Tim de Silva
@timdesilva
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Economist @Stanford @SIEPR @StanfordGSB | Avid Racer
Palo Alto, CA
Joined July 2009
@MortenStostad Interesting! I’m surprised that capital income doesn’t contribute more given the discussion of “pass-through” income?
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I’m actually surprised that “computer and mathematical” is only 37%!
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RT @HannoLustig: Federal government spending and taxes as % of US GDP. Look at the size of government in the 19th century when the federal…
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RT @LevyAntoine: Fascinating by Stijn, Matthijs, & Sven Damen. Higher returns in low-income/low-rent segment consistent with extreme segme…
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RT @SVNieuwerburgh: This is a one-picture paper. Net rental yields and capital gain yields are both declining in rent levels. Total housing…
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RT @tejparikh90: My latest for @FTAlphaville: Uncertainty is up, but stock market volatility remains low. Why? htt…
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RT @nealemahoney: Call for papers for @StanfordEcon SITE conference on Market Failures and Public Policy, co-organized by me. The submiss…
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RT @JohnHCochrane: Risk does not disappear. Alpha is not arbitrage. Bad stuff happens at the worst possible time (“bad states”).
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@ProfJAParker @arpitrage This is probably more likely, I’m not sure that Trump thinks discount rates vary..
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Great book! It inspired this paper of mine with the great @dthesmar:
Noise: A Flaw in Human Judgment.
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RT @ben_golub: Played around with OpenAI Deep Research today. Thoughts: 1. Worst: asked it to find the fourth woman ever elected to Harvar…
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This is pretty incredible work!
🚨 New Paper and Public Good🚨 "The Global Macro Database: A New International Macroeconomic Dataset", joint with @chenzix, Mohammed Lehbib, and Ziliang Chen. We built the most comprehensive macro database ever—covering 243 countries from 1086-today, integrating 110 sources. 🧵
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So much for the calvo fairy!
Watching a trade war unfold in real time:
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RT @jptguerreiro: An interesting article on inflation with a kind reference to our work (with @JADHazell @ChenLian92 and Christina Patterso…
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RT @_josephshapiro: 1/🚨New chapter in Handbook of Regional & Urban Econ: Spatial Environmental Economics 🌍 How do spatial forces affect…
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RT @Simon_Mongey: 🚨Graduate Students!🚨... If you want to take these tools and apply them to different questions, get in touch! Happy to tal…
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RT @HannoLustig: One of the main issues I see as a financial economist with the analysis of fiscal policy in modern macro and public financ…
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RT @littmath: Some brief impressions from playing a bit with o3-mini-high (the new reasoning model released by OpenAI today) for mathematic…
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