Cullen Hendrix @cullenhendrix.bsky.social · 05/10/2026Something tells me this isn't the guy to get to the bottom of the Cornell 7 rape allegations: 022
Cullen Hendrix @cullenhendrix.bsky.social · 03/10/2026School music programs are getting absolutely bodied by tariffs, per @nytimes.com: www.nytimes.com/2026/10/02/b... 18271126
Cullen Hendrix @cullenhendrix.bsky.social · 03/09/2026Looking at the longer series, the generational shift in labor share is striking; the shaded areas are the periods when members of that generation entered the workforce. Elder and junior millennials may occupy the same generation, but they are living very different lives. 098
Cullen Hendrix @cullenhendrix.bsky.social · 26/08/2026If you have the stomach for it, the videos of the Nepalese flash flood/landslide are terrifying. I can only bring myself to post a still. Human highlighted for a sense of scale. 221
Cullen Hendrix @cullenhendrix.bsky.social · 18/08/2026I think that's part of it, yes. Made richer by the fact that Conn-Selmer is owned by John Paulson. Yes, this John Paulson. 010
Cullen Hendrix @cullenhendrix.bsky.social · 25/06/2026US student visa issuances dropped by about a third through September 2025, per @piie.com. Higher ed is a crucial service the US sells to global talent, but shifting immigration policy is putting a massive brake on demand, harming higher ed and US soft power. 03211
Cullen Hendrix @cullenhendrix.bsky.social · 24/04/2026If you're wondering what a hero actually looks like, here's one. This NICU nurse in Tehran saved three newborns as her hospital was being bombed. Some people run into the fire. Some start the fire and go golfing. 0122
Cullen Hendrix @cullenhendrix.bsky.social · 15/04/2026Killer live episode of @piie.com Tradewinds today featuring @adamposen.bsky.social, @chadpbown.com, @arvind2011.bsky.social, Mary Lovely, and Mari Pangestu - our version of the '27 Yankees. 000
Cullen Hendrix @cullenhendrix.bsky.social · 30/03/2026In five minutes at the last No Kings protest in Denver I spoke with the Colorado Communist Party and a finance guy who'd made an elaborate sign based on this to protest insider trading. If you have the tech vest capitalists AND the communists, you have the beginnings of a movement. 0196
Cullen Hendrix @cullenhendrix.bsky.social · 19/03/2026Funny, but I don't remember family planning and parental leave policy being a big part of the NBA's CBA negotiations. It may be in there, but it's not one of the headline outcomes reported. I wonder why? 110
Cullen Hendrix @cullenhendrix.bsky.social · 17/03/2026The new @vdeminstitute.bsky.social report is out; it should be sobering both in the US and abroad. On V-Dem’s Liberal Democracy index the United Stated dropped by a total of 0.18. This reduction is about three times larger than the country experiencing the second-largest drop over the year. 042
Cullen Hendrix @cullenhendrix.bsky.social · 14/03/2026As the Hormuz crisis becomes a food security crisis, the @wfp.org is going into 2026 in a massive funding hole due to aid retrenchment by the US and many European donors facing the prospect of rearmament. The geopolitics driving the crisis are also leaving the cupboard bare for crisis response. 13517
Cullen Hendrix @cullenhendrix.bsky.social · 09/03/20262025 was a no-good, very bad year for U.S. musical instrument imports. Total down 15%, band/orchestra instruments down even more. About 75% of the drop came from Chinese exports. When the main supplier of student instruments slows, your kid’s string quartet becomes a trio. 020
Cullen Hendrix @cullenhendrix.bsky.social · 03/02/2026For decades, wealthy countries' food aid was a backbone of emergency response. That role is shrinking: the US is in retreat, other AEs increasing spending on defense. Meanwhile, hunger risks are rising with climate shocks, conflict, and population growth. Who will step in? And how? 2/5 100
Cullen Hendrix @cullenhendrix.bsky.social · 20/01/2026There is no point in dancing around this. @mdebolle.com and I recorded several months ago but the point is no less relevant today; new episode of @piie.com Policy for the Planet podcast on critical minerals and US critical mineral strategy. Available on your platform. www.piie.com/newsroom/pol... 1103
Cullen Hendrix @cullenhendrix.bsky.social · 13/01/2026This was really good. This para especially. But worth remembering that striking originality and empirical breakthroughs are still qualities assessed subjectively. This will make gatekeepers more, rather than less, powerful and node centrality more, rather than less, important for success. 3351
Cullen Hendrix @cullenhendrix.bsky.social · 05/12/2025Y'all, this new National Security Strategy is WILD. "Continental Europe has been losing share of global GDP—down from 25 percent in 1990 to 14 percent today ... But this economic decline is eclipsed by the real and more stark prospect of civilizational erasure." 021
Cullen Hendrix @cullenhendrix.bsky.social · 03/12/2025Tariffs and economic uncertainty are hurting US musical instrument imports that serve the beginner market. The beginner of today is the big spender of tomorrow. Cutting off access for starter instruments eats the US musical instrument industry's seed corn. Via @piie.com www.piie.com/blogs/realti... 042
Cullen Hendrix @cullenhendrix.bsky.social · 20/11/2025And they say there are no good use cases for AI (NOTE: GENERATED WITH AI). 000
Cullen Hendrix @cullenhendrix.bsky.social · 20/11/2025Tiny trade value (0.04% of global trade). Massive cultural engine. A minute on why musical instruments matter. 041
Cullen Hendrix @cullenhendrix.bsky.social · 19/11/2025Loved joining @ceciliamalmstrom.bsky.social, Julie Robbins (Earthquaker), and John Mlynczak (NAMM) on @piie.com’s Trade Winds. Tariffs + uncertainty = massive headwinds for U.S. instrument makers. Let’s not let music become trade-war collateral. www.youtube.com/watch?v=ixP8... #music #trade #NAMM 132
Cullen Hendrix @cullenhendrix.bsky.social · 06/11/2025Wonder if the author is the one in Trump's ear about South African refugees. 100
Cullen Hendrix @cullenhendrix.bsky.social · 30/10/2025Chef's kiss, no notes, America. This is where we are. I'm so ashamed. 032
Cullen Hendrix @cullenhendrix.bsky.social · 24/10/2025When political risk types say we're in unprecedented times, they're right. 2025 combines high geopolitical risk (90th percentile) and off-the-charts trade policy uncertainty. We haven't seen anything like this in my lifetime. Look at how 2025 blows up the x-axis. 1163
Cullen Hendrix @cullenhendrix.bsky.social · 22/10/2025I am sorry but Milei looks like the aging frontman of an indie sleaze band back for one last cash grab ... which isn't a bad metaphor, to be honest. 3205
Cullen Hendrix @cullenhendrix.bsky.social · 16/10/2025Love to see a packed house for @piie.com's discussion of the role of the dollar. If you can't be here now, be here online! www.youtube.com/live/jvh8P-8... 110
Cullen Hendrix @cullenhendrix.bsky.social · 22/09/2025Putting numbers to vibes. The confluence of these levels of global geopolitical risk and global trade policy uncertainty hasn't been seen in at least 40 years (as far back as both series go). 043
Cullen Hendrix @cullenhendrix.bsky.social · 19/09/2025Yes. Disney probably thinks they are Ariel or Mulan. They're acting a lot more like Ursula and Shan Yu. 000
Cullen Hendrix @cullenhendrix.bsky.social · 16/09/2025The @vdeminstitute.bsky.social scored the United States a 0.75 on the Liberal Democracy Index in 2024. Higher = more democratic. I'm putting the over/under at 0.6 for 2025 - what you got? For reference, the last year the USA scored a 0.6 was 1968. 030
Cullen Hendrix @cullenhendrix.bsky.social · 12/09/2025Back in March I warned that tariffs could shrink U.S. drummers’ product choices, especially Canada’s #SABIAN cymbals—one of the Big 4. After a January rush to beat expected tariffs, U.S. imports of Canadian perc instruments are now down 17% vs. 2024. Look at April! www.piie.com/blogs/realti... 030
Cullen Hendrix @cullenhendrix.bsky.social · 26/08/2025Evidently the 'team of Ph.D. level experts in your pocket' does not know the definition of "exogenous", which seems like it might be relevant for PhD-level research. 030
Cullen Hendrix @cullenhendrix.bsky.social · 22/08/2025Apropos of nothing, the taller candidate has won 2/3rds of US presidential elections since 1960. 140
Cullen Hendrix @cullenhendrix.bsky.social · 06/08/2025And now my boss and @piie.com president @adamposen.bsky.social has a statement as well. Here's where this kind of self-deception puts us. 051
Cullen Hendrix @cullenhendrix.bsky.social · 17/07/2025China wasn't a major destination for US musical instrument exports - but it's gotten a lot smaller since Liberation Day. In May, US instrument exports to China were down 80%! Down 30% year to date from 2024. 011
Cullen Hendrix @cullenhendrix.bsky.social · 11/07/2025Since April, Canadian exports to USA are down 14.5% from same months in 2024 with just the sectoral (autos, steel & aluminum, energy & potash) tariffs in place. Imagine what this picture looks like with a 35% tariff. Source: US Customs. #tradewar #tariffs #Canada #USMCA 031
Cullen Hendrix @cullenhendrix.bsky.social · 08/07/2025Don't you know it ... and here I was killing time looking at changes in import shares from 2020 to 2025 - two of the countries taking market share from Chinese imports (Indonesia and Japan) could be facing much higher tariffs come August: 010
Cullen Hendrix @cullenhendrix.bsky.social · 02/07/2025Great! Now do oil and gas and military & defense industrial complex! Self-selection encourages these dynamics, as do the policy mixes the different parties offer. Maybe Vance should ask himself why the GOP has lost so much ground with the highly educated. 020
Cullen Hendrix @cullenhendrix.bsky.social · 29/05/2025Was wondering when this would be updated to reflect Liberation Day and the resulting fallout. The Economic Policy Uncertainty Index is starting to look a lot like the hockey stick graph on global temperature. 040
Cullen Hendrix @cullenhendrix.bsky.social · 20/05/2025In March, these cymbals retailed for $319.95 (Zildjian A) and $329.99 (SABIAN AA). Post Liberation Day, they now retail for $339.95 and $344.99. This was imminently predictable: www.piie.com/blogs/realti... 031
Cullen Hendrix @cullenhendrix.bsky.social · 15/04/2025I'm an 80s kid. I've seen this movie before. Except the aiding and abetting is happening in reverse. 040
Cullen Hendrix @cullenhendrix.bsky.social · 14/04/2025It won't be easy for US universities to heed this advice. But they should. And most importantly: they should recognize the shared existential threat to their role in a free society and their number one mission: driving out darkness with light. And that it's coming for all of them - sooner or later. 061
Cullen Hendrix @cullenhendrix.bsky.social · 04/04/2025It's 4/4 Day! That's something to be happy about. Some links to my work below. I guess if I had to get a day job @piie.com was a pretty nice landing ;-) Instruments are the tools we use to express joy, sorrow, pain, and elation. They’re conduits for the sonic expression of the human spirit. 160
Cullen Hendrix @cullenhendrix.bsky.social · 04/04/2025I was skeptical of Trump's promise to get gas down around $1.87 a gallon. Here's what I had to say to @factcheck.org about it back in October; I guess he really wanted that $1.87 gas. 170