Macro Ghost
@MacroGhost7
Macroeconomics, geopolitics, markets, and other macro events. Critical thinking commentary. Meant to be thought provoking. Not financial advice
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Not sure why the Trump admin is having such a difficult time communicating that they are in favor of H-1B for niche European and Chinese/Taiwanese talent. Should be easy to state the H-1B fraud and abuse (Indians) will be stopped while allowing real tech talent to stay. Still…
This aged poorly
Dave: "So let me get this straight, Michael. You started Cursor three years ago." Michael: "Yes, Dave." Dave: "And you just raised $900 million." Michael: "Correct." Dave: "At a $9.9 billion valuation." Michael: "That's right." Dave: "You're doing over $500 million in ARR."…
I absolutely hate how autism has become a meme in today’s internet culture. It’s unsavoury. You think of autism and picture some quirky dude from your office that’s good at computers but a little unhinged or maybe Elon Musk and don’t realise the tragedy it actually is. As…
So an auto dealer/lender that almost exclusively loans to illegal immigrants with no credit has a AAA rating at a time when those immigrants are leaving the country and abandoning vehicles/loans as there’s net shrinkage in their customer base? Moody’s needs an Eisman visit
🚨Tricolor’s AAA bonds (rated 2 months ago July ’25) just plunged—par to 78¢, lower tranches to 12¢. Rating agencies are partying like it’s 2008, slapping AAA on junk. The music’s stopped, & subprime auto debt tied to fraud is crashing fast. Same playbook, new bubble.
Few things make me more mad than foreign nationals touting their opinion on this app like they are American and have any say Especially Canadians
You can’t ask “what’s GDP for?” without asking “what are central banks for?” While they have answers (2% CPI, low unemployment, financial stability), none are geostrategic. They reflect the neoliberal world that was, not the realpolitik that now is.
I’m going to piss off 90% of my fellow buysiders with this but fuck it: One man’s central bank independence is another man’s central bank that is unaccountable in a democracy. There is a lot of value in the veneer of central bank independence. But that value isn’t…
The Mamdani scavenger hunt shows you how childish and childless NYC millennials are. A godless generation of consumers.
Trading with China made the US more authoritarian rather than liberalizing China
Average Indian internet user. We need internet borders
Thread of the Most Surreal Airports in the World✈️ 1. Princess Juliana International Airport, on the Caribbean island of St. Maarten, is situated so close to Maho Beach that beachgoers can feel the force of planes taking off and landing.
No gonna lie, I'm the biggest Apple hater for very very good reasons, but their last research paper explaining why they weren't interested in pursuing LLMs seems more and more like its gonna be correct.
Look at the comments. Some investors shorted ZTS, others are still confused. Not the mention the narrow bell curve dynamic for the livestock business. Nations Wealth on X axis, use of ZTS on the Y axis.
Apartment dog realises he’s free now 😭 🎥: agxaiplyl on TT.
I think the reason @elonmusk is pushing Grok Imagine so hard is to build a massive image training base, legally.
A Scandinavian economist once said to Milton Friedman: "In Scandinavia, we have no poverty" Milton Friedman replied: "That's interesting, because in America, among Scandinavians, we have no poverty either"
Actually, Jeffrey Epstein never even existed.
Pakistan’s effort to remind Trump to bring peace to the Middle East.
BREAKING: Pakistan nominates Trump for 2026 Nobel Peace Prize
The main way to stop drones is to jam the signal from the operator. This creates a strong incentive for drone warfare to become autonomous as quickly as possible. (This is just an observation, not a policy recommendation.)
You already know Trump is crafting the most devious response tweet right now
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