Ruo Shui
@ruoshuiresearch.bsky.social
stay hydrated https://ruoshui.substack.com/
looking forward to finding out how TBAC responded to the Treasury cash in the repo market instead of the Treasury General Account request
Jeff Stein@jeffstein.bsky.social · 21h agoNEW: ~44% of Treasury officials *chosen by Trump & confirmed by the Senate* have already left Remarkable turnover far eclipses any recent Treasury Dept Appears driven by unease over WH orders on tax law www.notus.org/economy/trea...
"Work on the analysis was not conducted by career civil servants at the Census Bureau, and the team behind it included individuals affiliated with the America First Policy Institute, a think tank started by officials from Trump's first administration.." www.npr.org/2026/08/19/n...
Experts raise alarms over Census Bureau report Trump is touting on noncitizen voting
A Trump-aligned think tank has ties to a highly unusual Census Bureau report that the president is using to renew false claims of widespread voting by non-U.S. citizens in 2020, NPR has learned.
npr.org
the mortgage rate lock-in and end of ZIRP during the pandemic shifted net worth composition a bit as this flip between real estate and equities firmed up
New York Fed@newyorkfed.org · 23h agoU.S. household stock market participation has risen dramatically over the past 4 decades. In today's post, the author explores how stock market fluctuations pass through to household spending may have changed, with potential implications for how the broader economy behaves. nyfed.org/4x3k0Fe
U.S. household stock market participation has risen dramatically over the past 4 decades. In today's post, the author explores how stock market fluctuations pass through to household spending may have changed, with potential implications for how the broader economy behaves. nyfed.org/4x3k0Fe
Has Broader Stock Market Participation Changed How Interest Rates Affect the Economy? - Liberty Street Economics
A look at the widening of stock market participation over the past four decades and its potential implications for how the broader economy behaves.
libertystreeteconomics.newyorkfed.org
Revisiting the classic 1968 Wall Street chronicle, "The Money Game," by the writer who went by Adam Smith, a book that grew out of the mainframe-computer and space-travel growth stock craze of the '60s. For no particular reason...
The world has changed--inflation is stuck higher post pandemic, rates are higher, deficits cost more and are larger. Now add in a capex boom in need of large scale debt finance & the tectonic plates of global capital markets are shifting
🧵 Sigh. Scott Bessent in 2024, on then-Treasury Secretary Janet Yellen increasing debt sales on the short end: "Secretary Yellen is financing at the front end of the curve … we’ve got to do something, because at a point there will be a problem. I think that we have abused the exorbitant privilege."
Cool, cool, cool, very cool. Definitely looks like an army of robots marching to... play soccer. Yep.
Chris Paxton@cpaxton.bsky.social · 22h agoBooster t2 robots prwpeparing for world humanoid games in Beijing
cracks took a breather but they're back at 70 now
Helene Meisler@hmeisler.bsky.social · 23h agoXLE working on 8th straight green.
FX implications are interesting. In theory, Treasury’s long-end intervention is dollar bearish on the margins, especially against Swissie/gold/“hard” assets. But to the extent that it foreshadows moves across the most indebted advanced economies, many of the majors should come under pressure.
Karl Schamotta@karl-schamotta.bsky.social · 24h ago‘Operation Twist’, but without a precipitating crisis.
good maturity by year chart. US looking kinda like Japan these days
Dom White@domw.bsky.social · 2mo agoThree charts, since the UK's fiscal position is in the news (again). Any discussion of this issue really needs to recognise (i) the long average maturity of UK government debt, and (ii) the tightening already baked into the UK government's fiscal plans. (1/4)
The RCA for the outage we had at GitHub yesterday is live. We're sorry it happened and hope this answers your questions about it. The team is already working on the actions listed here to fix it. www.githubstatus.com/incidents/zk...
Incident with GitHub.com
GitHub's Status Page - Incident with GitHub.com.
githubstatus.com
ClaudeFold's first blog post
How Claude is accelerating protein design and analytical chemistry
In this post, we share two results that show how Claude can help life scientists increase the pace of their research. In the first, we tested Claude’s ability to design protein binders from scratch, a...
anthropic.com
Ruo Shui@ruoshuiresearch.bsky.social · 2w agoJumper leaving to Anthropic was the last straw as AlphaFold disbanded. sheesh.
"Meanwhile, its operating margin sank further into the red" isn't exactly what you want to hear after announcing a new Chief Revenue Officer
Exclusive | OpenAI’s Second-Quarter Sales Show Tepid Growth Compared With Anthropic
The ChatGPT-maker’s revenue disappointed some investors, although the company told them its growth accelerated in the third quarter.
wsj.com
wonder how many people noticed the "monitoring overhead at roughly 20% of the inference compute"
Pacing model development in an era of cyber-critical capabilities
OpenAI is strengthening monitoring, alignment, and security for frontier AI models. See how new safeguards are guiding the pace of model development.
openai.com
I wrote up what I meant by this jeremymorrell.dev/blog/extensi...
Extensible Software in the age of LLMs | Jeremy Morrell
Solid core + capability-based sandboxes + LLMs = Users with superpowers
jeremymorrell.dev
Jeremy Morrell@jeremymorrell.dev · 2w agoHot take: as it starts to sink in that your users can now magic code into existence just by asking for it, your app should become more like Salesforce
NEW: I spent months trying to understand why a cop who spoke out against Flock faced five internal affairs investigations and was pushed out of his job—only to find himself at the center of an unlikely political fight uniting parts of the American right and left. www.wired.com/story/the-co...
The Cop Who Took On Flock
After Noel Pichardo called out his city's embrace of Flock surveillance cameras, he was subjected to five internal affairs investigations in less than two years.
wired.com