upcarta
Sign In
Sign Up
Explore
Search
Michael Green
Follow
3
Followers
community-curated profile
My views only
Recently recommended
Recently recommended
Most recommended
Tweet
Article
Tweet
Apr 13, 2022
This is possibly last thread I will ever post on this TL. It is also the 1st exemple of the kind of collaborative work that I want to pursue over at Kitty were the pool of talent is truly outstanding and covers a very wide span of expertise. Thread:
by
Girolamo Pandolfi da Casio ditto Carlo Dossi Erba
Post
Add to Collection
Mark as Completed
Tweet
Apr 17, 2022
There will be a surge of containers from China when it resumes its economy, but no one knows when this will happen, how long it will take, and how backed up their domestic supply chains are. For now, we know the freight market is slowing and 🇨🇳 is onl
by
Craig Fuller
Post
Add to Collection
Mark as Completed
Tweet
Mar 29, 2022
Tender rejections are the best indicator into realtime supply/demand in the trucking. A high rejection rate = trucking cos have more options in freight to pick from. (more options = more rejections; less options = less rejections). Why are rejections
by
Craig Fuller
Post
Add to Collection
Mark as Completed
Tweet
Mar 23, 2022
1/8 I think this is a pretty important article. It points out that China is embracing supply-side policies even though analysts increasingly recognize that fiscal support would be better targeted at households than at businesses. www.bloomberg.com/ne
by
Michael Pettis
Post
Add to Collection
Mark as Completed
Tweet
Mar 12, 2022
So my tweet yesterday caused a third of you to lose your mind… and start throwing topographic maps of Ukraine in my face... Allow me to elaborate on why the Russian “special operation” is a haphazard military operation at best, and a ballet performan
by
Marko Papic
Post
Add to Collection
Mark as Completed
Tweet
Mar 12, 2022
Spoke to @hendry_hugh and @writes_sweeney on Thursday about how the convexity of war has shifted from the urban arena to the fields favouring the Ukranian defenders. (1/7) twitter.com/hendry_hugh/status/1502467695471644675
by
Tom Roderick
Post
Add to Collection
Mark as Completed
Tweet
Feb 28, 2022
The Western response to Russian invasion falls hard and fast. If it was falling too hard and too fast, how would we know? We rush headlong into decisions whose consequences we have not debated or thought through scholars-stage.org/pausing-at-the-
by
Tanner Greer
Post
Add to Collection
Mark as Completed
Tweet
Feb 28, 2022
(1) As I explained on Saturday, the joint statement hinted at limited sanctions against the CBR. Not blocking sanctions (i.e., asset freeze and transaction ban), but something more scalpel-like to prevent the CBR from undermining other sanctions. twi
by
Eddie Fishman
Post
Add to Collection
Mark as Completed
Tweet
Dec 24, 2021
The phrase “Unprincipled Exception” was introduced to me by a friend. It has explained to me something I could not understand on my own: why have so many formerly sane democrats gone loopy. Late to the UE party. But the idea is that there are very d
by
Eric Weinstein
Post
Add to Collection
Mark as Completed
Article
Roosevelt's Gold Program | Federal Reserve History
Post
Add to Collection
Mark as Completed
Article
Oct 15, 2021
Closeness Without Community
by
Joe Norman
Post
Add to Collection
Mark as Completed
Tweet
Jul 14, 2021
I am often asked if I will “return to cryptocurrency” or begin regularly sharing my thoughts on the topic again. My answer is a wholehearted “no”, but to avoid repeating myself I figure it might be worthwhile briefly explaining why here…
by
Jackson Palmer
Post
Add to Collection
Mark as Completed
