Brian Hester @ibehester.bsky.social · 09/10/2026these supine weasels believe there will never be a Democratic congress or president 0170
Brian Hester @ibehester.bsky.social · 04/10/2026very professional, as in the escort service sense 110
Brian Hester @ibehester.bsky.social · 04/10/2026The lack of knowledge is astounding. All this information is incredibly easy to come by. 010
Brian Hester @ibehester.bsky.social · 30/09/2026Your table is the rebuttal. Slide one column right of the box, where Kim Wright and the SF Fed put term premium, and 5.25% buys you sub 2% growth. That's not a growth story. That's Treasury supply. 010
Brian Hester @ibehester.bsky.social · 28/09/2026Bond market isn’t buying this steaming pike of copium 001
Brian Hester @ibehester.bsky.social · 28/09/2026Let me correct: TRUMP OPEN TO MIDTERM RELIEF AT FIRE-SALE PRICES 000
Brian Hester @ibehester.bsky.social · 28/09/2026Yes, the hamlet-level navel gazing is gone. The responses are lean and to the point. Same with the vibe coding. 020
Brian Hester @ibehester.bsky.social · 28/09/2026It is majestic in its awfulness—a contemporary Plan 9 from Outer Space! 110
Brian Hester @ibehester.bsky.social · 28/09/2026Because you get paid for it over and over and told you are a courageous truth teller ny “serious” people. That’s a pretty good gig if you are barely a mediocrity like Megan. 020
Brian Hester @ibehester.bsky.social · 25/09/2026Yes, roughly. Near the top of its relative power, with demography and debt pulling it down. That makes it more dangerous maybe, not less. And India may be the Macedon in this story—who knows—or someone else. Japan is the reminder that the heir apparent often isn't. 100
Brian Hester @ibehester.bsky.social · 24/09/2026To be even more subtle, Xi may not have a full appreciation of what that means. Arguably China is the peaking power. And we should recall Athens and Sparta are soon to be dominated by Macedon. 111
Brian Hester @ibehester.bsky.social · 23/09/2026Is that almost bland, matter of course corruption a fatal political blow for Collins amid the dynamics of this election cycle? 000
Brian Hester @ibehester.bsky.social · 22/09/2026You can kiss your presidential ambitions goodbye with your capitulation to the Ellison cartel and Trump. 000
Brian Hester @ibehester.bsky.social · 18/09/2026Maybe they could warm up with the Strait of Hormuz or the Bab al-Mandab first? 110
Brian Hester @ibehester.bsky.social · 15/09/2026Humanities are a rounding error in any university budget, and a public university that keeps only what consumers order this quarter has thrown away the reason a state funds one at all. 020
Brian Hester @ibehester.bsky.social · 15/09/2026Amen. Now my kids have created a thriving black market trading with all their buddies. We are arse deep in these infernal things. 010
Reposted by Brian HesterG Elliott Morris @gelliottmorris.com · 11/09/2026Over the last couple of days we have got several polls of Dems leading by double digits in the national environment, and ahead in states and districts Trump won by 15+ points. Starting to get hard to deny that Nov could very likely be a bloodbath for the GOP 451133160
Brian Hester @ibehester.bsky.social · 12/09/2026The threat was never "runs on your PC." It's weights (a file, files move) spun up on rented cloud GPUs, or a model already loose inside a datacenter's own hardware. The compute cost is the actual constraint, which is the argument for guarding it, not against worrying. You dunked on a soundbite. 000
Brian Hester @ibehester.bsky.social · 06/09/2026i’m sorry that had to be the most pitiful thing ever 110
Brian Hester @ibehester.bsky.social · 27/08/2026more time for them to fully realize how reviled they are 110
Brian Hester @ibehester.bsky.social · 25/08/2026Actually seems like the Midwest is more of a story. The Sunbelt is just reversion to the mean looks like to me. Go Milwaukee! 000
Brian Hester @ibehester.bsky.social · 21/08/2026The flip took about three months. In CBS/YouGov’s March 2025 poll, voters still gave Biden slightly more blame than Trump for inflation. By April it was 54% Trump to 21% Biden. By October, Economist/YouGov had 57 to 24. The only utility left for that blame shifting is to fluff their daddy: 010
Brian Hester @ibehester.bsky.social · 18/08/2026it’s astonishing that no Democrat is commenting on this situation before 010
Brian Hester @ibehester.bsky.social · 17/08/2026What is weird to me is the asymmerty:what about a parent’s responsibilities in the relationship? What about reciprocity. You get what you put (or don’t put) into things. 110
Brian Hester @ibehester.bsky.social · 16/08/2026Has that debt moved elsewhere? Households traded cheap 30-year housing debt for expensive short-term consumer debt? 000
Brian Hester @ibehester.bsky.social · 16/08/2026Interestingly 40 percent of American Homes are owned free and clear. That seems to have policy implications. 100
Brian Hester @ibehester.bsky.social · 16/08/2026This chart reads that the next crisis doesn't come from housing, but doesn't mean much for affordability 031
Brian Hester @ibehester.bsky.social · 16/08/2026Net worth is concentrated at a top that holds relatively little mortgage debt relative to assets. The debt is more a burden in middle income homeowners whose balance sheet is one house. So this ratio can fall to historic lows while the median mortgaged household is no more comfortable than before 110
Brian Hester @ibehester.bsky.social · 12/08/2026I think this is the longest deployment for a carrier without relief in US history. So yeah. 010
Brian Hester @ibehester.bsky.social · 12/08/2026That's cool Will. Just stay over there. Evenually someone will like you, I'm sure. 000
Brian Hester @ibehester.bsky.social · 10/08/2026Warsh is a light weight. You have to be careful even with the notion that AI will tell you "what they say" much less "what they would think" about this ecnomomic moment. Goofy. 000
Brian Hester @ibehester.bsky.social · 09/08/2026AI is not as good as businesses hoped in terms of replacing people. They are hiring them back because *surprise* human judgment and social skills are integral to most enterprises. 000
Brian Hester @ibehester.bsky.social · 09/08/2026it’s like a basket of gold, just sitting there in the middle of the road 020
Brian Hester @ibehester.bsky.social · 09/08/2026So you think they’ll be large residential construction in this interest rate environment? 010