndtn/status/1960075871319933209) 2025-08-25T20:24Z 100K followers, [----] engagements "I don't mean to pick on Chicago/Illinois but both serve as leading indicator of looming fiscal challenges for many public jurisdictions. COVID relief funds enabled new hiring even as populations declined leaving structural deficits that politicians have no appetite to confront" [X Link](https://x.com/JohnArnoldFndtn/status/1961444284080496867) 2025-08-29T15:02Z 100.1K followers, 88.9K engagements "The last thing Congressional Republicans want is a floor vote where they have to go on the record in support of tariffs" [X Link](https://x.com/JohnArnoldFndtn/status/1961559575737344439) 2025-08-29T22:40Z 100.1K followers, 22.3K engagements "Soccer is simply the most beautiful sport" [X Link](https://x.com/JohnArnoldFndtn/status/1962299725320708350) 2025-08-31T23:41Z 100.2K followers, 58.2K engagements "@77AugustWest72 Every white price tag is a different SKU. I counted. I couldnt take a pic straight on that captured the entire selection" [X Link](https://x.com/JohnArnoldFndtn/status/1962663811459998126) 2025-09-01T23:48Z 100.1K followers, 12.2K engagements "@77AugustWest72 It still takes significant logistics to warehouse and shelve all those SKUs. Aldi has like [--] options" [X Link](https://x.com/JohnArnoldFndtn/status/1962665926651789775) 2025-09-01T23:56Z 100.1K followers, 10.6K engagements "@Nymdok I went last week to one just to check it out and it was decently more crowded per sq ft than the Kroger's" [X Link](https://x.com/JohnArnoldFndtn/status/1962681487431553197) 2025-09-02T00:58Z 100.1K followers, [----] engagements "@CincyTomTom My default is to assume Kroger's isnt stupid for having [---] pasta sauces that are warehoused trucked financed and shelved. They all aren't moving. That said there have to be wide swaths of the market that don't need more than the [--] options Aldi offers if it's cheaper" [X Link](https://x.com/JohnArnoldFndtn/status/1962683359206814023) 2025-09-02T01:05Z 100.5K followers, 16.6K engagements "@MsLizBowman you and I are not the target audience" [X Link](https://x.com/JohnArnoldFndtn/status/1962683650173976828) 2025-09-02T01:07Z 100.1K followers, 16.4K engagements "@morganwarstler Aldi is definitely targeting a more downscale consumer. You can see it in the neighborhoods that Costco and Trader Joes are in vs Aldi" [X Link](https://x.com/JohnArnoldFndtn/status/1962684015472791741) 2025-09-02T01:08Z 100.2K followers, 16.6K engagements "@Maddie_Rowley_ A lot of people will value the selection and feel of the store to pay the circa 15% higher price. Some won't. It's a big and differentiated market" [X Link](https://x.com/JohnArnoldFndtn/status/1962684593951084847) 2025-09-02T01:10Z 100.1K followers, 22.5K engagements "@mattyglesias HEB much better. Kroger's is closer" [X Link](https://x.com/JohnArnoldFndtn/status/1962688354958365091) 2025-09-02T01:25Z 100.1K followers, 14.1K engagements "@NYSportsGuy210 @morganwarstler Partly rent. Trader Joe's are in upper income areas. Aldi generally in working class neighborhoods" [X Link](https://x.com/JohnArnoldFndtn/status/1962689040295064010) 2025-09-02T01:28Z 100.1K followers, [----] engagements "Shootings in Chicago are both too high and at a 60-year low. via @RTCrimeIndex" [X Link](https://x.com/JohnArnoldFndtn/status/1962889869371355412) 2025-09-02T14:46Z 100.2K followers, 30.2K engagements "Appropriations bill to fund the federal government was due 9/30/24. - 9/26/24: Congress extends the deadline to 12/20/24 - 12/20/24: extends to 3/14/25 - 3/15/25: extends to 9/30/25 - Sep '25: extension TBD Congress is like the worst college student ever" [X Link](https://x.com/JohnArnoldFndtn/status/1964027969283772534) 2025-09-05T18:08Z 100.2K followers, [----] engagements "The risk is we flex too hard and end up in the bottom scenario" [X Link](https://x.com/JohnArnoldFndtn/status/1964810318267523549) 2025-09-07T21:57Z 100.2K followers, 42.6K engagements "Austin metro population: [---] million LA metro population: [----] million" [X Link](https://x.com/JohnArnoldFndtn/status/1965041507972592017) 2025-09-08T13:16Z 100.2K followers, 46K engagements "NYC has a convoluted policy linking minimum construction wages to building size: 1-99 units: no min wage 100-149 units: $40/hour 150+ units: $63-72/hour The result is that developers build smaller projects to lower costs. Govt has to stop overengineering the housing market" [X Link](https://x.com/JohnArnoldFndtn/status/1965469637157757371) 2025-09-09T17:37Z 100.1K followers, 13.5K engagements "The US produces power from [--] sources. There's essentially no new build of nuke coal or hydro. Thus gas wind and solar must collectively meet all load growth this decade. But with tight supply chains limited pipe and power lines and intermittency we can't rely on any single one. All [--] must be part of the solution for affordable and reliable electricity. That requires the ability to permit and build each of them" [X Link](https://x.com/JohnArnoldFndtn/status/1965787341068325150) 2025-09-10T14:39Z 100.5K followers, 102.8K engagements "The US has roughly the same non-gun homicide rate as New Zealand Finland and France though radically different gun homicide rates. via @VitalCityNYC" [X Link](https://x.com/JohnArnoldFndtn/status/1965851179705086083) 2025-09-10T18:53Z 100.2K followers, 10.3K engagements "Political violence is especially terrible because it not only harms the individual but also threatens the inherently fragile 250-year experiment of American democracy" [X Link](https://x.com/JohnArnoldFndtn/status/1966130541302001869) 2025-09-11T13:23Z 100.2K followers, 30.9K engagements "Forget office to resi. We need college campus to retirement community conversions" [X Link](https://x.com/JohnArnoldFndtn/status/1966308796596465729) 2025-09-12T01:12Z 100.1K followers, 49.9K engagements "@GoldRoyalty1 a lot of florida retirement communities are in out of the way areas too but people choose to live there" [X Link](https://x.com/JohnArnoldFndtn/status/1966321609838678028) 2025-09-12T02:02Z 100.2K followers, [---] engagements "Jack up list price of tuition and costs of room and board. Offer large tuition discount to give appearance of value. Make it back on room and board. Pretty clever colleges. Pretty clever" [X Link](https://x.com/JohnArnoldFndtn/status/1966565598420197686) 2025-09-12T18:12Z 100.2K followers, 15.6K engagements "https://nymag.com/intelligencer/article/u-s-colleges-are-about-to-see-a-big-decline-in-applications.html https://nymag.com/intelligencer/article/u-s-colleges-are-about-to-see-a-big-decline-in-applications.html" [X Link](https://x.com/JohnArnoldFndtn/status/1966565672663617804) 2025-09-12T18:12Z 100.2K followers, [----] engagements "Research Chinese autos for an hour and quickly realize why US and Europe are creating moats for domestic manufacturers. Future looks like N America (population=.6B) EU (.6B) India (1.5B) shield local producers as they lose competitiveness while China captures ROW (5.5B) market" [X Link](https://x.com/JohnArnoldFndtn/status/1966894180552085856) 2025-09-13T15:58Z 100.5K followers, 32.5K engagements "Utah Gov. Cox has long worked to turn down the volume on partisan rancor. While running for governor in [----] Cox came up with the idea of filming ads not attacking his opponent but alongside him saying "We can disagree without hating each other." https://youtu.be/zVSuooQORTU https://youtu.be/zVSuooQORTU" [X Link](https://x.com/JohnArnoldFndtn/status/1966908516917989668) 2025-09-13T16:55Z 100.2K followers, 45.9K engagements "Shifting demographics changing preferences and weak leadership are causing doom loops in many public services. Falling revenue leads to declining quality causing revenue to fall further. This spiral risks changing the way of life in many communities. Here are [--] examples: 1/6" [X Link](https://x.com/JohnArnoldFndtn/status/1967593532480528637) 2025-09-15T14:17Z 100.4K followers, 51.6K engagements "1. Mass transit: lower ridership rising expense and the end of ARPA subsidies are pushing most city transit systems into financial crisis. Philly which proposed 45% cut in service and 20% fare increase before getting a 1-year reprieve from the state is in deepest trouble. 2/6" [X Link](https://x.com/JohnArnoldFndtn/status/1967593628265590798) 2025-09-15T14:17Z 100.5K followers, 13.8K engagements "4. Rural hospitals: Declining rural populations have forced many hospitals to decrease budgets causing a cut in service lines like ERs and maternity wards. Remaining patients travel elsewhere whether out of necessity or in search of better care further eroding revenues. 5/6" [X Link](https://x.com/JohnArnoldFndtn/status/1967595059286823348) 2025-09-15T14:23Z 100.2K followers, [----] engagements "5. Higher ed: With fewer college-aged students & shifting preferences demand for liberal arts colleges in the NE and MW is falling. High fixed costs of running a physical campus with a wide range of disciplines forces cuts further reducing competitiveness in crowded market. 6/6" [X Link](https://x.com/JohnArnoldFndtn/status/1967595399230996705) 2025-09-15T14:24Z 100.2K followers, [----] engagements "We JUST ended a troubled era of cancel culture speech restrictions deplatforming university quotas and the IRS targeting political groups and and now were right back on the cusp of repeating it only in a different flavor" [X Link](https://x.com/JohnArnoldFndtn/status/1967905739055194270) 2025-09-16T10:57Z 100.4K followers, 46.7K engagements "The early 80's must have been absolutely bonkers for investors consumers and businesses" [X Link](https://x.com/JohnArnoldFndtn/status/1968436433682587735) 2025-09-17T22:06Z 100.2K followers, [----] engagements "The early 80's must have been absolutely bonkers" [X Link](https://x.com/JohnArnoldFndtn/status/1968439154452189618) 2025-09-17T22:17Z 100.5K followers, 15.7K engagements "@NirupRam mortgage rates and auto loans though" [X Link](https://x.com/JohnArnoldFndtn/status/1968472743852064810) 2025-09-18T00:30Z 100.5K followers, [---] engagements "Unsubsidized bus service costs $1015+ per rider in all but the densest cities. With expenses rising and ridership falling mass transit systems are breaking across the country. Swapping in smaller self-driving shuttles on flexible routes might both cut costs and improve service" [X Link](https://x.com/JohnArnoldFndtn/status/1968718765605941334) 2025-09-18T16:48Z 100.5K followers, 25.6K engagements "Founder: My company will automate sales tax using AI. Investor: Hasn't sales tax collection has already been automated Founder: Yea but not with AI Investor: 🤔" [X Link](https://x.com/JohnArnoldFndtn/status/1968816465269690852) 2025-09-18T23:16Z 100.5K followers, 29.1K engagements "The pro-housing YIMBYtown conference wrapped up last week. Approximate attendance by year: 2023: [---] 2024: [---] 2025: [----] The silent majority is getting louder" [X Link](https://x.com/JohnArnoldFndtn/status/1970209310874484897) 2025-09-22T19:31Z 100.5K followers, 37.5K engagements "Feels like OpenAI keeps tossing out huge investment numbers to scare off investors from funding competitors" [X Link](https://x.com/JohnArnoldFndtn/status/1970280804224741382) 2025-09-23T00:15Z 100.5K followers, 66.6K engagements "Energy costs have tracked inflation historically. That stability is now at risk after scores of projects across every source were cancelled over past decade due to permitting. Without reform we will not have affordable & reliable energy. A partial list of projects affected: 🧵" [X Link](https://x.com/JohnArnoldFndtn/status/1970545541638692944) 2025-09-23T17:47Z 100.5K followers, 149.9K engagements "Energy projects delayed/cancelled since [----] Part 1: Nat gas pipelines 1) Atlantic Coast: [---] bcf/d WV--NC cancelled 2) Mountain Valley: [--] bcf/d WV--VA delayed 3) PennEast: [--] bcf/d PA--NJ cancelled 4) Constitution: .65 bcf/d PA--NY suspended" [X Link](https://x.com/JohnArnoldFndtn/status/1970545684777476245) 2025-09-23T17:47Z 100.5K followers, [--] engagements "Energy projects delayed/cancelled since [----] Part 3: LNG Export Facilities 1) Jordan Cove: [---] bcf/d OR cancelled 2) Oregon LNG: [---] bcf/d OR cancelled 3) Annova: [--] bcf/d TX cancelled 4) Calcasieu Pass 2: [---] bcf/d LA delayed" [X Link](https://x.com/JohnArnoldFndtn/status/1970546017578721629) 2025-09-23T17:49Z 100.5K followers, [----] engagements "Energy projects delayed/cancelled since [----] Part 4: Oil Pipelines 1) Keystone XL: 830k bpd Canada--NE cancelled 2) Dakota Access: 750k bpd ND--IL delayed 3) Enbridge Line [--] replacement: 500k bpd Canada--WI suspended 4) Sandpiper: 300k bpd ND--WI cancelled" [X Link](https://x.com/JohnArnoldFndtn/status/1970546287469805901) 2025-09-23T17:50Z 100.5K followers, [----] engagements "The reason Vanderbilt's popularity is soaring" [X Link](https://x.com/JohnArnoldFndtn/status/1970899135374164083) 2025-09-24T17:12Z 100.5K followers, 65.4K engagements "Maybe unpopular opinion but tenant protection laws went too far in many jurisdictions. Clever renters could game system & live 12+ months without paying. That loss isnt absorbed by landlords it gets baked into higher housing costs for everyone. Good to see DC seek more balance" [X Link](https://x.com/JohnArnoldFndtn/status/1970977005165478110) 2025-09-24T22:21Z 100.5K followers, 32.7K engagements "@TJIWhiteIV #20 in USNWR #22 in AP football #238 free speech" [X Link](https://x.com/JohnArnoldFndtn/status/1970983372945334366) 2025-09-24T22:47Z 100.5K followers, [---] engagements "The worst thing about twitter is that it incentivizes everyone to have a hot take about breaking news long before all the facts are known" [X Link](https://x.com/JohnArnoldFndtn/status/1971043593101205965) 2025-09-25T02:46Z 100.5K followers, 21.5K engagements "China is becoming more competitive globally across a growing range of goods while the US increasingly insulates its companies from international competition. This dynamic has short term benefits for American workers and companies but massive long term risks" [X Link](https://x.com/JohnArnoldFndtn/status/1971364143103119595) 2025-09-26T00:00Z 100.5K followers, 30K engagements "I don't understand this mental model of the rental market that many people seem to hold" [X Link](https://x.com/JohnArnoldFndtn/status/1973117527434854409) 2025-09-30T20:07Z 100.5K followers, [---] engagements "@mattyglesias I dont see people rail against the concept of large companies owning multi-family or blaming specific companies like Camden or Greystar or Avalon Bay" [X Link](https://x.com/JohnArnoldFndtn/status/1973132497220411430) 2025-09-30T21:07Z 100.5K followers, [----] engagements "There's an interesting shift in recent decades from private label brands being considered inferior substitutes to equal or even better than the national brands. Consumers now have more loyalty and trust in the retailer as they do to third-party brands" [X Link](https://x.com/JohnArnoldFndtn/status/1973437876034805950) 2025-10-01T17:20Z 100.5K followers, 11.1K engagements "I would have had a very different plan to diversify Saudi's economy away from oil than luxury tourism LIV Golf a domestic soccer league and buying EA" [X Link](https://x.com/JohnArnoldFndtn/status/1973487517132530157) 2025-10-01T20:37Z 100.5K followers, [--] engagements "Sports betting sites market the industry as a game of skill but then ban players who consistently win. They only want players who have no skill. Imagine if that's what your investment broker did. A proposed bill in NY would bar sportsbooks from discriminating among customers. If you want to take bets take bets. Don't base the business on only allowing people who are going to lose" [X Link](https://x.com/JohnArnoldFndtn/status/1974101238250688957) 2025-10-03T13:16Z 102.2K followers, 126.4K engagements "there is and will only ever be one @tylercowen" [X Link](https://x.com/JohnArnoldFndtn/status/1974133928094212551) 2025-10-03T15:26Z 100.5K followers, 14.3K engagements "@tedfrank Keytruda is the best-selling drug in the US though. Not like docs don't know much about it" [X Link](https://x.com/JohnArnoldFndtn/status/1974946310739595711) 2025-10-05T21:14Z 102.1K followers, [----] engagements "Housing reform will face key tests where bills that improve access and affordability run into powerful opposition. Thats happening now with SB79 in CA. Newsom must choose whether to side with moneyed interests and veto or improve the lives of many and sign. It's a defining test" [X Link](https://x.com/JohnArnoldFndtn/status/1975202228177969394) 2025-10-06T14:11Z 102.1K followers, 21.5K engagements "The gray line indicates when a video showing how to steal Kias and Hyundais went viral. In November [----] 65% of cars stolen in Chicago were those makes. Software and hardware fixes were released over the course of [----]. Just incredible data. via Jeff Asher" [X Link](https://x.com/JohnArnoldFndtn/status/1975222996286812564) 2025-10-06T15:33Z 102.2K followers, 49K engagements "https://open.substack.com/pub/jasher/p/re-evaluating-washington-dcs-crimeutm_campaign=post&utm_medium=email https://open.substack.com/pub/jasher/p/re-evaluating-washington-dcs-crimeutm_campaign=post&utm_medium=email" [X Link](https://x.com/JohnArnoldFndtn/status/1975223034127782336) 2025-10-06T15:34Z 101.4K followers, [----] engagements "I've often criticized PE firms that buy healthcare providers and boost returns through staffing cuts and aggressive billing. But I'm genuinely excited about a venture fund acquiring a hospital system with the goal of creating value through tech adoption and innovation" [X Link](https://x.com/JohnArnoldFndtn/status/1975251589779657141) 2025-10-06T17:27Z 102.1K followers, 18.7K engagements "The AI stock boom is so large and widespread that investors are even excited about IBM stock for the first time in decades" [X Link](https://x.com/JohnArnoldFndtn/status/1975601052964811151) 2025-10-07T16:36Z 102.3K followers, 25.2K engagements "Increasingly seems like China is learning how to invent. America has the ability to invent. China has the ability to build. The first country that can figure out how to do both will be the superpower. America has the ability to invent. China has the ability to build. The first country that can figure out how to do both will be the superpower" [X Link](https://x.com/JohnArnoldFndtn/status/1975958586946990497) 2025-10-08T16:16Z 102.1K followers, 53.2K engagements "People react so strongly to energy companies during short-term price spikes that there's little appreciation for how much the industry has reduced real energy costs over the long run. [--] graphs to this point: Energy Expenditures as % of GDP 1/3" [X Link](https://x.com/JohnArnoldFndtn/status/1976321410248446106) 2025-10-09T16:18Z 102.2K followers, 27.9K engagements "Good story in WaPo about how parlays (multiple bets in one) have grown in popularity. The sportsbook pushes them bc their take is much higher (20% vs 5% in NJ last year). Younger gen likes them bc they're higher risk/reward (82% of all bets by those aged 21-24 were parlays). There's never been the combination of speed of play (ability to bet on every play) + ease of access (no friction). Combined with a younger gen trained to seek dopamine hits sports gambling is materially different today than even a decade ago. I'm not sure this is what legislators thought they were signing up for" [X Link](https://x.com/JohnArnoldFndtn/status/1976387331679731910) 2025-10-09T20:40Z 102.3K followers, 61.6K engagements "@jensen_bong_o3 The world is MUCH more complicated than simple models" [X Link](https://x.com/JohnArnoldFndtn/status/1977151641163120768) 2025-10-11T23:17Z 101.6K followers, [----] engagements "@Econ_Marshall Thats news to me. How did I do that" [X Link](https://x.com/JohnArnoldFndtn/status/1978154690991759782) 2025-10-14T17:43Z 102.2K followers, [----] engagements "2 thots on robots: I hope this is ready by Xmas Eve and social ramifications of march to #singularity will be messy http://t.co/4FHPQUrTiF http://bit.ly/HYqwFh http://bit.ly/HYqwFh" [X Link](https://x.com/JohnArnoldFndtn/status/402237091737661440) 2013-11-18T00:49Z 83.3K followers, [--] engagements "It should be illegal for a presidential candidate to propose a tax cut/reform without disclosing CBO scoring. Deceptive marketing" [X Link](https://x.com/JohnArnoldFndtn/status/598128148153143296) 2015-05-12T14:10Z 83.3K followers, [--] engagements "I can't wait until the feds award a contract to Palantir to analyze the Palantir data. http://nyti.ms/2e4pWYj http://nyti.ms/2e4pWYj" [X Link](https://x.com/JohnArnoldFndtn/status/787026495113797632) 2016-10-14T20:25Z 83.1K followers, [--] engagements "Trump announced presidency bid [--] months ago & I still have virtually no idea his position on any issue besides TPP. http://www.nytimes.com/2016/11/22/us/politics/donald-trump-visit.htmlsmprod=nytcore-iphone&smid=nytcore-iphone-share http://www.nytimes.com/2016/11/22/us/politics/donald-trump-visit.htmlsmprod=nytcore-iphone&smid=nytcore-iphone-share" [X Link](https://x.com/JohnArnoldFndtn/status/801196468510085120) 2016-11-22T22:51Z 100K followers, [--] engagements "1/ Given the bull market in tech valuations of late VC returns over past [--] years are very mediocre compared with liquid indices" [X Link](https://x.com/JohnArnoldFndtn/status/895328536575098880) 2017-08-09T16:58Z 83.2K followers, [--] engagements "Pending bankruptcy of Hartford CT with 4.8% unemployment rate & [--] year bull market shows how fragile localities will be in next recession" [X Link](https://x.com/JohnArnoldFndtn/status/898590566023221249) 2017-08-18T17:01Z 83.3K followers, [---] engagements "It's time to acknowledge that naming and shaming doesn't work. We need real policy solutions to address pharma price gouging" [X Link](https://x.com/JohnArnoldFndtn/status/899654189155885061) 2017-08-21T15:27Z 83.3K followers, [--] engagements "Come on. This can't be right. People are paying 2/20+ to VC firms which then pay 2/20 to hedge funds to buy crypto currencies via WSJ" [X Link](https://x.com/JohnArnoldFndtn/status/908709111352692736) 2017-09-15T15:08Z 83.3K followers, [--] engagements "I told my age [--] personal trainer not wise to put his minimal retirement savings into bitcoin @ $2500. Lesson: Never give investment advice" [X Link](https://x.com/JohnArnoldFndtn/status/919943921001730049) 2017-10-16T15:11Z 100.1K followers, [---] engagements "Unemployment is at historic lows corporate profits and stock market at record highs median household income surging & wage growth the strongest in years. What problem is this tax cut even trying to solve" [X Link](https://x.com/JohnArnoldFndtn/status/935202543898124288) 2017-11-27T17:43Z 100.1K followers, [---] engagements "The US is trying to protect its fastest growing export: obesity" [X Link](https://x.com/JohnArnoldFndtn/status/976231556091129856) 2018-03-20T22:58Z 100K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@johnarnold John Arnold
John Arnold posts on X about china, investment, ai, money the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [-------] +21%
- [--] Month [---------] +66%
- [--] Months [----------] +110%
- [--] Year [----------] +8.30%
Mentions: [--] #
- [--] Month [--] -22%
- [--] Months [---] +27%
- [--] Year [---] +25%
Followers: [-------] #
- [--] Week [-------] +0.25%
- [--] Month [-------] +5.90%
- [--] Months [-------] +12%
- [--] Year [-------] +24%
CreatorRank: [-------] #
Social Influence
Social category influence finance 16.55% countries 7.91% stocks 3.6% technology brands 3.6% social networks 1.44% travel destinations 0.72% financial services 0.72% cryptocurrencies 0.72%
Social topic influence china 4.32%, investment 3.6%, ai #5591, money 2.88%, business 2.16%, in the 2.16%, more than 2.16%, rates 2.16%, retirement 2.16%, future 1.44%
Top accounts mentioned or mentioned by @77augustwest72 @morganwarstler @mattyglesias @krishnaram4592 @noaa @byrnehobart @arnoldventures @war527 @skidrivebike @highyieldharry @mattangent @greyhairopsguy @tfcooper3 @statnews @thefireorg @zooko @williamr2rclub @nymdok @cincytomtom @mslizbowman
Top assets mentioned Eli Lilly and Company (LLY) Costco Wholesale Corporation (COST) Enbridge, Inc (ENB)
Top Social Posts
Top posts by engagements in the last [--] hours
"Here's a personal story that illustrates what's missing from the rental home debate: Years ago I wanted to move into a high rise condo but preferred to rent given my life was not yet settled. Buying and renting were substitutes to me but I preferred the latter. Paying 6%+ in transaction fees along with the associated hassle and market risk to sell a unit a few years later if my life changed (which it did) would have been costly. At the time there were almost no luxury rental buildings in Houston. I approached someone who had a unit for sale and offered a premium to rent it for [--] years. He"
X Link 2026-01-08T19:44Z 112.4K followers, 107.2K engagements
"I learned a ton about how China works which coincidentally is the name of the book I'm reading now that details the history and significant role the government has played in promoting growth. It feels the US is moving more towards that model than vice versa these days. 20/20"
X Link 2026-01-19T20:33Z 112.4K followers, 263.4K engagements
"The relative performance of Novo Nordisk and Eli Lilly since the launch of their weight-loss drugs in [----] and [----] respectively serves as a metaphor for the business might of Europe vs the US"
X Link 2026-02-04T14:34Z 112.4K followers, 51.4K engagements
"Learning to spot understand and avoid scams is an underrated life skill"
X Link 2026-02-11T18:37Z 112.4K followers, 16.9K engagements
"The new AI trade"
X Link 2026-02-11T19:31Z 112.4K followers, 65.3K engagements
"Everyone deep in tech or finance is in full freakout mode over the pace of AI progress over past two months. Own index funds and you barely notice but specific sectors are exploding (digital & power infrastructure) while anything related to a human behind a desk is plummetting"
X Link 2026-02-13T13:38Z 112.4K followers, 271.5K engagements
"@KrishnaRam4592 interesting given they've laid off people recently. I think the is what size class do they recruit in [--] months. McKinsey is first line of telling clients how to use AI to improve efficiencies in those outside businesses. Will be interesting to see if they can do it themselves"
X Link 2026-02-15T00:31Z 112.4K followers, 31.1K engagements
"Kudos to National Hurricane Center for nailing the forecast of Milton. They have been unwavering about the track to just south of Tampa since it became a depression on Saturday. There used to be deserved skepticism about NHC forecasts. There was an official track but a wide margin of error for landfall even a few days out. People who did need to evacuate didn't and vice versa as the forecast proved inaccurate. The perception of crying wolf led to less public response to the next storm. In [----] @NOAA established the Hurricane Forecast Improvement Project in response to devasting (and poorly"
X Link 2024-10-09T14:08Z 112.4K followers, 80.5K engagements
"The root cause of debanking is regulators have essentially outsourced the policing of money laundering to financial firms with penalty for being too lax being 9- or 10-figure fines. Banks are highly disincentived from banking anyone questionable ensnaring even legit accounts"
X Link 2024-11-30T16:10Z 112.3K followers, 1.4M engagements
"Can confirm this story. As head trader at Enron when it filed for bankruptcy I received many calls from firms that were recruiting. I was busy trying to close out the trading book and wanted to take some time to decide my future so didnt take any meetings. But Citadel was by far the most aggressive. Other companies set up a few interviews with Enrons senior people. Citadel interviewed seemingly everyone in the trading operation all functions at all levels. Citadel's team called me twice but I declined to meet. It was apparent to me that their intent was to reverse engineer the business and I"
X Link 2025-02-09T17:35Z 112.3K followers, 1.6M engagements
"We @Arnold_Ventures are one of the largest funders of investigative journalism bc it has real public benefit but little commercial model. Still one thing troubles me. A news outlet sees smoke and spends significant resources searching for a fire. When the fire is real the work can be enormously valuable. Other times either the story cannot be substantiated or the premise turns out to be wrong. But many outlets are highly reluctant to scrap that investment without any story. A story is written and given the investment it needs to be page [--]. And that means it needs to make a bold claim. This"
X Link 2025-12-01T00:46Z 112.4K followers, 175.2K engagements
"China awards [---] million engineering undergraduate degrees each year vs [------] in the US. 5/x"
X Link 2026-01-19T20:18Z 112.1K followers, 257.5K engagements
"Much of the world is terrible at permitting as well. This Canadian iron ore mine produces an ultra-high-purity product that lowers emissions in steelmaking yet its expansion took [--] years to approve. Delays like this make new projects untenable and will cause future shortages"
X Link 2026-01-29T19:52Z 112.1K followers, 23.6K engagements
"The gold market of late illustrates reflexivity: price moves influence fundamentals validating the move itself and creating reinforcing feedback loops. Rising prices drew investor attention to gold as a safe asset and store of value increasing investment demand which has led to more buying. Demand from investors overwhelms any loss of price-sensitive jewelry demand. Combine this demand profile with a product that has highly inelastic supply and there is no such thing as fundamental value. Prices keep moving up until the reflexive loop eventually exhausts itself as it did today (at least in"
X Link 2026-01-30T23:52Z 112.1K followers, 21.5K engagements
"Chinas EV industry gets the attention but biopharma is following the same trajectory. Know-how speed and cost advantages are making Chinese firms the innovation pipeline for Western pharma increasingly displacing US startups as companies scramble to license and set up JVs"
X Link 2026-01-31T16:56Z 112.3K followers, 61.2K engagements
"Good post on how China's biotech industry went from laggard to leading in just [--] years. "A key mechanism in the Chinese system is the 60-day clock for clinical trial reviews." https://www.businesstimes.com.sg/opinion-features/how-china-rewrote-rules-drug-innovation https://www.businesstimes.com.sg/opinion-features/how-china-rewrote-rules-drug-innovation"
X Link 2026-01-31T17:36Z 112.1K followers, 69K engagements
"Whatever happened to Minneapolis childcare fraud claims There was a YouTube video that made credible argument that the centers had no kids and were a big fraud. Then state regulators investigated and said there were kids and they were operating normally. Is that the last word"
X Link 2026-02-01T22:59Z 112.3K followers, 164.1K engagements
"Rutgers athletics lost $78 million in [------]. Add more than $20 mil a year in player payments this year and losses could easily top $100 mil. Is there any level that will cause state politicians and/or school leadership to rethink this strategy"
X Link 2026-02-03T19:50Z 112.1K followers, 32.4K engagements
"WaPo's fundamental problem is there is no pathway to displace the NYT as the #1 national paper given their huge revenue and branding advantages and the number of customers willing to pay for more than one general interest paper is limited"
X Link 2026-02-05T19:19Z 112.1K followers, 20.6K engagements
"This article on Chinese humanoids echoes many of my observations from a recent trip: intense domestic competition yielding high quality but low profits vast local supply chains substantial gov't supports and capital and focus on frontier technologies. https://www.wsj.com/tech/china-is-going-all-in-to-beat-the-u-s-on-humanoid-robots-b9c434d2st=UT3Kp1 https://www.wsj.com/tech/china-is-going-all-in-to-beat-the-u-s-on-humanoid-robots-b9c434d2st=UT3Kp1"
X Link 2026-02-07T15:49Z 112.3K followers, 20.7K engagements
"If Amtrak were funded by the market it would spend its entire capital budget in the Northeast/Mid-Atlantic where train travel makes sense. Instead it's funded by Congress so creates inane plans like this"
X Link 2023-07-19T13:48Z 112.4K followers, 2.8M engagements
"A single aircraft fueling hose delivers more joules of energy per minute than a nuclear power plant. The energy density of liquid fuels is incredible"
X Link 2025-02-06T14:30Z 112.4K followers, 330.7K engagements
"Some of these projects died for legitimate environmental reasons. But many were killed bc opponents weaponized the process not bc of actual impacts. We need a system that hears all objections but adjudicates them quickly so important low-impact infrastructure can be built"
X Link 2025-09-23T19:12Z 112.4K followers, 10.2K engagements
"To find out what you will pay for college you usually have to apply get accepted and wait for a financial aid offer. Event ticketing and hotels must now display full prices upfront making it easier for consumers to compare options. Colleges should do the same"
X Link 2025-11-10T19:28Z 112.4K followers, 26.2K engagements
"People are not leaving New York City because the bus fare is too high. Theyre leaving because they cant afford the rent. If the goal is affordability don't make the buses free; use the money to extend the subway thereby unlocking large swaths of transit-adjacent housing"
X Link 2026-01-30T20:15Z 112.4K followers, 88.7K engagements
"Investors: JPMorgan says Venezuela has largest oil reserves JPM: That comes from an OPEC report OPEC: Our members self-report. Ask Venezuela Venezuela: We get that from PDVSA PDVSA: Hugo Chavez told us years ago to report that for prestige & now we'd look bad if we lowered it"
X Link 2026-01-05T13:00Z 112.4K followers, 1.3M engagements
"Santa Clara is one of the first law schools to publish 2026-27 tuition. Historically Grad PLUS loans have had no limits. Starting next year professional school borrowing will be capped at $50k/year. Notice anything about the trend in tuition I expect many schools to copy this"
X Link 2025-10-13T13:21Z 112.4K followers, 2.6M engagements
"Status update in Houston"
X Link 2025-10-16T23:00Z 112.4K followers, 152.3K engagements
"Just returned from my first trip to China mostly looking at the energy and robotics industries. Fascinating. Random observations both business and general below. 1/x"
X Link 2026-01-19T20:14Z 112.4K followers, 1.8M engagements
"Newspapers may be the clearest example of a costquality trap: budget cuts directly degrade the product which erodes demand so much that it leaves the finances no better off. The WaPo might just lose $100 mil/year at every level of spending"
X Link 2026-02-04T19:06Z 112.4K followers, 26.3K engagements
"There are owners of soccer teams willing to lose $50-100 million a year because they enjoy the prestige and lifestyle and believe they will more than recoup those losses when they sell. The media industry needs more owners like that"
X Link 2026-02-04T21:44Z 112.4K followers, 150.1K engagements
"Chinas manufacturing prowess will force the US to grapple with this question: Is a Chinese-owned plant in the US that lowers prices and boosts the competitiveness of exports at the expense of an American-owned business a net positive or negative https://www.wsj.com/business/tariffs-china-trump-trade-4495c2a4mod=hp_lead_pos7 https://www.wsj.com/business/tariffs-china-trump-trade-4495c2a4mod=hp_lead_pos7"
X Link 2026-02-09T14:47Z 112.4K followers, 48.4K engagements
"@WAR527 natural resources become the constraint on growth"
X Link 2026-02-11T19:53Z 112.4K followers, [----] engagements
"The whole South Korean stock market is +31% in [--] weeks as it has high concentration of the AI and electro-tech stack. Meanwhile sectors like SaaS wealth management legal services commercial real estate insurance brokers etc are all down double digits"
X Link 2026-02-13T13:49Z 112.4K followers, 39.4K engagements
"@skidrivebike Fewer desk jobs means less need for office space"
X Link 2026-02-13T14:53Z 112.4K followers, [---] engagements
"The intercity rail lines that would pass a benefit-cost test are already built. New proposals are hugely expensive and add little relative to existing options. By contrast some new intracity lines could make sense. This proposed automated subway along the [---] in LA is one. While costly it would save both passengers and drivers significant time. As autonomous vehicles expand the last-mile problem shrinks. That should increase demand for high-capacity rail in sprawling cities like LA. This is the rail that makes sense to build. Link to article in reply."
X Link 2026-02-14T00:01Z 112.4K followers, 27.1K engagements
"So interested to see how the inv banks and consulting firms size their analyst classes next year. Don't they have to be down 50%"
X Link 2026-02-14T14:49Z 112.4K followers, 127.8K engagements
"@HighyieldHarry The class that they recruit next year is where it gets interesting given the recent tool development"
X Link 2026-02-14T15:44Z 112.4K followers, [----] engagements
"Tired: Greenland Wired: Norway https://twitter.com/i/web/status/2023034739788009512 https://twitter.com/i/web/status/2023034739788009512"
X Link 2026-02-15T14:00Z 112.4K followers, 10.5K engagements
"@mat_tangent Not in the timeframe they claimed"
X Link 2025-08-11T20:00Z 99.8K followers, [---] engagements
"Critics of Illinois bail reform warned it would fuel crime and reduce court appearances. Since its enactment violent & property crime have dropped below pre-COVID levels and failure-to-appear rates have dropped. One can't draw causation but clearly these predictions were wrong"
X Link 2025-08-12T16:50Z 99.8K followers, 17.3K engagements
"Detention decisions should be based on dangerousness and flight risk not ability to pay. Cash bail allows the most violent criminals to buy their way out while someone accused of a misdemeanor can sit in jail for months because of money. Those released often still face conditions such as electronic monitoring pretrial check-ins curfews or mandatory rehab. This approach reduces time spent in jails often described as training grounds for criminal behavior for people who are of low risk and not yet convicted of a crime"
X Link 2025-08-12T17:02Z 99.8K followers, [----] engagements
"Standardized tests reached their nadir in [----] with scores of colleges going test-optional. In an LLM world they may be the only part of the application that admissions officers can trust"
X Link 2025-08-13T21:40Z 99.9K followers, 18.2K engagements
"An AI-powered video interview will inevitably replace the college application essay"
X Link 2025-08-13T21:47Z 99.8K followers, [----] engagements
"4) Collaborative and Interdisciplinary Collaborative and interdisciplinary science refers to the strategic integration of a wide range of expertise methodologies and perspectives across disciplines and sectors to address complex scientific challenges and catalyze transformative discoveries. This approach is vital for generating new knowledge as it fosters synergy leverages complementary skills and promotes the synthesis of ideas to raise new questions and tackle multifaceted problems that transcend traditional disciplinary boundaries. 5/"
X Link 2025-08-15T19:10Z 99.9K followers, [----] engagements
"5) Skeptical of its Findings and Assumptions Maintaining constructive skepticism of findings and assumptions in science refers to the critical and open-minded evaluation of research findings methodologies and underlying assumptions to ensure their validity robustness and reliability. This approach is essential for generating reliable new knowledge as it encourages scientists to challenge conclusions explore alternative hypotheses and identify potential biases or errors thereby strengthening the scientific process. 6/"
X Link 2025-08-15T19:10Z 99.9K followers, [----] engagements
"Employers are soon going to have to adapt to a workforce that only knows how to complete a task if it's gamified"
X Link 2025-08-16T21:25Z 99.9K followers, 21.6K engagements
"All-in pricing but for car dealers"
X Link 2025-08-17T16:29Z 99.9K followers, 28.4K engagements
"@GreyHairOpsGuy it's more the dealer add-ons"
X Link 2025-08-17T16:44Z 99.8K followers, [---] engagements
"What other product has a destination charge when you go pick it up"
X Link 2025-08-17T18:14Z 99.8K followers, [----] engagements
"@tfcooper3 Had not realized that but my point still holds that law should be changed to require all fees and charges other than tax to be in the listed price"
X Link 2025-08-17T18:54Z 99.8K followers, [---] engagements
"There's an enormous scam to shift profits made in America to low-tax jurisdictions. via Michael Cembalest/JPMorgan"
X Link 2025-08-18T14:04Z 100K followers, 56.2K engagements
"Here are [--] highly simplified pathways for how UBI could affect an individual. While the hope was that addressing poverty would lead to a host of better life outcomes the results of many pilot projects lend much more credence to the second model"
X Link 2025-08-20T15:46Z 100.1K followers, 46.3K engagements
"A Medicare Advantage insurer sued CMS claiming its rating of [--------] shouldn't be rounded down to [---] stars but should first be rounded up to [----] then rounded up again to the [---] necessary to get a quality bonus. Judge wrote [--] pages about the rules of rounding. via @statnews"
X Link 2025-08-20T16:52Z 100.5K followers, 26.9K engagements
"https://www.statnews.com/2025/08/19/elevance-loses-medicare-advantage-star-ratings-lawsuit/ https://www.statnews.com/2025/08/19/elevance-loses-medicare-advantage-star-ratings-lawsuit/"
X Link 2025-08-20T16:53Z 100.5K followers, [----] engagements
""The reports of my death are greatly exaggerated." -- San Francisco"
X Link 2025-08-20T22:52Z 100K followers, 16.5K engagements
"Lead paint was displaced not by regulation but by a cheaper and better substitute. The same dynamic is the only realistic path for a global energy transition"
X Link 2025-08-23T17:20Z 100.1K followers, 148.9K engagements
"As a long-time supporter of @TheFIREorg I am not "dismayed" by their consistent and principled defense of free speech and expression on college campuses but encouraged. I wouldn't support them if they were just another partisan proxy"
X Link 2025-08-23T19:25Z 100.1K followers, 106.4K engagements
"Spent [--] minutes researching how crypto has changed the ease and cost of US-Mexico remittances and now I'm getting my podcast ads in Spanish"
X Link 2025-08-24T12:30Z 100K followers, 20.9K engagements
"@zooko If you have digital money and the other side wants digital money crypto is better although Western Union et al has lowered fees. If you have dollar bills and the person on the other side wants peso bills crypto is less convenient and more costly"
X Link 2025-08-24T22:31Z 100K followers, [---] engagements
"Im not thrilled about the government giving Intel $11.1 billion for a 10% stake but its better than the original idea of giving them $7.9 billion for nothing"
X Link 2025-08-25T13:51Z 100.1K followers, 125.5K engagements
"@william_R2Rclub I think govt investment in private firms should be limited to when there is real market failure"
X Link 2025-08-25T16:44Z 100K followers, [----] engagements
"The danger of online sports betting lies in its mix of easy access and rapid-fire play. Instead of a single wager on the outcome of a game bettors can now gamble on nearly every play. NJ's proposal to ban microbets takes aim at one of the most addictive features of this market"
X Link 2025-08-25T20:24Z 100.1K followers, 16.7K engagements
"https://next.io/news/regulation/new-jersey-bill-seeks-ban-micro-bets/ https://next.io/news/regulation/new-jersey-bill-seeks-ban-micro-bets/"
X Link 2025-08-25T20:24Z 100K followers, [----] engagements
"I don't mean to pick on Chicago/Illinois but both serve as leading indicator of looming fiscal challenges for many public jurisdictions. COVID relief funds enabled new hiring even as populations declined leaving structural deficits that politicians have no appetite to confront"
X Link 2025-08-29T15:02Z 100.1K followers, 88.9K engagements
"The last thing Congressional Republicans want is a floor vote where they have to go on the record in support of tariffs"
X Link 2025-08-29T22:40Z 100.1K followers, 22.3K engagements
"Soccer is simply the most beautiful sport"
X Link 2025-08-31T23:41Z 100.2K followers, 58.2K engagements
"@77AugustWest72 Every white price tag is a different SKU. I counted. I couldnt take a pic straight on that captured the entire selection"
X Link 2025-09-01T23:48Z 100.1K followers, 12.2K engagements
"@77AugustWest72 It still takes significant logistics to warehouse and shelve all those SKUs. Aldi has like [--] options"
X Link 2025-09-01T23:56Z 100.1K followers, 10.6K engagements
"@Nymdok I went last week to one just to check it out and it was decently more crowded per sq ft than the Kroger's"
X Link 2025-09-02T00:58Z 100.1K followers, [----] engagements
"@CincyTomTom My default is to assume Kroger's isnt stupid for having [---] pasta sauces that are warehoused trucked financed and shelved. They all aren't moving. That said there have to be wide swaths of the market that don't need more than the [--] options Aldi offers if it's cheaper"
X Link 2025-09-02T01:05Z 100.5K followers, 16.6K engagements
"@MsLizBowman you and I are not the target audience"
X Link 2025-09-02T01:07Z 100.1K followers, 16.4K engagements
"@morganwarstler Aldi is definitely targeting a more downscale consumer. You can see it in the neighborhoods that Costco and Trader Joes are in vs Aldi"
X Link 2025-09-02T01:08Z 100.2K followers, 16.6K engagements
"@Maddie_Rowley_ A lot of people will value the selection and feel of the store to pay the circa 15% higher price. Some won't. It's a big and differentiated market"
X Link 2025-09-02T01:10Z 100.1K followers, 22.5K engagements
"@mattyglesias HEB much better. Kroger's is closer"
X Link 2025-09-02T01:25Z 100.1K followers, 14.1K engagements
"@NYSportsGuy210 @morganwarstler Partly rent. Trader Joe's are in upper income areas. Aldi generally in working class neighborhoods"
X Link 2025-09-02T01:28Z 100.1K followers, [----] engagements
"Shootings in Chicago are both too high and at a 60-year low. via @RTCrimeIndex"
X Link 2025-09-02T14:46Z 100.2K followers, 30.2K engagements
"Appropriations bill to fund the federal government was due 9/30/24. - 9/26/24: Congress extends the deadline to 12/20/24 - 12/20/24: extends to 3/14/25 - 3/15/25: extends to 9/30/25 - Sep '25: extension TBD Congress is like the worst college student ever"
X Link 2025-09-05T18:08Z 100.2K followers, [----] engagements
"The risk is we flex too hard and end up in the bottom scenario"
X Link 2025-09-07T21:57Z 100.2K followers, 42.6K engagements
"Austin metro population: [---] million LA metro population: [----] million"
X Link 2025-09-08T13:16Z 100.2K followers, 46K engagements
"NYC has a convoluted policy linking minimum construction wages to building size: 1-99 units: no min wage 100-149 units: $40/hour 150+ units: $63-72/hour The result is that developers build smaller projects to lower costs. Govt has to stop overengineering the housing market"
X Link 2025-09-09T17:37Z 100.1K followers, 13.5K engagements
"The US produces power from [--] sources. There's essentially no new build of nuke coal or hydro. Thus gas wind and solar must collectively meet all load growth this decade. But with tight supply chains limited pipe and power lines and intermittency we can't rely on any single one. All [--] must be part of the solution for affordable and reliable electricity. That requires the ability to permit and build each of them"
X Link 2025-09-10T14:39Z 100.5K followers, 102.8K engagements
"The US has roughly the same non-gun homicide rate as New Zealand Finland and France though radically different gun homicide rates. via @VitalCityNYC"
X Link 2025-09-10T18:53Z 100.2K followers, 10.3K engagements
"Political violence is especially terrible because it not only harms the individual but also threatens the inherently fragile 250-year experiment of American democracy"
X Link 2025-09-11T13:23Z 100.2K followers, 30.9K engagements
"Forget office to resi. We need college campus to retirement community conversions"
X Link 2025-09-12T01:12Z 100.1K followers, 49.9K engagements
"@GoldRoyalty1 a lot of florida retirement communities are in out of the way areas too but people choose to live there"
X Link 2025-09-12T02:02Z 100.2K followers, [---] engagements
"Jack up list price of tuition and costs of room and board. Offer large tuition discount to give appearance of value. Make it back on room and board. Pretty clever colleges. Pretty clever"
X Link 2025-09-12T18:12Z 100.2K followers, 15.6K engagements
"https://nymag.com/intelligencer/article/u-s-colleges-are-about-to-see-a-big-decline-in-applications.html https://nymag.com/intelligencer/article/u-s-colleges-are-about-to-see-a-big-decline-in-applications.html"
X Link 2025-09-12T18:12Z 100.2K followers, [----] engagements
"Research Chinese autos for an hour and quickly realize why US and Europe are creating moats for domestic manufacturers. Future looks like N America (population=.6B) EU (.6B) India (1.5B) shield local producers as they lose competitiveness while China captures ROW (5.5B) market"
X Link 2025-09-13T15:58Z 100.5K followers, 32.5K engagements
"Utah Gov. Cox has long worked to turn down the volume on partisan rancor. While running for governor in [----] Cox came up with the idea of filming ads not attacking his opponent but alongside him saying "We can disagree without hating each other." https://youtu.be/zVSuooQORTU https://youtu.be/zVSuooQORTU"
X Link 2025-09-13T16:55Z 100.2K followers, 45.9K engagements
"Shifting demographics changing preferences and weak leadership are causing doom loops in many public services. Falling revenue leads to declining quality causing revenue to fall further. This spiral risks changing the way of life in many communities. Here are [--] examples: 1/6"
X Link 2025-09-15T14:17Z 100.4K followers, 51.6K engagements
"1. Mass transit: lower ridership rising expense and the end of ARPA subsidies are pushing most city transit systems into financial crisis. Philly which proposed 45% cut in service and 20% fare increase before getting a 1-year reprieve from the state is in deepest trouble. 2/6"
X Link 2025-09-15T14:17Z 100.5K followers, 13.8K engagements
"4. Rural hospitals: Declining rural populations have forced many hospitals to decrease budgets causing a cut in service lines like ERs and maternity wards. Remaining patients travel elsewhere whether out of necessity or in search of better care further eroding revenues. 5/6"
X Link 2025-09-15T14:23Z 100.2K followers, [----] engagements
"5. Higher ed: With fewer college-aged students & shifting preferences demand for liberal arts colleges in the NE and MW is falling. High fixed costs of running a physical campus with a wide range of disciplines forces cuts further reducing competitiveness in crowded market. 6/6"
X Link 2025-09-15T14:24Z 100.2K followers, [----] engagements
"We JUST ended a troubled era of cancel culture speech restrictions deplatforming university quotas and the IRS targeting political groups and and now were right back on the cusp of repeating it only in a different flavor"
X Link 2025-09-16T10:57Z 100.4K followers, 46.7K engagements
"The early 80's must have been absolutely bonkers for investors consumers and businesses"
X Link 2025-09-17T22:06Z 100.2K followers, [----] engagements
"The early 80's must have been absolutely bonkers"
X Link 2025-09-17T22:17Z 100.5K followers, 15.7K engagements
"@NirupRam mortgage rates and auto loans though"
X Link 2025-09-18T00:30Z 100.5K followers, [---] engagements
"Unsubsidized bus service costs $1015+ per rider in all but the densest cities. With expenses rising and ridership falling mass transit systems are breaking across the country. Swapping in smaller self-driving shuttles on flexible routes might both cut costs and improve service"
X Link 2025-09-18T16:48Z 100.5K followers, 25.6K engagements
"Founder: My company will automate sales tax using AI. Investor: Hasn't sales tax collection has already been automated Founder: Yea but not with AI Investor: 🤔"
X Link 2025-09-18T23:16Z 100.5K followers, 29.1K engagements
"The pro-housing YIMBYtown conference wrapped up last week. Approximate attendance by year: 2023: [---] 2024: [---] 2025: [----] The silent majority is getting louder"
X Link 2025-09-22T19:31Z 100.5K followers, 37.5K engagements
"Feels like OpenAI keeps tossing out huge investment numbers to scare off investors from funding competitors"
X Link 2025-09-23T00:15Z 100.5K followers, 66.6K engagements
"Energy costs have tracked inflation historically. That stability is now at risk after scores of projects across every source were cancelled over past decade due to permitting. Without reform we will not have affordable & reliable energy. A partial list of projects affected: 🧵"
X Link 2025-09-23T17:47Z 100.5K followers, 149.9K engagements
"Energy projects delayed/cancelled since [----] Part 1: Nat gas pipelines 1) Atlantic Coast: [---] bcf/d WV--NC cancelled 2) Mountain Valley: [--] bcf/d WV--VA delayed 3) PennEast: [--] bcf/d PA--NJ cancelled 4) Constitution: .65 bcf/d PA--NY suspended"
X Link 2025-09-23T17:47Z 100.5K followers, [--] engagements
"Energy projects delayed/cancelled since [----] Part 3: LNG Export Facilities 1) Jordan Cove: [---] bcf/d OR cancelled 2) Oregon LNG: [---] bcf/d OR cancelled 3) Annova: [--] bcf/d TX cancelled 4) Calcasieu Pass 2: [---] bcf/d LA delayed"
X Link 2025-09-23T17:49Z 100.5K followers, [----] engagements
"Energy projects delayed/cancelled since [----] Part 4: Oil Pipelines 1) Keystone XL: 830k bpd Canada--NE cancelled 2) Dakota Access: 750k bpd ND--IL delayed 3) Enbridge Line [--] replacement: 500k bpd Canada--WI suspended 4) Sandpiper: 300k bpd ND--WI cancelled"
X Link 2025-09-23T17:50Z 100.5K followers, [----] engagements
"The reason Vanderbilt's popularity is soaring"
X Link 2025-09-24T17:12Z 100.5K followers, 65.4K engagements
"Maybe unpopular opinion but tenant protection laws went too far in many jurisdictions. Clever renters could game system & live 12+ months without paying. That loss isnt absorbed by landlords it gets baked into higher housing costs for everyone. Good to see DC seek more balance"
X Link 2025-09-24T22:21Z 100.5K followers, 32.7K engagements
"@TJIWhiteIV #20 in USNWR #22 in AP football #238 free speech"
X Link 2025-09-24T22:47Z 100.5K followers, [---] engagements
"The worst thing about twitter is that it incentivizes everyone to have a hot take about breaking news long before all the facts are known"
X Link 2025-09-25T02:46Z 100.5K followers, 21.5K engagements
"China is becoming more competitive globally across a growing range of goods while the US increasingly insulates its companies from international competition. This dynamic has short term benefits for American workers and companies but massive long term risks"
X Link 2025-09-26T00:00Z 100.5K followers, 30K engagements
"I don't understand this mental model of the rental market that many people seem to hold"
X Link 2025-09-30T20:07Z 100.5K followers, [---] engagements
"@mattyglesias I dont see people rail against the concept of large companies owning multi-family or blaming specific companies like Camden or Greystar or Avalon Bay"
X Link 2025-09-30T21:07Z 100.5K followers, [----] engagements
"There's an interesting shift in recent decades from private label brands being considered inferior substitutes to equal or even better than the national brands. Consumers now have more loyalty and trust in the retailer as they do to third-party brands"
X Link 2025-10-01T17:20Z 100.5K followers, 11.1K engagements
"I would have had a very different plan to diversify Saudi's economy away from oil than luxury tourism LIV Golf a domestic soccer league and buying EA"
X Link 2025-10-01T20:37Z 100.5K followers, [--] engagements
"Sports betting sites market the industry as a game of skill but then ban players who consistently win. They only want players who have no skill. Imagine if that's what your investment broker did. A proposed bill in NY would bar sportsbooks from discriminating among customers. If you want to take bets take bets. Don't base the business on only allowing people who are going to lose"
X Link 2025-10-03T13:16Z 102.2K followers, 126.4K engagements
"there is and will only ever be one @tylercowen"
X Link 2025-10-03T15:26Z 100.5K followers, 14.3K engagements
"@tedfrank Keytruda is the best-selling drug in the US though. Not like docs don't know much about it"
X Link 2025-10-05T21:14Z 102.1K followers, [----] engagements
"Housing reform will face key tests where bills that improve access and affordability run into powerful opposition. Thats happening now with SB79 in CA. Newsom must choose whether to side with moneyed interests and veto or improve the lives of many and sign. It's a defining test"
X Link 2025-10-06T14:11Z 102.1K followers, 21.5K engagements
"The gray line indicates when a video showing how to steal Kias and Hyundais went viral. In November [----] 65% of cars stolen in Chicago were those makes. Software and hardware fixes were released over the course of [----]. Just incredible data. via Jeff Asher"
X Link 2025-10-06T15:33Z 102.2K followers, 49K engagements
"https://open.substack.com/pub/jasher/p/re-evaluating-washington-dcs-crimeutm_campaign=post&utm_medium=email https://open.substack.com/pub/jasher/p/re-evaluating-washington-dcs-crimeutm_campaign=post&utm_medium=email"
X Link 2025-10-06T15:34Z 101.4K followers, [----] engagements
"I've often criticized PE firms that buy healthcare providers and boost returns through staffing cuts and aggressive billing. But I'm genuinely excited about a venture fund acquiring a hospital system with the goal of creating value through tech adoption and innovation"
X Link 2025-10-06T17:27Z 102.1K followers, 18.7K engagements
"The AI stock boom is so large and widespread that investors are even excited about IBM stock for the first time in decades"
X Link 2025-10-07T16:36Z 102.3K followers, 25.2K engagements
"Increasingly seems like China is learning how to invent. America has the ability to invent. China has the ability to build. The first country that can figure out how to do both will be the superpower. America has the ability to invent. China has the ability to build. The first country that can figure out how to do both will be the superpower"
X Link 2025-10-08T16:16Z 102.1K followers, 53.2K engagements
"People react so strongly to energy companies during short-term price spikes that there's little appreciation for how much the industry has reduced real energy costs over the long run. [--] graphs to this point: Energy Expenditures as % of GDP 1/3"
X Link 2025-10-09T16:18Z 102.2K followers, 27.9K engagements
"Good story in WaPo about how parlays (multiple bets in one) have grown in popularity. The sportsbook pushes them bc their take is much higher (20% vs 5% in NJ last year). Younger gen likes them bc they're higher risk/reward (82% of all bets by those aged 21-24 were parlays). There's never been the combination of speed of play (ability to bet on every play) + ease of access (no friction). Combined with a younger gen trained to seek dopamine hits sports gambling is materially different today than even a decade ago. I'm not sure this is what legislators thought they were signing up for"
X Link 2025-10-09T20:40Z 102.3K followers, 61.6K engagements
"@jensen_bong_o3 The world is MUCH more complicated than simple models"
X Link 2025-10-11T23:17Z 101.6K followers, [----] engagements
"@Econ_Marshall Thats news to me. How did I do that"
X Link 2025-10-14T17:43Z 102.2K followers, [----] engagements
"2 thots on robots: I hope this is ready by Xmas Eve and social ramifications of march to #singularity will be messy http://t.co/4FHPQUrTiF http://bit.ly/HYqwFh http://bit.ly/HYqwFh"
X Link 2013-11-18T00:49Z 83.3K followers, [--] engagements
"It should be illegal for a presidential candidate to propose a tax cut/reform without disclosing CBO scoring. Deceptive marketing"
X Link 2015-05-12T14:10Z 83.3K followers, [--] engagements
"I can't wait until the feds award a contract to Palantir to analyze the Palantir data. http://nyti.ms/2e4pWYj http://nyti.ms/2e4pWYj"
X Link 2016-10-14T20:25Z 83.1K followers, [--] engagements
"Trump announced presidency bid [--] months ago & I still have virtually no idea his position on any issue besides TPP. http://www.nytimes.com/2016/11/22/us/politics/donald-trump-visit.htmlsmprod=nytcore-iphone&smid=nytcore-iphone-share http://www.nytimes.com/2016/11/22/us/politics/donald-trump-visit.htmlsmprod=nytcore-iphone&smid=nytcore-iphone-share"
X Link 2016-11-22T22:51Z 100K followers, [--] engagements
"1/ Given the bull market in tech valuations of late VC returns over past [--] years are very mediocre compared with liquid indices"
X Link 2017-08-09T16:58Z 83.2K followers, [--] engagements
"Pending bankruptcy of Hartford CT with 4.8% unemployment rate & [--] year bull market shows how fragile localities will be in next recession"
X Link 2017-08-18T17:01Z 83.3K followers, [---] engagements
"It's time to acknowledge that naming and shaming doesn't work. We need real policy solutions to address pharma price gouging"
X Link 2017-08-21T15:27Z 83.3K followers, [--] engagements
"Come on. This can't be right. People are paying 2/20+ to VC firms which then pay 2/20 to hedge funds to buy crypto currencies via WSJ"
X Link 2017-09-15T15:08Z 83.3K followers, [--] engagements
"I told my age [--] personal trainer not wise to put his minimal retirement savings into bitcoin @ $2500. Lesson: Never give investment advice"
X Link 2017-10-16T15:11Z 100.1K followers, [---] engagements
"Unemployment is at historic lows corporate profits and stock market at record highs median household income surging & wage growth the strongest in years. What problem is this tax cut even trying to solve"
X Link 2017-11-27T17:43Z 100.1K followers, [---] engagements
"The US is trying to protect its fastest growing export: obesity"
X Link 2018-03-20T22:58Z 100K followers, [---] engagements
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