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  1. The Death of Secular Stagnation (ft.com)
    1 points 1
  2. Stock market boom runs on a 'large deficit model' (reuters.com)
    1 points 0
  3. Why prediction markets aren't popular (worksinprogress.co)
    4 points 0
  4. Watch the US Treasury yield curve invert before each recession (eco3min.fr)
    4 points 1
  5. The Beauty of Batteries (worksinprogress.co)
    2 points 0
  6. Germany's €100B bid to make the trains run on time (ft.com)
    3 points 1
  7. IMF warns inflation risks remain elevated ahead of Fed meeting (reuters.com)
    5 points 0
  8. 2025 Social Security Trustees Report [pdf] (ssa.gov)
    3 points 0
  9. The free-money era subsidized your salary, not just startup valuations (eco3min.fr)
    4 points 0
  10. AI Is Starting to Hit Power Grid Limits (nypost.com)
    5 points 3
  11. AI may be inflationary before it becomes productive (axios.com)
    3 points 1
  12. The Fed cut rates by 100 bps in late 2024. Mortgage rates rose anyway (eco3min.fr)
    1 points 1
  13. IEA: AI data center electricity demand could nearly double by 2030 (iea.org)
    4 points 0
  14. Madrid Built Its Metro Cheaply (worksinprogress.co)
    3 points 1
  15. US economy expected to grow above 2% despite recent shocks (reuters.com)
    3 points 3
  16. Replacing labor with AI shifts costs to compute – and compute is still expensive (finance.yahoo.com)
    3 points 2
  17. US power demand to reach record highs in 2026–2027 driven by AI and data centers (reuters.com)
    19 points 6
  18. US recession probabilities implied by the yield curve (stlouisfed.org)
    1 points 1
  19. Scaling AI is now constrained by energy, cooling and physics (blog.se.com)
    3 points 2
  20. Private credit funds face rising redemptions and AI-driven default risks (reuters.com)
    2 points 1
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  23. 72% of the dollar's purchasing power was destroyed in just four episodes (eco3min.fr)
    216 points 39
  24. $2.4T offset Fed Qt (Net Liquidity dataset, 2003–2026) (eco3min.fr)
    1 points 1
  25. Every 2s10s yield curve inversion since 1976, with recession lag times – CSV (eco3min.fr)
    1 points 0