Jesse Felder

jessefelder.com

02 October 2026 00:12

“Residents cannot weigh a project’s costs against its benefits, hold their officials accountable or safeguard their own resources when the basic terms are kept secret.” www.wsj.com/politics/pol...

Jesse Felder

jessefelder.com

02 October 2026 00:11

‘The standout data point was the largest inflows on record into TLT with retail investors obviously attracted by the chunky yields now on offer. The rotation into long-dated Treasury ETFs is more than five standard deviations away from its historical average.‘ www.marketwatch.com/story/retail...

Jesse Felder

jessefelder.com

02 October 2026 00:11

‘Google’s own researchers have written that AI can pose elevated risks to children, who struggle to distinguish chatbots from human interaction, and has potential for cognitive and emotional harm. “We’re doing this experiment on an entire generation.”’ www.wsj.com/tech/ai/goog...

Mohamed A. El-Erian

elerianm.bsky.social

02 October 2026 00:11

The IMF issuing a statement to reassure the public that bond markets are "functioning in an orderly manner" is highly unusual—and risks raising more questions than it answers. #economy #markets #bonds #yields

Ara Kharazian

arakharazian.bsky.social

02 October 2026 00:11

NEW: AI Spend FALLS in the latest Ramp AI Index. Price cuts, in addition to cheaper and more efficient models at standard and lite levels, are pushing down the cost of using AI. And it’s not open-source. This decline is driven by competition between OpenAI + Anthropic. via ramp.com/data/ai-index