Campbell
@abcampbell
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macro stoic
the world of dollars
Joined August 2011
just to review willing to negotiate: 🇲🇽 🇮🇳 🇻🇳 🇰🇭 🇹🇼 🇮🇱 🇬🇧 🇰🇷 🇦🇺 🇳🇿 🇧🇷 🇨🇦 already retaliated: 🇨🇳 can you see it yet? in game theory we call this a “separating equilibrium”
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the service economy was a mistake
Why is vehicle insurance so high ?
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Causes of the epistemic collapse: exhibit A
A new Stanford Medicine study shows why mRNA-based COVID-19 vaccines can cause myocarditis. https://t.co/wy6QO55HSu
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wow look at all that silver
In Puding County, SW China’s Guizhou, solar panels blanket the mountains. Welcome to China’s “Silicon Valley”! @UpGuizhou
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“I should roll out of some silver and back into gold today” (takes meeting) “Oh cool silver is down 3% in an hour, fml” this is the alpha from active management
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Web designers like @reijowrites bring powerful interactions to the web with one platform: Framer
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I’m an old soul
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Falling home pxs are fine if they are unlevered. But real estate in China is the most levered asset on earth! This sleight of hand ignores the liability side of the balance sheet. Cheap = good. yes Defaults = bad. “Who takes the (lenders) loss?” = unpossible.
i need to be thrown off a cliff. or i dunno, firing squad? this is a dude in china laughing at someone saying “real estate is tanking.” he got all of this for $60k (even the furniture). it would sell for less. & he just can’t stop laughing bc that means people can afford a home.
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yup we are going to run out of silver
Silver’s ripping because a bunch of slow moving forces finally hit at the same time. We’ve been running a structural supply deficit for years, inventories keep thinning out, and mine production hasn’t meaningfully grown because most silver comes as a by product, you can’t just
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my hyperstitions usually take 6-18m This one took 23
The founder and CEO of Hinge just stepped down to start a new AI dating app. He sees an opportunity to reimagine the entire category and get rid of the swipe-based paradigm that leaves so many daters dissatisfied. 2026 is going to be a huge year for AI matchmakers!
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Tariffs on china are pretty reasonable: - They are a geopolitical adversary - They break patent law all the time. It's all the other tariffs that are the problem. People shouldn't have to think about this, tariffs can do the thinking for them.
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will be interesting to see the impact on burning man
Wow buried in the new US tourist guidelines, you need to give: -5 years of phone records -all old email addresses -5 years of social media history -info of all close relatives -Your FUCKING DNA?!?! What the hell man! Say goodbye to ALL US tourism!
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guess they finally read the ramble https://t.co/cBAG2dkGjV
campbellramble.ai
by the time we build enough solar panels to power the earth.
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tried to warn yall about the doomers they are extremely well funded, ideologically committed, and engaging in a determined campaign of political influence that is just getting started watch this space
NEW: Semafor reports that AI critics such as Future of Life Institute, which is funded by Vitalik Buterin, pay to embed journalists within news organizations, such as NBC News, Bloomberg, Time, The Verge, and Los Angeles Times, to write stories about AI.
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ur welcome
December 2025 is the first time in recorded history that 1 oz of silver is worth MORE than one barrel of crude oil. Let that sink in.
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we need ruthless meritocracy not whatever this is
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Where the fuck is @Greenpeace when you need them?
Video of how China’s trawlers are electrocuting the Persian Gulf & Iran's coast to death. Their industrial scale Pulse fishing kills everything—fish, babies, coral- leaving a dead ocean. These pirates need to be stopped before they leave the ocean lifeless
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not actually a parody anymore that Europe’s primary export is regulation.
EU makes more from fines on US tech, than tax from ALL of public European tech in 2024 EU fined US tech companies €3.8B meanwhile public internet tech companies paid only €3.2B in income tax
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Gwadar was always about Malacca
Gwadar Was Never a Commercial Project — So Why Judge It Like One? The Diplomat’s recent analysis of Gwadar "Why China Can’t Make Gwadar Work – Even After Billions Spent" repeats a familiar trope: China has poured billions into Pakistan and still cannot make the port work. The
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environmental worries about AI are a psyop
10,000 people flying to Sydney and back for a conference is ~50,000 tonnes of CO2 emissions. That's ~5-10x the emissions of training GPT-4. I think there would be a lot of uproar if a conference trained 10 new huge models in data centers and then immediately ditched them as a
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What is really happening in China is that they are borrowing money to repay debts coming due. That is why investment is "dropping" but total debt outstanding continues to rise
Below are, in my view, the two most important charts for understanding the current state of the Chinese economy. Ultimately, one of the key reasons behind China’s economic stabilization and the stock market rally earlier this year was the notable pickup in total social financing
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