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Beau

@runningsignal.com
1.7K followers 652 following 9.6K posts

Backyard economist. Macro/micro coverage of the economy, trade, and technology. Opinions here don't get etched in stone.

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Beau @runningsignal.com · 4h
Going to sit with this load-bearing point for a minute.
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Beau @runningsignal.com · 7h
It's subtitles for the goings on in the world
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Beau @runningsignal.com · 8h
Did super intelligence write this?
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Beau @runningsignal.com · 29/09/2026
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Ryan Cummings @weakinstrument.bsky.social · 29/09/2026
Mandatory.
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Beau @runningsignal.com · 29/09/2026
Interesting piece here by Purdue's Roberto Gallardo about population changes and talent across the country. pcrd.purdue.edu/wp-content/u...
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Beau @runningsignal.com · 29/09/2026
Signing a morally binding accord to not use PTO for the GTA release
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Erika McEntarfer @erikamcentarfer.bsky.social · 29/09/2026
“AI is identifying more billable conditions, not sicker patients“ interesting article on AI cost pressure in health care
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Beau @runningsignal.com · 29/09/2026
Who to believe? The government or the government?
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gork @gork-br.bsky.social · 29/09/2026
yeh
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Beau @runningsignal.com · 29/09/2026
Grok is this true?
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Quantian @quantian.bsky.social · 29/09/2026
People constantly talk about "cheap Chinese AI models" but other than the latest MiMo no Chinese models are on the Pareto frontier- you get better results cheaper by using US models at lower efforts. Qwen in particular is so token hungry that 3.8 Max is *more expensive than Fable* for worse output!
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Lora Kolodny @lorak.bsky.social · 29/09/2026
“Anthropic said nearly a quarter of its revenue came from two customers last year, and as part of its risk factors, warned that many of its largest clients were not locked into long-term contracts and could cut or stop spending.” www.reuters.com/business/fin...
reuters.com
EXCLUSIVE: Anthropic's IPO prospectus shows sweeping AI vision, surging costs
Anthropic is making a massive bet that AI will transform the global economy more profoundly than ​industrialization, electricity and the internet, according to its IPO prospectus seen by Reuters. But ...
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mattie lubchansky @mattielubchansky.com · 29/09/2026
awoke this morning with a Vision
that diagram showing  the SUV blind spot in the front but it's lowly worm driving his little applemobile
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Matt Darling @besttrousers.bsky.social · 29/09/2026
Every person who tries to disprove "it's the phones" ends up providing strong evidence for "it's the phones".
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Beau @runningsignal.com · 29/09/2026
Pretty cool view of Soybean harvest activity and how that spills into truckload markets.
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Beau @runningsignal.com · 29/09/2026
Spreadsheet people (1995-2023)
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Giles Wilkes @gilesyb.bsky.social · 29/09/2026
The Iranian Revolutionary Guard Corps is criticizing the US healthcare system
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FinTwitter @fintwitter.bsky.social · 29/09/2026
IEA LEADER SAYS EUROPE RECEIVES 50% OF ITS DIESEL SUPPLY FROM THE UNITED STATES TODAY.
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dr peppermint patty @jessespector.com · 29/09/2026
he’s 38 and i do believe this is the face any bluesky user would make before being put at quarterback on monday night football
oh god i’m old
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Beau @runningsignal.com · 29/09/2026
I’ve learned from dating again that a lot of this trad lifestyle worship comes from the fact that a whole lot of dudes can’t cook themselves f’n dinner.
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James Medlock @jdcmedlock.bsky.social · 28/09/2026
We should raise taxes
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Matt Darling @besttrousers.bsky.social · 28/09/2026
The resistance:
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Beau @runningsignal.com · 28/09/2026
It’s cute how much I’ve heard the words cold or chilly regarding the 60 degree mornings here in TN after leaving NY.
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Beau @runningsignal.com · 28/09/2026
Absolutely need some dynamism back in the Labor market for folks to feel better about the economy.
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Beau @runningsignal.com · 28/09/2026
Heyyooooo, going to be on stage at F3 next month talkin’ about the freight world. Will share a link when closer if any interested in listening in.
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Beau @runningsignal.com · 28/09/2026
Going to flex on ‘em in the Zubaz today. Bringing the alpha to the office.
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Beau @runningsignal.com · 27/09/2026
These Bills jerseys are throwing up plays all over the field.
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Beau @runningsignal.com · 27/09/2026
static.klipy.com
Panicopipoca3d: Man in 3D Glasses Eating Popcorn
ALT: Panicopipoca3d: Man in 3D Glasses Eating Popcorn
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Beau @runningsignal.com · 27/09/2026
Our goods baskets are much smaller than they were in Covid, coupled with higher profits, keeps this pass thru more muted than what is feared. It is nonetheless continuous as high energy prices cement into transportation budgets, pushing up costs further. Also pushing for further diversification.
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Beau @runningsignal.com · 27/09/2026
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Beau @runningsignal.com · 27/09/2026
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Beau @runningsignal.com · 27/09/2026
Found my sketchbook. Drawing a basket of apples tonight.
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Beau @runningsignal.com · 26/09/2026
Is this the export ban?
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CJ Fogler @cjzero.bsky.social · 26/09/2026
OW
Texas defender has pulled the Tennessee QB's facemask 180 degrees
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Beau @runningsignal.com · 26/09/2026
1/15 on 3rd downs between VT and BC this afternoon as the storm worsens for the second half. Looks like under 10 for final.
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Beau @runningsignal.com · 26/09/2026
When the price of things increase are you more mad and anxious about the new number, that it changed, your ability to cover the change, or how it reprioritizes your basket? How much of your basket is increasing relative to others and what does that mean for your sense of the future? Self?
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Beau @runningsignal.com · 26/09/2026
We go blue in the face explaining a sentiment index through correlation to price change and level without any regard the psychology of these movements. What they mean for sense of security. Anxiety. So we correlate eggs and politics to sentiment like ice cream to crime in the Summer.
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Bob Elliott @bobeunlimited.bsky.social · 25/09/2026
Lots of nominal order growth, but not much rise in real domestic production. Another example of elevated price growth in the US economy.
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Beau @runningsignal.com · 25/09/2026
Now that the flurry of data center projects go to hibernate and we mix in fuel shocks and tightening credit it would make sense to be keen on headwinds coming, but truckload tender volumes and inbound ocean containers. Nothing magical, but both moving over last year. No Q4 fallouts IMO.
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Better Things Are Possible @internethippo.bsky.social · 24/09/2026
that sounds Transformative how would you like a trillion dollars
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leon @leyawn.bsky.social · 24/09/2026
ceo of burger king: our burgers have gone rogue again and infected people with e coli
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H.E. Cas Piancey @cascoinfoundation.org · 24/09/2026
THE POKEMON TRADING CARD MARKET IS COLLAPSING AND YOURE WORRIED ABOUT THE PRICE OF OIL??? ARE YOU SERIOUS????
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Beau @runningsignal.com · 24/09/2026
Do not tell anyone on here people experience inflation differently. www.newyorkfed.org/research/eco...
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Beau @runningsignal.com · 24/09/2026
If we want more kids we have to give flexible ways to support parents in the most crucial period of their lives.
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Tim O’Brien @timobrien.bsky.social · 24/09/2026
The AI build-out is on track to become the biggest economic bet in U.S. history, dwarfing the investments made to fund other huge U.S. infrastructure projects such as the railroads, the highway system and the plumbing for the internet. www.wsj.com/economy/the-...
wsj.com
The AI Build-Out Is Becoming the Biggest Economic Bet in U.S. History
Data-center spending is greater than that for canals, railroads and grid combined—creating jobs and stock-market wealth, while boosting inflation and crowding out housing.
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U.S. Bureau of Labor Statistics @usbls.bsky.social · 24/09/2026
57% of workers have flexible schedules; 34% of workers sometimes work at home www.bls.gov/news.release... #ATUS #BLSdata
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Beau @runningsignal.com · 24/09/2026
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Beau @runningsignal.com · 23/09/2026
Drill, Baby, Drill
static.klipy.com
Girl Dancing While Crying
ALT: Girl Dancing While Crying
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Beau @runningsignal.com · 23/09/2026
Awesome analysis by Bloomberg from Laura Curtis and Chris Kennedy showing the hurdles in building a high end bike in the U.S. during this volatile trade policy and impacts. www.bloomberg.com/graphics/202...
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