Most recent unrolls from @ThreadReaderApp
2,000 years ago, a man sat on a hillside and gave a speech.
No microphone. No army. No political office.
In 15 minutes, he dismantled every power structure, economic system, and moral framework the world had ever built.
No speech in human history comes close.
A thread on the Sermon on the Mount.🧵
No microphone. No army. No political office.
In 15 minutes, he dismantled every power structure, economic system, and moral framework the world had ever built.
No speech in human history comes close.
A thread on the Sermon on the Mount.🧵
First, understand the setting.
Matthew 5 opens: "He went up on the mountain."
This is not accidental.
Every Jewish reader would immediately think of Moses on Sinai.
Jesus is positioning Himself as the new Moses, not to abolish the Law but to complete it from the inside out.
He doesn't speak as a rabbi quoting other rabbis.
He speaks as the Lawgiver Himself.
Matthew 5 opens: "He went up on the mountain."
This is not accidental.
Every Jewish reader would immediately think of Moses on Sinai.
Jesus is positioning Himself as the new Moses, not to abolish the Law but to complete it from the inside out.
He doesn't speak as a rabbi quoting other rabbis.
He speaks as the Lawgiver Himself.
The Beatitudes alone are an earthquake.
"Blessed are the poor in spirit… the mourning… the meek… those who hunger and thirst for righteousness."
In Roman culture, the blessed were the powerful, the wealthy, the victorious.
Jesus opens His manifesto by declaring the exact opposite of what people think is blessed.
This wasn't comfort.
It was a complete reordering of reality.
"Blessed are the poor in spirit… the mourning… the meek… those who hunger and thirst for righteousness."
In Roman culture, the blessed were the powerful, the wealthy, the victorious.
Jesus opens His manifesto by declaring the exact opposite of what people think is blessed.
This wasn't comfort.
It was a complete reordering of reality.
@skjask @AS8519069463534 @thevillagerabbi @nytimes @NickKristof @RaphiStein I will respond shortly.
@skjask @AS8519069463534 @thevillagerabbi @nytimes @NickKristof @RaphiStein I do not know the parties in the Adeena Kohn/@RaphiStein divorce case. I am not compensated by either one of them. My research is completely my own. /1
@skjask @AS8519069463534 @thevillagerabbi @nytimes @NickKristof @RaphiStein On May 4, 2026, I posted a comment supporting Adeena Kohn on Facebook. I had heard about the case through the campaign of “FlatbushGirl” aka Adina Sash on her behalf. I proceeded to post in her favor assuming she was an Agunah. /2
voronoi diagrams are how you divide space when you know where everything is
school districts or cell tower coverage
the kind of problem you solve with coordinates, a global view, and a computer.
a CSHL group just showed the chinese money plant solves it in its leaves.
school districts or cell tower coverage
the kind of problem you solve with coordinates, a global view, and a computer.
a CSHL group just showed the chinese money plant solves it in its leaves.
each leaf has tiny pores called hydathodes around each pore, a closed loop of veins
when you map them, they are textbook voronoi cells with the hydathodes as the seed points. perfect geometry.
when you map them, they are textbook voronoi cells with the hydathodes as the seed points. perfect geometry.
but a leaf cell has no coordinates. no ruler or map of the other hydathodes. it can only sense its immediate neighbors.
the trick: each cell follows one stupid local rule about pushing auxin to its neighbor. no global plan at ALL
just chemistry flowing forward in time
the trick: each cell follows one stupid local rule about pushing auxin to its neighbor. no global plan at ALL
just chemistry flowing forward in time
🚨 The Supreme Court has temporarily restored nationwide access to mail-order abortion pills, staying a 5th Circuit ruling pending appeal.
Justice Thomas dissents, arguing that shipping mifepristone for abortion violates the federal Comstock Act. He says the manufacturers cannot claim irreparable harm from losing profits tied to what he described as a criminal enterprise.
Justice Alito also dissented, calling the Court’s order “remarkable.” He argues that mail-order abortion pills are being used to undermine Dobbs and Louisiana’s abortion ban, allowing nearly 1,000 abortions per month in the state despite its post-Dobbs restrictions.
Alguns veículos de imprensa (ou seus controladores) que já receberam grana do Master, a thread.
Já adianto que não estou acusando ninguém de nada, só apontando fatos. 🤭
1- Comecemos pelos jornalões que começaram a brigar recentemente. Ambos se recusaram a publicar sobre a Vaza Toga 2.
🗞️ Metrópoles: R$ 27,28 mi (Patrocínio Will Bank, naming rights Série D + marketing)
🗞️ Estadão: R$ 1,12 mi (Publicidade + branded content + patrocínio F1)
Já adianto que não estou acusando ninguém de nada, só apontando fatos. 🤭
1- Comecemos pelos jornalões que começaram a brigar recentemente. Ambos se recusaram a publicar sobre a Vaza Toga 2.
🗞️ Metrópoles: R$ 27,28 mi (Patrocínio Will Bank, naming rights Série D + marketing)
🗞️ Estadão: R$ 1,12 mi (Publicidade + branded content + patrocínio F1)
2- A holding dona da IstoÉ — Entre Investimentos, de Antonio Carlos Freixo Júnior — recebeu R$ 2,329 mi do Master em 2025, declarados no IR do banco à CPI do Crime Organizado.
Em março/2026, o BC liquidou o conglomerado de pagamentos de Freixo Júnior. Os bens foram bloqueados. As contas da redação, junto. Sem a grana, o site se encontra paralizado.
Em março/2026, o BC liquidou o conglomerado de pagamentos de Freixo Júnior. Os bens foram bloqueados. As contas da redação, junto. Sem a grana, o site se encontra paralizado.
2- 🧵 O "Mineiro" merece um tuíte próprio.
Freixo Júnior não era só dono da IstoÉ. Era operador estrutural do ecossistema Master.
💰 R$ 2,329 mi — recebidos diretamente do Master em 2025 (IR do banco à CPI)
💰 R$ 159,2 mi — chegaram à Entre via Sefer Investimentos e fundo Gold Style (Coaf)
💰 R$ 614 mi — total de transações entre Master e Grupo Entre identificadas pela PF
De 2018 a 2020, Mineiro e Vorcaro operaram um esquema mapeado pela CVM:
▸ Ativos superfaturados com laudos sem assinatura subscritos no Brazil Realty FII
▸ Cotas vendidas para outros fundos — bens viram dinheiro
▸ Entre Investimentos fez 177 negociações e movimentou R$ 709 mi em cotas para fechar o esquema
Prejuízo calculado pela CVM: R$ 94,1 mi — parte das vítimas eram fundos de aposentadoria de servidores públicos.
Em dez/2024, os cinco acusados pagaram juntos R$ 21,2 mi — 22,5% do prejuízo, sem ressarcimento direto às vítimas:
▸ Master: R$ 5,9 mi
▸ Viking (Vorcaro): R$ 4,9 mi
▸ Vorcaro pessoalmente: R$ 2,97 mi
▸ Entre Investimentos: R$ 4,9 mi
▸ Freixo Júnior: R$ 2,47 mi
O acordo foi assinado em dez/2024. Menos de um ano depois, Vorcaro estava preso.
Freixo Júnior não era só dono da IstoÉ. Era operador estrutural do ecossistema Master.
💰 R$ 2,329 mi — recebidos diretamente do Master em 2025 (IR do banco à CPI)
💰 R$ 159,2 mi — chegaram à Entre via Sefer Investimentos e fundo Gold Style (Coaf)
💰 R$ 614 mi — total de transações entre Master e Grupo Entre identificadas pela PF
De 2018 a 2020, Mineiro e Vorcaro operaram um esquema mapeado pela CVM:
▸ Ativos superfaturados com laudos sem assinatura subscritos no Brazil Realty FII
▸ Cotas vendidas para outros fundos — bens viram dinheiro
▸ Entre Investimentos fez 177 negociações e movimentou R$ 709 mi em cotas para fechar o esquema
Prejuízo calculado pela CVM: R$ 94,1 mi — parte das vítimas eram fundos de aposentadoria de servidores públicos.
Em dez/2024, os cinco acusados pagaram juntos R$ 21,2 mi — 22,5% do prejuízo, sem ressarcimento direto às vítimas:
▸ Master: R$ 5,9 mi
▸ Viking (Vorcaro): R$ 4,9 mi
▸ Vorcaro pessoalmente: R$ 2,97 mi
▸ Entre Investimentos: R$ 4,9 mi
▸ Freixo Júnior: R$ 2,47 mi
O acordo foi assinado em dez/2024. Menos de um ano depois, Vorcaro estava preso.
Las 14 Leyes del Karma
¿Sabías que el Karma no es solo “lo que das, recibes”?
// HILO //
¿Sabías que el Karma no es solo “lo que das, recibes”?
// HILO //
1.
2.
🧵The Democrats may not survive the Callais ruling.
The Supreme Court’s decision to curb race-based congressional districts strikes at the structural foundation of their House power.
I've been counting 21 such districts. But by the American Spectator's count, 122 of Democrats' 212 seats sit in majority-minority districts engineered along racial lines.
This is not a small correction. It is an existential threat to their current model.
The Supreme Court’s decision to curb race-based congressional districts strikes at the structural foundation of their House power.
I've been counting 21 such districts. But by the American Spectator's count, 122 of Democrats' 212 seats sit in majority-minority districts engineered along racial lines.
This is not a small correction. It is an existential threat to their current model.
2/ Those 122 districts are more than half of Democrats' entire caucus.
Every majority-Black district is represented by a Democrat. Most Hispanic-majority districts too.
Their coalition was built on racial mapmaking, not organic support.
Every majority-Black district is represented by a Democrat. Most Hispanic-majority districts too.
Their coalition was built on racial mapmaking, not organic support.
3/ They achieved this by twisting Section 2 of the Voting Rights Act through relentless litigation before leftist judges.
Justice Alito made the correction plain: Section 2 was designed to enforce the Constitution — not collide with it by authorizing racial discrimination.
Justice Alito made the correction plain: Section 2 was designed to enforce the Constitution — not collide with it by authorizing racial discrimination.
The world’s second most published critical care doctor says they’ve been lying to you about the sun for decades.
Dr. Paul Marik says there’s no reason to fear the sun; you should embrace it.
Because when you get adequate levels of vitamin D, your risk of cancer goes down, depression symptoms alleviate, and your immune system functions far better.
What about sunscreens? Dr. Marik advises against it because “it defeats the purpose.”
“There’s some data that sunscreens increase your risk of melanoma — paradoxically.”
Similar to how Big Pharma doesn’t like the “I drug” (Ivermectin) for treating COVID-19, Dr. Marik explained they also don’t like Vitamin D for general health and well-being.
Why? Because if you are in good health and devoid of chronic disease, there’s less money to be made.
Big Pharma played us. They propagandized the masses into fearing an essential component of human life.
Here’s what they don’t want you to know about the sun vs. artificial light—and what happens when your body is cut off from natural light. 🧵
Dr. Paul Marik says there’s no reason to fear the sun; you should embrace it.
Because when you get adequate levels of vitamin D, your risk of cancer goes down, depression symptoms alleviate, and your immune system functions far better.
What about sunscreens? Dr. Marik advises against it because “it defeats the purpose.”
“There’s some data that sunscreens increase your risk of melanoma — paradoxically.”
Similar to how Big Pharma doesn’t like the “I drug” (Ivermectin) for treating COVID-19, Dr. Marik explained they also don’t like Vitamin D for general health and well-being.
Why? Because if you are in good health and devoid of chronic disease, there’s less money to be made.
Big Pharma played us. They propagandized the masses into fearing an essential component of human life.
Here’s what they don’t want you to know about the sun vs. artificial light—and what happens when your body is cut off from natural light. 🧵
The further north humans migrated away from the equator—and away from the sun—the lighter their skin became.
That’s not cosmetic. It’s a survival adaptation.
The human body, recognizing it wasn’t capturing enough light, made itself more transparent to capture whatever remained.
We evolved to need light the way we need food.
But in our modern lives, we commute in sealed cars, work 8 hour shifts under fluorescent lights, and go home to screens in the comfort of our artificially lit homes.
And we wonder why we’re sick.
That’s not cosmetic. It’s a survival adaptation.
The human body, recognizing it wasn’t capturing enough light, made itself more transparent to capture whatever remained.
We evolved to need light the way we need food.
But in our modern lives, we commute in sealed cars, work 8 hour shifts under fluorescent lights, and go home to screens in the comfort of our artificially lit homes.
And we wonder why we’re sick.
In a 20-year study following 29,518 women, researchers found that those who avoided the sun were 60% more likely to die—with heart disease showing the greatest mortality difference.
A separate large study found that high solar UVB exposure halved one’s risk of both breast and prostate cancer.
The data is there. And it’s been available for decades. But almost no one talks about it.
Why? Because no one profits from sunlight.
A separate large study found that high solar UVB exposure halved one’s risk of both breast and prostate cancer.
The data is there. And it’s been available for decades. But almost no one talks about it.
Why? Because no one profits from sunlight.
@R2Discovery's point that the 2.44mm Berlin police contract may just be the start was a great one to think about. Also notable that there was no competition on the tender because there COULDN'T be competition. Only $CEK comms equipment would work.
From the tender, in Engish "Due to compatibility and warranty considerations, only the Ceotronics AG audio communication headsets sold directly by the manufacturer may be used with the agency’s Motorola radio equipment."
I'd bet a larger upgrade cycle is forming and Berlin kciked it off. German police forces currently use TETRA standard, which was procured years ago during the initial transition to digital radio. The radio unit may last 10 years, but but legacy headsets lack modernization
Madem konu SOAD o zaman size kendilerinden nasıl kendi çapımızda intikam aldığımızı anlatayım.
Siyabend ile beraber Almanya Nüremberg’te, Rock im Park’a gittik. Festivalin sahibi Marek benim eski dostum, sağ olsun bize her yere giriş kartı çıkarttırdı (All Access).
Siyabend ile beraber Almanya Nüremberg’te, Rock im Park’a gittik. Festivalin sahibi Marek benim eski dostum, sağ olsun bize her yere giriş kartı çıkarttırdı (All Access).
Muhtemelen bizden sonra 2 Türk’e bu kartı vermenin ne kadar hatalı bir davranış olduğunu anlamıştır :).
Festival alanına girip kiralık aracımızı tam büyük sahnenin arkasına park ettim. Bir güvenlik görevlisi geldi, burası sanatçı alanı gak guk etti, ben de kartı gösterip:
Festival alanına girip kiralık aracımızı tam büyük sahnenin arkasına park ettim. Bir güvenlik görevlisi geldi, burası sanatçı alanı gak guk etti, ben de kartı gösterip:
“Bize serbest” dedim. Adam “evet ama buraya park etmemelisiniz” dedi, biz dinlemeden sahneye yürüdük.
Kartımız var diye her yerde geziniyoruz, sahnede Disturbed var, ışık masasının yanında bakıyorum, adam bana bakıyor, kartı gösteriyorum, işine devam ediyor :).
Kartımız var diye her yerde geziniyoruz, sahnede Disturbed var, ışık masasının yanında bakıyorum, adam bana bakıyor, kartı gösteriyorum, işine devam ediyor :).
Let me quote Fairservis's paper on IVC. He is one of the leading figures in IVC archaeology from an article dating to 1961. No Bhandarkar, no Banerji, no anybody.
The decade of 1950s saw nothing of worth coming out of IVC.
Now, how did the civilization start? Like Edison. 1000 times he failed to make a bulb and finally he made one.
🧵Trump incontra Xi Jinping a Pechino. Dopo 9 anni un presidente americano torna in Cina. Pechino traccia le sue linee rosse su Taiwan e apre sulla crisi del Golfo. Sul tavolo IA e terre rare. Entrambe i paesi puntano a stabilizzare le relazioni.
(segue)
(segue)
(2)Dal 2010 gli Stati Uniti ritengono la Cina una minaccia sistemica. Washington ha avviato una strategia progressiva di contenimento costruita sulla destabilizzazione economica-strategica e sul controllo delle quote di mercato dell'energia.
(segue)
(segue)
(3)La militarizzazione dell'area dell'Indopacifico,la crisi in Medioriente,la guerra in Ucraina hanno come comune denominatore lo strangolamento di Pechino e del suo sistema di alleanze. Trump cerca di utilizzare le crisi indotte per ottenere risultati in ambito economico
(segue)
(segue)
🚨Greenhouses can grow food in extreme climates, but they often depend on fossil-derived CO₂ inputs to maximize crop yields.
New study investigates whether Direct Air Capture (#DAC) could replace those emissions-intensive CO₂ sources by capturing C directly from air.🧵1/13
New study investigates whether Direct Air Capture (#DAC) could replace those emissions-intensive CO₂ sources by capturing C directly from air.🧵1/13
2/ Researchers modeled a 1-ha sealed high-tech greenhouse in Jeddah, Saudi Arabia producing cherry tomatoes & lettuce under hot-arid conditions.
The system maintained ~1000ppm CO₂ conc, which are required to sustain high crop productivity in climate-controlled desert agri.
The system maintained ~1000ppm CO₂ conc, which are required to sustain high crop productivity in climate-controlled desert agri.
3/ The study evaluated two adsorption-based DAC systems:
• temperature-vacuum swing adsorption (TVSA)
• moisture-swing adsorption (MSA)
Both were benchmarked against conventional trucked liquid CO₂ enrichment currently used in commercial greenhouse operations
• temperature-vacuum swing adsorption (TVSA)
• moisture-swing adsorption (MSA)
Both were benchmarked against conventional trucked liquid CO₂ enrichment currently used in commercial greenhouse operations
1/ $CIGI — Colliers International Group. A real estate services firm that quietly transformed into a three-engine professional services platform: Commercial Real Estate, Engineering, and Investment Management. The market still prices it like a cyclical broker.
2/ The transformation: ~70% of earnings now come from recurring/resilient lines — engineering, project management, investment management, property management, loan servicing, and valuation. Capital markets brokerage is the volatile piece. The mix has fundamentally changed.
3/ Investment Management is the crown jewel. Harrison Street is the platform. Over 85% of IM funds are long-dated or perpetual capital. 2026 fundraising target: $6–9B in new commitments — with just under $1B raised in Q1 alone. A high-margin, fee-based; inside a services firm.
NEW: In a mandatory anti-racism class, Penn State told 1L law students they must "acknowledge the reality of systemic racism" and "dismantle systems that racialize, subordinate, and oppress."
One student withdrew from the law school over the class. We obtained shocking audio.🧵
One student withdrew from the law school over the class. We obtained shocking audio.🧵
David Blackman, a former 911 call operator and a veteran of the Texas State Guard, was thrilled to be going to law school at Penn State.
Then he sat through the first session of "Race and the Equal Protection of the Laws," a required first year course.
Then he sat through the first session of "Race and the Equal Protection of the Laws," a required first year course.
Blackman listened as a transgender faculty member, Emily Spottswood, explained why the course was mandatory.
"It’s not optional," Spottswood said, because "being a lawyer is about recognizing and combating injustice."
"It’s not optional," Spottswood said, because "being a lawyer is about recognizing and combating injustice."
🔥THREAD🧵 - “Alex, I’ll take ‘Sh*t you can’t make up’ for $500.”
In 2013, former @CapitolPolice Asst. Chief Sean Gallagher, then a USCP captain, was found guilty of forgery and embezzlement of department funds in a payroll fraud scheme. Sources have informed us that he will be taking the position as #2 in charge of security at the World Bank in DC.⬇️
In 2013, former @CapitolPolice Asst. Chief Sean Gallagher, then a USCP captain, was found guilty of forgery and embezzlement of department funds in a payroll fraud scheme. Sources have informed us that he will be taking the position as #2 in charge of security at the World Bank in DC.⬇️
Coming right on the heels of our blockbuster revelation yesterday, I have just confirmed — through multiple @CapitolPolice sources — of this most recent development in the upwardly mobile career arc of this notorious @CapitolPolice leader, and key figure in the January 6 debacle.⬇️
veritasregnat.com/2026/05/13/cap…
veritasregnat.com/2026/05/13/cap…
From my March 2024 article about the egregiously criminal behavior of Gallagher, you can learn how his internal affairs investigation resulted in a recommendation for his termination: ⬇️
theblaze.com/columns/analys…
theblaze.com/columns/analys…
I know a ton of attention this week is being paid to the resignation of FDA Commissioner Makary, but I also want to highlight a massively inside-baseball story within the agency that is absolutely baffling to me.
It's about FDA and finding new treatments for rare diseases. 🧵
It's about FDA and finding new treatments for rare diseases. 🧵
Last year, Michael Lewis -- you might know him as the author of Moneyball and The Big Short -- wrote a piece in the Washington Post about an obscure effort by an FDA employee, Heather Stone (@IDEpiHeather), that had made it easier to find new uses for old drugs:
washingtonpost.com/opinions/inter…
(Gift link: wapo.st/4dJ7ALt)
washingtonpost.com/opinions/inter…
(Gift link: wapo.st/4dJ7ALt)
That effort resulted in an app called CURE ID (@id_cure), which was released in 2019.
It's intended use: To collect evidence about potential uses for existing drugs for rare diseases.
Because it was released in 2019, it was also immediately used to help gather info about potential Covid-19 treatments.cure.ncats.io/home
It's intended use: To collect evidence about potential uses for existing drugs for rare diseases.
Because it was released in 2019, it was also immediately used to help gather info about potential Covid-19 treatments.cure.ncats.io/home
Taiwan is often described as one more negotiable item in a crowded US-China agenda.
That is a mistake.
The island is the factory floor for US leadership in AI, and Taiwan's autonomy is indispensable to US interests, @alexanderbenard and David Feith argue.
A thread 🧵
That is a mistake.
The island is the factory floor for US leadership in AI, and Taiwan's autonomy is indispensable to US interests, @alexanderbenard and David Feith argue.
A thread 🧵
Trump has rightly put AI dominance at the center of his national strategy.
AI will shape economic growth, military advantage, medical innovation, intelligence collection, and geopolitical influence.
AI will shape economic growth, military advantage, medical innovation, intelligence collection, and geopolitical influence.
But America can't win the AI race if it treats Taiwan as a bargaining chip.
For the foreseeable future, Taiwan's autonomy is a prerequisite for US AI dominance.
For the foreseeable future, Taiwan's autonomy is a prerequisite for US AI dominance.
Roger Froikin @rlefraim wrote, “Belgium has decided to indirectly ban circumcision, but only for Jews”
Belgium passed a law requiring those who do circumcisions to be certified licensed medical doctors,
1)
Belgium passed a law requiring those who do circumcisions to be certified licensed medical doctors,
1)
meaning in effect that medical doctors with little experience must be used over Jewish and Muslim experts with experience and who have been shown to d a better job.
2)
2)
On the surface it looks like Belgium wants to regulate things for the health of its population, but in action it comes off as bigotry.
3)
3)
🔴 Ceux qui ont "génocide" sur les lèvres H24 liront-ils les 300 pages de la Commission Civile du 7 Octobre qui conclut que les atrocités commises par le Hamas & co. 7/10 constituent des actes génocidaires au regard du droit international ?
Un petit 🧵
1/10⬇️
Un petit 🧵
1/10⬇️
Un génocide ce sont des actes commis avec l'INTENTION de détruire tout ou partie d'un groupe (national/ethnique/racial/religieux). La Commission souligne que le 7/10 par son échelle et sa brutalité systématique envers les populations israélienne/juives satisfait ce critère
2/10⬇️
2/10⬇️
L'intention manifeste de détruire le groupe « en tant que tel » (dolus specialis, introuvable à Gaza) se déduit de
1) l'idéologie: le Hamas dans sa charte et les déclarations de ses dirigeants appellent explicitement au Jihad à l'anéantissement des Juifs et des Israéliens
3/10⬇️
1) l'idéologie: le Hamas dans sa charte et les déclarations de ses dirigeants appellent explicitement au Jihad à l'anéantissement des Juifs et des Israéliens
3/10⬇️
El mercado lleva meses esperando que la Fed baje tipos.
Después de los últimos datos, creo que esa historia se complica mucho.
Hilo sobre los riesgos que se están formando 🧵
Después de los últimos datos, creo que esa historia se complica mucho.
Hilo sobre los riesgos que se están formando 🧵
El IPC de abril fue el catalizador.
Inflación general: 3,8% interanual. Subyacente (sin energía ni alimentos): 2,8%.
La energía subió fuerte, sí. Pero culpar solo a la energía sería demasiado fácil: el alquiler también subió, los servicios también, y el índice general aceleró por tercer mes consecutivo. Si es cierto que en parte el efecto del gobierno cerrado afecta al OER, pero la tendencia es la que es.
Esto no fue un dato fácil de ignorar.
En este hilo comentaba como no necesitarías una inflación en vivienda, solo con que dejase de aportar presión desinflacionaria y el resto acelere tendríamos problemas.
x.com/VdeVolsa/statu…
Inflación general: 3,8% interanual. Subyacente (sin energía ni alimentos): 2,8%.
La energía subió fuerte, sí. Pero culpar solo a la energía sería demasiado fácil: el alquiler también subió, los servicios también, y el índice general aceleró por tercer mes consecutivo. Si es cierto que en parte el efecto del gobierno cerrado afecta al OER, pero la tendencia es la que es.
Esto no fue un dato fácil de ignorar.
En este hilo comentaba como no necesitarías una inflación en vivienda, solo con que dejase de aportar presión desinflacionaria y el resto acelere tendríamos problemas.
x.com/VdeVolsa/statu…
Y la Fed no mira el IPC solamente, mira el PCE subyacente.
En marzo marcó +3,2% interanual. Con el consumo personal real creciendo solo un 0,2% y la renta disponible cayendo un 0,1%.
Inflación alta, poder adquisitivo cayendo.
No es una historia de desinflación tranquila.
Es cierto que se duda sobre Warsh por su inclinación a usar la medida trimmed mean. En mi opinión, esto puede ser algo contrario a la visión actual pero no impide el destino final.
Es una historia de presión.
En marzo marcó +3,2% interanual. Con el consumo personal real creciendo solo un 0,2% y la renta disponible cayendo un 0,1%.
Inflación alta, poder adquisitivo cayendo.
No es una historia de desinflación tranquila.
Es cierto que se duda sobre Warsh por su inclinación a usar la medida trimmed mean. En mi opinión, esto puede ser algo contrario a la visión actual pero no impide el destino final.
Es una historia de presión.
