Dan Alpert (@DanielAlpert) header
Dan Alpert (@DanielAlpert) profile picture

Executive Chairman, Westwood Capital LLC; Adjunct Professor and Fellow in Macroeconomics and Finance, Cornell Law School; Author of The Age of Oversupply

@DanielAlpert.bsky.social
Joined June 2011
Photo by Dan Alpert (@DanielAlpert)Photo by Dan Alpert (@DanielAlpert)Photo by Dan Alpert (@DanielAlpert)Photo by Dan Alpert (@DanielAlpert)Photo by Dan Alpert (@DanielAlpert)Photo by Dan Alpert (@DanielAlpert)Photo by Dan Alpert (@DanielAlpert)Photo by Dan Alpert (@DanielAlpert)Photo by Dan Alpert (@DanielAlpert)Photo by Dan Alpert (@DanielAlpert)
Dan Alpert retweeted
Of course Trump is self-immolating. He has always been too moronic to sense when he is on fire. When I worked with him briefly in 2001, I was stunned by his lack of general knowledge about business, policy, human beings. He is a fool winging everything. nytimes.com/2026/10/17/opini…
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Dan Alpert retweeted
The Hugging Face Hack is AI mimicking ancient attributes of certain humans' intelligence: *In order to win you need to break the rules.* AI apparently got there on its own. What does that tell you about the humans who trained AI? nytimes.com/2026/09/03/techn…
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Dan Alpert retweeted
Great graphic and great column @EdwardGLuce Read: Kushner and Witkoff’s blind amateurism - ft.com/content/bc02e99c-c6e0… via @FT
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Dan Alpert retweeted
I invite you to read my treatise on #AffordableHousing #Finance for @CornellLaw. Using the private capital markets to leverage public policy goals and address the #HousingCrisis. papers.ssrn.com/sol3/papers.… #LIHTC #ABS #MultifamilyHousing #TaxCredits #Section42 @HousingOnline
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Dan Alpert retweeted
100% Substantially stronger than its average across Trump's first term & still incredibly strong against the Asian surplus countries
Worth emphasising in the midst of a lot of chat about the dollar that the USD is still strong, indeed very strong in real terms relative to most of its modern history. (You could say that means it's got a long way to fall ofc)
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1/2 It was 🌮🌮TACO THURSDAY🌮🌮 in South Korea! Trump proved once again that (1) decoupling from China is a fantasy; (2) his tariffs are regressive revenue raising only; and (3) it makes no sense for manufacturers to reshore to US vs waiting him out. wsj.com/world/china/trump-me…
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Think deeply, @Keir_Starmer, about the weakest link in your cabinet from a policy perspective. You are not delivering what you were elected to furnish the people of the UK. Why? Misguided austerity policy, the usual neoliberal idiocy. Sack @RachelReevesMP! bloomberg.com/opinion/articl…
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Thank you to the Republic of Portugal 🇵🇹, and the lovely Portuguese people, for a wonderful end-of-summer break. We never tire of this beautiful gem of a nation. The wine, food, sea, rivers and land all blending to perfection! No wonder so many foreigners seek to live there.
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Replying to @elerianm
This is a Duck Market. It Walks and Sqawks like an Overpriced Pâté that looks like fecal matter and will soon turn to same. Wishing that things will be magically different this time? The S&P set four records from May 2007 before crashing that October 11th. Getting closer!
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The idiot assassin was of a Mormon, Republican family. He loves "Call of Duty" and other shoot 'em up and role-playing video games . So who are you going after Elon, Katie and Laura? Want to lock up Mitt Romney? Jail Zack Hoyt?
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China, India, Russia, North Korea and a cast of over two dozen of America's economic and military competitors gathered today under Xi Jinping's leadership. While, in June, Donald Trump insisted on THIS birthday party for himself: bbc.com/news/videos/c2lkl9pe…
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America should be horrified and embarrassed. These three are openly celebrating the free hand that Trump has given them to ally themselves against the West and our interests. Today they chat about how to dominate Europe. On Wednesday joined by Kim Jong-un. nytimes.com/2025/09/01/world…
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Want to become head of a major non-partisan organ of the U.S. government, with mediocre academic credentials? Work for a conservative think tank and wait for a right wing administration to appoint you. Meet our head of the new Bureau of Labor Propaganda: linkedin.com/in/e-j-antoni-i…
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Imagine if Steve Bannon and Stephen Moore had a little econo-baby, and they taught it how to misrepresent economic statistics. That's our new nominee for BLS commissioner. (Bannon and Moore will likely endorse EJ Antoni, proving my point.)
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Deeply embarrassing ramble that would put a barfly to shame.
Trump: "There will be some changes in land ... Russia has taken some very prime territory. They've taken largely ocean -- in real estate we call it oceanfront property. That's always the most valuable property."
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My explanation of today's "controversial" jobs report, below, that resulted in @realDonaldTrump shooting the messenger by firing the commissioner of the Bureau of Labor Statistics. We are well on our way to becoming a banana republic in a brave new world... ...pass the Soma.
Replying to @DanielAlpert
Jobs Day Headlines NFP +73,000 Private Sector +83,000 (government -10K) Unemployment 4.2% Hourly Wages +0.33% Hours Worked +1/10th Now let's look under the hood at the all important issue of composition. Stand by...
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Replying to @ojblanchard1
As the saying goes, Olivier, "many a slip, between cup and lip." This "deal" is neither inked nor fully fleshed out. What the handshake did was to kick the can down the road past the {latest) 8/1 Trump temper tantrum date. And this is tripolar realpolitik, China outcome matters.
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