#  @johnarnold John Arnold John Arnold posts on X about in the, china, money, inflation 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) [countries](/list/countries) [stocks](/list/stocks) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [cryptocurrencies](/list/cryptocurrencies) [celebrities](/list/celebrities) [social networks](/list/social-networks) [us election](/list/us-election) [travel destinations](/list/travel-destinations) **Social topic influence** [in the](/topic/in-the), [china](/topic/china), [money](/topic/money), [inflation](/topic/inflation), [countries](/topic/countries), [to the](/topic/to-the), [tariffs](/topic/tariffs), [investment](/topic/investment), [debt](/topic/debt), [gas](/topic/gas) **Top accounts mentioned or mentioned by** [@arnoldventures](/creator/undefined) [@gridstatus](/creator/undefined) [@statnews](/creator/undefined) [@felixsalmon](/creator/undefined) [@mattyglesias](/creator/undefined) [@alanmcole](/creator/undefined) [@wsj](/creator/undefined) [@tylercowen](/creator/undefined) [@joepompliano](/creator/undefined) [@shelleycurious](/creator/undefined) [@crimealytics](/creator/undefined) [@thefireorg](/creator/undefined) [@washingtonpost](/creator/undefined) [@byrnehobart](/creator/undefined) [@skidrivebike](/creator/undefined) [@bgurley](/creator/undefined) [@jessriedel](/creator/undefined) [@thennoww](/creator/undefined) [@urbankaoboy](/creator/undefined) [@rockymtninst](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/tesla) [Bitcoin (BTC)](/topic/bitcoin) [Dogecoin (DOGE)](/topic/doge) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last [--] hours "Houston has bad weather no natural beauty and little history. But thats a feature not a bug. It means government has to be responsive to the people to create a place people and businesses want to locate. It must be efficient with taxpayer money and consider tradeoffs. It must create an ecosystem that leads to a high quality of life for its residents. Lose this focus and the city fails. There is no presumption that residents must acquiesce to the city; the city must work for the residents. Turns out theres great demand for this concept: the city has gone from the from the 45th largest in the" [X Link](https://x.com/anyuser/status/1778830322064306680) 2024-04-12T16:59Z 112.3K followers, 524.7K engagements "@JohnSmith410846 I agree. National the vote tally vs seats won is very close with slight lean favoring Ds in [----] and slight lean to Rs in the past. I'd rather see all states remove their gerrymandering rather than all maximize it especially since the bias for either party is very small today" [X Link](https://x.com/johnarnold/status/1953486450126721479) 2025-08-07T16:00Z 112K followers, [---] engagements "I would have had a very different plan to diversify Saudi's economy away from oil than luxury tourism The Line LIV Golf a domestic soccer league and buying EA" [X Link](https://x.com/johnarnold/status/1973489836435841416) 2025-10-01T20:46Z 112K followers, 108.1K engagements "2025 had the lowest rate of - mass shootings since [----] - homicides since 1950s - teenage pregnancy in recorded history - suicides since [----] - road fatalities since [----] - drug overdose deaths since [----] - alcohol consumption in recorded history - inflation since 2020" [X Link](https://x.com/johnarnold/status/2006756353210302683) 2026-01-01T15:56Z 112K followers, 1.4M engagements "The rational decision for much of the world is to realign trading alliances away from the US. Last weeks ChinaCanada trade agreement is a prime example. The US and Canada have had an intertwined auto market for decades with finished vehicles and parts moving freely across the border. Prior to [----] US/Canada auto trade was tariff free. In March the US imposed 25% tariffs. Those tariffs pose an existential risk to a core Canadian industry. Canada needed to find alternative trading partners. On its face allowing 49k Chinese vehicle imports per year at a de minimus 6% tariff may not seem" [X Link](https://x.com/johnarnold/status/2012973288742330462) 2026-01-18T19:40Z 112K followers, 231.8K engagements "Who would have thought that commercial aviation would turn out to be almost an order of magnitude safer than passenger rail" [X Link](https://x.com/johnarnold/status/2013270375803547998) 2026-01-19T15:20Z 112K followers, 50.4K engagements "China is one of only handful of countries with highly educated workforce robust access to capital and strong entrepreneurial culture. Only the US and China meet those conditions and have scale. 11/x" [X Link](https://x.com/johnarnold/status/2013346187676426605) 2026-01-19T20:21Z 112K followers, 169.1K engagements "As industries become more complex scale matters more than ever. Large countries can fund frontier R&D support dense talent markets amortize infrastructure and create robust supply chains. Few countries can be cost competitive in high value-add manufacturing. 12/x" [X Link](https://x.com/johnarnold/status/2013346857762554168) 2026-01-19T20:24Z 112K followers, 164.2K engagements "Lower density cities still had most housing in high-rise residential buildings usually built in complexes of 10-50 identical buildings. I guess it's the most practical way to house people in a city growing quickly but the aesthetic damage is real. 17/x" [X Link](https://x.com/johnarnold/status/2013347753015791946) 2026-01-19T20:28Z 112K followers, 154K engagements "@Vinson1101 Good point. I should have written about how it is largely disconnected from American credit cards. I forgot to finish setting up an Alipay account and couldnt buy a soft drink" [X Link](https://x.com/johnarnold/status/2013417027969454194) 2026-01-20T01:03Z 112K followers, 41.2K engagements "How did you go bankrupt Two ways. Gradually then suddenly. Japan 30-year bond yields:" [X Link](https://x.com/johnarnold/status/2013729494528307522) 2026-01-20T21:44Z 112K followers, 206.5K engagements "Two years ago there was strong consensus that Google and Anthropic would be the losers in the AI battle. Oops" [X Link](https://x.com/johnarnold/status/2013969601781023189) 2026-01-21T13:39Z 112K followers, 90K engagements "Motor vehicle theft is the easiest property crime to address through tech and yet it's the one that we've gone backwards on over the past [--] years. The tools exist today to essentially end car theft if adopted: PIN to drive remote disable GPS tracking cameras encrypted keys" [X Link](https://x.com/johnarnold/status/2014021142118318304) 2026-01-21T17:03Z 112K followers, 44.6K engagements "@uriahz I have to enter a pin or facial recognition to open my phone why not have the same tech with my car Just need a switch to easily temporarily disable for valet. More and more cars have this today (not facial recognition yet that i know of but seems straightforward)" [X Link](https://x.com/johnarnold/status/2014023135121539179) 2026-01-21T17:11Z 111.9K followers, [---] engagements "The inevitable endpoint: college essays written by the student's AI and evaluated by school's AI" [X Link](https://x.com/johnarnold/status/2014145524618719332) 2026-01-22T01:18Z 112K followers, 216.8K engagements "Two things I hear in every conversation with a member of Congress: 1) "Inflation is still too high and a real concern" 2) "Here are my ideas for new tax cuts and/or spending programs"" [X Link](https://x.com/johnarnold/status/2014744474635681851) 2026-01-23T16:58Z 111.9K followers, 36.2K engagements "It's as if they're covering [--] completely different events" [X Link](https://x.com/johnarnold/status/2015602411637711009) 2026-01-26T01:47Z 112K followers, 28.8K engagements "Minimizing emissions is important and should be one of the goals of the energy system. And yet we have to be honest about where wind+solar+batteries are today on a very cold day in the northeast. Everything below the red line is conventional generation. via @grid_status" [X Link](https://x.com/johnarnold/status/2015625784350650670) 2026-01-26T03:20Z 112K followers, 38.1K engagements "Wall Street is an easy target even when they're not to blame. The problem is it distracts from real solutions I write in today's @HoustonChron . https://www.houstonchronicle.com/opinion/outlook/article/john-arnold-housing-affordability-wall-street-21309816.phputm_campaign=CMS%20Sharing%20Tools%20(Premium)&utm_source=t.co&utm_medium=referral https://www.houstonchronicle.com/opinion/outlook/article/john-arnold-housing-affordability-wall-street-21309816.phputm_campaign=CMS%20Sharing%20Tools%20(Premium)&utm_source=t.co&utm_medium=referral" [X Link](https://x.com/johnarnold/status/2016149457125941460) 2026-01-27T14:01Z 112K followers, 15.3K engagements "@Jimmydahitman60 central bank buying was down in '25 y/y https://www.ft.com/content/dfa4a98f-680a-41a3-bd79-8b69e807599butm_source=chatgpt.com https://www.ft.com/content/dfa4a98f-680a-41a3-bd79-8b69e807599butm_source=chatgpt.com" [X Link](https://x.com/johnarnold/status/2017604710002217305) 2026-01-31T14:23Z 112K followers, [---] engagements "How a publicly traded company goes to zero vs how a privately held company goes to zero" [X Link](https://x.com/anyuser/status/1677695404035407878) 2023-07-08T15:05Z 112.3K followers, 701.3K engagements "The rise in interest rates didn't break the labor market the stock market the housing market or the commodities market. It did however break all collectible markets" [X Link](https://x.com/johnarnold/status/1793716226352443436) 2024-05-23T18:50Z 112.1K followers, 84.1K engagements "Meme stock update: marijuana ETF down 96% from its peak in 2021" [X Link](https://x.com/johnarnold/status/1936067817809317948) 2025-06-20T14:25Z 112K followers, 60K 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/anyuser/status/1977726316024639506) 2025-10-13T13:21Z 112.3K followers, 2.6M engagements "WaPo has good article on electricity costs. More demand amortizes fixed costs of transmission & distribution over more users and prices. But cost of new gen is higher than depreciated cost of existing system which prices. If new large loads pay actual cost of new gen (and associated infrastructure) data centers can be a net positive for existing rate payers. This is doubly true if the large loads are subject to curtailment during emergency conditions. Smart system design can allow new loads to be met and improve affordability/reliability for other customers" [X Link](https://x.com/johnarnold/status/1982527181688393990) 2025-10-26T19:18Z 112.1K followers, 140.1K engagements "The new JPM building is beautiful but these are the worst Gerhard Richter paintings since the color chart series in the 70s" [X Link](https://x.com/johnarnold/status/1995325196895502823) 2025-12-01T02:52Z 112.1K followers, 37.1K engagements "Democrats would be wise to adopt Strong Floor No Ceiling as both a campaign message and governing philosophy. It would certainly lead to much better K-12 policy" [X Link](https://x.com/johnarnold/status/1995529396115902853) 2025-12-01T16:24Z 112.1K followers, 12.7K engagements "The enormous caveat is that OPEC just publishes the numbers given to them by its members without any independent audit. In late 2000s Chavez tripled the reported reserves without commensurate new exploration seeking increased int'l and domestic prestige. [---] billion is made up" [X Link](https://x.com/johnarnold/status/2008017376802201868) 2026-01-05T03:27Z 112K followers, 288.9K engagements "The speed to add manufacturing capacity is stunning. Permitting takes weeks. A factory making sophisticated equipment is built in [--] months. An auto plant took [--] months from groundbreaking to first production. Slack in labor market makes it easy to staff and flex employment. 2/x" [X Link](https://x.com/johnarnold/status/2013344782781653231) 2026-01-19T20:16Z 112.1K followers, 281.1K engagements "The US and China have significantly decoupled since early [----]. The # of flights between the two countries is down roughly 70%. Two long-term residents I spoke with said the # of American expats is down 50-75% from the peak. The # of Americans studying in China is down 90%. 3/x" [X Link](https://x.com/johnarnold/status/2013344979737837706) 2026-01-19T20:17Z 112.1K followers, 337.6K engagements "Universities and government research labs are at least as tightly woven into the startup ecosystem as in the US and in many cases more so. Their mission and incentive structures explicitly include commercialization not just research. 4/x" [X Link](https://x.com/johnarnold/status/2013345112139407734) 2026-01-19T20:17Z 112.1K followers, 189.9K engagements "Intense competition leads to widespread overcapacity and low profitability across many industries. Once an industry is deemed strategic provincial governments deploy subsidies and other supports as they compete to turn local firms into hubs and capture the associated jobs. 6/x" [X Link](https://x.com/johnarnold/status/2013345367652212997) 2026-01-19T20:18Z 112K followers, 183K engagements "I don't know if Chinese manufacturers will ever make money but I came away not wanting to invest in any manufacturing business in the rest of the world. 7/x" [X Link](https://x.com/johnarnold/status/2013345655243092287) 2026-01-19T20:19Z 112.1K followers, 479.8K engagements "Here's (one reason) why high-speed rail works in China and not the US. These population density maps are roughly the same scale. [---] billion people live east of the line in China. [---] million live east of the line in the US. 8/x" [X Link](https://x.com/johnarnold/status/2013345806552592739) 2026-01-19T20:20Z 112.1K followers, 982.3K engagements "You see American fast food everywhere. There are 12k KFCs (vs 4k in the US) 6k McDonalds 7k Starbucks 4k Pizza Huts. 9/x" [X Link](https://x.com/johnarnold/status/2013345983107621339) 2026-01-19T20:21Z 112K followers, 172.8K engagements "Tier 2-4 cities are very quiet. Few cars on the road. Don't see many people. Factory workers live in dorms on campus. Other workers are in gated compounds that are self-contained neighborhoods. Food delivery and e-commerce have replaced dining out and shopping. 10/x" [X Link](https://x.com/johnarnold/status/2013346104176189655) 2026-01-19T20:21Z 112.1K followers, 339.7K engagements "While the supply chain on transmission and grid infrastructure is backed up in the US there is spare capacity in China. Anecdotally data center developers are increasingly buying Chinese equipment. Half of the electrical transformers at one factory were heading to the US. There does seem to be confusion and contradictory messages from the US government and local regulators about what Chinese equipment is allowed on our grid. Best I can tell it's ok if at the edge of the grid but not part of the main transmission and generation backbone. 13/x" [X Link](https://x.com/johnarnold/status/2013347060234309698) 2026-01-19T20:25Z 112.1K followers, 166.3K engagements "A security check including bag x-ray is required to enter subway stations at least in major cities. It's interesting that most Western countries that are more dangerous do not do this presumably for speed and cost. 14/x" [X Link](https://x.com/johnarnold/status/2013347156870992207) 2026-01-19T20:25Z 112K followers, 160.8K engagements "After all these years Tiananmen Square is still a police state. ID checks are required to exit nearby subway stations. A reservation is needed just to walk the square. Bag X-rays & metal detectors are mandatory even hundreds of yards away. Police everywhere on a random day. 15/x" [X Link](https://x.com/johnarnold/status/2013347252299866206) 2026-01-19T20:26Z 112K followers, 139K engagements "There were fewer cranes than I expected presumably reflecting the collapse of China's real estate market. 16/x" [X Link](https://x.com/johnarnold/status/2013347321723969556) 2026-01-19T20:26Z 112K followers, 126.1K engagements "Can we please bring platform screen doors to subways in the US 18/x" [X Link](https://x.com/johnarnold/status/2013348077889871899) 2026-01-19T20:29Z 112K followers, 144K engagements "Interesting that robotic coffee shops are taking off in China first even though wages are much higher in the US. 19/x" [X Link](https://x.com/johnarnold/status/2013348204704682039) 2026-01-19T20:29Z 112K followers, 176.2K engagements "@jamesetta_w rail works well when cities are on a line which is why the acela corridor is successful. midwest and texas don't have that. CA does but cost is crazy. Pac NW doesnt have the population for adequate ridership" [X Link](https://x.com/johnarnold/status/2014023815408320858) 2026-01-21T17:14Z 112K followers, [----] engagements "I always feel old when I have to explain what the PIGS were to people who weren't active in the financial markets during the GFC" [X Link](https://x.com/johnarnold/status/2014698351908786471) 2026-01-23T13:54Z 112.1K followers, 16.4K engagements "10 examples of the college football transfer mess: - The top [--] high school QB recruits in [----] have transferred colleges a total of [--] times in [--] years. Only [--] is still with his original team. - Iowa State had [--] players enter the portal and [--] graduate this year. Every starter has left the team besides the kicker. Dont worry they have [--] incoming transfers and [--] new high school or JUCO recruits. - A QB flipped his commitment from Miami to Florida on the promise of a $14 million NIL deal that never came through. He never enrolled and is now on his 4th team. - Duke had a [--] yr/$8 mil contract" [X Link](https://x.com/johnarnold/status/2015109354408513607) 2026-01-24T17:08Z 112.1K followers, 312.8K engagements "Saudi's vision for Neom: 2017: A 170-kilometer-long 500-meter-tall 200-meter-wide mirror-glass linear city designed for [--] million residents without cars or streets. 2026: A data center campus" [X Link](https://x.com/johnarnold/status/2015460829861236767) 2026-01-25T16:24Z 112K followers, 16.4K engagements "The threshold effect is doing real work as Republican members of Congress wait to see how many peers move first before calling for an investigation into ICE" [X Link](https://x.com/johnarnold/status/2015888363295768646) 2026-01-26T20:43Z 112.1K followers, 21.2K engagements "Illustrative of new trade alliances forming as US is increasingly seen as an unreliable trading partner. Trump said he would increase tariffs on some goods from South Korea from 15% to 25%. India and the European Union said they had signed the mother of all trade deals" [X Link](https://x.com/johnarnold/status/2016184402770801058) 2026-01-27T16:19Z 112.1K followers, 15.8K 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 "States must consider not only which residents may leave in response to tax increases but also the potentially larger less visible effect of discouraging entrepreneurs and businesses from moving to the state in the future" [X Link](https://x.com/johnarnold/status/2017024352588370217) 2026-01-29T23:57Z 112.1K followers, 23.1K 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 112.1K followers, 88.5K engagements "'@ericgoldwyn and the team at the Transit Cost Project a long-time grantee of @Arnold_Ventures provide essential oversight of public transit projects. As transit funding tightens getting these decisions right matters more than ever. https://www.nytimes.com/2026/01/30/nyregion/mamdani-free-buses-subway.htmlsmid=nytcore-ios-share https://www.nytimes.com/2026/01/30/nyregion/mamdani-free-buses-subway.htmlsmid=nytcore-ios-share" [X Link](https://x.com/johnarnold/status/2017332127914656030) 2026-01-30T20:20Z 112.1K followers, 12.3K engagements "It's believable to me that state regulators dropped the ball and allowed a big fraud to happen under the nose. I view it equally likely that the video was the fraud and created to earn political points and views. I'd really like to know which is right" [X Link](https://x.com/johnarnold/status/2018102200103239715) 2026-02-01T23:20Z 112.1K followers, 46.9K engagements "@jdbanker1 neighbors should know if there are kids being dropped off every morning and picked up every day. Shouldnt a reporter from a local paper interview [--] neighbors around each center" [X Link](https://x.com/johnarnold/status/2018153297685709268) 2026-02-02T02:43Z 112K followers, [----] 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 ".revenues from the Big Ten and from our new marketing partner . and will allow us to continue along the path to self-sufficiency for our athletic programs. -- then Rutgers President Robert Barchi in [----] Rutgers athletics has lost $516 million since joining the Big Ten" [X Link](https://x.com/johnarnold/status/2018795385817575857) 2026-02-03T21:15Z 112.1K followers, [----] engagements "Its ironic to watch the NYT replicate the same concentration of power in the newspaper business that it so often laments elsewhere in society" [X Link](https://x.com/johnarnold/status/2019088702601912804) 2026-02-04T16:40Z 112.1K followers, 13.9K engagements "@AlanMCole I think the plan originally was trying to create new revenue sources to pay for increased investment in the newsroom. That's easier said than done at this point though. The obvious adjacencies are pretty crowded these days" [X Link](https://x.com/johnarnold/status/2019141287623242025) 2026-02-04T20:09Z 112.1K followers, [----] engagements "@charliesmirkley Though both revenue and losses have been increasing in soccer. revenue growth is always met by even faster expense growth" [X Link](https://x.com/johnarnold/status/2019185726479315320) 2026-02-04T23:06Z 112.1K followers, [----] engagements "@MarkSimonHK Chelsea. many have lost an average of $50 per year over past [--] years: Roma Everton Inter Juventus Man City United PSG" [X Link](https://x.com/johnarnold/status/2019187156170727448) 2026-02-04T23:11Z 112.1K followers, [----] engagements "@ranboy some people enjoy cramming" [X Link](https://x.com/johnarnold/status/2019187477832167649) 2026-02-04T23:13Z 112.1K followers, [----] engagements "Theres a virtuous cycle of higher revenues - more and better reporters - more subscribers - higher revenues. NYT has an enormous lead on that. It would take someone willing to lose [--] figures annually for many years to have a chance of equaling the content and thats not assured nor is the prize at the end if successful clear. https://twitter.com/i/web/status/2019494379220508723 https://twitter.com/i/web/status/2019494379220508723" [X Link](https://x.com/johnarnold/status/2019494379220508723) 2026-02-05T19:32Z 112.1K followers, [---] 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 112.3K followers, 268.8K engagements "Results released today of a new study following the long term impact of KIPP charter schools are incredible and highly policy relevant. One of my critiques of program evaluations is they tend to judge short term measures (like test scores) when what matters is long term outcomes (higher ed completion and income). So we @Arnold_Ventures sanctioned the 1st study to follow kids who attended a KIPP charter school for [--] years. While earlier research showed kids who attended a KIPP middle school had significant improvements in test scores this study shows that kids who subsequently did not attend" [X Link](https://x.com/johnarnold/status/1701645859291558214) 2023-09-12T17:16Z 112.1K followers, 437.4K engagements "You should be 1000x more concerned with Chinese control of the primary news source for young people in the US than the Japanese owning some steel mills on American soil" [X Link](https://x.com/anyuser/status/1738229455590670597) 2023-12-22T16:06Z 112.3K followers, 900.1K engagements "Two Harvard Crimson articles one from [----] and the other from [----] describing the legendary Math [--] class showcase how much college has changed in less than a generation. '06: This is probably the most difficult undergraduate math class in the country reads a page on the Mathematics Department Web site. '23: Our slogan is if youre reasonably good at math you love it and you have lots of time to devote to it then Math [--] is completely fine for you. -- article published by the math dept titled Demystifying Math [--]. '06: Regardless of the courses name brand value Math [--] students face a single" [X Link](https://x.com/anyuser/status/1747646152801968233) 2024-01-17T15:44Z 112.3K followers, 2M 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 112.1K followers, 80.5K engagements "Generation from coal hydro & nuclear will stay roughly flat through the 2020s which means all growth has to come from gas solar & wind. Gas has very tight supply chains. Wind and solar are increasingly difficult to permit. I'm increasingly worried we're headed for the cliff" [X Link](https://x.com/johnarnold/status/1976678367660556329) 2025-10-10T15:57Z 112.3K followers, 450.3K engagements "Status update in Houston" [X Link](https://x.com/anyuser/status/1978959207912067253) 2025-10-16T23:00Z 112.3K followers, 152.3K engagements "This is a story about how skin substitutes materials used to improve healing of complex wounds grew from a niche product in [----] to scamming taxpayers and patients out of $10 bln/year not because of a medical breakthrough but from billing abuse. Its a case study in how hard it is to cut even waste fraud and abuse. Medicare run by CMS reimburses bandages based upon the average sales price (ASP) at which the private sector is transacting. But in the first [--] months of product introduction CMS doesn't have the data to compute ASP so it pays whatever price the company sets. You can see the logic" [X Link](https://x.com/johnarnold/status/1991915720482160936) 2025-11-21T17:04Z 112.3K followers, 376K engagements "Have a child going through the selective college admissions process for the first time and the system seems designed specifically to maximize stress for student and parents alike. The process has gotten worse in recent years and will will keep getting worse until it breaks. 1/n" [X Link](https://x.com/anyuser/status/1999867668120392047) 2025-12-13T15:43Z 112.1K followers, 520.5K engagements "Gov't releases data on # of hogs slaughtered yesterday (444k) yet lacks a similar system for crime stats from even [--] months ago. That's why we @Arnold_Ventures funded Jeff Asher's Real Time Crime Index. It's achieved immediate traction among policymakers and journalists alike" [X Link](https://x.com/johnarnold/status/2006034697546088522) 2025-12-30T16:08Z 112.1K followers, 40.9K 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 "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 "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 "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 "@WAR527 natural resources become the constraint on growth" [X Link](https://x.com/johnarnold/status/2021674068731474257) 2026-02-11T19:53Z 112.3K followers, [----] engagements "Demand management where customers get discounts for decreasing energy use when prices spike is the single best method to lower power costs improve reliability & reduce emissions. But because they reduce profitability of energy industry they're woefully underutilized in US" [X Link](https://x.com/johnarnold/status/1694886807219917242) 2023-08-25T01:37Z 112.3K followers, 137.6K engagements "US News survey of Americans who've placed a bet in the past [--] months: - 25% have been unable to pay a bill because of gambling - 30% have debts they attribute to gambling - 15% have taken out a personal loan to fund their wagers - 52% say they carry a credit card balance from month to month - 25% worry that they can't control their gambling - 21% say they've verbally abused an athlete either in person or online 9/n" [X Link](https://x.com/johnarnold/status/1949115525130260757) 2025-07-26T14:32Z 112.3K followers, 1.2M engagements "Oil & gas stock index returns under Obama: E&P +65% Services +47% MLPs +206% under Trump: E&P -72% Services -88% MLPs -46% [--]. Market trends crush politics [--]. Partial explanation for Texas turning purple [--]. I'm guessing neither man likes these numbers" [X Link](https://x.com/johnarnold/status/1318206156435820545) 2020-10-19T15:03Z 112.3K followers, [----] engagements "Implicit in these criticisms is a preposterous notion that if the finding of any one paper is counter to what advocates wish it to be that (1) the finding is wrong (2) the researcher should be disqualified from certain jobs (3) the researcher is biased. https://www.statnews.com/2023/04/12/arnold-ventures-jennifer-doleac-naloxone/ https://www.statnews.com/2023/04/12/arnold-ventures-jennifer-doleac-naloxone/" [X Link](https://x.com/anyuser/status/1646117701159362561) 2023-04-12T11:46Z 112.3K followers, 172.9K engagements "The arc of ESG as told through oil & gas quarterly investor presentations: pre 2020: not mentioned 2020-22: dedicated slide among first [--] pages of deck 2023: mentioned in back half of presentation" [X Link](https://x.com/johnarnold/status/1742328714577248501) 2024-01-02T23:35Z 112.3K followers, 145.8K 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/anyuser/status/1862891898580435448) 2024-11-30T16:10Z 112.3K followers, 1.4M 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/anyuser/status/1887509129981538631) 2025-02-06T14:30Z 112.3K followers, 330.7K engagements "This is A+ philanthropy: Find a field neglected by other funders (nursing ed) that has broad benefits (economic mobility & health outcomes) identify the constraint (shortage of faculty and lab space) do strong due diligence fund it at scale and give while living" [X Link](https://x.com/johnarnold/status/1895151925328519608) 2025-02-27T16:40Z 112.3K followers, 76.9K engagements "My Kroger's has roughly [---] options for pasta sauce. [---] sparkling water SKUs. [--] syrups. [---] sizes & brands of bottled water. For what It's choice overload and the logistics of all this raises prices. Aldi is going to crush it in the US. The concept of smaller footprint limited selection simpler display and mostly private label to achieve a lower price point is spot on. The endless rows and selection used to amaze the Soviets. But it's been taken too far creating choice paralysis wasting time and driving up costs. Just wish Aldi was publicly traded" [X Link](https://x.com/anyuser/status/1962661826975424516) 2025-09-01T23:40Z 112.3K followers, 822.5K 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 112.3K followers, 10.2K engagements "Americans have been wasting billions a year on cold medicines like Sudafed & Benadryl with the active ingredient phenylephrine despite conclusive evidence they don't work. But a report published yesterday may finally lead to the removal of these drugs from pharmacy shelves. 1/6" [X Link](https://x.com/anyuser/status/1700205156300734821) 2023-09-08T17:51Z 112.3K followers, 2M engagements "It's ironic that oil and gas companies continue to put their political muscle into policies that expand access to drilling when doing so clearly decreases industry profitability. Lowering barriers to entry and expansion is counter to the interests of incumbents" [X Link](https://x.com/johnarnold/status/1814363959023247641) 2024-07-19T18:17Z 112.3K followers, 54.2K 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/anyuser/status/1888642915494244717) 2025-02-09T17:35Z 112.3K followers, 1.6M engagements "Imagine being a multinational trying to decide whether to respond to the tariffs by greenlighting a new plant in the US that is more expensive and won't come online for years without knowing what tariffs will be in effect in [--] years or even in [--] months" [X Link](https://x.com/anyuser/status/1907556063857008989) 2025-04-02T22:09Z 112.3K followers, 383.5K engagements "@NY_LBSS Aldi is more lower middle while Costco is upper middle" [X Link](https://x.com/johnarnold/status/1962663325998694421) 2025-09-01T23:46Z 112.3K followers, [----] 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 112.3K followers, 26.2K 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 112.3K followers, 175.2K engagements "A [----] US reform of Organ Procurement Organizations increased kidney recoveries by 29% and resulted in an estimated $359 million in fiscal savings. Its cool to see this project led by @Arnold_Ventures and amazing team at @organ_ize to reform organ procurement is working" [X Link](https://x.com/johnarnold/status/1996253275000307980) 2025-12-03T16:20Z 112.3K followers, 15.5K engagements "@skidrivebike Fewer desk jobs means less need for office space" [X Link](https://x.com/johnarnold/status/2022323361859211523) 2026-02-13T14:53Z 112.3K followers, [---] 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 112.3K followers, 1.3M 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 "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 112.3K followers, 150K 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 112.3K followers, 16.8K engagements "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 112.3K followers, 107.2K 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 112.3K followers, 1.8M 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 112.3K followers, 263.4K 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 "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 112.3K followers, 51.3K 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 112.3K followers, 26.2K 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 "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 112.3K followers, 48.3K engagements "The new AI trade" [X Link](https://x.com/johnarnold/status/2021668376826065065) 2026-02-11T19:31Z 112.3K followers, 65.1K 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 112.3K followers, 39K 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 112.3K followers, 24.3K 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 112.3K followers, 106.3K 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 112.3K followers, [----] 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 112.3K followers, 16.6K engagements "@DanielJHemel Have to compare total subsidy versus marginal dollars contributed" [X Link](https://x.com/JohnArnoldFndtn/status/1035992527999053824) 2018-09-01T20:47Z 102.4K followers, [--] engagements "Better solution is to lower the underlying cost in these areas. Gov't policies too often reward waste & inefficiency. We @Arnold_Ventures work to increase value in healthcare & higher-ed but it's lonely. Too many politicians would rather just throw $ at problems than try to fix" [X Link](https://x.com/JohnArnoldFndtn/status/1156960422945316864) 2019-08-01T16:10Z 102.4K followers, [---] engagements ""Nutrition studies should not be held to the same rigid standards as studies of experimental drugs" Wrong. After decades of nutrition epidemiology studies we still don't know the most basic causal mechanisms exactly because of poor study design. https://www.nytimes.com/2019/09/30/health/red-meat-heart-cancer.htmlaction=click&module=Top%20Stories&pgtype=Homepage https://www.nytimes.com/2019/09/30/health/red-meat-heart-cancer.htmlaction=click&module=Top%20Stories&pgtype=Homepage" [X Link](https://x.com/JohnArnoldFndtn/status/1179024687076130816) 2019-10-01T13:26Z 102.4K followers, [---] engagements "The 90% decline in solar power costs in [--] years is a great example of what can be accomplished when the ingenuity of the private sector is combined with good policy design. Data via @Lazard https://www.lazard.com/perspective/levelized-cost-of-energy-and-levelized-cost-of-storage-2019/ https://www.lazard.com/perspective/levelized-cost-of-energy-and-levelized-cost-of-storage-2019/" [X Link](https://x.com/JohnArnoldFndtn/status/1194376484548427776) 2019-11-12T22:08Z 102.4K followers, [---] engagements "To control health care costs we must lower prices which means at some point Congress has to stand up to a health care lobby which probably means were not going to control health care costs" [X Link](https://x.com/JohnArnoldFndtn/status/1194713252242046977) 2019-11-13T20:26Z 102.4K followers, [---] engagements "Dems seem to be seeking a nominee who is: Successful but not too successful. Experienced but not too experienced. Progressive but not too progressive. No wonder why there's no clear front-runner" [X Link](https://x.com/JohnArnoldFndtn/status/1199720136019791874) 2019-11-27T16:02Z 102.4K followers, [---] engagements "I'm partial to the concept of ISAs for many reaons but fatal flaw is rates will be set by community rating in which case adverse selection will doom program or by individual underwriting whereby wealthy white males get better terms than everyone else. https://www.washingtonpost.com/opinions/income-share-agreements-are-a-powerful-alternative-to-student-loans/2019/11/27/5290d0ee-0be3-11ea-97ac-a7ccc8dd1ebc_story.html https://www.washingtonpost.com/opinions/income-share-agreements-are-a-powerful-alternative-to-student-loans/2019/11/27/5290d0ee-0be3-11ea-97ac-a7ccc8dd1ebc_story.html" [X Link](https://x.com/JohnArnoldFndtn/status/1201564255763476482) 2019-12-02T18:10Z 102.4K followers, [--] engagements "Most recent national poll: [--]. Sanders [--]. Biden [--]. Warren [--]. Bloomberg [--]. Buttigieg [--]. Klobuchar Current Vegas betting odds: [--]. Sanders [--]. Bloomberg [--]. Buttigieg [--]. Biden [--]. Klobuchar [--]. Warren Bovado now lists Hillary (20:1) as more likely than Warren (25:1)" [X Link](https://x.com/JohnArnoldFndtn/status/1227720156597673984) 2020-02-12T22:24Z 102.4K followers, [--] engagements "The only thing holding back my animal spirits is I think my bank is paying me [--] bp too much interest" [X Link](https://x.com/JohnArnoldFndtn/status/1234471923238801408) 2020-03-02T13:33Z 102.4K followers, [---] engagements "I don't care how much mkt drops tomorrow you can't give $425 BILLION with no direction or accountability. $425 billion for businesses cities & states. The bill doesnt give much more information than that in terms of who would qualify. leaving much of it up to Mnuchin" [X Link](https://x.com/johnarnold/status/1241923408373387264) 2020-03-23T03:03Z 104.5K followers, [----] engagements "If we want the healthcare system to have the capacity to handle any imaginable circumstance we have to be willing to pay for the surplus when its not needed. But during the 99.9999% of the time without a crisis we all complain about the cost of healthcare" [X Link](https://x.com/JohnArnoldFndtn/status/1245069916635574273) 2020-03-31T19:26Z 102.4K followers, [---] engagements "It's easy to argue that since gov't spending seems free right now there's no reason to cut expenses of anything. But opportunity cost is real. I'd argue there are many many programs/services gov't could fund that would be a better use of resources than [--] day/wk mail delivery" [X Link](https://x.com/JohnArnoldFndtn/status/1249509281906466819) 2020-04-13T01:26Z 102.6K followers, [---] engagements "Since 4/21 when oil ETF "USO" cited that "because of extraordinary market conditions in crude oil markets including super contango" it would divest near month futures & buy later months to "best meet its business objectives" the June contract they sold is +123% & USO is -6%" [X Link](https://x.com/JohnArnoldFndtn/status/1260283611414233088) 2020-05-12T19:00Z 102.4K followers, [---] engagements "I strongly disagree with Tom Cotton's op-ed that the military should be called in to "restore order." But I also strongly believe that the closest thing this country has to a national newspaper should allow a senator from the majority party of the fed govt to make that argument" [X Link](https://x.com/JohnArnoldFndtn/status/1268690702688571395) 2020-06-04T23:46Z 102.3K followers, [---] engagements "Silly JP Morgan Berkshire and Amazon thought they could disrupt healthcare when the system is design to ensure non-conformers have no chance. Abide by Medicare payment guidelines or die" [X Link](https://x.com/JohnArnoldFndtn/status/1293187714347491330) 2020-08-11T14:09Z 102.4K followers, [---] engagements "Make the undergraduate degree [--] years only and solve much of the college affordability crisis. College is more about employment signaling and personal development than fact learning. Three years is enough for the former and graduate school is for the latter" [X Link](https://x.com/JohnArnoldFndtn/status/1367896189765623822) 2021-03-05T17:54Z 102.4K followers, [----] engagements ""Swiss Billionaire Is Said to End His Bid for Tribune Publishing" The concept of owning a newspaper is much more appealing before one dives into the financials" [X Link](https://x.com/JohnArnoldFndtn/status/1383831011344011270) 2021-04-18T17:13Z 102.4K followers, [--] engagements "We're in a vicious cycle whereby the gov't massively subsidizes healthcare and higher-ed because they're unaffordable and they're unaffordable because the gov't has massive subsidies. This will continue as long as political incentive is to treat the symptom and not the disease. Subsidizing student loans drives tuition inflation. New York Fed economists: "We find a pass-through effect on tuition of changes in subsidized loan maximums of about [--] cents on the dollar." https://t.co/oeQMN4HBq6 https://t.co/8qxunb2vNT Subsidizing student loans drives tuition inflation. New York Fed economists: "We" [X Link](https://x.com/JohnArnoldFndtn/status/1399721431085326338) 2021-06-01T13:36Z 102.5K followers, [---] engagements "@StockJabber Creating good outcomes for a wide swath of the community in a cost effective manner" [X Link](https://x.com/JohnArnoldFndtn/status/1424090802934976512) 2021-08-07T19:31Z 102.4K followers, [--] engagements "The states power to compel the transfer of property from suspected criminal to the statehas become rife with abuse & arbitrary exercises of state power. We should be very wary of expanding that power even if politically expedient & we dont like the alleged criminal. 5/5" [X Link](https://x.com/JohnArnoldFndtn/status/1523400697143693313) 2022-05-08T20:33Z 102.4K followers, [--] engagements "There should be more outrage for the complete [---] on daily aspirin usage. For years it was consensus that was an easy harmless way to improve health. Then one day the med field is like oops dont take aspirin anymore it's harmful not helpful & everybodys like oh ok. thanks.'" [X Link](https://x.com/JohnArnoldFndtn/status/1528462088024096768) 2022-05-22T19:45Z 102.4K followers, [---] engagements "A couple years ago I asked the CEO of an office REIT what would happen to the industry if rates ever went back to 5% and his one word answer was bankruptcy" [X Link](https://x.com/anyuser/status/1582073331385135105) 2022-10-17T18:17Z 112.3K followers, [----] engagements "Having spent significant time in both high- & low-tax states Im continually perplexed on where the added tax revs go. The difference in public services between the two isn't obvious. Thered be less tax aversion if quality of public services was strongly correlated to tax revs" [X Link](https://x.com/anyuser/status/1628047908317671426) 2023-02-21T15:04Z 112.3K followers, 873.5K engagements "NPR stock down 4% in after hours trading" [X Link](https://x.com/JohnArnoldFndtn/status/1628588160950075392) 2023-02-23T02:50Z 102.4K followers, 23.8K engagements "Human flourishment is dependent on the ability to build more and cheaper and faster housing transportation infrastructure energy gen and distribution and mines for critical minerals. Environmental laws must recognize and serve the dual goals of progress and stewardship. 5/6" [X Link](https://x.com/JohnArnoldFndtn/status/1639984991974178819) 2023-03-26T13:37Z 102.4K followers, 10.1K engagements "Heard another housing developer today describe how eviction policies help shape where they invest. There's an underappreciated but very real tradeoff between how policies that help keep vulnerable tenants housed in the short term make housing insecurity worse in the long term" [X Link](https://x.com/JohnArnoldFndtn/status/1640398289823580171) 2023-03-27T17:00Z 102.4K followers, 36.2K engagements "A decade ago critics accused me of inventing a pension crisis to avoid dealing with the problem. A look at how it's going: Teacher pensions will take any new revenues we have state or local the Chicago Public School CEO said. They will take it all. https://chicago.chalkbeat.org/2023/3/22/23652287/chicago-public-schools-budget-federal-covid-relief-revenue-decline https://chicago.chalkbeat.org/2023/3/22/23652287/chicago-public-schools-budget-federal-covid-relief-revenue-decline" [X Link](https://x.com/JohnArnoldFndtn/status/1640751533154349056) 2023-03-28T16:23Z 102.4K followers, 30.6K engagements "People are moving to places where housing can be built and away from places where it can not. graphic via @WSJ" [X Link](https://x.com/JohnArnoldFndtn/status/1642529774672429056) 2023-04-02T14:09Z 102.4K followers, 24.1K engagements "A # of studies have shown that Medicaid expansion reduces crime. A new study suggests the mechanism is via access to mental healthcare. Even if this won't convince states that have yet to expand Medicaid to do so broadly expanding access to mental healthcare has large benefits" [X Link](https://x.com/JohnArnoldFndtn/status/1642618786569232385) 2023-04-02T20:03Z 102.4K followers, 32K engagements "Having trouble thinking of countries in which the US has better geopolitical relations today than [--] years ago. Ukraine Taiwan. What else Can name many where relations are worse. Seems important but underdiscussed" [X Link](https://x.com/JohnArnoldFndtn/status/1647003144239431682) 2023-04-14T22:25Z 102.4K followers, 84.1K engagements "Imagining of a world with half the quantity of academic research but each study of twice the quality" [X Link](https://x.com/JohnArnoldFndtn/status/1688229898752512000) 2023-08-06T16:45Z 102.4K followers, 40.8K engagements "Almost with fail everyone with means who gets accused of a crime can't believe the criminal justice system works the way it does" [X Link](https://x.com/johnarnold/status/1699416664364794167) 2023-09-06T13:38Z 106.1K followers, 21K engagements "The Northeast has fought the expansion of natural gas pipelines for decades. As a result it is the only region in America that still heats homes using (dirty and expensive) oil despite being adjacent to one of the most prolific nat gas fields in the world" [X Link](https://x.com/johnarnold/status/1737501853221298527) 2023-12-20T15:54Z 103.4K followers, 307.1K engagements "Amazon's biz strategy was great for consumers for many years. but the costs are being borne by all now: Step 1: Predatory price for circa [--] decades to gain customer lock-in. Step 2: Raise costs to 3rd party merchants some of which gets passed along to consumers by increasing commission and fulfillment fees and creating an advertising model for better placement. Step 3: Ban sellers from offering lower prices elsewhere where they are not subject to these added costs thus raising prices on all internet sites. Hopefully the courts at least reverse AMZN's most favored nation practice in the FTC" [X Link](https://x.com/JohnArnoldFndtn/status/1741906375658160308) 2024-01-01T19:36Z 102.4K followers, 153.3K engagements "1740 Broadway in Manhattan sold for $605 million in [----]. Today after Blackstone handed the keys back to the bank the property is on the market for $150 million. https://www.bloomberg.com/news/articles/2024-01-16/blackstone-s-defaulted-nyc-office-loan-for-sale-at-50-discountcmpid=BBD011724_MONEYSTUFF&utm_medium=email&utm_source=newsletter&utm_term=240117&utm_campaign=moneystuff&sref=Llw3du2k" [X Link](https://x.com/johnarnold/status/1747720721080397880) 2024-01-17T20:41Z 105.9K followers, 117.6K engagements "That the CEO of Merck is a tax attorney tells you where value is created in the company. via @statnews" [X Link](https://x.com/JohnArnoldFndtn/status/1750654674259038600) 2024-01-25T22:59Z 102.4K followers, 28.4K engagements "I wonder if gen AI ends up looking like autonomous cars with the need for human oversight on the last 0.01% of situations putting a ceiling on its use cases" [X Link](https://x.com/JohnArnoldFndtn/status/1774972099875967351) 2024-04-02T01:28Z 102.4K followers, 27.9K engagements "Most utilities today are struggling with combination of growing loads need to decarbonize next tranche of intermittent generation coming on grid and pressure to limit rate increases. They could easily handle any [--] of these maybe [--]. Facing [--] is hard. All [--] is a huge challenge" [X Link](https://x.com/johnarnold/status/1775523322714894376) 2024-04-03T13:58Z 111.9K followers, 70.7K engagements "Most of the retail electricity providers in Texas offer a plan with free power at night (and charge higher during day). Makes me want to install batteries at the house and see how long I can get away with it" [X Link](https://x.com/johnarnold/status/1797312441388261845) 2024-06-02T17:00Z 106.1K followers, 89.2K engagements "A petition by NIMBYs in [----] against the Eiffel Tower sounds a lot like contemporary arguments against projects. Had opponents succeeded nobody today would realize what had been lost. The cost of NIMBYism is in what is not built" [X Link](https://x.com/johnarnold/status/1820873197106991253) 2024-08-06T17:22Z 106.1K followers, 169.8K engagements "A bizarre state appeals court ruling this week that stalled a $7 bln transmission line is a great illustration of the need for permitting reform. Grain Belt Express is an 800-mile line bringing wind power from Kansas to Midwest. The project is necessary to meet growing load with clean power. It's also a test case on whether this country can build still big projects. One criteria of getting permits in Illinois is proving that the project is capable of getting financed. The developer Invenergy is one of the most experienced and largest independent renewables developers in the US having built" [X Link](https://x.com/JohnArnoldFndtn/status/1823748885744959699) 2024-08-14T15:49Z 102.6K followers, 122.4K engagements "Every policy wonk: broaden the tax base to pay for lower rates. Politicians: Completely agree. With just one exception for tips. And domestic manufacturing. And people in high tax states. And overtime. And first-time home buyers. And social security. And small businesses" [X Link](https://x.com/JohnArnoldFndtn/status/1838932029028614200) 2024-09-25T13:22Z 102.4K followers, 51.7K engagements "Starting with the premise that deficit spending is an implicit burden on all Americans I don't understand why interior states don't get fed up with repeated disaster aid to high-risk states without some mechanism to require that those states pay into a federal insurance pool commensurate with their risk" [X Link](https://x.com/johnarnold/status/1879543389919592815) 2025-01-15T14:57Z 106.1K followers, 59.3K engagements "Power prices across the nation right now show the huge need for more interregional transmission. Note that SPP and MISO share a [----] mile border but not enough interconnection. data via @grid_status" [X Link](https://x.com/johnarnold/status/1881882591131054526) 2025-01-22T01:52Z 103.2K followers, 27.8K engagements "This NYC taxi insurance story is bizarre. A boutique insurer captured 64% of market for livery/taxi drivers by offering rates below acturial cost. That couldn't last and the scheme fell apart last year. Unable to pay claims it was declared insolvent. The state proposed a rule that drivers needed insurance from a solvent company one that could actually pay claims. Drivers panicked as sustainable premiums are much higher than they were paying. Caving to ratepayers the state withdrew the proposed rule and now says that the insurer just has to be licensed in the state which the insolvent company" [X Link](https://x.com/JohnArnoldFndtn/status/1884694265453756846) 2025-01-29T20:05Z 91K followers, 179.6K engagements "The US has more leverage against any single country in a trade war. But other countries have more leverage if they act collectively. The huge downside risk of a broad tariff war is if it reorients the economic and political order from West vs anti-West to the US vs rest of world" [X Link](https://x.com/anyuser/status/1886058145081884708) 2025-02-02T14:24Z 112.3K followers, 197.3K engagements "Not long ago CRISPR was sold as a tool to cure all disease. Here is the current market sentiment. via @statnews" [X Link](https://x.com/johnarnold/status/1887636282311901475) 2025-02-06T22:55Z 102.7K followers, 1.3M engagements "Phrases never uttered: - "Without carried interest deduction I wouldn't have started my PE firm" - "Without Qualified Small Business Stock Exemption I wouldn't have started my tech firm" - "Without Roster Depreciation this pro sports team wouldn't exist" get rid of all this crap" [X Link](https://x.com/JohnArnoldFndtn/status/1887902453837787376) 2025-02-07T16:33Z 90.7K followers, 59.3K engagements "NIH is right to replace actual overhead reimbursement with fixed or capped indirects though 15%. Today univs can pass along most overhead so there's little incentive to cut costs. The govt pays it. The system should encourage fiscal discipline; now it's the opposite" [X Link](https://x.com/JohnArnoldFndtn/status/1888240213777928631) 2025-02-08T14:55Z 92.1K followers, 42.7K engagements "Negotiated indirects is essentially a cost-plus contract from the govt. Here are some other industries with cost-plus contracts: defense contractors NASA/space complex IT systems emergency disaster recovery hazardous waste cleanup. These sectors aren't known for efficiency" [X Link](https://x.com/JohnArnoldFndtn/status/1888244926602748359) 2025-02-08T15:14Z 90.7K followers, 16.2K engagements "@CEOCorbus No. Im aware of another project in a more rural state that is coming in even higher (price difference due to workforce issues)" [X Link](https://x.com/JohnArnoldFndtn/status/1891168768354566282) 2025-02-16T16:52Z 90.7K followers, [----] engagements "Indiana facing some of the highest healthcare costs in the nation is pursuing legislation that would cap prices at large non-profit hospitals to 200% of Medicare. Those who don't comply would forgo their tax-exempt status. That seems right to me" [X Link](https://x.com/JohnArnoldFndtn/status/1891572114194305324) 2025-02-17T19:35Z 91.1K followers, 38.2K engagements "New affordable housing units in LA cost $700-800k per unit; in the Bay Area several projects have reached $1 mil. In Houston yesterday there was a big debate because a proposed project hit $300k per unit. Houston is considered a model for reducing homelessness while CA is.not" [X Link](https://x.com/JohnArnoldFndtn/status/1892320590960222679) 2025-02-19T21:09Z 91.2K followers, 55.7K engagements "The criminal justice system has responded to structural underfunding by creating an incentive structure that effectively demands the accused accept plea deals. When only 3% of criminal cases go to trial (here in Alaska but true broadly) the system loses legitimacy" [X Link](https://x.com/JohnArnoldFndtn/status/1892349437533446474) 2025-02-19T23:03Z 91.2K followers, 12.5K engagements "Just yesterday OK governor Kevin Stitt was defending wind in an interview with Politico. State policymakers with ultimate responsibility for the system realize now is not the time to make building any energy infrastructure harder" [X Link](https://x.com/JohnArnoldFndtn/status/1892628997604810899) 2025-02-20T17:34Z 91.2K followers, [----] engagements "@batman10023 @exclusioalto Will need a debt restructuring" [X Link](https://x.com/JohnArnoldFndtn/status/1893434946120728698) 2025-02-22T22:57Z 91.1K followers, [----] engagements "A big coffee shop with lots of tables might not be a good business but is a great public service. If its the modern day library it needs a modern day Carnegie" [X Link](https://x.com/JohnArnoldFndtn/status/1897749949930258516) 2025-03-06T20:43Z 102.6K followers, 21.7K engagements "There's a theory that transit orgs deliberately lowball costs to get buy-in and only reveal actual costs later. Here's the official projected cost of Chicago's Red Line subway extension: '09: $1.1 bln '16: $2.3 '22: $3.6 7/24: $3.9 8/24: $4.3 [--] days later $5.3 10/24: $5.8" [X Link](https://x.com/JohnArnoldFndtn/status/1904530965289935229) 2025-03-25T13:49Z 102.3K followers, 36.2K engagements "One way to think about the US funding pharma R&D for the whole world through the enormous premium we pay for pills is that it is foreign aid for high- and middle-income countries paid for by American patients" [X Link](https://x.com/johnarnold/status/1921919431535460658) 2025-05-12T13:24Z 111.9K followers, 48.9K engagements "Cost of Build Back Better: $3.5 tln as written; $4.4 tln if temp provisions made permanent. After revolt by moderate Dems over cost it was scrapped. Cost of Big Beautiful Bill: $3.9 tln as written; $5.3 tln if permanent. After revolt by conservative Rs over cost" [X Link](https://x.com/johnarnold/status/1939857041377374342) 2025-07-01T01:22Z 102.7K followers, 30.1K engagements "We @Arnold_Ventures have been highly critical when a college cedes control of tuition standards of admission & oversight of content to a for-profit company. Revenue sharing with an outside entity inevitably changes the incentives from student success to profit maximization. 4/4" [X Link](https://x.com/JohnArnoldFndtn/status/1945121558688657797) 2025-07-15T14:01Z 102.3K followers, [----] engagements "Im not sure whether Trumps executive orders to lower drug prices will work but I salute the effort. Meanwhile out of the spotlight the federal health agencies are making real progress to cut costs and improve the healthcare system. A thread of specific actions underway: 1/10" [X Link](https://x.com/johnarnold/status/1951274472159240457) 2025-08-01T13:31Z 102.9K followers, 44K engagements "There was strong consensus in the economics profession that tariffs would cause the dollar to strengthen. So of course the US Dollar Index is down 9% in 2025" [X Link](https://x.com/johnarnold/status/1952517126666760200) 2025-08-04T23:48Z 106.1K followers, 42.1K engagements "Reshoring push would be more compelling if US had surplus of semi- & skilled tradesmen. But strategically important industries like advanced tech defense energy and housing already face worker shortages. More competition from non-strategic sectors weakens essential industries" [X Link](https://x.com/JohnArnoldFndtn/status/1955658301179318608) 2025-08-13T15:50Z 102.4K followers, 15.4K engagements "Your subscription will renew at $399 annually unless you cancel. - cancel How about $80 Will you pay $80 - ok" [X Link](https://x.com/anyuser/status/1960521298288718205) 2025-08-27T01:54Z 112.3K followers, 235.7K engagements "I keep thinking about this quote from @bgurley on BG2Pod. A real risk facing the US is that after two decades of economic exceptionalism weve grown complacent and discount innovation elsewhere" [X Link](https://x.com/johnarnold/status/1962876165531546081) 2025-09-02T13:52Z 106.1K followers, 32K engagements "One of the more popular finance takes since ChatGPT was released in Nov '22 was that Google was cooked" [X Link](https://x.com/JohnArnoldFndtn/status/1963358301590372504) 2025-09-03T21:47Z 102.3K followers, 116.7K engagements "The ongoing decline in college enrollment since [----] has been healthy falling entirely on the lowest quality institutions like U of Phoenix (-77%) & ITT (-100%). Meanwhile the top 40% of colleges ranked by student outcomes have seen enrollment increases. via @PrestonCooper93" [X Link](https://x.com/JohnArnoldFndtn/status/1970154266074747111) 2025-09-22T15:52Z 102.4K followers, 85.6K engagements "@Brian67663328 https://www.thefire.org/news/2026-college-free-speech-rankings-americas-colleges-get-f-poor-free-speech-climate https://www.thefire.org/news/2026-college-free-speech-rankings-americas-colleges-get-f-poor-free-speech-climate" [X Link](https://x.com/JohnArnoldFndtn/status/1970946067450691649) 2025-09-24T20:18Z 102.3K followers, [---] engagements "I dont understand why there's a large TV ad campaign for an oncology drug. Is this how it goes Doc: I'm sorry but you have cancer. As an expert I will start you on Drug X. Patient: Thats awful. But I saw an ad for Keytruda recently. Can I try that instead Doc: Sure why not" [X Link](https://x.com/JohnArnoldFndtn/status/1974906056699765162) 2025-10-05T18:34Z 102.4K followers, 60.3K engagements "I love how Econ [---] says tariffs should make the dollar stronger yet the dollar falls every time new tariffs are announced" [X Link](https://x.com/JohnArnoldFndtn/status/1977149160110669961) 2025-10-11T23:07Z 102.3K followers, 115.1K engagements "$50k tuition is net after a new renewable and guaranteed $16k scholarship for all students. The student loan cap is explicitly referenced in the release. https://law.scu.edu/news-events/news/2025/santa-clara-law-launches-groundbreaking-pledge-scholarship-for-fall-2026-incoming-students.html https://law.scu.edu/news-events/news/2025/santa-clara-law-launches-groundbreaking-pledge-scholarship-for-fall-2026-incoming-students.html" [X Link](https://x.com/JohnArnoldFndtn/status/1977730153984807320) 2025-10-13T13:36Z 102.3K followers, 61K engagements "That Gen Z isn't satisfied with just buying a tech stock buying crypto or betting on the points spread so they buy daily options on that tech stock do 10:1 levered crypto trades and bet on 5-game parlays instead" [X Link](https://x.com/JohnArnoldFndtn/status/1977904276669091907) 2025-10-14T01:08Z 102.3K followers, 61.7K engagements "This isn't close to how the Giving Pledge works. More importantly it highlights the issue of where will the very large tech fortunes eventually go. In the (gated) article Thiel recounts Musk responding What am I supposed to dogive it to my children Many tech founders I've spoken with express similar views: they only want to give a limited amount to their kids they don't value traditional nonprofits they're skeptical of legacy institutions they don't want to set up a traditional foundation at death and they don't want to give it to the government at death. That's a lot of places they don't" [X Link](https://x.com/JohnArnoldFndtn/status/1978093571413577961) 2025-10-14T13:40Z 102.3K followers, 225K engagements "Many incarcerated individuals struggle with mental health & addiction. Without treatment upon release most will recidivate. To ensure continuity [--] states from CA to KY won waivers to start Medicaid coverage shortly before release. Its shame to see these programs rolled back" [X Link](https://x.com/JohnArnoldFndtn/status/1978127588686958662) 2025-10-14T15:55Z 102.3K followers, 18.2K engagements "The peak of the ed reform movement by policymakers philanthropists and advocates occurred from 2009-14. Much of that attention has since shifted to career pathways. That holds much promise but if we keep turning away from the [------] public schools these trends will continue" [X Link](https://x.com/JohnArnoldFndtn/status/1979558902250471867) 2025-10-18T14:43Z 102.3K followers, 17.8K engagements "Returns while each president was in office: Oil and Gas E&P ETF (XOP) Trump -57% Biden +92% Trump [--] -11% Clean Energy ETF (ICLN) Trump [--] +277% Biden -63% Trump [--] +46%" [X Link](https://x.com/JohnArnoldFndtn/status/1980282226295132193) 2025-10-20T14:37Z 102.6K followers, 169K engagements "It wasn't just the market adjusted before inauguration. Here are returns from election day to election day: Oil and Gas ETF (XOP) Trump [--] -71% Biden +218% Trump [--] -7% Clean Energy ETF (ICLN) Trump [--] +133% Biden -33% Trump [--] +23%" [X Link](https://x.com/JohnArnoldFndtn/status/1980282773509177564) 2025-10-20T14:39Z 102.6K followers, 15.8K engagements "It's unclear what to make of news of US Army talks with PE. Finance creates value by moving capital from high-cost to low-cost sources not the reverse. Chicago's sale of future parking revenues and the Big Tens talks to sell slice of TV revs for one-time capital infusion are examples of value destruction. Articles suggest the Army wants to structure partnerships that deliver long-term goods or services rather than a one-time payment (value creating). But they also describe efforts to finance a $150 bln infrastructure overhaul through private capital (value destroying). The US military has" [X Link](https://x.com/JohnArnoldFndtn/status/1980647918072721916) 2025-10-21T14:50Z 102.4K followers, 29K engagements "Big Ten has negotiated a deal with the UC pension fund to sell a strip of future revenue for a one-time infusion of capital. The UC system has no ability (to my knowledge) as to how to make that strip of future revenues higher. The investor will be passive. This is just securitization deal from a group with a higher cost of capital to orgs with a low cost of capital. That destroys value in the long term to meet short term expenditure preferences" [X Link](https://x.com/JohnArnoldFndtn/status/1980675009128308885) 2025-10-21T16:38Z 102.3K followers, [----] engagements "UC endowment fund underwrites to 10% returns on private deals. Meanwhile the schools in Big Ten have a low cost of capital in the muni bond market. It's weird because it's indirectly college to college but the endowment fund views its cost of capital higher than what a core university views theirs at" [X Link](https://x.com/JohnArnoldFndtn/status/1980732091433382116) 2025-10-21T20:25Z 102.3K followers, [---] engagements "100%. Everyone I've talked to with first-hand knowledge of jail & prison conditions describes a horrible environment that doesn't create a pathway to success but to more failure. Humane living conditions with programming isn't soft on crime; it's necessary for safer communities" [X Link](https://x.com/JohnArnoldFndtn/status/1981123486031761917) 2025-10-22T22:20Z 102.4K followers, 27.1K engagements "@bjackson2718 reliability benefits of having hyper price conscious loads adds value. Having large loads that compete in a zero-sum game of bitcoin mining and pay average rather than marginal cost of gen makes the system worse" [X Link](https://x.com/JohnArnoldFndtn/status/1982530862710440435) 2025-10-26T19:32Z 102.4K followers, [----] engagements "@johnvmcdonnell Potentially but I doubt it. I'd guess large loads are decided (in part) based on absolute price but people have limited ability to forecast what rates will do for decades in future. The graph is based on load growth vs price increase during that time" [X Link](https://x.com/JohnArnoldFndtn/status/1982540710139068714) 2025-10-26T20:11Z 102.4K followers, [----] engagements ""Fermi locked in this preeminent position for the Westinghouse AP1000 reactors while separately signing a contract with Hyundai Engineering & Construction to start engineering work. The statement did not outline the cost of the project."" [X Link](https://x.com/JohnArnoldFndtn/status/1982828517105844446) 2025-10-27T15:15Z 102.6K followers, 27.2K engagements "One odd feature of college football contracts is how lopsided the buyout terms are. LSU now owes Brian Kelly $54 million after firing him but Kelly would have only owed $2 million had he left for another job. Schools would be much better off if the NCAA could mandate symmetry" [X Link](https://x.com/JohnArnoldFndtn/status/1983233816777912633) 2025-10-28T18:06Z 102.6K followers, 16.9K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@johnarnold John Arnold
John Arnold posts on X about in the, china, money, inflation 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 countries stocks technology brands automotive brands cryptocurrencies celebrities social networks us election travel destinations
Social topic influence in the, china, money, inflation, countries, to the, tariffs, investment, debt, gas
Top accounts mentioned or mentioned by @arnoldventures @gridstatus @statnews @felixsalmon @mattyglesias @alanmcole @wsj @tylercowen @joepompliano @shelleycurious @crimealytics @thefireorg @washingtonpost @byrnehobart @skidrivebike @bgurley @jessriedel @thennoww @urbankaoboy @rockymtninst
Top assets mentioned Tesla, Inc. (TSLA) Bitcoin (BTC) Dogecoin (DOGE) Robinhood Markets, Inc. (HOOD) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last [--] hours
"Houston has bad weather no natural beauty and little history. But thats a feature not a bug. It means government has to be responsive to the people to create a place people and businesses want to locate. It must be efficient with taxpayer money and consider tradeoffs. It must create an ecosystem that leads to a high quality of life for its residents. Lose this focus and the city fails. There is no presumption that residents must acquiesce to the city; the city must work for the residents. Turns out theres great demand for this concept: the city has gone from the from the 45th largest in the"
X Link 2024-04-12T16:59Z 112.3K followers, 524.7K engagements
"@JohnSmith410846 I agree. National the vote tally vs seats won is very close with slight lean favoring Ds in [----] and slight lean to Rs in the past. I'd rather see all states remove their gerrymandering rather than all maximize it especially since the bias for either party is very small today"
X Link 2025-08-07T16:00Z 112K followers, [---] engagements
"I would have had a very different plan to diversify Saudi's economy away from oil than luxury tourism The Line LIV Golf a domestic soccer league and buying EA"
X Link 2025-10-01T20:46Z 112K followers, 108.1K engagements
"2025 had the lowest rate of - mass shootings since [----] - homicides since 1950s - teenage pregnancy in recorded history - suicides since [----] - road fatalities since [----] - drug overdose deaths since [----] - alcohol consumption in recorded history - inflation since 2020"
X Link 2026-01-01T15:56Z 112K followers, 1.4M engagements
"The rational decision for much of the world is to realign trading alliances away from the US. Last weeks ChinaCanada trade agreement is a prime example. The US and Canada have had an intertwined auto market for decades with finished vehicles and parts moving freely across the border. Prior to [----] US/Canada auto trade was tariff free. In March the US imposed 25% tariffs. Those tariffs pose an existential risk to a core Canadian industry. Canada needed to find alternative trading partners. On its face allowing 49k Chinese vehicle imports per year at a de minimus 6% tariff may not seem"
X Link 2026-01-18T19:40Z 112K followers, 231.8K engagements
"Who would have thought that commercial aviation would turn out to be almost an order of magnitude safer than passenger rail"
X Link 2026-01-19T15:20Z 112K followers, 50.4K engagements
"China is one of only handful of countries with highly educated workforce robust access to capital and strong entrepreneurial culture. Only the US and China meet those conditions and have scale. 11/x"
X Link 2026-01-19T20:21Z 112K followers, 169.1K engagements
"As industries become more complex scale matters more than ever. Large countries can fund frontier R&D support dense talent markets amortize infrastructure and create robust supply chains. Few countries can be cost competitive in high value-add manufacturing. 12/x"
X Link 2026-01-19T20:24Z 112K followers, 164.2K engagements
"Lower density cities still had most housing in high-rise residential buildings usually built in complexes of 10-50 identical buildings. I guess it's the most practical way to house people in a city growing quickly but the aesthetic damage is real. 17/x"
X Link 2026-01-19T20:28Z 112K followers, 154K engagements
"@Vinson1101 Good point. I should have written about how it is largely disconnected from American credit cards. I forgot to finish setting up an Alipay account and couldnt buy a soft drink"
X Link 2026-01-20T01:03Z 112K followers, 41.2K engagements
"How did you go bankrupt Two ways. Gradually then suddenly. Japan 30-year bond yields:"
X Link 2026-01-20T21:44Z 112K followers, 206.5K engagements
"Two years ago there was strong consensus that Google and Anthropic would be the losers in the AI battle. Oops"
X Link 2026-01-21T13:39Z 112K followers, 90K engagements
"Motor vehicle theft is the easiest property crime to address through tech and yet it's the one that we've gone backwards on over the past [--] years. The tools exist today to essentially end car theft if adopted: PIN to drive remote disable GPS tracking cameras encrypted keys"
X Link 2026-01-21T17:03Z 112K followers, 44.6K engagements
"@uriahz I have to enter a pin or facial recognition to open my phone why not have the same tech with my car Just need a switch to easily temporarily disable for valet. More and more cars have this today (not facial recognition yet that i know of but seems straightforward)"
X Link 2026-01-21T17:11Z 111.9K followers, [---] engagements
"The inevitable endpoint: college essays written by the student's AI and evaluated by school's AI"
X Link 2026-01-22T01:18Z 112K followers, 216.8K engagements
"Two things I hear in every conversation with a member of Congress: 1) "Inflation is still too high and a real concern" 2) "Here are my ideas for new tax cuts and/or spending programs""
X Link 2026-01-23T16:58Z 111.9K followers, 36.2K engagements
"It's as if they're covering [--] completely different events"
X Link 2026-01-26T01:47Z 112K followers, 28.8K engagements
"Minimizing emissions is important and should be one of the goals of the energy system. And yet we have to be honest about where wind+solar+batteries are today on a very cold day in the northeast. Everything below the red line is conventional generation. via @grid_status"
X Link 2026-01-26T03:20Z 112K followers, 38.1K engagements
"Wall Street is an easy target even when they're not to blame. The problem is it distracts from real solutions I write in today's @HoustonChron . https://www.houstonchronicle.com/opinion/outlook/article/john-arnold-housing-affordability-wall-street-21309816.phputm_campaign=CMS%20Sharing%20Tools%20(Premium)&utm_source=t.co&utm_medium=referral https://www.houstonchronicle.com/opinion/outlook/article/john-arnold-housing-affordability-wall-street-21309816.phputm_campaign=CMS%20Sharing%20Tools%20(Premium)&utm_source=t.co&utm_medium=referral"
X Link 2026-01-27T14:01Z 112K followers, 15.3K engagements
"@Jimmydahitman60 central bank buying was down in '25 y/y https://www.ft.com/content/dfa4a98f-680a-41a3-bd79-8b69e807599butm_source=chatgpt.com https://www.ft.com/content/dfa4a98f-680a-41a3-bd79-8b69e807599butm_source=chatgpt.com"
X Link 2026-01-31T14:23Z 112K followers, [---] engagements
"How a publicly traded company goes to zero vs how a privately held company goes to zero"
X Link 2023-07-08T15:05Z 112.3K followers, 701.3K engagements
"The rise in interest rates didn't break the labor market the stock market the housing market or the commodities market. It did however break all collectible markets"
X Link 2024-05-23T18:50Z 112.1K followers, 84.1K engagements
"Meme stock update: marijuana ETF down 96% from its peak in 2021"
X Link 2025-06-20T14:25Z 112K followers, 60K 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 112.3K followers, 2.6M engagements
"WaPo has good article on electricity costs. More demand amortizes fixed costs of transmission & distribution over more users and prices. But cost of new gen is higher than depreciated cost of existing system which prices. If new large loads pay actual cost of new gen (and associated infrastructure) data centers can be a net positive for existing rate payers. This is doubly true if the large loads are subject to curtailment during emergency conditions. Smart system design can allow new loads to be met and improve affordability/reliability for other customers"
X Link 2025-10-26T19:18Z 112.1K followers, 140.1K engagements
"The new JPM building is beautiful but these are the worst Gerhard Richter paintings since the color chart series in the 70s"
X Link 2025-12-01T02:52Z 112.1K followers, 37.1K engagements
"Democrats would be wise to adopt Strong Floor No Ceiling as both a campaign message and governing philosophy. It would certainly lead to much better K-12 policy"
X Link 2025-12-01T16:24Z 112.1K followers, 12.7K engagements
"The enormous caveat is that OPEC just publishes the numbers given to them by its members without any independent audit. In late 2000s Chavez tripled the reported reserves without commensurate new exploration seeking increased int'l and domestic prestige. [---] billion is made up"
X Link 2026-01-05T03:27Z 112K followers, 288.9K engagements
"The speed to add manufacturing capacity is stunning. Permitting takes weeks. A factory making sophisticated equipment is built in [--] months. An auto plant took [--] months from groundbreaking to first production. Slack in labor market makes it easy to staff and flex employment. 2/x"
X Link 2026-01-19T20:16Z 112.1K followers, 281.1K engagements
"The US and China have significantly decoupled since early [----]. The # of flights between the two countries is down roughly 70%. Two long-term residents I spoke with said the # of American expats is down 50-75% from the peak. The # of Americans studying in China is down 90%. 3/x"
X Link 2026-01-19T20:17Z 112.1K followers, 337.6K engagements
"Universities and government research labs are at least as tightly woven into the startup ecosystem as in the US and in many cases more so. Their mission and incentive structures explicitly include commercialization not just research. 4/x"
X Link 2026-01-19T20:17Z 112.1K followers, 189.9K engagements
"Intense competition leads to widespread overcapacity and low profitability across many industries. Once an industry is deemed strategic provincial governments deploy subsidies and other supports as they compete to turn local firms into hubs and capture the associated jobs. 6/x"
X Link 2026-01-19T20:18Z 112K followers, 183K engagements
"I don't know if Chinese manufacturers will ever make money but I came away not wanting to invest in any manufacturing business in the rest of the world. 7/x"
X Link 2026-01-19T20:19Z 112.1K followers, 479.8K engagements
"Here's (one reason) why high-speed rail works in China and not the US. These population density maps are roughly the same scale. [---] billion people live east of the line in China. [---] million live east of the line in the US. 8/x"
X Link 2026-01-19T20:20Z 112.1K followers, 982.3K engagements
"You see American fast food everywhere. There are 12k KFCs (vs 4k in the US) 6k McDonalds 7k Starbucks 4k Pizza Huts. 9/x"
X Link 2026-01-19T20:21Z 112K followers, 172.8K engagements
"Tier 2-4 cities are very quiet. Few cars on the road. Don't see many people. Factory workers live in dorms on campus. Other workers are in gated compounds that are self-contained neighborhoods. Food delivery and e-commerce have replaced dining out and shopping. 10/x"
X Link 2026-01-19T20:21Z 112.1K followers, 339.7K engagements
"While the supply chain on transmission and grid infrastructure is backed up in the US there is spare capacity in China. Anecdotally data center developers are increasingly buying Chinese equipment. Half of the electrical transformers at one factory were heading to the US. There does seem to be confusion and contradictory messages from the US government and local regulators about what Chinese equipment is allowed on our grid. Best I can tell it's ok if at the edge of the grid but not part of the main transmission and generation backbone. 13/x"
X Link 2026-01-19T20:25Z 112.1K followers, 166.3K engagements
"A security check including bag x-ray is required to enter subway stations at least in major cities. It's interesting that most Western countries that are more dangerous do not do this presumably for speed and cost. 14/x"
X Link 2026-01-19T20:25Z 112K followers, 160.8K engagements
"After all these years Tiananmen Square is still a police state. ID checks are required to exit nearby subway stations. A reservation is needed just to walk the square. Bag X-rays & metal detectors are mandatory even hundreds of yards away. Police everywhere on a random day. 15/x"
X Link 2026-01-19T20:26Z 112K followers, 139K engagements
"There were fewer cranes than I expected presumably reflecting the collapse of China's real estate market. 16/x"
X Link 2026-01-19T20:26Z 112K followers, 126.1K engagements
"Can we please bring platform screen doors to subways in the US 18/x"
X Link 2026-01-19T20:29Z 112K followers, 144K engagements
"Interesting that robotic coffee shops are taking off in China first even though wages are much higher in the US. 19/x"
X Link 2026-01-19T20:29Z 112K followers, 176.2K engagements
"@jamesetta_w rail works well when cities are on a line which is why the acela corridor is successful. midwest and texas don't have that. CA does but cost is crazy. Pac NW doesnt have the population for adequate ridership"
X Link 2026-01-21T17:14Z 112K followers, [----] engagements
"I always feel old when I have to explain what the PIGS were to people who weren't active in the financial markets during the GFC"
X Link 2026-01-23T13:54Z 112.1K followers, 16.4K engagements
"10 examples of the college football transfer mess: - The top [--] high school QB recruits in [----] have transferred colleges a total of [--] times in [--] years. Only [--] is still with his original team. - Iowa State had [--] players enter the portal and [--] graduate this year. Every starter has left the team besides the kicker. Dont worry they have [--] incoming transfers and [--] new high school or JUCO recruits. - A QB flipped his commitment from Miami to Florida on the promise of a $14 million NIL deal that never came through. He never enrolled and is now on his 4th team. - Duke had a [--] yr/$8 mil contract"
X Link 2026-01-24T17:08Z 112.1K followers, 312.8K engagements
"Saudi's vision for Neom: 2017: A 170-kilometer-long 500-meter-tall 200-meter-wide mirror-glass linear city designed for [--] million residents without cars or streets. 2026: A data center campus"
X Link 2026-01-25T16:24Z 112K followers, 16.4K engagements
"The threshold effect is doing real work as Republican members of Congress wait to see how many peers move first before calling for an investigation into ICE"
X Link 2026-01-26T20:43Z 112.1K followers, 21.2K engagements
"Illustrative of new trade alliances forming as US is increasingly seen as an unreliable trading partner. Trump said he would increase tariffs on some goods from South Korea from 15% to 25%. India and the European Union said they had signed the mother of all trade deals"
X Link 2026-01-27T16:19Z 112.1K followers, 15.8K 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
"States must consider not only which residents may leave in response to tax increases but also the potentially larger less visible effect of discouraging entrepreneurs and businesses from moving to the state in the future"
X Link 2026-01-29T23:57Z 112.1K followers, 23.1K 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 112.1K followers, 88.5K engagements
"'@ericgoldwyn and the team at the Transit Cost Project a long-time grantee of @Arnold_Ventures provide essential oversight of public transit projects. As transit funding tightens getting these decisions right matters more than ever. https://www.nytimes.com/2026/01/30/nyregion/mamdani-free-buses-subway.htmlsmid=nytcore-ios-share https://www.nytimes.com/2026/01/30/nyregion/mamdani-free-buses-subway.htmlsmid=nytcore-ios-share"
X Link 2026-01-30T20:20Z 112.1K followers, 12.3K engagements
"It's believable to me that state regulators dropped the ball and allowed a big fraud to happen under the nose. I view it equally likely that the video was the fraud and created to earn political points and views. I'd really like to know which is right"
X Link 2026-02-01T23:20Z 112.1K followers, 46.9K engagements
"@jdbanker1 neighbors should know if there are kids being dropped off every morning and picked up every day. Shouldnt a reporter from a local paper interview [--] neighbors around each center"
X Link 2026-02-02T02:43Z 112K followers, [----] 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
".revenues from the Big Ten and from our new marketing partner . and will allow us to continue along the path to self-sufficiency for our athletic programs. -- then Rutgers President Robert Barchi in [----] Rutgers athletics has lost $516 million since joining the Big Ten"
X Link 2026-02-03T21:15Z 112.1K followers, [----] engagements
"Its ironic to watch the NYT replicate the same concentration of power in the newspaper business that it so often laments elsewhere in society"
X Link 2026-02-04T16:40Z 112.1K followers, 13.9K engagements
"@AlanMCole I think the plan originally was trying to create new revenue sources to pay for increased investment in the newsroom. That's easier said than done at this point though. The obvious adjacencies are pretty crowded these days"
X Link 2026-02-04T20:09Z 112.1K followers, [----] engagements
"@charliesmirkley Though both revenue and losses have been increasing in soccer. revenue growth is always met by even faster expense growth"
X Link 2026-02-04T23:06Z 112.1K followers, [----] engagements
"@MarkSimonHK Chelsea. many have lost an average of $50 per year over past [--] years: Roma Everton Inter Juventus Man City United PSG"
X Link 2026-02-04T23:11Z 112.1K followers, [----] engagements
"@ranboy some people enjoy cramming"
X Link 2026-02-04T23:13Z 112.1K followers, [----] engagements
"Theres a virtuous cycle of higher revenues - more and better reporters - more subscribers - higher revenues. NYT has an enormous lead on that. It would take someone willing to lose [--] figures annually for many years to have a chance of equaling the content and thats not assured nor is the prize at the end if successful clear. https://twitter.com/i/web/status/2019494379220508723 https://twitter.com/i/web/status/2019494379220508723"
X Link 2026-02-05T19:32Z 112.1K followers, [---] 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 112.3K followers, 268.8K engagements
"Results released today of a new study following the long term impact of KIPP charter schools are incredible and highly policy relevant. One of my critiques of program evaluations is they tend to judge short term measures (like test scores) when what matters is long term outcomes (higher ed completion and income). So we @Arnold_Ventures sanctioned the 1st study to follow kids who attended a KIPP charter school for [--] years. While earlier research showed kids who attended a KIPP middle school had significant improvements in test scores this study shows that kids who subsequently did not attend"
X Link 2023-09-12T17:16Z 112.1K followers, 437.4K engagements
"You should be 1000x more concerned with Chinese control of the primary news source for young people in the US than the Japanese owning some steel mills on American soil"
X Link 2023-12-22T16:06Z 112.3K followers, 900.1K engagements
"Two Harvard Crimson articles one from [----] and the other from [----] describing the legendary Math [--] class showcase how much college has changed in less than a generation. '06: This is probably the most difficult undergraduate math class in the country reads a page on the Mathematics Department Web site. '23: Our slogan is if youre reasonably good at math you love it and you have lots of time to devote to it then Math [--] is completely fine for you. -- article published by the math dept titled Demystifying Math [--]. '06: Regardless of the courses name brand value Math [--] students face a single"
X Link 2024-01-17T15:44Z 112.3K followers, 2M 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 112.1K followers, 80.5K engagements
"Generation from coal hydro & nuclear will stay roughly flat through the 2020s which means all growth has to come from gas solar & wind. Gas has very tight supply chains. Wind and solar are increasingly difficult to permit. I'm increasingly worried we're headed for the cliff"
X Link 2025-10-10T15:57Z 112.3K followers, 450.3K engagements
"Status update in Houston"
X Link 2025-10-16T23:00Z 112.3K followers, 152.3K engagements
"This is a story about how skin substitutes materials used to improve healing of complex wounds grew from a niche product in [----] to scamming taxpayers and patients out of $10 bln/year not because of a medical breakthrough but from billing abuse. Its a case study in how hard it is to cut even waste fraud and abuse. Medicare run by CMS reimburses bandages based upon the average sales price (ASP) at which the private sector is transacting. But in the first [--] months of product introduction CMS doesn't have the data to compute ASP so it pays whatever price the company sets. You can see the logic"
X Link 2025-11-21T17:04Z 112.3K followers, 376K engagements
"Have a child going through the selective college admissions process for the first time and the system seems designed specifically to maximize stress for student and parents alike. The process has gotten worse in recent years and will will keep getting worse until it breaks. 1/n"
X Link 2025-12-13T15:43Z 112.1K followers, 520.5K engagements
"Gov't releases data on # of hogs slaughtered yesterday (444k) yet lacks a similar system for crime stats from even [--] months ago. That's why we @Arnold_Ventures funded Jeff Asher's Real Time Crime Index. It's achieved immediate traction among policymakers and journalists alike"
X Link 2025-12-30T16:08Z 112.1K followers, 40.9K 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
"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
"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
"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
"@WAR527 natural resources become the constraint on growth"
X Link 2026-02-11T19:53Z 112.3K followers, [----] engagements
"Demand management where customers get discounts for decreasing energy use when prices spike is the single best method to lower power costs improve reliability & reduce emissions. But because they reduce profitability of energy industry they're woefully underutilized in US"
X Link 2023-08-25T01:37Z 112.3K followers, 137.6K engagements
"US News survey of Americans who've placed a bet in the past [--] months: - 25% have been unable to pay a bill because of gambling - 30% have debts they attribute to gambling - 15% have taken out a personal loan to fund their wagers - 52% say they carry a credit card balance from month to month - 25% worry that they can't control their gambling - 21% say they've verbally abused an athlete either in person or online 9/n"
X Link 2025-07-26T14:32Z 112.3K followers, 1.2M engagements
"Oil & gas stock index returns under Obama: E&P +65% Services +47% MLPs +206% under Trump: E&P -72% Services -88% MLPs -46% [--]. Market trends crush politics [--]. Partial explanation for Texas turning purple [--]. I'm guessing neither man likes these numbers"
X Link 2020-10-19T15:03Z 112.3K followers, [----] engagements
"Implicit in these criticisms is a preposterous notion that if the finding of any one paper is counter to what advocates wish it to be that (1) the finding is wrong (2) the researcher should be disqualified from certain jobs (3) the researcher is biased. https://www.statnews.com/2023/04/12/arnold-ventures-jennifer-doleac-naloxone/ https://www.statnews.com/2023/04/12/arnold-ventures-jennifer-doleac-naloxone/"
X Link 2023-04-12T11:46Z 112.3K followers, 172.9K engagements
"The arc of ESG as told through oil & gas quarterly investor presentations: pre 2020: not mentioned 2020-22: dedicated slide among first [--] pages of deck 2023: mentioned in back half of presentation"
X Link 2024-01-02T23:35Z 112.3K followers, 145.8K 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
"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 112.3K followers, 330.7K engagements
"This is A+ philanthropy: Find a field neglected by other funders (nursing ed) that has broad benefits (economic mobility & health outcomes) identify the constraint (shortage of faculty and lab space) do strong due diligence fund it at scale and give while living"
X Link 2025-02-27T16:40Z 112.3K followers, 76.9K engagements
"My Kroger's has roughly [---] options for pasta sauce. [---] sparkling water SKUs. [--] syrups. [---] sizes & brands of bottled water. For what It's choice overload and the logistics of all this raises prices. Aldi is going to crush it in the US. The concept of smaller footprint limited selection simpler display and mostly private label to achieve a lower price point is spot on. The endless rows and selection used to amaze the Soviets. But it's been taken too far creating choice paralysis wasting time and driving up costs. Just wish Aldi was publicly traded"
X Link 2025-09-01T23:40Z 112.3K followers, 822.5K 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 112.3K followers, 10.2K engagements
"Americans have been wasting billions a year on cold medicines like Sudafed & Benadryl with the active ingredient phenylephrine despite conclusive evidence they don't work. But a report published yesterday may finally lead to the removal of these drugs from pharmacy shelves. 1/6"
X Link 2023-09-08T17:51Z 112.3K followers, 2M engagements
"It's ironic that oil and gas companies continue to put their political muscle into policies that expand access to drilling when doing so clearly decreases industry profitability. Lowering barriers to entry and expansion is counter to the interests of incumbents"
X Link 2024-07-19T18:17Z 112.3K followers, 54.2K 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
"Imagine being a multinational trying to decide whether to respond to the tariffs by greenlighting a new plant in the US that is more expensive and won't come online for years without knowing what tariffs will be in effect in [--] years or even in [--] months"
X Link 2025-04-02T22:09Z 112.3K followers, 383.5K engagements
"@NY_LBSS Aldi is more lower middle while Costco is upper middle"
X Link 2025-09-01T23:46Z 112.3K followers, [----] 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 112.3K followers, 26.2K 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 112.3K followers, 175.2K engagements
"A [----] US reform of Organ Procurement Organizations increased kidney recoveries by 29% and resulted in an estimated $359 million in fiscal savings. Its cool to see this project led by @Arnold_Ventures and amazing team at @organ_ize to reform organ procurement is working"
X Link 2025-12-03T16:20Z 112.3K followers, 15.5K engagements
"@skidrivebike Fewer desk jobs means less need for office space"
X Link 2026-02-13T14:53Z 112.3K followers, [---] 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 112.3K followers, 1.3M 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
"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 112.3K followers, 150K engagements
"Learning to spot understand and avoid scams is an underrated life skill"
X Link 2026-02-11T18:37Z 112.3K followers, 16.8K engagements
"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 112.3K followers, 107.2K 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 112.3K followers, 1.8M 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 112.3K followers, 263.4K 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
"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 112.3K followers, 51.3K 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 112.3K followers, 26.2K 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
"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 112.3K followers, 48.3K engagements
"The new AI trade"
X Link 2026-02-11T19:31Z 112.3K followers, 65.1K 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 112.3K followers, 39K 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 112.3K followers, 24.3K 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 112.3K followers, 106.3K 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 112.3K followers, [----] 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 112.3K followers, 16.6K engagements
"@DanielJHemel Have to compare total subsidy versus marginal dollars contributed"
X Link 2018-09-01T20:47Z 102.4K followers, [--] engagements
"Better solution is to lower the underlying cost in these areas. Gov't policies too often reward waste & inefficiency. We @Arnold_Ventures work to increase value in healthcare & higher-ed but it's lonely. Too many politicians would rather just throw $ at problems than try to fix"
X Link 2019-08-01T16:10Z 102.4K followers, [---] engagements
""Nutrition studies should not be held to the same rigid standards as studies of experimental drugs" Wrong. After decades of nutrition epidemiology studies we still don't know the most basic causal mechanisms exactly because of poor study design. https://www.nytimes.com/2019/09/30/health/red-meat-heart-cancer.htmlaction=click&module=Top%20Stories&pgtype=Homepage https://www.nytimes.com/2019/09/30/health/red-meat-heart-cancer.htmlaction=click&module=Top%20Stories&pgtype=Homepage"
X Link 2019-10-01T13:26Z 102.4K followers, [---] engagements
"The 90% decline in solar power costs in [--] years is a great example of what can be accomplished when the ingenuity of the private sector is combined with good policy design. Data via @Lazard https://www.lazard.com/perspective/levelized-cost-of-energy-and-levelized-cost-of-storage-2019/ https://www.lazard.com/perspective/levelized-cost-of-energy-and-levelized-cost-of-storage-2019/"
X Link 2019-11-12T22:08Z 102.4K followers, [---] engagements
"To control health care costs we must lower prices which means at some point Congress has to stand up to a health care lobby which probably means were not going to control health care costs"
X Link 2019-11-13T20:26Z 102.4K followers, [---] engagements
"Dems seem to be seeking a nominee who is: Successful but not too successful. Experienced but not too experienced. Progressive but not too progressive. No wonder why there's no clear front-runner"
X Link 2019-11-27T16:02Z 102.4K followers, [---] engagements
"I'm partial to the concept of ISAs for many reaons but fatal flaw is rates will be set by community rating in which case adverse selection will doom program or by individual underwriting whereby wealthy white males get better terms than everyone else. https://www.washingtonpost.com/opinions/income-share-agreements-are-a-powerful-alternative-to-student-loans/2019/11/27/5290d0ee-0be3-11ea-97ac-a7ccc8dd1ebc_story.html https://www.washingtonpost.com/opinions/income-share-agreements-are-a-powerful-alternative-to-student-loans/2019/11/27/5290d0ee-0be3-11ea-97ac-a7ccc8dd1ebc_story.html"
X Link 2019-12-02T18:10Z 102.4K followers, [--] engagements
"Most recent national poll: [--]. Sanders [--]. Biden [--]. Warren [--]. Bloomberg [--]. Buttigieg [--]. Klobuchar Current Vegas betting odds: [--]. Sanders [--]. Bloomberg [--]. Buttigieg [--]. Biden [--]. Klobuchar [--]. Warren Bovado now lists Hillary (20:1) as more likely than Warren (25:1)"
X Link 2020-02-12T22:24Z 102.4K followers, [--] engagements
"The only thing holding back my animal spirits is I think my bank is paying me [--] bp too much interest"
X Link 2020-03-02T13:33Z 102.4K followers, [---] engagements
"I don't care how much mkt drops tomorrow you can't give $425 BILLION with no direction or accountability. $425 billion for businesses cities & states. The bill doesnt give much more information than that in terms of who would qualify. leaving much of it up to Mnuchin"
X Link 2020-03-23T03:03Z 104.5K followers, [----] engagements
"If we want the healthcare system to have the capacity to handle any imaginable circumstance we have to be willing to pay for the surplus when its not needed. But during the 99.9999% of the time without a crisis we all complain about the cost of healthcare"
X Link 2020-03-31T19:26Z 102.4K followers, [---] engagements
"It's easy to argue that since gov't spending seems free right now there's no reason to cut expenses of anything. But opportunity cost is real. I'd argue there are many many programs/services gov't could fund that would be a better use of resources than [--] day/wk mail delivery"
X Link 2020-04-13T01:26Z 102.6K followers, [---] engagements
"Since 4/21 when oil ETF "USO" cited that "because of extraordinary market conditions in crude oil markets including super contango" it would divest near month futures & buy later months to "best meet its business objectives" the June contract they sold is +123% & USO is -6%"
X Link 2020-05-12T19:00Z 102.4K followers, [---] engagements
"I strongly disagree with Tom Cotton's op-ed that the military should be called in to "restore order." But I also strongly believe that the closest thing this country has to a national newspaper should allow a senator from the majority party of the fed govt to make that argument"
X Link 2020-06-04T23:46Z 102.3K followers, [---] engagements
"Silly JP Morgan Berkshire and Amazon thought they could disrupt healthcare when the system is design to ensure non-conformers have no chance. Abide by Medicare payment guidelines or die"
X Link 2020-08-11T14:09Z 102.4K followers, [---] engagements
"Make the undergraduate degree [--] years only and solve much of the college affordability crisis. College is more about employment signaling and personal development than fact learning. Three years is enough for the former and graduate school is for the latter"
X Link 2021-03-05T17:54Z 102.4K followers, [----] engagements
""Swiss Billionaire Is Said to End His Bid for Tribune Publishing" The concept of owning a newspaper is much more appealing before one dives into the financials"
X Link 2021-04-18T17:13Z 102.4K followers, [--] engagements
"We're in a vicious cycle whereby the gov't massively subsidizes healthcare and higher-ed because they're unaffordable and they're unaffordable because the gov't has massive subsidies. This will continue as long as political incentive is to treat the symptom and not the disease. Subsidizing student loans drives tuition inflation. New York Fed economists: "We find a pass-through effect on tuition of changes in subsidized loan maximums of about [--] cents on the dollar." https://t.co/oeQMN4HBq6 https://t.co/8qxunb2vNT Subsidizing student loans drives tuition inflation. New York Fed economists: "We"
X Link 2021-06-01T13:36Z 102.5K followers, [---] engagements
"@StockJabber Creating good outcomes for a wide swath of the community in a cost effective manner"
X Link 2021-08-07T19:31Z 102.4K followers, [--] engagements
"The states power to compel the transfer of property from suspected criminal to the statehas become rife with abuse & arbitrary exercises of state power. We should be very wary of expanding that power even if politically expedient & we dont like the alleged criminal. 5/5"
X Link 2022-05-08T20:33Z 102.4K followers, [--] engagements
"There should be more outrage for the complete [---] on daily aspirin usage. For years it was consensus that was an easy harmless way to improve health. Then one day the med field is like oops dont take aspirin anymore it's harmful not helpful & everybodys like oh ok. thanks.'"
X Link 2022-05-22T19:45Z 102.4K followers, [---] engagements
"A couple years ago I asked the CEO of an office REIT what would happen to the industry if rates ever went back to 5% and his one word answer was bankruptcy"
X Link 2022-10-17T18:17Z 112.3K followers, [----] engagements
"Having spent significant time in both high- & low-tax states Im continually perplexed on where the added tax revs go. The difference in public services between the two isn't obvious. Thered be less tax aversion if quality of public services was strongly correlated to tax revs"
X Link 2023-02-21T15:04Z 112.3K followers, 873.5K engagements
"NPR stock down 4% in after hours trading"
X Link 2023-02-23T02:50Z 102.4K followers, 23.8K engagements
"Human flourishment is dependent on the ability to build more and cheaper and faster housing transportation infrastructure energy gen and distribution and mines for critical minerals. Environmental laws must recognize and serve the dual goals of progress and stewardship. 5/6"
X Link 2023-03-26T13:37Z 102.4K followers, 10.1K engagements
"Heard another housing developer today describe how eviction policies help shape where they invest. There's an underappreciated but very real tradeoff between how policies that help keep vulnerable tenants housed in the short term make housing insecurity worse in the long term"
X Link 2023-03-27T17:00Z 102.4K followers, 36.2K engagements
"A decade ago critics accused me of inventing a pension crisis to avoid dealing with the problem. A look at how it's going: Teacher pensions will take any new revenues we have state or local the Chicago Public School CEO said. They will take it all. https://chicago.chalkbeat.org/2023/3/22/23652287/chicago-public-schools-budget-federal-covid-relief-revenue-decline https://chicago.chalkbeat.org/2023/3/22/23652287/chicago-public-schools-budget-federal-covid-relief-revenue-decline"
X Link 2023-03-28T16:23Z 102.4K followers, 30.6K engagements
"People are moving to places where housing can be built and away from places where it can not. graphic via @WSJ"
X Link 2023-04-02T14:09Z 102.4K followers, 24.1K engagements
"A # of studies have shown that Medicaid expansion reduces crime. A new study suggests the mechanism is via access to mental healthcare. Even if this won't convince states that have yet to expand Medicaid to do so broadly expanding access to mental healthcare has large benefits"
X Link 2023-04-02T20:03Z 102.4K followers, 32K engagements
"Having trouble thinking of countries in which the US has better geopolitical relations today than [--] years ago. Ukraine Taiwan. What else Can name many where relations are worse. Seems important but underdiscussed"
X Link 2023-04-14T22:25Z 102.4K followers, 84.1K engagements
"Imagining of a world with half the quantity of academic research but each study of twice the quality"
X Link 2023-08-06T16:45Z 102.4K followers, 40.8K engagements
"Almost with fail everyone with means who gets accused of a crime can't believe the criminal justice system works the way it does"
X Link 2023-09-06T13:38Z 106.1K followers, 21K engagements
"The Northeast has fought the expansion of natural gas pipelines for decades. As a result it is the only region in America that still heats homes using (dirty and expensive) oil despite being adjacent to one of the most prolific nat gas fields in the world"
X Link 2023-12-20T15:54Z 103.4K followers, 307.1K engagements
"Amazon's biz strategy was great for consumers for many years. but the costs are being borne by all now: Step 1: Predatory price for circa [--] decades to gain customer lock-in. Step 2: Raise costs to 3rd party merchants some of which gets passed along to consumers by increasing commission and fulfillment fees and creating an advertising model for better placement. Step 3: Ban sellers from offering lower prices elsewhere where they are not subject to these added costs thus raising prices on all internet sites. Hopefully the courts at least reverse AMZN's most favored nation practice in the FTC"
X Link 2024-01-01T19:36Z 102.4K followers, 153.3K engagements
"1740 Broadway in Manhattan sold for $605 million in [----]. Today after Blackstone handed the keys back to the bank the property is on the market for $150 million. https://www.bloomberg.com/news/articles/2024-01-16/blackstone-s-defaulted-nyc-office-loan-for-sale-at-50-discountcmpid=BBD011724_MONEYSTUFF&utm_medium=email&utm_source=newsletter&utm_term=240117&utm_campaign=moneystuff&sref=Llw3du2k"
X Link 2024-01-17T20:41Z 105.9K followers, 117.6K engagements
"That the CEO of Merck is a tax attorney tells you where value is created in the company. via @statnews"
X Link 2024-01-25T22:59Z 102.4K followers, 28.4K engagements
"I wonder if gen AI ends up looking like autonomous cars with the need for human oversight on the last 0.01% of situations putting a ceiling on its use cases"
X Link 2024-04-02T01:28Z 102.4K followers, 27.9K engagements
"Most utilities today are struggling with combination of growing loads need to decarbonize next tranche of intermittent generation coming on grid and pressure to limit rate increases. They could easily handle any [--] of these maybe [--]. Facing [--] is hard. All [--] is a huge challenge"
X Link 2024-04-03T13:58Z 111.9K followers, 70.7K engagements
"Most of the retail electricity providers in Texas offer a plan with free power at night (and charge higher during day). Makes me want to install batteries at the house and see how long I can get away with it"
X Link 2024-06-02T17:00Z 106.1K followers, 89.2K engagements
"A petition by NIMBYs in [----] against the Eiffel Tower sounds a lot like contemporary arguments against projects. Had opponents succeeded nobody today would realize what had been lost. The cost of NIMBYism is in what is not built"
X Link 2024-08-06T17:22Z 106.1K followers, 169.8K engagements
"A bizarre state appeals court ruling this week that stalled a $7 bln transmission line is a great illustration of the need for permitting reform. Grain Belt Express is an 800-mile line bringing wind power from Kansas to Midwest. The project is necessary to meet growing load with clean power. It's also a test case on whether this country can build still big projects. One criteria of getting permits in Illinois is proving that the project is capable of getting financed. The developer Invenergy is one of the most experienced and largest independent renewables developers in the US having built"
X Link 2024-08-14T15:49Z 102.6K followers, 122.4K engagements
"Every policy wonk: broaden the tax base to pay for lower rates. Politicians: Completely agree. With just one exception for tips. And domestic manufacturing. And people in high tax states. And overtime. And first-time home buyers. And social security. And small businesses"
X Link 2024-09-25T13:22Z 102.4K followers, 51.7K engagements
"Starting with the premise that deficit spending is an implicit burden on all Americans I don't understand why interior states don't get fed up with repeated disaster aid to high-risk states without some mechanism to require that those states pay into a federal insurance pool commensurate with their risk"
X Link 2025-01-15T14:57Z 106.1K followers, 59.3K engagements
"Power prices across the nation right now show the huge need for more interregional transmission. Note that SPP and MISO share a [----] mile border but not enough interconnection. data via @grid_status"
X Link 2025-01-22T01:52Z 103.2K followers, 27.8K engagements
"This NYC taxi insurance story is bizarre. A boutique insurer captured 64% of market for livery/taxi drivers by offering rates below acturial cost. That couldn't last and the scheme fell apart last year. Unable to pay claims it was declared insolvent. The state proposed a rule that drivers needed insurance from a solvent company one that could actually pay claims. Drivers panicked as sustainable premiums are much higher than they were paying. Caving to ratepayers the state withdrew the proposed rule and now says that the insurer just has to be licensed in the state which the insolvent company"
X Link 2025-01-29T20:05Z 91K followers, 179.6K engagements
"The US has more leverage against any single country in a trade war. But other countries have more leverage if they act collectively. The huge downside risk of a broad tariff war is if it reorients the economic and political order from West vs anti-West to the US vs rest of world"
X Link 2025-02-02T14:24Z 112.3K followers, 197.3K engagements
"Not long ago CRISPR was sold as a tool to cure all disease. Here is the current market sentiment. via @statnews"
X Link 2025-02-06T22:55Z 102.7K followers, 1.3M engagements
"Phrases never uttered: - "Without carried interest deduction I wouldn't have started my PE firm" - "Without Qualified Small Business Stock Exemption I wouldn't have started my tech firm" - "Without Roster Depreciation this pro sports team wouldn't exist" get rid of all this crap"
X Link 2025-02-07T16:33Z 90.7K followers, 59.3K engagements
"NIH is right to replace actual overhead reimbursement with fixed or capped indirects though 15%. Today univs can pass along most overhead so there's little incentive to cut costs. The govt pays it. The system should encourage fiscal discipline; now it's the opposite"
X Link 2025-02-08T14:55Z 92.1K followers, 42.7K engagements
"Negotiated indirects is essentially a cost-plus contract from the govt. Here are some other industries with cost-plus contracts: defense contractors NASA/space complex IT systems emergency disaster recovery hazardous waste cleanup. These sectors aren't known for efficiency"
X Link 2025-02-08T15:14Z 90.7K followers, 16.2K engagements
"@CEOCorbus No. Im aware of another project in a more rural state that is coming in even higher (price difference due to workforce issues)"
X Link 2025-02-16T16:52Z 90.7K followers, [----] engagements
"Indiana facing some of the highest healthcare costs in the nation is pursuing legislation that would cap prices at large non-profit hospitals to 200% of Medicare. Those who don't comply would forgo their tax-exempt status. That seems right to me"
X Link 2025-02-17T19:35Z 91.1K followers, 38.2K engagements
"New affordable housing units in LA cost $700-800k per unit; in the Bay Area several projects have reached $1 mil. In Houston yesterday there was a big debate because a proposed project hit $300k per unit. Houston is considered a model for reducing homelessness while CA is.not"
X Link 2025-02-19T21:09Z 91.2K followers, 55.7K engagements
"The criminal justice system has responded to structural underfunding by creating an incentive structure that effectively demands the accused accept plea deals. When only 3% of criminal cases go to trial (here in Alaska but true broadly) the system loses legitimacy"
X Link 2025-02-19T23:03Z 91.2K followers, 12.5K engagements
"Just yesterday OK governor Kevin Stitt was defending wind in an interview with Politico. State policymakers with ultimate responsibility for the system realize now is not the time to make building any energy infrastructure harder"
X Link 2025-02-20T17:34Z 91.2K followers, [----] engagements
"@batman10023 @exclusioalto Will need a debt restructuring"
X Link 2025-02-22T22:57Z 91.1K followers, [----] engagements
"A big coffee shop with lots of tables might not be a good business but is a great public service. If its the modern day library it needs a modern day Carnegie"
X Link 2025-03-06T20:43Z 102.6K followers, 21.7K engagements
"There's a theory that transit orgs deliberately lowball costs to get buy-in and only reveal actual costs later. Here's the official projected cost of Chicago's Red Line subway extension: '09: $1.1 bln '16: $2.3 '22: $3.6 7/24: $3.9 8/24: $4.3 [--] days later $5.3 10/24: $5.8"
X Link 2025-03-25T13:49Z 102.3K followers, 36.2K engagements
"One way to think about the US funding pharma R&D for the whole world through the enormous premium we pay for pills is that it is foreign aid for high- and middle-income countries paid for by American patients"
X Link 2025-05-12T13:24Z 111.9K followers, 48.9K engagements
"Cost of Build Back Better: $3.5 tln as written; $4.4 tln if temp provisions made permanent. After revolt by moderate Dems over cost it was scrapped. Cost of Big Beautiful Bill: $3.9 tln as written; $5.3 tln if permanent. After revolt by conservative Rs over cost"
X Link 2025-07-01T01:22Z 102.7K followers, 30.1K engagements
"We @Arnold_Ventures have been highly critical when a college cedes control of tuition standards of admission & oversight of content to a for-profit company. Revenue sharing with an outside entity inevitably changes the incentives from student success to profit maximization. 4/4"
X Link 2025-07-15T14:01Z 102.3K followers, [----] engagements
"Im not sure whether Trumps executive orders to lower drug prices will work but I salute the effort. Meanwhile out of the spotlight the federal health agencies are making real progress to cut costs and improve the healthcare system. A thread of specific actions underway: 1/10"
X Link 2025-08-01T13:31Z 102.9K followers, 44K engagements
"There was strong consensus in the economics profession that tariffs would cause the dollar to strengthen. So of course the US Dollar Index is down 9% in 2025"
X Link 2025-08-04T23:48Z 106.1K followers, 42.1K engagements
"Reshoring push would be more compelling if US had surplus of semi- & skilled tradesmen. But strategically important industries like advanced tech defense energy and housing already face worker shortages. More competition from non-strategic sectors weakens essential industries"
X Link 2025-08-13T15:50Z 102.4K followers, 15.4K engagements
"Your subscription will renew at $399 annually unless you cancel. - cancel How about $80 Will you pay $80 - ok"
X Link 2025-08-27T01:54Z 112.3K followers, 235.7K engagements
"I keep thinking about this quote from @bgurley on BG2Pod. A real risk facing the US is that after two decades of economic exceptionalism weve grown complacent and discount innovation elsewhere"
X Link 2025-09-02T13:52Z 106.1K followers, 32K engagements
"One of the more popular finance takes since ChatGPT was released in Nov '22 was that Google was cooked"
X Link 2025-09-03T21:47Z 102.3K followers, 116.7K engagements
"The ongoing decline in college enrollment since [----] has been healthy falling entirely on the lowest quality institutions like U of Phoenix (-77%) & ITT (-100%). Meanwhile the top 40% of colleges ranked by student outcomes have seen enrollment increases. via @PrestonCooper93"
X Link 2025-09-22T15:52Z 102.4K followers, 85.6K engagements
"@Brian67663328 https://www.thefire.org/news/2026-college-free-speech-rankings-americas-colleges-get-f-poor-free-speech-climate https://www.thefire.org/news/2026-college-free-speech-rankings-americas-colleges-get-f-poor-free-speech-climate"
X Link 2025-09-24T20:18Z 102.3K followers, [---] engagements
"I dont understand why there's a large TV ad campaign for an oncology drug. Is this how it goes Doc: I'm sorry but you have cancer. As an expert I will start you on Drug X. Patient: Thats awful. But I saw an ad for Keytruda recently. Can I try that instead Doc: Sure why not"
X Link 2025-10-05T18:34Z 102.4K followers, 60.3K engagements
"I love how Econ [---] says tariffs should make the dollar stronger yet the dollar falls every time new tariffs are announced"
X Link 2025-10-11T23:07Z 102.3K followers, 115.1K engagements
"$50k tuition is net after a new renewable and guaranteed $16k scholarship for all students. The student loan cap is explicitly referenced in the release. https://law.scu.edu/news-events/news/2025/santa-clara-law-launches-groundbreaking-pledge-scholarship-for-fall-2026-incoming-students.html https://law.scu.edu/news-events/news/2025/santa-clara-law-launches-groundbreaking-pledge-scholarship-for-fall-2026-incoming-students.html"
X Link 2025-10-13T13:36Z 102.3K followers, 61K engagements
"That Gen Z isn't satisfied with just buying a tech stock buying crypto or betting on the points spread so they buy daily options on that tech stock do 10:1 levered crypto trades and bet on 5-game parlays instead"
X Link 2025-10-14T01:08Z 102.3K followers, 61.7K engagements
"This isn't close to how the Giving Pledge works. More importantly it highlights the issue of where will the very large tech fortunes eventually go. In the (gated) article Thiel recounts Musk responding What am I supposed to dogive it to my children Many tech founders I've spoken with express similar views: they only want to give a limited amount to their kids they don't value traditional nonprofits they're skeptical of legacy institutions they don't want to set up a traditional foundation at death and they don't want to give it to the government at death. That's a lot of places they don't"
X Link 2025-10-14T13:40Z 102.3K followers, 225K engagements
"Many incarcerated individuals struggle with mental health & addiction. Without treatment upon release most will recidivate. To ensure continuity [--] states from CA to KY won waivers to start Medicaid coverage shortly before release. Its shame to see these programs rolled back"
X Link 2025-10-14T15:55Z 102.3K followers, 18.2K engagements
"The peak of the ed reform movement by policymakers philanthropists and advocates occurred from 2009-14. Much of that attention has since shifted to career pathways. That holds much promise but if we keep turning away from the [------] public schools these trends will continue"
X Link 2025-10-18T14:43Z 102.3K followers, 17.8K engagements
"Returns while each president was in office: Oil and Gas E&P ETF (XOP) Trump -57% Biden +92% Trump [--] -11% Clean Energy ETF (ICLN) Trump [--] +277% Biden -63% Trump [--] +46%"
X Link 2025-10-20T14:37Z 102.6K followers, 169K engagements
"It wasn't just the market adjusted before inauguration. Here are returns from election day to election day: Oil and Gas ETF (XOP) Trump [--] -71% Biden +218% Trump [--] -7% Clean Energy ETF (ICLN) Trump [--] +133% Biden -33% Trump [--] +23%"
X Link 2025-10-20T14:39Z 102.6K followers, 15.8K engagements
"It's unclear what to make of news of US Army talks with PE. Finance creates value by moving capital from high-cost to low-cost sources not the reverse. Chicago's sale of future parking revenues and the Big Tens talks to sell slice of TV revs for one-time capital infusion are examples of value destruction. Articles suggest the Army wants to structure partnerships that deliver long-term goods or services rather than a one-time payment (value creating). But they also describe efforts to finance a $150 bln infrastructure overhaul through private capital (value destroying). The US military has"
X Link 2025-10-21T14:50Z 102.4K followers, 29K engagements
"Big Ten has negotiated a deal with the UC pension fund to sell a strip of future revenue for a one-time infusion of capital. The UC system has no ability (to my knowledge) as to how to make that strip of future revenues higher. The investor will be passive. This is just securitization deal from a group with a higher cost of capital to orgs with a low cost of capital. That destroys value in the long term to meet short term expenditure preferences"
X Link 2025-10-21T16:38Z 102.3K followers, [----] engagements
"UC endowment fund underwrites to 10% returns on private deals. Meanwhile the schools in Big Ten have a low cost of capital in the muni bond market. It's weird because it's indirectly college to college but the endowment fund views its cost of capital higher than what a core university views theirs at"
X Link 2025-10-21T20:25Z 102.3K followers, [---] engagements
"100%. Everyone I've talked to with first-hand knowledge of jail & prison conditions describes a horrible environment that doesn't create a pathway to success but to more failure. Humane living conditions with programming isn't soft on crime; it's necessary for safer communities"
X Link 2025-10-22T22:20Z 102.4K followers, 27.1K engagements
"@bjackson2718 reliability benefits of having hyper price conscious loads adds value. Having large loads that compete in a zero-sum game of bitcoin mining and pay average rather than marginal cost of gen makes the system worse"
X Link 2025-10-26T19:32Z 102.4K followers, [----] engagements
"@johnvmcdonnell Potentially but I doubt it. I'd guess large loads are decided (in part) based on absolute price but people have limited ability to forecast what rates will do for decades in future. The graph is based on load growth vs price increase during that time"
X Link 2025-10-26T20:11Z 102.4K followers, [----] engagements
""Fermi locked in this preeminent position for the Westinghouse AP1000 reactors while separately signing a contract with Hyundai Engineering & Construction to start engineering work. The statement did not outline the cost of the project.""
X Link 2025-10-27T15:15Z 102.6K followers, 27.2K engagements
"One odd feature of college football contracts is how lopsided the buyout terms are. LSU now owes Brian Kelly $54 million after firing him but Kelly would have only owed $2 million had he left for another job. Schools would be much better off if the NCAA could mandate symmetry"
X Link 2025-10-28T18:06Z 102.6K followers, 16.9K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing