Global Editor of The Wall Street Journal's Heard on the Street column. Previously with @wsj in Beijing and Hong Kong.

New York, NY
Joined April 2009
Bringing back the Newt Gingrich character was a really questionable choice by the simulation writers
244
SpaceX down 9%
258
Heard on the Street: Will SpaceX will be a space-age Berkshire Hathaway? Or just a conglomerate of sci fi fever dreams?
1
2
1
537
Remember when X was going to become an everything app and disrupt the financial system? We do.
1
116
China has barely been mentioned in this year's Taipei mayoral campaign. But should upstart DPP challenger Puma Shen win, Beijing would lose an important ally in incumbent Chiang Wan-an, who it has likely viewed as a future president it could work with. asia.nikkei.com/opinion/coul…
4
34
3
149
8,517
when i have really dumb questions i'll ask chatgpt or gemini because i don't want claude to think i'm stupid
468
4,197
482
66,743
1,479,500
Halfamucci
1
9
452
Now that is what I call a high current account surplus.
IMF now forecasts Taiwan’s current account surplus will be 22-25% of GDP for the rest of the decade. Public debt is forecast to fall to 17% of GDP. Anywhere else, these would be reasons for capital inflows and currency appreciation.
2
537
Aaron Back retweeted
OPENAI to EMPLOYEES: If someone is trying to seduce you, first consider — could they be a spy??? OpenAI is warning its employees about honeypot spies and strangers with children in playgrounds ... a very fun one with @georgia_wells and @MeghanBobrowsky: wsj.com/tech/ai/ai-companies…
98
209
249
2,599
1,729,651
Someone think of the children
Well the one silver-lining from Anthropic/OpenAI not having great IPOs may be that it relieves the critical “mansion shortage” in SF.
2
368
Yikes big PPI print
1
355
$TSM TSMC CEO sees no AI demand slowdown and expects growth above its previous ~55% CAGR forecast. "all I can say right now is the demand is extremely robust. We did not see any sign of slowdown. Whether it is a high 50 CAGR, it does not matter. It probably will be higher."
2
29
168
14,730
Aaron Back retweeted
.@abrownepek: “I’m betting that the end of the Xi era will look a lot less like Deng’s, whose passing created hardly a ripple…and more like Mao’s, a drama that involved a bloodless coup…intervention by the People’s Liberation Army, and show trials.” semafor.com/article/10/13/20…
24
23
13
105
185,251
Bond yields seem to have calmed down a lot this afternoon. Nasdaq still getting slammed.
278
Paul McCartney imitating the kind of songs that are hits these days
365
1,954
852
30,355
6,051,486