HeyJaredInflection Point
Hosts: Dylan Riley & Brad DeLong: The U.C. Berkeley Political Economy Podcast braddelong.substack.com
- Indexed pieces, last 90 days
- 35
- Latest publication
- Oct 1, 2026
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- Earliest in this view
- Sep 6, 2026
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Latest pieces
Rooftop Solar Rules Elsewhere!: CHART OF THE DAY (opens the original)
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The core hardware cost collapsed to $0.12/W — so why is a California rooftop still costing $3.00/W, and the market shrinking while Pakistan’s is booming? Soft costs, a dead tax credit, and a net-billing rule rewrote the arithmetic: in the U.S., policy and plumbing now matter more than the price of a panel. Chinese export deflation liberated the Punjab and electrified Perth; in California it ran straight into the Net Billing Tariff and stalled:Globally, solar's rise is a supply-side story: Chines
CROSSPOST: MIKE KONCZAL: Can We Find Literally Any Sign Deportations Are Helping Native-Born Workers? (opens the original)
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J.D. Vance promised seven million sidelined men would come roaring back into work. A year of data says native-born male employment ran below its 2024 level—and the “women took all the jobs because men replaced deported immigrants” story turns out to be pure invention":Mike Konczal assesses the false restrictionist “promise” that mass deportation would pay off for native-born workers. <a class="button primary" href="https://braddelong.substack.com/p/mass-deportations-did-not-help-native-workers?u
Sharding the Self: Ben Thompson & FaceBook’s Muse Agentic System: THURSDAY THAUMATURGY (opens the original)
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Not only are many of our deep relationships increasingly parasocial, but they are also increasingly role-bound and partial: a pleasing shard of the whole personality, which if parts of it were not kept decently draped and thus hidden, would mean that we would fail to maintain the “social interaction… balance between self-expression and the accommodation of others, which means that in the analog world it is a constant struggle to strike a balance between being myself and annoying everyone around
2026-09-30-firehose-mccrory-furman (opens the original)
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The Ten-Year Treasury Bond: CHART OF THE DAY (opens the original)
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Everyone wants to blame the Iran War for 5% yields. But the inflation-breakeven line on my chart that should have jumped if they were right never moved — and that changes the diagnosis. I think we are driven back on (a) the “AI” investment book, and (b) a pronounced expectations-based tail-chasing non-linearity in transformation of the safe-asset shortage into a safe-asset glut:Why have ten-year US Treasury interest rates jumped to 5.25%? The lazy answer blames the Iran War and the resulting inf
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