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19 September
CEO of Vercel; creator of Next.js and Socket.IO. Writes at rauchg.com.
“I've spoken of the shining city […] a tall, proud city built on rocks stronger than oceans, wind-swept, God-blessed, and teeming with people of all kinds living in harmony and peace; a city with free ports that hummed with commerce and creativity. And if there had to be city walls, the walls had doors and the doors were open to anyone with the will and the heart to get here. That's how I saw it, and see it still.” – 🇺🇸 Ronald Reagan (January 11, 1989) Related
Economist at the Hoover Institution; wrote The Fiscal Theory of the Price Level and blogs as The Grumpy Economist.
18 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
x.com Long-term Treasuries now have a negative total return going back to the start of 2015 It's more than a lost decade for long bonds (and even worse after inflation) inflation Related
Blog 5% Bond Yields How do bonds work?
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Prime Minister of Canada since March 2025; formerly governor of the Bank of Canada and the Bank of England.
Short Europe and Canada are each strong. Europe and Canada are even stronger together. Europe Related
Economics professor at the University of California, Berkeley and a former Deputy Assistant Secretary of the US Treasury. Author of Slouching Towards Utopia and writer of the Grasping Reality newsletter.
Their words
In a contest between a coherent weak actor and an incoherent strong one, bet on coherence.
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braddelong.substack.com
17 September
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
16 September
Economist at George Mason University. Writes Overcoming Bias on prediction markets, signalling and the far future, and wrote The Age of Em and The Elephant in the Brain.
For a great many people, you couldn't pick a stronger endorsement than having Trump be strongly against it. EA is getting lotsa free marketing here. Quoting @DoWCTO The United States will NEVER be an effective altruist country. 🇺🇸 Related
President of the European Commission since 2019; previously Germany's defence minister.
A stronger, independent Europe is now emerging. A Europe better able to defend itself than ever before. That is there for Europeans. This is a Europe we can be so proud of ↓ Europe Related
15 September
President of the European Commission since 2019; previously Germany's defence minister.
Once again, Europe woke up to reckless and dangerous Russian behaviour. A Russian warship fired emergency flares dangerously close to a Danish helicopter. A drone entered Lithuanian airspace before being destroyed by NATO fighter jets. These are not isolated incidents. They are part of a broader pattern of Russian aggression and provocation against Europe, testing our readiness and our resolve. Russia will find our resolve only growing stronger. We are reinforcing our collective deterrence and defence, together with NATO. And we are stepping up the pressure on Russia. Europe Russia Related
14 September
President of the European Commission since 2019; previously Germany's defence minister.
Democracy. It’s about giving people the power to shape the society they want to live in. Tomorrow, on Democracy Day, the @EU_Commission launches the “Shape our Democracy” campaign. To invite people to share their ideas. And to make our democracy stronger and more resilient, together. link.europa.eu
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Economist; former chief economist of the International Monetary Fund.
Economist specialising in global income inequality; formerly lead economist in the World Bank research department, now at the CUNY Graduate Center and author of the Global Inequality and More newsletter.
Their words
The more we believe that IA may cause non-specified and unpredictable problems, the stronger the argument for its control by the state.
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branko2f7.substack.com
13 September
Self-taught home cook and food writer who has run the Smitten Kitchen recipe site since 2006; author of four cookbooks.
If you can read about something called a magic cobbler that you make more or less entirely in the pan you bake it and not have it in the oven 15 minutes later, you're made of stronger stuff than me. Related
Economist; former chief economist of the International Monetary Fund.
12 September
Organizational psychologist and professor at the Wharton School. Author of Give and Take, Originals, Think Again and Hidden Potential, host of the Re:Thinking podcast, and writer of the GRANTED newsletter.
Listening carefully doesn't just avoid misunderstandings. It also bolsters bonds during arguments. 5 studies: Even if people don’t find common ground, when they feel heard, they leave feeling more connected, capable, and optimistic. Agreement is not a prerequisite for respect. Related
11 September
Economist; former chief economist of the International Monetary Fund.
Good question, even if framed too aggressively. But the answer is no. During QE, given the zero lower bound that prevented further decreases in policy rates, the ECB bought long maturity national bonds, including those of France, so as to decrease long-term interest rates and help countries, including France. Now, as we are away from the lower bound, there are few reasons to keep as many of them. As these are sold (or not rolled over at maturity) through QT, this indeed likely increases long rates a bit and makes it harder for France to adjust. If selling these bonds turns out to be strongly… Quoting @RobianoAntoine Le raisonnement paraît juste mais - L'annulation de la dette détenue retirerait à la BCE l'une de ces nombreuses sources de pouvoir exorbitant, celui de revendre des titres de dette publique d'un Etat pour contraindre politiquement ce dernier ? interest rates Related
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
I know everyone hates bonds right now b/c inflation, govt debt, etc But if you own a bond index fund that tracks the Agg you're getting 5.2% avg yield to maturity right now Investors would have killed for yields this high at any point in the past 15 years or so inflation Related
Founded Bridgewater Associates in 1975 and led it until stepping back from control in 2022. Author of Principles, The Changing World Order and How Countries Go Broke; publishes economic analysis at economicprinciples.org.
This happens as long-term rates rise relative to short-term rates. Though they try to hold short rates down, long rates are climbing, a trend we are already seeing. We are also seeing a weakening dollar and movements in gold. As rates rise, it starts to affect the stock market. With bonds dropping and stocks rising, the prospective returns of stocks are now low compared to bonds, translating into broader stock market pressure. This classic dynamic creates a stagflationary environment that the Federal Reserve struggles to manage. With current stagflation, the Fed wrestles with whether to tight… interest rates Related
10 September
Co-founder and chief investment officer of Cambria Investment Management. He has written several books on quantitative asset allocation, blogs at Meb Faber Research and hosts The Meb Faber Show.
Real current drawdowns in fixed income: TIP 19% T-bills 20% AGG 25% LQD 27% IEF 32% TLT 55% Zeros 😱😱 If you respond yEs BUT i iNveSt in InIDVIDual BonDs so I don't have this problem you're going to get blocked. via totalrealreturns.com
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.@AB_insights Inigo Fraser Jenkins on why 60/40's diversification is broken: “If we're talking about long duration government bonds, I think it's likely they will not perform the diversifying role that they've performed historically.” “This post 2022 experience of a positive correlation of stock and bond returns actually looks more normal.” Listen: https://t.co/mfnaUo1DNT Watch: youtube.com
government Related
Economist and Nobel laureate. Wrote a New York Times column for 25 years until December 2024 and now publishes several times a week on Substack.
9 September
Co-founder and chief investment officer of Cambria Investment Management. He has written several books on quantitative asset allocation, blogs at Meb Faber Research and hosts The Meb Faber Show.
Cat bonds overview... via @MorningstarInc Related
Prime Minister of Canada since March 2025; formerly governor of the Bank of Canada and the Bank of England.
Canada strong is not just about withstanding a crisis. It’s about coming out of it stronger. Watch the new edition of Forward Guidance: Related
Deep-learning researcher and Turing Award laureate; founder of the Mila institute.
Director of institutional asset management at Ritholtz Wealth Management. Writes the A Wealth of Common Sense blog and co-hosts the Animal Spirits podcast with Michael Batnick.
Animal Spirits: Everywhere Millionaires The bull market in wealth The next financial crisis A buying opportunity in bonds? AI is crowding out bonds & construction spending The American Dream is still alive Is college still worth the cost? America Related
8 September
Prime Minister of Canada since March 2025; formerly governor of the Bank of Canada and the Bank of England.
Adversity only makes us stronger. It always has. Watch the new edition of Forward Guidance: Related
7 September
Economist; former chief economist of the International Monetary Fund.
Economic historian at Columbia; writes Chartbook on economics, geopolitics and history, and wrote Crashed and The Deluge.
3 September
Economist; writes In My Tribe, and wrote The Three Languages of Politics.
1 September
FreeBSD developer and former FreeBSD Security Officer; founder of the Tarsnap online backup service and author of the scrypt key derivation function.
Yes it is. American policies have dramatically increased interest among Canadian youth in helping to build a stronger Canada, and as a nation we're happy to help everyone build their skills even if they're too young to take up arms. Quoting @PeteHegseth 🇨🇦 (this is real) America Related
31 August
Political scientist and Baptist pastor; writes Graphs about Religion, charting American religious life from survey data.
17 August
Mathematician at UCLA, working mainly in harmonic analysis and partial differential equations. Writes What's new, a long-running blog on their research, open problems and expository notes.
10 August
Founded PSPDFKit in 2011 and ran it for a decade. Came back from a break to work on AI agents — the OpenClaw project, and OpenAI, joined in February 2026. Writes at steipete.me.
16 July
Co-founder, chairman and chief investment officer of Ritholtz Wealth Management. Hosts the Masters in Business podcast for Bloomberg and wrote How NOT to Invest.
Their words
I have the Wigglesworth and Moore books on my desk, queued up for my hammock reading
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ritholtz.com
14 July
Investing columnist for The Wall Street Journal and editor of the revised edition of Benjamin Graham's The Intelligent Investor.
Their words
Couple this book with Edward Chancellor's also excellent The Price of Time: The Real Story of Interest, published in 2022, and you can learn most of what you need to think intelligently about bonds.
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jasonzweig.com
13 July
Labour politician. Prime Minister of the United Kingdom from July 2024 to June 2026, and MP for Holborn and St Pancras from 2015 until standing down in 2026. Director of Public Prosecutions before entering Parliament.
I’m in Paris for my final meeting of the Coalition of the Willing. I’m proud to have worked with @EmmanuelMacron to bring 25 nations together, united in support of Ukraine and European security. Today, we stand stronger than ever. Our message remains clear: Ukraine's security is our security. Europe Related
8 July
Labour politician. Prime Minister of the United Kingdom from July 2024 to June 2026, and MP for Holborn and St Pancras from 2015 until standing down in 2026. Director of Public Prosecutions before entering Parliament.
I am determined to ensure the safety of the UK and our allies. We must deliver a stronger NATO. Related
3 June
Member of technical staff at Anthropic. He has led ML/AI teams at Amazon, Alibaba and Lazada, and writes about LLMs, recommender systems and engineering at eugeneyan.com.
Stronger models have made finding vulnerabilities easier, and the bottleneck has shifted to verification, triage, patching. Here are some lessons from working with security teams to address the new bottlenecks. claude.com
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31 May
Social scientist at King's College London; writes The Great Gender Divergence on why societies differ in how they treat women.
20 May
Writer and consultant on formal methods and software correctness; author of Practical TLA+ and Logic for Programmers.
Assumptions weaken properties In some tests are stronger than others, I defined STRONG => WEAK to mean "any system passing test STRONG is also guaranteed to pass WEAK". This uses the logical implication operator, defined as P => Q = !P || (P && Q).…
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Rust engineer at Google working on Android; maintains Tokio and works on Rust in the Linux kernel.
9 May
Writes Very Serious, a newsletter on politics, the economy and culture, and hosts the podcast of the same name.
6 May
Economist at George Mason University, co-author of Marginal Revolution, host of Conversations with Tyler. Writes in short, dense claims about economics, culture and AI, and has moved position on AI in public more than once.
Their words
A very good look at the negotiations behind the Geneva Conventions of 1949 and just how driven by national self-interest they were, including colonial motives from the major colonial powers, who wished to retain stronger rights to put down uprisings.
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marginalrevolution.com
24 April
Writes Stratechery, a subscription newsletter on the business and strategy of technology, and hosts the Dithering and Sharp Tech podcasts.
There is nothing about this that is amazing. It was predicted endlessly, and those predictions were dismissed by people citing the fact that big companies opposed these measures. They opposed them because while their relative position is stronger, the pie is now smaller. Quoting @AdamThierer truly one of the most amazing developments in trans-Atlantic tech policy over the past 20 years is the way that Europe set out to regulate US tech giants into the ground, but only made them more dominant as a result. This Economist headline really says it. Related
13 March
Founder and chief analyst of SemiAnalysis; reports on semiconductor supply chains, AI datacentre economics and what the chip export controls actually do.
China
Their words
Um, just shipping out all the engineers and blowing up the fabs means China has a stronger semiconductor supply chain than the rest of the world, right?
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youtube.com
12 March
Writer on learning and skill acquisition; author of Ultralearning and Get Better at Anything, known for the MIT Challenge and the Year Without English.
New Article: Book Recommendation: Beyond Belief https://t.co/HtkubsVkVu How much do beliefs actually influence our performance? Beyond Belief explores this question from a scientific perspective. I explain why I found the book interesting and worth recommending. Related
3 March
Founded CD Baby in 1998 and sold it in 2008, giving the proceeds to a charitable trust for music education. Since then a writer and speaker: five books and 550+ articles, published first at sive.rs, which they hand-code and keep free of advertising.
18 February
Senior economist at the Foundation for American Innovation; writes Second Best, and was the Niskanen Center's director of social policy before that.
13 January
Data scientist at Our World in Data and author of Not the End of the World. Writes By the Numbers, working through energy and climate questions with the numbers in front of them, and revising in public when they say something unexpected.
7 January
Executive coach for product leaders. Previously a partner at GV (Google Ventures) and a product manager at Google. Writes at Bring the Donuts, including a standing essential-reading list for product managers.
Their words
The sequel to Inspired, this book explores what the best product companies have in common. “Most people think it’s because these companies are somehow able to find and attract a level of talent that makes this innovation possible. But the real advantage these companies have is not so much who they hire, but rather how they enable their people to work together to solve hard problems and create extraordinary products.”
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bringthedonuts.com
Their words
Christensen explores one of his approaches to combating the Innovator’s Dilemma:
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bringthedonuts.com
1 January
Mac and iOS developer at the Iconfactory, where he has worked on apps including Twitterrific and Tot. He writes about development at furbo.org.
5 October 2025
Head of growth at Chess.com, previously growth and monetization lead at Grammarly and Duolingo and a product manager at Google.
Their words
If you do too much exploration, you can have your team feel a little bit too scattershot, just trying a 100 different random ideas. What's the through line? What's the strategy? How do you pattern match, you know, successes across them? And if you do too much in exploitation, which is often the MMO of growth teams, it can lead to this like saturation and stagnation where you're just locally maximizing a thing.
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youtube.com
29 August 2025
China economy researcher based in Beijing who writes on his personal blog about Chinese political economy, history, books and music.
China
Their words
On this measure, state capacity at the local level looks much stronger in China than in India, which helps explain some of the long-running economic differences between them.
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andrewbatson.com
31 July 2025
Anthropologist; wrote Genghis Khan and the Making of the Modern World and The Secret History of the Mongol Queens.
Their words
I think that sedentary armies, sedentary civilizations, they get stuck in ways, this is how we do it. And we're going to make it a little faster, we're going to make it a little bigger, a little stronger but this is how we think. Genghis Khan had no set way to think and, when he encountered the first walled cities around 1209 after founding his nation in 1206, he went out on these raids and I really think there were raids not wars at first.
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youtube.com
22 July 2025
Cyborg anthropologist and UX designer; author of Calm Technology and co-founder of the geolocation startup Geoloqi.
77% of educators report kids have trouble using scissors! This article explores how physical craft is on the decline in schools, many of whom give Chromebooks to elementary students. caseorganic.medium.com
Related
6 July 2025
Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.
The Rise of Bitcoin Stocks and Bonds Originally published: July 2025 During the past year or so, the Bitcoin ecosystem has largely been led by the rise of corporate bitcoin treasury strategies. Although Strategy (MSTR) pioneered the trend back in 2020, the…
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23 June 2025
Professor at Wharton studying how people actually use AI, and author of Co-Intelligence. Writes One Useful Thing, where the claims are dated and testable because the thing they describe keeps changing under them.
Their words
Generally, ChatGPT is stronger. On video creation, however, Gemini’s Veo 3 is very impressive, and you get several free uses a day
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oneusefulthing.org
19 June 2025
Independent AI policy researcher; led policy research at OpenAI from 2018 to 2024, latterly as senior adviser for AGI readiness.
10 January 2025
Founder of what became Bloomberg New Energy Finance; writes and speaks on clean energy, hydrogen and the economics of the transition, and hosts the Cleaning Up podcast.
Nothing matches. Show everything
A korrent is a belief a person has stated in their own words: one
sentence stating the claim, backed by a quote and a source, kept at
korrents.com .
Under a name here, the quoted block is what they actually said.
The korrent beneath it is the claim those words support, in
korrents' wording — tap it to see the record, its source, and who
else holds it.
Nobody here wrote their own korrents. They are compiled from public
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About the English under a post
Some people here publish in a language other than English. Where they
do, this site shows a machine translation beneath the post, in
this typeface — the site's own, not theirs.
The post itself is never changed, moved or hidden: what is set in the
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quote them on. A translation can be wrong in ways that matter,
especially about tone.
Only the post's own words are translated. A quoted post, a linked
article and a belief on korrents.com
are left in their original language.
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