Isaac @macroizzy

Learning Markets & AI — Hallucinating through AGI system design & LLMs Joined August 2025

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The Kobeissi Letter @KobeissiLetter

a week ago

BREAKING: The US M2 money supply surged +4.8% YoY in July, to a record $22.12 trillion. This also marks the 21st consecutive monthly increase. Growth has accelerated since July 2024, when M2 rose just +1.6%. By comparison, the long-term growth rate has averaged 6.3%, largely…

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Markets & Mayhem 🤖 @Mayhem4Markets

a week ago

It's worth noting that Core PCE would annualize to 3.6% based on the last two readings.

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Isaac @macroizzy

a week ago

AI as labour cutting = short-term ROI. AI as education & upskilling = compounding ROI. Anyone else seeing it this way?

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Markets & Mayhem 🤖 @Mayhem4Markets

a week ago

Generative AI is not going to replace a lot of the jobs that companies are trying so hard to replace. Because it doesn't necessarily understand the input given or the output it provides.

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Ethan Mollick @emollick

a week ago

I wrote about the era of Mass Intelligence. GPT-5 and Google's Nano Banana are examples of how advanced AI is now making their way to far more users, at scale, as both performance and efficiency keep improving. We are going to see a lot of weird things happening, all at once.

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Philoinvestor @philoinvestor

a month ago

AI Hype meets economic reality: Thoughts on potential bust scenaria.

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Lisa Abramowicz @lisaabramowicz1

a week ago

Yield curves keep steepening globally, particularly driven by 30-year yields. In the US, the gap between 2-year and 30-year bond yields has reached the widest since January 2022.

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Bloomberg @business

a week ago

The autonomy of the Federal Reserve is being tested for the first time in decades, leading to “significant” risks for markets and the economy, according to ECB Governing Council member Olli Rehn bloomberg.com/news/articles/…