The Fed is losing credibility with markets, OpenAI and Google are paying content creators for unused video footage, and lifestyle changes prevent metabolic diseases more effectively than medications
Another great post chamath. I just got my first case study in real time of bond yields increasing due to the jobs report and now investors are pulling out of stocks hence the decline since the start of the year. S&P has been closing lower and lower since the jobs report. The FED in their November meeting has said inflation looks to remain around the 2 percent target but I think it will be 2.5-2.7 for the month of December. When the CPI index and the PPI index comes out this week I think we will see a sell off on stocks and treasury yields rise if inflation is a good amount above the targeted 2%. But the earnings report comes out this week aswell and if the major banks report strong growth for 4Q stocks could rally.
Can someone explain to me how Chamath/whoever wrote this has embedded a link to each Tweet within its screenshot? Clearly these are images with hyperlinks but I wasn't able to make it work within my own Substack editor. Would greatly appreciate the help!
You're a Rentier Speculator who does not produce anything of value.. a Rentier parasite on the Economy of Real Goods and Services which is a result of Labor. You steal the Surplus Labor Value of Workers in the Economy.. I wonder what China would do with you..
I appreciated the article on CMD. I hope that with the upcoming AR/VR build out someone will design a treadmill that can be combined with a headset and I can go for a walk on the Great Wall of China, down the streets of Rome, or through the Grand Canyon. I appreciate what companies like Peloton have done for fitness but something more approachable to the sedentary folks will be valuable. With a walking "AR", the only way you can see more... is with your feet. There's a huge opportunity for advertisers here and can subsidized the treadmill, AR gear. Signed, fat, lazy and incredibly smart, SaaS CEO.
The Fed lost credibility with markets due to a disconnect between its policies and economic realities. Despite cutting the federal funds rate by 1% since September 2024, job gains remain strong, and inflation persists above the 2% target. This has led long-term Treasury yields to rise, counteracting the Fed’s efforts to lower borrowing costs. Market skepticism bubbled up from doubts about the Fed’s economic assessments and policy effectiveness, undermining its ability to influence expectations—a critical tool for monetary policy success.
You waste time on Nate Silver? Not trying to be a dick, it is a genuine question.
Another great post chamath. I just got my first case study in real time of bond yields increasing due to the jobs report and now investors are pulling out of stocks hence the decline since the start of the year. S&P has been closing lower and lower since the jobs report. The FED in their November meeting has said inflation looks to remain around the 2 percent target but I think it will be 2.5-2.7 for the month of December. When the CPI index and the PPI index comes out this week I think we will see a sell off on stocks and treasury yields rise if inflation is a good amount above the targeted 2%. But the earnings report comes out this week aswell and if the major banks report strong growth for 4Q stocks could rally.
Can someone explain to me how Chamath/whoever wrote this has embedded a link to each Tweet within its screenshot? Clearly these are images with hyperlinks but I wasn't able to make it work within my own Substack editor. Would greatly appreciate the help!
This is *really* important to me so please if *anyone* reading this has a clue I'd be eternally thankful!
Get Tim Dillon on there ASAP! Keep up the good work!
Troveo is a very interesting app . I assume this is going to become the norm . There is an app called flip that catches my attention also .
You're a Rentier Speculator who does not produce anything of value.. a Rentier parasite on the Economy of Real Goods and Services which is a result of Labor. You steal the Surplus Labor Value of Workers in the Economy.. I wonder what China would do with you..
I appreciated the article on CMD. I hope that with the upcoming AR/VR build out someone will design a treadmill that can be combined with a headset and I can go for a walk on the Great Wall of China, down the streets of Rome, or through the Grand Canyon. I appreciate what companies like Peloton have done for fitness but something more approachable to the sedentary folks will be valuable. With a walking "AR", the only way you can see more... is with your feet. There's a huge opportunity for advertisers here and can subsidized the treadmill, AR gear. Signed, fat, lazy and incredibly smart, SaaS CEO.
The Fed lost credibility with markets due to a disconnect between its policies and economic realities. Despite cutting the federal funds rate by 1% since September 2024, job gains remain strong, and inflation persists above the 2% target. This has led long-term Treasury yields to rise, counteracting the Fed’s efforts to lower borrowing costs. Market skepticism bubbled up from doubts about the Fed’s economic assessments and policy effectiveness, undermining its ability to influence expectations—a critical tool for monetary policy success.