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tylermcclellan
@tylermacro10
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Global macro (PM & Research) 15+ yrs. Paris
Joined March 2016
@BenniKim Going skiing next week and some of week after if around— I’ll prob just ski with the kids unless conditions are good a few days.
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@BenniKim Was just about to reply to you that I didn’t get the link Saw you added last sentence
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RT @Meteovilles: ☁️ Dans certaines régions, la première décade du mois de février 2025 fut particulièrement grise. Ainsi, la ville de #Lyon…
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@JoeWeisenthalt They believe the people who criticize their flawed ancestors wouldn’t themselves have done differently if they were in their shoes
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@andrewbatson When do you believe (roughly) china started to fear the u.s. again more than Russia 89 would be an obvious guess but I don’t personally know
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RT @CaseClosedSF311: No end in sight along Leavenworth: "Homeless encampment blocking the sidewalk, open drug use. This has been reported…
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@DannyDayan5 Im serious, I think you could do macro this whole year without ever mentioning trump Keep in mind I live in France… :)
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@ConstanceHunter @ernietedeschi Because the misery ratio can be more sensitive to inflation falls than unemployment rises
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@DannyDayan5 Oh I also think we’re in a bubble, but it’s a different kind and it’s not going to pop
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@DannyDayan5 98-00 was a telecom bubble based on telecom deregulation There’s no analogue this time (imho)
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@arpitrage The planning benefits of prop 13 as it generates v smooth upward drifts in property tax revenue
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