On the record
last 31 days · 3 positionsLatest positions
- BCBen CarlsonRisk easing sharply on US Carlson is not worried about a US government debt crisis, saying the economy's size and the dollar's reserve status mean no crisis will occur. “My most contrarian take right now is I’m not worried about a US government debt crisis” Open the post My most contrarian take right now is I’m not wor… · 19 Aug
- BCBen CarlsonBullish on reserve currency Carlson sees the dollar's reserve currency status as durable and a key reason the US can keep spending without a crisis. “We have the reserve currency” Open the post My most contrarian take right now is I’m not wor… · 19 Aug
- BCBen CarlsonBullish on tech sector The tech sector's forward PE has fallen from 29x to 22x even as the sector rose ~65% since the start of 2025, implying valuations have gotten cheaper. “Since the start of 2025 the tech sector is up ~65% In that time the forward PE ratio has fallen from 29x to 22x” Open the post Crazy but true: Since the start of 2025 the tec… · 17 Aug
Their output
24 in August 2026Fri 31Tue 18 · 4Tue 1
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Cameron Abadi 4 mentions
- Reena Ninan 4 mentions
- Adam Tooze 4 mentions
- David Boris 3 mentions
What they talk about
- US 6 items
- Cameron Abadi 4 items
- Reena Ninan 4 items
- Columbia University 4 items
- S&P 500 4 items
- Europe 4 items
- China 4 items
- Adam Tooze 4 items
See what your own voices say about Ben Carlson, every morning.
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