James Pethokoukis

James Pethokoukis


Substack: http://fasterplease.substack.com @AEI Fellow. @CNBC Contributor. @Jeopardy! champ. @NorthwesternU. ?? ?? ???⤴️

56900 followers  •  7635 follow  •    •   https://www.aei.org/profile/james-pethokoukis/

"Three decades of underfunding and an increasingly bloated bureaucracy have taken a heavy toll." from @TheEconomist 

JPMORGAN: "Don't look up: A debt ceiling primer"

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GOLDMAN SACHS (Hatzius): All major economies (except the UK) now look likely to avoid recession this year.

Great, great point: "CEOs are paid for performance not because they would refuse to work without the carrot of an extra yacht, but because it is human to want to be recognised for a job well done" via @cepr_org 

"Individuals need further protections: it is one thing to train AI software on a mass of material, but what if someone feeds in the works of a single living artist and then asks for a new sketch in her style?"

Earth is conducive to life only because the Big Bang led to molecules of water and atoms of carbon. They need not, however, have been included in a post-Bang universe. For some theologically inclined people, this fact means that we are a cosmic imperative.

Meta’s cap­i­tal ex­pen­di­tures have more than dou­bled over the past two years ... and "sub­stan­tially all” of an ad­di­tional $4 bil­lion to $5 bil­lion that the com­pany planned to spend on data cen­ters in 2023 would go to­ward AI.

Thinking about the future of US transportation

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GOLDMAN SACHS: A Democratic "blue wave" would "likely result in substantially easier US fiscal policy, a reduced risk of renewed trade escalation, and a firmer global growth outlook."

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Some eye-popping numbers on Clinton's growing popular vote lead, via at @TheAtlantic 

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JPMORGAN morning trading note: "Many clients have told us they are not worried about Omicron itself, but the reaction of governments."

GOLDMAN SACHS: "Build Back Better Unlikely to Pass; Lowering GDP Forecast"

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"If because of a wealth tax @elonmusk ⁩ had left PayPal with $60 million less, would #Tesla  and/or #SpaceX  have made it past 2008? Kaplan doesn’t think so. “Either SpaceX or Tesla would not exist."

This new talking point that immigrants — even if they came here as children — are not *really* patriotic, trustworthy Americans ... is something.

JPMORGAN: "The number of permanent job losers increased by 534,000 to 3.411 million, a somewhat concerning sign of labor market sclerosis developing."

GOLDMAN SACHS: "The US economy does not appear to be on the brink of recession at the moment." More:

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