Time Horizon @Time_HorizonX
宏观经济/公共政策/金融市场 公众号：TimeHorizon独立经济观察 个体的局限性决定了我们永远不可能获得全部真相，但我们可以努力用智识和逻辑去不断接近真相。 t.me/TimeHorizonX Joined July 2016-
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城市住宅需求变化趋势，基本上没悬念，只是下降速度的问题，2018年扛的基本上就是世纪大鼎，未来人口因素产生的影响会越来明显，现在只是刚过平衡点的早期阶段。
2018~2023的杠杆率年均升幅接近10个百分点，比2012~2018年时期还高了1.8%。
GPEA（Global Positive Energy Alliance）正在加强内部各个方面的联系和合作。
平均每100个排队的顾客中，60个以上是店家雇的排队黄牛，最高的接近100%。
高负债主体就是一个吞噬兽，需要源源不断的为其超重商主义逻辑指导下的天量投资性支出融资，顺周期时，它们几乎可以完全依靠金融中介来满足绝大部分融资需求和债务续存滚动，而当债务过重并推动周期逐渐逆转后，常规融资渠道会不断受阻，债务性融资需求的缺口会不断上升，将逐渐转向居民存量这块肥肉。
高负债主体就是一个吞噬兽，需要源源不断的为其超重商主义逻辑指导下的天量投资性支出融资，顺周期时，它们几乎可以完全依靠金融中介来满足绝大部分融资需求和债务续存滚动，而当债务过重并推动周期逐渐逆转后，常规融资渠道会不断受阻，债务性融资需求的缺口会不断上升，将逐渐转向居民存量这块肥肉。
王海滨的财经闲.. @wangwatchworld
179K Followers 951 Following 父亲，安达曼海的钓鱼人，半退休分析师。 Finance Analyst 套利与对冲 https://t.co/20gEmbFstl
曹山石 @caolei1
344K Followers 78 Following
Michael Anti @mranti
357K Followers 11K Following 安替, Globus, AI-driven Global Risk Research and Consulting. A veteran journalist on International Affairs, Harvard Nieman Fellow '08, TEDGlobal Speaker.
亚洲金融 Asia Fin.. @AsiaFinance
267K Followers 385 Following 亚洲金融：政经领域的有意思的事儿。 AsiaFinance: For the Rich and Powerful.
小径残雪 @xiaojingcanxue
178K Followers 2K Following 不做伥鬼。本推属营销号。所发内容均可去掉id随意转载。若有错漏、传谣之处，还望大伙指正。除明确表明系个人观点或亲身经历外，其余内容均系搬运，转发不代表本推认同其观念。阅读中国新闻时，建议怀抱乐子人心态，太较真则可能严重抑郁。本营销号不接受诸如“你没给受害人脸上打码”、“你嘲笑弱势群体”之类的道德说教。
徒步的騎手 @CaminoTexas
66K Followers 181 Following Keep rolling till I'm in the dirt … https://t.co/XF1bmqFi0g
乌鸦鸽鸽 @wuyagege
59K Followers 1K Following veritas vos liberabit 进度条：10% 书一页一页读，路一步一步走。 讲中文、英文、德文，学冷战史和欧洲史。 只为有耐心有慈心的中文读者写作。《不如读书》：https://t.co/l2GwKZWn3e
immusoul @ayuan1000
30K Followers 204 Following Work for Sanlian Lifeweek Magazine, cover science, travel, environment and music. Moved to Thread: https://t.co/6GyVMKDFS4
wuzhe @realwuzhe
100K Followers 4K Following 关注科技、好用的工具、美股、数字货币、日常生活 | 没有建群，不主动私信人，谨防骗子 | 投资有风险，不要听我的 | NFA
Jeff Li @jefflijun
49K Followers 372 Following ▶ YouTuber: Jeff科技视角；Financial Times: https://t.co/JeKZGMr6cp
小老头Vic @infjVic
17K Followers 306 Following 要正心、正念、正行的狗贼｜衍生品交易员｜初中肆业，在五道口金融技校进修挖掘机｜信念：经济基础决定上层建筑｜不定期清推
zhio99k @zhio99k
63 Followers 2K Following
M • Umsala @MasaliUmsala
2 Followers 1 Following
yh220148 @yh220148
9 Followers 79 Following
nomadchaos @nomadchaos36680
2 Followers 47 Following
逗鱼爱吃猫 @aimao001
1 Followers 34 Following
麦凌峰 @ling_feng93369
0 Followers 23 Following
hill_magic @HillMagic888
89 Followers 197 Following
tom liu @fengruiliu
47 Followers 24 Following
Bruce @BruceBruce89
0 Followers 13 Following
李仲陵 @g5ZIF2ZeNl43402
1 Followers 6 Following
🔱TEURO🔱 @teuro1984
2 Followers 61 Following
叶啸 @yexiao8635
174 Followers 2K Following
icecreame @icecreame214741
7 Followers 32 Following
Yukun @amberkunkun
3 Followers 157 Following
赵飞龙 @ZhaoLong57517
0 Followers 171 Following
Mulipp @mulipp1419
0 Followers 14 Following
wang qingfeng @wangqingfe2341
12 Followers 60 Following
ii kk @iikk212871
3 Followers 42 Following
吉 @lbio03884021
13 Followers 83 Following
吴道子 @wdozi3
14 Followers 153 Following
Kitty @Kitty85236085
10 Followers 125 Following
WU JECK @jeck_wu
7 Followers 138 Following
林夕然 @ran_xi65711
15 Followers 52 Following
do @do8216869160248
8 Followers 49 Following
Laura Vega @LauraVe63887227
21 Followers 761 Following
LouLou @KKLLMM84629
10 Followers 60 Following
ztxgvjvu @beijibing1
1 Followers 16 Following
Pan @q537033000
5 Followers 11 Following
AirYuzhE. @AirYuzhE
4 Followers 37 Following
yipengzhang @yipengzhang16
247 Followers 2K Following
zc92072 @zc92072
1 Followers 120 Following
Fisher Miller @z1581750802
6 Followers 57 Following
琴琴青 @blowaterman007
14 Followers 81 Following
michael YU @michaelYU540694
10 Followers 22 Following
Enter play @BTSsnow
47 Followers 260 Following
曹山石 @caolei1
344K Followers 78 Following
Michael Anti @mranti
357K Followers 11K Following 安替, Globus, AI-driven Global Risk Research and Consulting. A veteran journalist on International Affairs, Harvard Nieman Fellow '08, TEDGlobal Speaker.
Ilya Sutskever @ilyasut
370K Followers 2 Following towards a plurality of humanity loving AGIs @openai
China Beige Book @ChinaBeigeBook
40K Followers 487 Following CBB provides the world’s only large-scale, private data on the Chinese economy (RTs not necessarily endorsements).
Jens Nordvig 🇩🇰.. @jnordvig
59K Followers 2K Following PhD Economist, Founder+CEO @ExanteData & @MarketReaderInc Formerly: MD at Goldman, Head of Research at Nomura & Bridgewater. #1 Ranked by Institutional Investor
Zongyuan Zoe Liu @ZongyuanZoeLiu
5K Followers 996 Following Maurice R. Greenberg Fellow @cfr_org. Ph.D. CFA. Author of Sovereign Funds: How the CPC Finances Its Global Ambitions. Opinions my own. RT≠endorsement.
adam wolfe @adamkwolfe
11K Followers 844 Following Emerging Markets Economist at Absolute Strategy Research. Views are my own.
Rhodium Group @rhodium_group
13K Followers 1K Following Rhodium Group is an independent research provider, combining policy expertise and data-driven analysis to help decision-makers navigate global challenges.
YUAN TALKS @YuanTalks
92K Followers 1K Following We are live on THE WIRE every trading day. Join us now to get instant updates on China market. https://t.co/qkShIhBDju
LarryDiamond @LarryDiamond
20K Followers 376 Following Senior Fellow at the Hoover Institution, & Mosbacher Senior Fellow at the Freeman Spogli Institute at Stanford University. Views expressed are purely my own.
Robin Brooks @robin_j_brooks
307K Followers 210 Following Senior Fellow @BrookingsInst, previously Chief Economist @IIF and Chief FX Strategist @GoldmanSachs. Opinions are my own. Email: [email protected].
Alicia GarciaHerrero .. @Aligarciaherrer
18K Followers 3K Following Geoeconomics of Asia and how it relates to the rest of the world, especially Europe. NATIXIS,BRUEGEL,HKUST. @[email protected]
Nick Timiraos @NickTimiraos
325K Followers 110 Following Chief economics correspondent, The Wall Street Journal • Author, "Trillion Dollar Triage”
OpenAI @OpenAI
3.5M Followers 0 Following OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6LgzPA
Association for Asian.. @AASAsianStudies
19K Followers 2K Following The Association for Asian Studies (AAS) is dedicated to the advancement of the field of Asian Studies. Follow @AASCareerCenter for #AsianStudiesJobs.
Jeremy Wallace @jerometenk
10K Followers 4K Following China, stats, cities, climate // Gov Dept & East Asia Program @Cornell 万家瑞 | order Seeking Truth & Hiding Facts today
Neil Thomas 牛犇 @neilthomas123
22K Followers 4K Following Fellow on Chinese Politics @AsiaSociety. Via @EurasiaGroup @MacroPoloChina @Harvard. Words @WashingtonPost @ForeignPolicy @LowyInstitute etc. Views my own. 🇦🇺
Josh Chin @joshchin
100K Followers 4K Following @WSJ deputy China bureau chief | Co-author, SURVEILLANCE STATE: https://t.co/wa8OndxdCC | Mastodon: @[email protected]
Olivier Blanchard @ojblanchard1
170K Followers 388 Following Robert Solow Professor of economics emeritus, MIT Senior Fellow, Peterson Institute for International Economics
The Brookings Institu.. @BrookingsInst
451K Followers 4K Following Independent research and analysis on the most important policy issues in the world. Sign up for the daily Brookings Brief: https://t.co/nZdfZxn4JQ
NBER @nberpubs
159K Followers 264 Following The National Bureau of Economic Research is dedicated to conducting and disseminating nonpartisan economic research.
Peterson Institute @PIIE
96K Followers 5K Following The Peterson Institute for International Economics is a nonpartisan, independent research institution devoted to studying international economic policy.
Brad Setser @Brad_Setser
98K Followers 956 Following CFR senior fellow. Views are my own. Retweets are not endorsements. Writes on sovereign debt and capital flows.
Victor Shih @vshih2
58K Followers 4K Following Director of 21st Century China Center and Ho Miu Lam Chair at GPS of UCSD. Expert of Chinese elite politics, economy, and finance. RT does not mean endorsement.
NASA Webb Telescope @NASAWebb
3.3M Followers 65 Following The world's most powerful space telescope. Launched: Dec. 25, 2021. First images revealed: July 12, 2022. Verification: https://t.co/ChOEslj1j5
Scott Kennedy @KennedyCSIS
20K Followers 162 Following Senior Adviser and Trustee Chair in Chinese Business & Economics, Center for Strategic & International Studies
FTChinese @FTChinese
620K Followers 110 Following FT中文网是英国《金融时报》集团旗下唯一的中文商业财经网站，旨在为中国商业菁英和决策者们提供每日不可或缺的商业财经新闻、深度分析以及评论。
National Geographic @NatGeo
29.2M Followers 192 Following Taking our understanding and awareness of the world further for more than 135 years
Air-Moving Device @AirMovingDevice
9K Followers 881 Following China and the world in data and graphs | 一点浩然气 千里快哉风
Michael Pettis @michaelxpettis
148K Followers 208 Following Senior Fellow, Carnegie Endowment. For speaking engagements, please contact me at [email protected]
Florent Villard 费�.. @FlorentVillard
990 Followers 1K Following Chinese and Transcultural Studies, Cultural History, 跨文化研究，当代历史，中国研究...personnal account, ❤ are bookmarks.
Xibai Xu @xuxibai
10K Followers 341 Following Formerly DPhil Candidate in Politics, University of Oxford. Researching NGOs and civil society in China. RT/Like = I need to read this ≠ Endorsement.
Simon Rabinovitch @S_Rabinovitch
47K Followers 1K Following Journalist @TheEconomist, covering the US economy. Previously reporting in China. Ideas and tips always welcome via DM.
图拉鼎 @tualatrix
94K Followers 1K Following 良渚文化村村民，一人软件公司。作品有 Manico、One Switch、PasteNow 等等。最近在做 MarkMark，目标 2024 年初发布： https://t.co/tLtsEosCzc
Bank for Internationa.. @BIS_org
188K Followers 903 Following Promoting global monetary & financial stability since 1930
Dinny McMahon @DinnyMcMahon
5K Followers 721 Following Author of 'China's Great Wall of Debt.' Contributing financial markets research to Enodo Economics.
Yu Jie @Yu_JieC
4K Followers 1K Following Opera buff, Bon Vivant; Senior Research Fellow on China @ChathamHouse @CHAsiaPacific; bylines @FT @Guardian @NikkeiAsia @ProSyn Associate fellow @lseideas
郭于华 @yuhuaguo
70K Followers 791 Following 清华大学社会学系教师，学科：社会人类学；主要研究领域：农村社会学；劳工研究（包括农民工、失业下岗工人、劳工维权等）；特别关注20世纪下半期中国农村社会生活口述历史的搜集与研究。
美国驻华使领馆.. @USA_China_Talk
1.6M Followers 154 Following 欢迎来到美国驻华使领馆的“推特”平台！本帐号使用条款可在以下链接找到：https://t.co/7fIbxneOkc 有时候，我们的内容会将关注者定向到非美国政府网站，此处包含的链接仅供参考，不一定代表美国政府或美国国务院观点或背书。关注伯恩斯大使的官方账号: @USAmbChina
纽约时报中文网 @nytchinese
3.2M Followers 376 Following 纽约时报中文网官方推特。Official Twitter Account of The New York Times Chinese Website. iPhone & iPad app: https://t.co/hzbwaOOxA6 Android app: https://t.co/NIusFpRU2S
BBC News 中文 @bbcchinese
4.0M Followers 73 Following This is the official account of BBC News Chinese, the @BBC's Chinese language news service. 这是 BBC News 中文 的正式账户。
联合早报 Lianhe Z.. @zaobaosg
1.3M Followers 6 Following 《联合早报》网站和应用是新报业媒体有限公司属下的中文新闻与资讯平台。以第三只眼看大中华，客观新闻和深度评析是众多亚太区读者的最爱。 https://t.co/kHH36EdQU6
Julian Ku 古舉倫 @julianku
13K Followers 932 Following Interim Dean & Professor, @Hofstra_Law; blogging at https://t.co/X4oV3VBnqs & https://t.co/9hjPggC4vp. All views personal. RTs not endorsements.
Barry Eichengreen @B_Eichengreen
55K Followers 0 Following George C. Pardee and Helen N. Pardee Professor of Economics and Political Science, University of California, Berkeley, NBER Research Associate, CEPR Res Fellow
Nakamura Toshio @greenmantis2012
82 Followers 631 Following
hard to imagine humanoid robots will be here before GTA6
With OpenAI, Figure 01 can now have full conversations with people -OpenAI models provide high-level visual and language intelligence -Figure neural networks deliver fast, low-level, dexterous robot actions Everything in this video is a neural network:
有人和我说「备案主要还是为了打击电信诈骗」，看起来初衷是好的？可是，网站备案都多少年了，电信诈骗有变少？反倒网络隐私保护不到位，让电信诈骗犯们越来越方便了。这种「为了 XXX，所以 YYY」最后实行一刀切的政策，已经多到不用再举例了。
看到杭州米其林的「必比登推介」有以前住市区时常常去吃的「伍子面馆」，我个人也非常喜欢+强烈推荐。 这是2019年去吃猪肝拌川时拍的，真的好吃😋
来萨拉热窝参加欧盟举办的纪念俄乌战争战争一周年的国际会议，主题是破除虚假信息。参加会议的包括来自全球的五十名独立记者，一些信息核查机构的工作人员，大学教师，以及媒体研究机构的学者。俄乌战争期间有大量的虚假信息来自于俄罗斯和中国，并在这两个国家广泛流传。
大家好，很多朋友问这个号是不是真的我。是真的，上几个近照。图三是和宋石男、文峰在吃火锅。
武汉协和医院的一名麻醉师说，他所在的医院对退烧药和止痛药采取定量供应的方式提供给患者，以免用光。 如果政府在放松“新冠清零”政策时采取更渐进的做法，有适当计划的话，这种短缺本来是可以避免的，这名医生说。 bit.ly/3v7Y1yx
在中国放弃清零后，感染新冠的人数激增。今天，我们紧急上线袁莉 @LiYuan6 与香港大学金冬雁教授的访谈，来解答大家最关心的问题。 欢迎将本期节目分享给亲友，特别是老年人，让他们也能了解这些宝贵的知识，从而科学防护、减少恐慌。 官网：bit.ly/bmb-030 podcasts.apple.com/us/podcast/%E4…
Looks like China's state banks -- presumably acting at the direction of the PBOC -- intervened in the foreign exchange market last night. bloomberg.com/news/articles/…
感谢听众朋友们的支持，《不明白播客》现位列 Spotify 美国区新闻类播客的第13位，而且是前20名中唯一一个非英文播客！📣 @LiYuan6 欢迎听众在各个平台订阅、收听、分享我们的播客： Spotify: spoti.fi/3fFezK0 Apple: bit.ly/bmb-apple YouTube: bit.ly/bmb-ytb
It's here–the deepest, sharpest infrared view of the universe to date: Webb's First Deep Field. Previewed by @POTUS on July 11, it shows galaxies once invisible to us. The full set of @NASAWebb's first full-color images & data will be revealed July 12: nasa.gov/webbfirstimages
杭州纵火案真相的节目录完之后，感觉自己浑身的精力都被用完了。五年来压抑的情绪喷涌而出，解脱的同时，身体彷佛也虚脱了一般。从5月1号开始，每天都在更新。今天是五月的最后一天，下午想了想，决定休息一天。明天是6月的开始，《王局拍案》继续。
这个中年大叔屡被打压，但他不甘沉沦，总想发出微弱的声音。现如今他背井离乡，形只影单，依然还有着年轻人的梦想，想做一件看似不可能的事情。如果你心里还有着理想的光，想燃烧自己照亮我们的故乡。欢迎你来和他一起同行。前路很可能会失败，请三思而后行。
《王局拍案》十万粉丝达成全球首次直播 ，东京时间今天十点半，北京时间九点半，纽约时间晚上九点半。即将开始。youtu.be/zBGuJViOl6s 来自 @YouTube
This conspiracy theory from the Chinese Academy of Social Sciences that the CIA is behind the ‘feminisation’ of the Chinese (as well as Japanese and Korean) showbiz has gotten like what...over 630,000 likes on Weibo!
@HuXijin_GT @globaltimesnews China's no credibility to be critical of any country in this area.The Court's treating Ms. Meng like everyone else. We don't care whether she's a CFO/ a daughter of a Communist Party Members. Would China dare to improve its judicial system to treat all its accusers this way?
14. @johan_gielen - Sunshine State [Global Selection] #gdjb
Another #FutureFavorite for @BlackSunsetInc, 'Hurt' by @jeremy_vc featuring @NDanyka! #ASOT850Part2 #ASOT850 #ASOT #AStateOfTrance #Trance
My new track with MARATONE!! ❤️🎶 - Time Will Tell van Maratone Feat. Dee Dee, gevonden met @Shazam shz.am/a6012523
#Onthisday last year @LiquidSnute got some love from the fans at #IEM Shenzhen!
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