HeyJaredMOPS - My Own Personal Shitshow
MOPS is an independent space for reasoning through markets, politics, and the economic plumbing behind the headlines — not to pretend the answers are obvious, but to ask better questions.
- Indexed issues, last 90 days
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- Sep 19, 2026
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- Jul 12, 2026
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136. The Fed’s AI Paradox (opens the original)
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AI sits at the top of the wish list of many, and central bankers are among them. They hope for unprecedented levels of productivity and growth. To that, Prof. Brunnermeier says, “hold your horses”.In his paper presented at the Fed’s meeting in Jackson Hole, Artificial Intelligence and the Brave New World in Finance, the professor asks: what happens when financial institutions have to deal with AI’s asymmetric understanding?<p style="text-align: justify;"
135. The AI circularity gets financial (opens the original)
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At the end of 2025, Bloomberg came out with a newsroom-rattling graph that showcased the circular nature of the commercial relationships within the AI ecosystem. Now, circularity seems to have also spilled over into financing operations.Hyperscalers’ spending has been on a never-ending climb: they spent roughly $246bn in capex in 2024, about $410bn in 2025, and they are expected to land at around $650bn in 2026. Yet numbers per se are not the problem: the problem is the growing share of the buil
134. Warsh opens the dance floor (opens the original)
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Well, that was a first. Aged 33, I virtually attended my first keynote speech by the Fed chair at rainy Jackson Hole, Wyoming, alas.I jotted down a few remarks that sparked some thinking.He did make something clear. The Fed still has a dual mandate: maximum employment and price stability. Now, if employment is comparatively strong, price stability is not. He said 2% inflation is still the target and that he’ll gauge the underlying trend by looking at the disaggregated PCE index.<p style="text
133. The Cost of Not Building Data Centers (opens the original)
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My latest piece is out on Project Syndicate. It starts from a simple question: What is the cost of not building data centers?The debate around data centers is usually framed around their visible costs: energy consumption, water use, land, pressure on local infrastructure, and community opposition.Those concerns are real. But they are only one side of the equation. The harder question is whether policymakers are also pricing the cost of not building them.Markets are often efficient at pricing inv
132. A generational transfer — or just a costly phase? (opens the original)
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Does the graph below mark a generational transfer, or is it merely a passing phase? Bank of America (BofA) has a strong opinion — too strong, I believe.<img alt="" class="sizing-normal" height="619" src="https://substack
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