Joe Calhoun @JoeCalhoun3
CEO of Alhambra Investment Partners alhambrapartners.com South Carolina Joined March 2013-
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This is corrupt
Maybe - and I'm just spitballing here - having one person frenetically set, and then suddenly change, taxes on trillions of dollars in annual commerce isn't the best way to do US economic policy?
@thomas_garrard 55 million visa holders? Dumbass, that’s 1 in 6 Americans. If you think every sixth person in your neighborhood is on a visa, you shouldn’t be online, you should be wearing a helmet indoors. Rents are high because Wall Street owns your house, not because Miguel serves your tacos.…
Overheard in Palo Alto. CEO: "This copy sucks." CMO: "We fired all our content people and just use ChatGPT now." CEO: "Well, hire them back."
Emergency power for tariffs Emergency power for the border Emergency power for immigration Emergency power for Energy Production Emergency power for drug enforcement Emergency sanctions for the ICC Emergency power for DC Lots of Emergencies! May have to dissolve the Senate eh…
Emergency power for tariffs Emergency power for the border Emergency power for immigration Emergency power for Energy Production Emergency power for drug enforcement Emergency sanctions for the ICC Emergency power for DC Lots of Emergencies! May have to dissolve the Senate eh…
JD Vance’s message here is actually anti-capitalist & rooted in Marxist logic. Saying there’s no line between public & private power is essentially Marx’s critique of capitalism—& his excuse for state control. Just sayin… Capitalism depends on the clear distinction of private…
JD Vance’s message here is actually anti-capitalist & rooted in Marxist logic. Saying there’s no line between public & private power is essentially Marx’s critique of capitalism—& his excuse for state control. Just sayin… Capitalism depends on the clear distinction of private…
I think they have this backwards. It should be “every 4.5 minutes spent on a golf course feels like a lifetime “.
I think they have this backwards. It should be “every 4.5 minutes spent on a golf course feels like a lifetime “.
Yep. But it's not the only problem! Tariffs ALSO- 1) are much more distortionary & harmful than standard income/consumption taxes 2) are opaque & unpredictable (esp unilateral tariffs!) 3) breed corruption/cronyism + gaming/evasion They're a tax, sure, BUT ALSO a very bad one.
Yep. But it's not the only problem! Tariffs ALSO- 1) are much more distortionary & harmful than standard income/consumption taxes 2) are opaque & unpredictable (esp unilateral tariffs!) 3) breed corruption/cronyism + gaming/evasion They're a tax, sure, BUT ALSO a very bad one.
How can anyone take Stephen Moore seriously anymore?
How can anyone take Stephen Moore seriously anymore?
I don’t think @tylercowen is arguing that tariffs are consumption taxes - that would only be true for a product with no domestic substitute - but that tariffs lead to consumption taxes. There are lots of ways to evade tariffs but a VAT is hard to get around.
I don’t think @tylercowen is arguing that tariffs are consumption taxes - that would only be true for a product with no domestic substitute - but that tariffs lead to consumption taxes. There are lots of ways to evade tariffs but a VAT is hard to get around.
Spoke with a client last week who works for one of the majors working the Vaca. He says costs are higher than Permian and lack of infrastructure makes it even higher.
Spoke with a client last week who works for one of the majors working the Vaca. He says costs are higher than Permian and lack of infrastructure makes it even higher.
Are there no politicians left who will defend free markets? It may not have been the uniparty before Trump but it surely is now. There are big differences between the two parties on some issues but on economics it’s intervention all the way down.
Are there no politicians left who will defend free markets? It may not have been the uniparty before Trump but it surely is now. There are big differences between the two parties on some issues but on economics it’s intervention all the way down.
The US Dollar will be the global reserve currency for the next 50 years. ZIRP will come back in my lifetime. The US govts debt is not a serious concern. Passive investing isn't a problem. Billionaires need to do leg day 3X a week.
The US Dollar will be the global reserve currency for the next 50 years. ZIRP will come back in my lifetime. The US govts debt is not a serious concern. Passive investing isn't a problem. Billionaires need to do leg day 3X a week.
This is false. Central American migrants have enormous economic upside.
This is false. Central American migrants have enormous economic upside.
A whole lot of people are telling you that AI is going to kill jobs and increase inequality. They have no idea what they're talking about. noahpinion.blog/p/stop-pretend…
"Trump is recklessly wielding power he shouldn’t have, based on an emergency that doesn’t exist, to address problems that are entirely and transparently fictitious." - @cpgrabow cato.org/blog/trump-iss… via @CatoInstitute
Trade letter for the Heard and McDonald Islands just dropped.
a deal is a letter, ninety equals two, a promise is a butterfly, and a tariff is not a tax.
a deal is a letter, ninety equals two, a promise is a butterfly, and a tariff is not a tax.
Santiago Capital @SantiagoAuFund
314K Followers 2K Following If you can keep your head when all about you are losing theirs & blaming it on you… NOT TRADING ADVICE https://t.co/l29nWovEkm
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s o p h @sophys_shine
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Danielle DiMartino Bo... @DiMartinoBooth
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1.1M Followers 2K Following Flaneur: probability (philosophy), probability (mathematics), probability (real life),Phoenician wine, deadlifts & dead languages. Greco-Levantine.Canaan. #RWRI
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Dave Sekera, Mornings... @MstarMarkets
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