Matthew Haugen
@mjhaugen.bsky.social
Research and Editorial Manager @cplusc.bsky.social (opinions expressed are my own) • sometimes writing at www.terrain.news • based in Tuscaloosa, AL
Reposted by Matthew Haugen
The end of dollar hegemony will transform U.S. debt from a fiscal drag into a high-yield fusion bomb.
For decades dollarization has generated structural demand for U.S. treasuries, depressing the interest rates the U.S. needs to offer to service its debt.
For decades dollarization has generated structural demand for U.S. treasuries, depressing the interest rates the U.S. needs to offer to service its debt.
one thing that I think we really don't think about is if Trump fucks up America's macro privileges or role in the international system and Americans are forced to end up dealing with a economic system that doesn't allow for the same old fiscal fixes as before
god I remember the fandom Russian zoomers on Twitter during the start of the war who were either "what can I do, I can't be held responsible" or "wow it's so mean that the West sanctioned us from our favourite fandoms"
November 16, 2025 at 7:22 PM
The end of dollar hegemony will transform U.S. debt from a fiscal drag into a high-yield fusion bomb.
For decades dollarization has generated structural demand for U.S. treasuries, depressing the interest rates the U.S. needs to offer to service its debt.
For decades dollarization has generated structural demand for U.S. treasuries, depressing the interest rates the U.S. needs to offer to service its debt.
"The environmental consequences of plastics production are nothing short of catastrophic." www.phenomenalworld.org/analysis/pla...
Plastic Planet | Venus Bivar
Stalled negotiations and accelerating accumulation in the global petrochemicals industry
www.phenomenalworld.org
November 16, 2025 at 10:49 PM
"The environmental consequences of plastics production are nothing short of catastrophic." www.phenomenalworld.org/analysis/pla...
"In fact, federal data shows that many immigrants being arrested do not have criminal records in the United States...Roughly 8 percent of those arrested had been convicted of a violent crime" www.nytimes.com/2025/11/16/u...
Homeland Security Missions Falter Amid Focus on Deportations
www.nytimes.com
November 16, 2025 at 10:46 PM
"In fact, federal data shows that many immigrants being arrested do not have criminal records in the United States...Roughly 8 percent of those arrested had been convicted of a violent crime" www.nytimes.com/2025/11/16/u...
Reposted by Matthew Haugen
please don't do this. MAGA hats are made from an acrylic blend, which will release toxic chemicals when set on fire, potentially harming you and downwind woodland creatures
November 16, 2025 at 1:37 AM
please don't do this. MAGA hats are made from an acrylic blend, which will release toxic chemicals when set on fire, potentially harming you and downwind woodland creatures
Reposted by Matthew Haugen
"Do you think taxes should be raised on billionaires?"
Democrats:
🟢 Yes: 95%
⚫️ No: 2%
Independents:
🟢 Yes: 75%
⚫️ No: 12%
Republicans:
🟢 Yes: 48%
⚫️ No: 32%
Read it here: usapolling.substack.com/p/americans-...
Democrats:
🟢 Yes: 95%
⚫️ No: 2%
Independents:
🟢 Yes: 75%
⚫️ No: 12%
Republicans:
🟢 Yes: 48%
⚫️ No: 32%
Read it here: usapolling.substack.com/p/americans-...
Americans Unite Against Billionaire Influence
Voters across party lines say billionaire power has gone too far and demand higher taxes
usapolling.substack.com
November 10, 2025 at 10:14 PM
"Do you think taxes should be raised on billionaires?"
Democrats:
🟢 Yes: 95%
⚫️ No: 2%
Independents:
🟢 Yes: 75%
⚫️ No: 12%
Republicans:
🟢 Yes: 48%
⚫️ No: 32%
Read it here: usapolling.substack.com/p/americans-...
Democrats:
🟢 Yes: 95%
⚫️ No: 2%
Independents:
🟢 Yes: 75%
⚫️ No: 12%
Republicans:
🟢 Yes: 48%
⚫️ No: 32%
Read it here: usapolling.substack.com/p/americans-...
Reposted by Matthew Haugen
It's pretty clear that a major tactic from US tech companies, data centre developers and lobbyists is trying to present data centres as clean tech virtually identical to batteries, solar panels, transmission lines.
That creates a framing where community backlash can be dismissed as hollow NIMBYism
That creates a framing where community backlash can be dismissed as hollow NIMBYism
November 14, 2025 at 10:51 PM
It's pretty clear that a major tactic from US tech companies, data centre developers and lobbyists is trying to present data centres as clean tech virtually identical to batteries, solar panels, transmission lines.
That creates a framing where community backlash can be dismissed as hollow NIMBYism
That creates a framing where community backlash can be dismissed as hollow NIMBYism
'“The wind was like a tornado, and water came through every crevice,” Ms. Hue said. “But we didn’t lose any solar panels, and the next morning, the sun was shining bright and early,” she said. “We had our power back.”' www.nytimes.com/2025/11/08/c...
After Jamaica’s Disastrous Storm, Solar Power Is a Bright Spot
www.nytimes.com
November 15, 2025 at 4:57 AM
'“The wind was like a tornado, and water came through every crevice,” Ms. Hue said. “But we didn’t lose any solar panels, and the next morning, the sun was shining bright and early,” she said. “We had our power back.”' www.nytimes.com/2025/11/08/c...
Reposted by Matthew Haugen
The obvious bad faith of the admin and “dept of war” is further seen in the fact that *if* any boaters are ferrying drugs, they are simply low level “mules,” probably poor people down on their luck or who have no choice. Wouldn’t it be better to catch the ringleaders actually behind the operations?
A must read. What a tragedy for this family (and many others), whose father, Alejandro Carranza, went out fishing one day and never came back.
"'If the people on the boat were suspected of drug trafficking, they should have been arrested, not killed,' said the family's lawyer."
Gift article.
"'If the people on the boat were suspected of drug trafficking, they should have been arrested, not killed,' said the family's lawyer."
Gift article.
Family of Fisherman Killed in U.S. Military Strike Says It Wants Justice
www.nytimes.com
November 14, 2025 at 10:46 PM
The obvious bad faith of the admin and “dept of war” is further seen in the fact that *if* any boaters are ferrying drugs, they are simply low level “mules,” probably poor people down on their luck or who have no choice. Wouldn’t it be better to catch the ringleaders actually behind the operations?
Not enough people realize how bad air pollution is for our health (and the Trump admin is of course helping make more of it) www.wired.com/story/one-of...
Bad Air Is One of the Biggest Threats to Your Health. Here’s How to Protect Yourself
Even though you can’t see it, fine particulate matter from woodsmoke and industrial pollution can cause everything from heart attacks and diabetes to brain damage.
www.wired.com
November 15, 2025 at 4:02 AM
Not enough people realize how bad air pollution is for our health (and the Trump admin is of course helping make more of it) www.wired.com/story/one-of...
This is wild and maddening www.youtube.com/watch?v=pRPd...
This is Why Cycling is Dangerous in America
YouTube video by Not Just Bikes
www.youtube.com
November 15, 2025 at 3:58 AM
This is wild and maddening www.youtube.com/watch?v=pRPd...
I can't believe how good the Pistons are this year
November 15, 2025 at 2:51 AM
I can't believe how good the Pistons are this year
What are the best books about AI?
November 15, 2025 at 2:15 AM
What are the best books about AI?
Reposted by Matthew Haugen
Oh wow @reuters.com got the photo here:
November 14, 2025 at 9:25 PM
Oh wow @reuters.com got the photo here:
Reposted by Matthew Haugen
the ~5 tons of CO2 emitted on this hourlong flight is roughly equivalent to what the average EU citizen emits in a year
Landed in Van Nuys, California, United States. Apx. flt. time 54 min.
November 14, 2025 at 9:30 PM
the ~5 tons of CO2 emitted on this hourlong flight is roughly equivalent to what the average EU citizen emits in a year
Reposted by Matthew Haugen
Those claiming Dems should retreat on racial justice aren't hard-headed realists, they're pushing against the electoral tide rather than leaning into it. The story of Gen Z isn't about racist backlash or red-pilled young men. It's the most racially progressive generation in American history. 🧵
November 14, 2025 at 8:44 PM
Those claiming Dems should retreat on racial justice aren't hard-headed realists, they're pushing against the electoral tide rather than leaning into it. The story of Gen Z isn't about racist backlash or red-pilled young men. It's the most racially progressive generation in American history. 🧵
SLOW HORSES on Apple TV is great
November 14, 2025 at 8:07 PM
SLOW HORSES on Apple TV is great
Reposted by Matthew Haugen
Microsoft, Google say their data centers create thousands of jobs. Their permit filings say otherwise
https://restofworld.org/2025/data-centers-jobs-microsoft-google-chile/?utm_campaign=row-social&utm_source=bluesky&utm_medium=social&utm_content=1763146621
https://restofworld.org/2025/data-centers-jobs-microsoft-google-chile/?utm_campaign=row-social&utm_source=bluesky&utm_medium=social&utm_content=1763146621
November 14, 2025 at 6:57 PM
Microsoft, Google say their data centers create thousands of jobs. Their permit filings say otherwise
https://restofworld.org/2025/data-centers-jobs-microsoft-google-chile/?utm_campaign=row-social&utm_source=bluesky&utm_medium=social&utm_content=1763146621
https://restofworld.org/2025/data-centers-jobs-microsoft-google-chile/?utm_campaign=row-social&utm_source=bluesky&utm_medium=social&utm_content=1763146621
A must-listen!
Pleased to post this new Dig ep w/ my partner in all things @triofrancos.bsky.social on her beautiful book Extraction: The Frontiers of Green Capitalism. We go from Chile to Nevada, from dawn of colonialism to geoeconomic conflict between the US and China—and more www.thedigradio.com/podcast/extr...
Extraction w/ Thea Riofrancos
Featuring Thea Riofrancos on Extraction: The Frontiers of Green Capitalism. The green energy transition requires a vast array of inputs: copper, cobalt, rare earth elements, and the focus of this disc...
www.thedigradio.com
November 14, 2025 at 6:20 PM
A must-listen!
Reposted by Matthew Haugen
This Q&A asks all the important and thoughtful questions about the future of batteries and and energy storage systems, local resistance, and what’s next.. #EnergySky #GreenSky #EnergyTransition 🔋🔌💡 #MossLandingFire
November 13, 2025 at 12:57 PM
This Q&A asks all the important and thoughtful questions about the future of batteries and and energy storage systems, local resistance, and what’s next.. #EnergySky #GreenSky #EnergyTransition 🔋🔌💡 #MossLandingFire
Reposted by Matthew Haugen
i know there are a lot of insane epstein stories out there right now but i promise you guys this one is EXTRA NUTS
In text messages from 2017, Jeffrey Epstein seemingly represented himself as positioned to pass information from the Trump White House to Bill Gates through an intermediary. www.wired.com/story/jeffre...
Jeffrey Epstein Claimed Intimate Knowledge of Donald Trump’s Views in Texts With Bill Gates Adviser
In text messages from 2017, Jeffrey Epstein seemingly represented himself as positioned to pass information from the Trump White House to Bill Gates through an intermediary.
www.wired.com
November 13, 2025 at 8:32 PM
i know there are a lot of insane epstein stories out there right now but i promise you guys this one is EXTRA NUTS
Reposted by Matthew Haugen
no I’m not surprised, just imagining (among other things) an opposition party that took this population seriously and devoted itself over the many years it would take to make this country actually livable for them
"In 2025, 40% of women aged 15 to 44 say they would move abroad permanently if they had the opportunity. The current figure is four times higher than the 10% who shared this desire in 2014, when it was generally in line with other age and gender groups."
Record Numbers of Younger Women Want to Leave the U.S.
The percentage of younger women in the U.S. who express a desire to migrate permanently has surged in the past decade.
news.gallup.com
November 13, 2025 at 6:36 PM
no I’m not surprised, just imagining (among other things) an opposition party that took this population seriously and devoted itself over the many years it would take to make this country actually livable for them
Reposted by Matthew Haugen
New research out today with my colleague Jacob Udell on financial distress in the multifamily market. We focus on the impact on tenants, who have little say over their landlords’ financial decisions but bear the brunt of the consequences of this escalating crisis.
Check it out!
Check it out!
Financial distress in the multifamily market is on the rise in the United States: Multifamily loan delinquencies are at their highest rate in 10 years, having nearly doubled in the last year alone.
November 13, 2025 at 4:25 PM
New research out today with my colleague Jacob Udell on financial distress in the multifamily market. We focus on the impact on tenants, who have little say over their landlords’ financial decisions but bear the brunt of the consequences of this escalating crisis.
Check it out!
Check it out!
This is excellent www.newyorker.com/culture/the-...
What Did Men Do to Deserve This?
Changes in the economy and in the culture seem to have hit them hard. Scott Galloway believes they need an “aspirational vision of masculinity.”
www.newyorker.com
November 13, 2025 at 5:21 AM
This is excellent www.newyorker.com/culture/the-...
Reposted by Matthew Haugen
An estimated one-quarter of IRS tax evasion agents have been repurposed to immigration enforcement. Instead of tracking high-end tax evaders, they are looking for metro fare evaders. donmoynihan.substack.com/p/five-quest...
November 12, 2025 at 9:58 PM
An estimated one-quarter of IRS tax evasion agents have been repurposed to immigration enforcement. Instead of tracking high-end tax evaders, they are looking for metro fare evaders. donmoynihan.substack.com/p/five-quest...
Reposted by Matthew Haugen
Today's new @publicenterprise.bsky.social report is a comprehensive analysis of the capital structure of the entire AI sector: data center real estate, GPU markets, private credit, you name it.
It's also a financial risk management framework for policymakers!
publicenterprise.org/report/bubbl...
It's also a financial risk management framework for policymakers!
publicenterprise.org/report/bubbl...
Bubble or Nothing
Policymakers concerned about the deployment of clean energy and compute-focused infrastructure over the long term need a framework for managing the uncertainty in the AI sector's investment landscape—...
publicenterprise.org
November 12, 2025 at 1:34 PM
Today's new @publicenterprise.bsky.social report is a comprehensive analysis of the capital structure of the entire AI sector: data center real estate, GPU markets, private credit, you name it.
It's also a financial risk management framework for policymakers!
publicenterprise.org/report/bubbl...
It's also a financial risk management framework for policymakers!
publicenterprise.org/report/bubbl...