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20 September
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.
Today modern advertising, public relations and corporate values statements typically carry any equivalent constraints to the old-fashioned check on rhetoric imposed by the imminent expectation of contradiction by an opposing equally-platformed counter-advocate. Contrast 1858’s Lincoln and Douglas, “divid[ing] time and address[ing] the same audiences” in seven three-hour debates, with modern corporate values statement radiating outward to “stakeholders” forever, and you can measure what... 1/ 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
the distinctive modern pathology is unopposed rhetoric: values statements and PR that pre-empt criticism as they are designed to never face an advocate on the other side.
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braddelong.substack.com
19 September
Economist at the Hoover Institution; wrote The Fiscal Theory of the Price Level and blogs as The Grumpy Economist.
From one piece
Better Debt
3 beliefs · grumpy-economist.com
interest rates
Their words
In QE, the Treasury issued long-term bonds. The Fed bought up the long bonds, issued overnight debt, and passed the interest difference back to the Treasury. In the end, it is just as if the Treasury issued overnight debt in the first place.
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Better Debt grumpy-economist.com
government
Their words
Simplifying a bit, the Treasury should introduce a fixed-coupon perpetuity and a fixed-value floating-rate perpetuity. These should gradually make up the bulk of government debt.
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Better Debt grumpy-economist.com
interest rates government
Their words
The tradeoff between cost of borrowing and how much interest rate risk taxpayers shoulder should be squarely on the shoulders of the politically-accountable Treasury not the independent Fed.
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Better Debt grumpy-economist.com
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.
This year: Mortgage rates have gone from 6% to 7% 10 year Treasury yields: 4% to 5%. Inflation: 2.4% to 3.4%. Oil prices from less than $60/barrel in Jan to >$100/barrel And the stock market is up double digits but valuations are falling Why? inflation Related
15 September
Writer of Lenny's Newsletter and host of Lenny's Podcast, covering product, growth and career in tech. Previously a product lead at Airbnb. Also an angel investor and advisor.
Growth tactic #13: "🎈Go anti-professional: One of the most viral LinkedIn posts of all time came from a manager who swapped her corporate headshot for a casual, no-makeup photo. Pick a norm of your own and break it in public. You might talk about how much roles actually pay or admit that a big launch didn’t actually meet internal expectations. People are tired of perfectly curated, glossy exteriors of the professional world, so a bit of human messiness will stand out." More here: lennysnewsletter.com
Quoting @lennysan 60+ creative growth ideas Everyone's running the same growth playbook: high-production launch videos, paid influencers, AEO, social, maybe some (poorly attended) events. Your competitors are in the same channels competing for the same eyeballs. But attention goes to what people don't see coming. Th… Related
Economic historian at Columbia; writes Chartbook on economics, geopolitics and history, and wrote Crashed and The Deluge.
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.
Writer and climate campaigner; wrote The End of Nature in 1989, founded 350.org and Third Act, and writes The Crucial Years.
12 September
Economic historian at Columbia; writes Chartbook on economics, geopolitics and history, and wrote Crashed and The Deluge.
11 September
Investing columnist for The Wall Street Journal and editor of the revised edition of Benjamin Graham's The Intelligent Investor.
My latest @WSJ column: Treasury inflation-protected securities, or TIPS, can help investors in or near retirement to protect their nest egg wsj.com
inflation 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.
.@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
Creator of Ruby on Rails, CTO of 37signals, and creator of Omarchy.
Linux
Their words
At some point, the Linux press has to stop treating it as news that some weirdo who got comped a $50 droplet is mad about DigitalOcean donating $3m to the Omacom Foundation.
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@dhh on X x.com
9 September
Chilean web engineer building web experiences since 2006; co-founder of Media Creators and writes at iolivares.com.
Bots solving all our needs is the next thing in agentic era. I’m waiting to hear for all the fancy bots from corporate companies coming as the next big thing 💨 The best part of this is: Mom&Dad now can have their own bot to solve their daily digital challenges… or at least we are closer than never before. Quoting @Muse Introducing Muse, your personal AI agent from Meta that gets things done across every part of life. Download the Muse app and get started: Related
8 September
Principal engineer at Cloudflare as of 2026, on agents and developer tooling. Streams TypeScript, OCaml and Neovim on Twitch, and wrote the better-result library after writing the same Result type about a hundred times.
when your wife in corporate finance gets access to vscode + copilot at work Related
4 September
Security technologist and author of books including Applied Cryptography and Data and Goliath; writes the Schneier on Security blog and the monthly Crypto-Gram newsletter.
2 September
Investing columnist for The Wall Street Journal and editor of the revised edition of Benjamin Graham's The Intelligent Investor.
The U.S. Treasury Department was officially established this day in 1789. America Related
Economist; former chief economist of the International Monetary Fund.
29 August
Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.
“The Fed needs clear market signals, as unfiltered as possible.” -Kevin Warsh, while Scott Bessent is running around doing Treasury interventions interest rates Related
21 August
Writer and former Substack product manager; publishes essays and interviews on technology, culture and China at jasmi.news.
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.
interest rates government
Their words
Early in the final stage of the Big Debt Cycle, the market action reflects this dynamic via interest rates rising led by long-term rates, the currency declining especially relative to gold, and the central government’s treasury department shortening the maturities of its debt offerings because of a shortage of the demand for long-term debt.
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raydalio.substack.com
14 August
Usability pioneer; co-founder of Nielsen Norman Group and founder of UX Tigers; author of the ten usability heuristics and of Jakob's Law.
Founder of Platformer, a newsletter on tech platforms and the people they affect, and co-host of the Hard Fork podcast at the New York Times.
4 August
Writer and former Substack product manager; publishes essays and interviews on technology, culture and China at jasmi.news.
This piece is out! 4 sites, 10 days, and 6000 words on the politics of data centers in the Midwest: https://t.co/uOL7vmf3wC I talked to union leaders and real estate brokers, activists and local officials, politicians from Kathy Hochul to Abdul El-Sayed. A few takeaways: - Activists are as pissed at their local officials as at AI companies - The bigger the dollar signs, the more skeptical people are - Past corporate failures (Foxconn, GM, DTE) prime community distrust - Even data center proponents regret the NDAs - Media narratives turn local grievances into national movements - Residents fea… Quoting @jasminewsun I’m spending the next week driving around Wisconsin and Michigan to get a firsthand view of the data center buildout and backlash am visiting sites, talking to tons of people — tradespeople, activists, planners, residents — then writing up a story lmk what questions I should dig into! data centers Related
1 August
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
The S&P 500 was flat for the month and the 10-year treasury rose from 4.45% to 4.74%, as tech and AI came under selling pressure, and fears of war and a slowing economy resurfaced. The ERP for the index at the start of August 2026 stood at 4.23%, with expected return inching up to 8.97%. damodaran.com
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22 July
Economic historian at Columbia; writes Chartbook on economics, geopolitics and history, and wrote Crashed and The Deluge.
Europe China
Their words
The two seemingly contradictory trends connect, because the relatively low rate of productive investment leaves European industry vulnerable to its most vigorous competitors whose firms are contending with an even more deflationary macroeconomic situation at home in China.
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adamtooze.substack.com
15 July
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
My annual country risk update, which includes everything I know and have learned about country risk in my corporate finance analysis and valuation is now available to download: papers.ssrn.com
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2 July
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
The S&P 500 capped off a middling month in June 2026, but had a stunning 2nd quarter, up 14.87%. Rising earnings helped, and the equity risk premium for the index stood at 4.17% over the 10-year treasury rate. Related
30 June
Writer of the personal-finance blog Of Dollars And Data and author of Just Keep Buying and The Wealth Ladder. Chief Operating Officer at Ritholtz Wealth Management.
Is $5M in Treasury Bills enough to be set for life? Kevin O'Leary (Mr. Wonderful) says yes. History says no. O'Leary is right...but not for the reason he thinks. My latest: ofdollarsanddata.com
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10 June
Founder of Terraform Industries and formerly a physicist at NASA's Jet Propulsion Laboratory; writes about energy, space and manufacturing.
9 June
General partner at Benchmark Capital for over two decades; was the lead analyst on Amazon's IPO before moving into venture capital. Writes Above the Crowd on tech and marketplace economics.
Their words
they started from a place of corporate governance where they were looking out for fraud. And so so risk mitigation rather than shareholder interest. And so when you come at it from that perspective, you're like, there should be rules and people should adhere to the rules and when people get outside of the rules, that's bad.
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youtube.com
4 June
JavaScript programmer; creator of the jQuery library, author of Secrets of the JavaScript Ninja, and long-time engineer at Khan Academy.
My pie-in-the-sky requests for @CloudflareDev to overhaul corporate web dev: * Fully hosted private Git + CI + "Pull Requests" * Playwright end-to-end test running and result collection * Storybook hosting + shapshot comparisons * Private NPM package registry hosting Related
2 June
Writer and former Substack product manager; publishes essays and interviews on technology, culture and China at jasmi.news.
My full talk on the future of AI & media is up! I used @alexolegimas's prompt of "What will be scarce?" to propose 4 ways that media is changing, and how writers can still win in the AI age: 1) Secrets > summaries Reporting is the act of taking private knowledge and making it public: when you get a source to tell you about corporate malfeasance, or venture to a remote town that few people have been to, or sneak your way into an underground party, you are working in a space where there is no training data. 2) Live interaction > static content We’re not far from a world where AI can replicate a… Quoting @Substack How AI will change media: “The value of polish is going to go down and the value of personal charisma, style, and weirdness is going to go up,” says @jasminewsun Related
1 June
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
US stocks continued to climb in May 2026, with the S&P 500 up 5.1% and treasury rates leveled off at 4.44% (up from 4.40%). The ERP for the index declined from 4.36% to 4.31%, as a surge in earnings partially offset higher stock prices. Related
30 May
Indian value investor who taught Behavioural Finance and Business Valuation as an adjunct professor at MDI Gurgaon. He writes the Fundoo Professor blog about investing, moats and mental models.
A cheap stock without a catalyst is a value trap plus a prayer for a bull market. (That is chasing beta) https://t.co/0XrAuqYqhz The most common catalysts are earnings growth when combined with very low P/E multiples plus a high dividend yield. Doesn’t happen very often but a setup like this must result in stock price appreciation otherwise the yields start exceeding bond yields which by themselves are catalysts for re-rating. There are many other catalysts based on developments inside the company (corporate actions) or developments in markets (eg increase in free float, inclusion in an index… Related
10 May
Author of The Lean Startup and Incorruptible, and founder of the Long-Term Stock Exchange, who advises companies on corporate governance and mission protection.
From one piece
How Anthropic, Costco, and Patagonia all build incorruptible companies | Eric Ries
2 beliefs, in the piece's order there
startups
Their words
so many of the best practices that your lawyers, your bankers, whoever advisers you have, they're going to be pushing best practices on you that are younger than the trees in your local park.
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youtube.com
Their words
I looked down the panel and I realized not a single one of these companies has standard governance. That's how bad it is.
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youtube.com
16 April
Freelance climate and energy analyst in Oslo, writing on Europe, the US and Australia; worked in the Australian renewables industry before that.
16 March
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
The equity risk premium (ERP) is an essential ingredient in hurdle rates in corporate finance, discount rates in valuation and expected returns in financial planning. In 2009, I pulled together everything I know about the ERP, in a paper that I have updated every year since. My 2026 update is now available to download and it is written for practitioners. papers.ssrn.com
Related
28 February
Genomics researcher and writer on science, biotech and the culture of research.
From one piece
A response to Dario Amodei on AI & clinical trials
2 beliefs, in the piece's order there
Their words
Even if AI can help design more effective drugs, timelines will not compress until we solve the operational and regulatory bottlenecks of trials.
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writingruxandrabio.com
Psychotherapy
Their words
Lastly, the duration of a clinical trial does not merely determine how fast an individual therapy reaches patients. It also shapes which diseases attract serious investment and which do not.
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writingruxandrabio.com
1 January
Professor of Cognitive and Computational Neuroscience at the University of Sussex, co-director of the Sussex Centre for Consciousness Science, and author of Being You: A New Science of Consciousness.
18 December 2025
Senior economist at the Foundation for American Innovation; writes Second Best, and was the Niskanen Center's director of social policy before that.
3 December 2025
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
30 September 2025
Founder of Telegram, and before it of VK.
Their words
I believe this is the right answer. We're often being manipulated by politicians, by corporate leaders to make a choice from two suboptimal options. And then when we are forced to make this choice and we make this choice, it's almost as if it's something that we have to assume responsibility for. I don't think we should be buying into that.
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youtube.com
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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3 June 2025
Co-founder of Sundial; former vice president of product design at Facebook; author of The Making of a Manager; writes The Looking Glass.
21 March 2025
Writer and former McKinsey/BCG strategy consultant; author of The Pathless Path and Good Work, about leaving the default career track. Publishes the Boundless newsletter and podcast.
Their words
A unique lens on work in the late 90s that still resonated when I read it in 2018. It's a soulful exploration of how to maintain your humanity, creativity and inner fire in environments that often prioritize conformity and efficiency.
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pathlesspath.com
29 January 2025
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.
11 December 2024
Professor of finance at NYU's Stern School of Business, known for his work on valuation. He publishes his data, spreadsheets and classes free at Damodaran Online and writes the Musings on Markets blog.
13 September 2024
Programmer known online as technomancy; author of Leiningen, the Clojure build tool, and a maintainer of the Fennel programming language.
4 August 2024
Investment researcher and engineer who runs Lyn Alden Investment Strategy, writing on macroeconomics, currency systems and equity analysis.
24 May 2019
Writer and researcher on how people organise online; wrote Working in Public, on the maintenance of open-source software, and Antimemetics.
1 January 2018
Economist; Professor of the Practice of Economic Policy at Harvard, nonresident senior fellow at the Peterson Institute, and Chairman of the US Council of Economic Advisers from 2013 to 2017.
Macroeconomic Effects of the 2017 Tax Reform We use a cost-of-capital framework to analyze the long-run steady state and transition path for GDP as a result of the 2017 tax law.We predict that, for the law as written, the long-run increase in corporate productivit…
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A korrent is a belief a person has stated in their own words: one
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