Blogger and part time pension consultant. Gilt PM without portfolio.
Edinburgh, Scotland
Joined December 2012
- Tweets2.9K
- Following556
- Followers374
- Likes2.2K
Russ Oxley retweeted
Claude 5.5 Opus responding to “AI is a normal technology” is still the best AI-created video I have ever seen
Well that #GPTPro email has just stopped me downgrading my #ClaudeMax - odd timing from #OpenAI imho.
So here is a model explaining 5y5y Gilt yields for you to point your pro or max subscription at and replicate or improve, challenge, etc.
moderntontinesmacro.netlify.…
£10k a month for 30 years hedged and paid with gilts would cost less than 50% of the £3.6m that you’d get back.
thetontineengine.substack.co…
We may be moving from an economy in which incumbent rents produced saving and too little investment to one in which threats to those rents force companies and states into an expensive defensive investment race.
Idea and article is a work in progress!
Subsidising energy bills or housing costs may support demand while leaving the underlying rent in
place. Both increase public spending. Their effects on supply are almost opposite.”
Latest slightly technical post on why CDC in UK might still be ok, maybe.
open.substack.com/pub/theton…
Russ Oxley retweeted
With Rachel reaching for performative price capping measures thought I’d re-up my VICE article.
open.substack.com/pub/theton…
According to the historically dubious story behind Horst Siebert's "cobra effect", the British Raj, concerned about the number of venomous cobras in Delhi, offered a bounty for every dead cobra.
With Rachel reaching for performative price capping measures thought I’d re-up my VICE article.
open.substack.com/pub/theton…