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![joequant Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::45808758.png) Joequant [@joequant](/creator/twitter/joequant) on x 1177 followers
Created: 2025-07-22 02:34:28 UTC

@robin_j_brooks @MarkSimonHK @Brad_Setser Or there was demand and you were just supply constrained.  The problem with what you are doing is that you are making assumptions about the shape of the supply curve.  The supply curve is a hockey stick then you have very different conclusions.


XX engagements

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[Post Link](https://x.com/joequant/status/1947485367055388795)

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joequant Avatar Joequant @joequant on x 1177 followers Created: 2025-07-22 02:34:28 UTC

@robin_j_brooks @MarkSimonHK @Brad_Setser Or there was demand and you were just supply constrained. The problem with what you are doing is that you are making assumptions about the shape of the supply curve. The supply curve is a hockey stick then you have very different conclusions.

XX engagements

Engagements Line Chart

Post Link

post/tweet::1947485367055388795
/post/tweet::1947485367055388795