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Posts by Alex Campolo

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Chartbook 442: Global imbalances - A new cocktail in old bottles: World Economy April 2026: As the World Bank and IMF convened for their “twin meetings” in Washington DC in April 2026, the talk of macroeconomists around the world was of “global imbalances”.

"if you are worried about an upsurge of protectionism, or the risks of America’s foreign liabilities, then your main focus should not be on “global imbalances”. Your main focus should be on the disintegration of coherent political decision-making in Washington" adamtooze.substack.com/p/chartbook-...

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‘We were terrified they were going to kill us’: fishers who survived US boat strike speak out An Ecuadorian fishing crew describe their ordeal as victims of Trump’s purported war on ‘narcoterrorists’

A group of Ecuadorian fishermen survived a US drone strike, were detained at gunpoint, phones wiped, ship blown up, disappeared to El Salvador, then released without charge. “They knew we were fishermen. Even the Salvadorian authorities said things had been handled very badly.”

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Seen elsewhere...

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The stock market’s new approach to valuation It is demonstrating an Earnings Before Iran, Tariffs and Dubious Announcements (ebitda) mentality

"“Every policy reversal is getting absorbed faster than the last. This might look like resilience, but it’s actually desensitisation.” www.ft.com/content/7227...

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Be ready to be shocked and offended at university, students told Guidance has been published by the Office for Students on new free speech rules coming into force this year.

Incredibly depressing framing. University as rage bait. Students can go literally anywhere online and be shocked and offended - it’s all there is. At a university they should be enlightened, elevated and passionately pursue truth, goodness, and beauty www.bbc.co.uk/news/article...

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Private credit gets the once-over Do you want the bad news or the bad news?

“if the deal only worked at inflated loan-to-value (LTV) ratios based on peak-cycle valuations - it often ended up in private credit, which was effectively lending against LTV rather than durable cash flow” www.ft.com/content/e57d...

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Yeah hopefully he will learn from that. Need to be ruthless.

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Diarra ffs man #SAFC

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Mamdani derangement syndrome: the right’s psychotic reaction to a decent politician.

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Michael Mann 🤯 implying state theories can be adjudicated on the battlefield: “The final (deeply ironic) outcome was that militarist theory [of the state] was defeated on the battlefield by the combined forces of (Marxist) Russia and the (liberal democratic and functionalist) Western allies.”

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国家互联网信息办公室关于《人工智能拟人化互动服务管理暂行办法(征求意见稿)》公开征求意见的通知_中央网络安全和信息化委员会办公室

The Chinese government has passed a new law regulating "anthropomorphic interaction services" in AI: www.cac.gov.cn/2025-12/27/c...

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🚨🚨🚨 THE HYPER-BURGER

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From Agency to Execution: The Atrophy of Discretion in Everyday Life - Hartmut Rosa
From Agency to Execution: The Atrophy of Discretion in Everyday Life - Hartmut Rosa YouTube video by Université Jean Moulin Lyon 3 “Université Jean Moulin”

"From Agency to Execution: The Atrophy of Discretion in Everyday Life - Hartmut Rosa"
www.youtube.com/watch?v=GnR6...

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The Two-Faced Present • EQUATOR A conversation about the “short twentieth century” – and the paradoxical twenty-first

www.equator.org/articles/the...

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Tomorrow I will give a talk at the conference "Statecraft, Sovereignty & Digital Government," at Goldsmiths University London. digitalstatecraft2026.org

Here is my abstract, happy to share the full chapter if of interest.

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Jia Zhangke's Dance (2026)
Jia Zhangke's Dance (2026) YouTube video by Matthew Miskiewicz

The world’s best film director, Jia Zhangke, recently released a short created with the seedance 2.0 AI model. youtu.be/tpRUevWgJmc?...

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yeahhhhh this is gonna one shot me....

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Incredible lol. Trump and Witkoffs' kids crypto company/scam operates in environment where literally everything is a scam so they are forced to add disclaimers like this on their social media.

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What happens in Sudan will not stay in Sudan The disintegration of the country would complete an arc of ungovernable lands across the Sahel

"This week, the war in Sudan enters its fourth year. The cost to our people has been severe. At least 150,000 are dead, 19mn face severe food shortages and 12mn have been forced to flee their homes." www.ft.com/content/4ff2...

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The Aadam Jacobs Tapes

This is so cool. Someone coded a searchable web player to access Aadam Jacobs' absolutely massive archive of live recordings on Chicago. Now zoning The Feelies Live at the Cubby Bear 1988. aadamjacobs.dunlap.ai

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"A human listener, by contrast, does more than interpret and respond to what they understand. They also take in what is not yet known, exploring it before it settles into something recognisable. They listen for meaning that has not yet fully formed..." www.ft.com/content/e085...

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With the usual caveats about adapting clinical categories to politics and the more general tendency to make polemical appeals about "reality" - psychosis seems apt. www.nytimes.com/2026/04/10/o...

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Language Models as Agent Models Language models (LMs) are trained on collections of documents, written by individual human agents to achieve specific goals in an outside world. During training, LMs have access only to text of these ...

Unlike so much of the machine learning literature, which is basically ephemeral, I find this 2022 article by Jacob Andreas to have a real, lasting depth. arxiv.org/abs/2212.01681

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Israel’s response to the “cease fire” is to rain bombs on Lebanon

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Rearview Mirror The Closing of the Civic Sphere: Why should it matter?

"consider the 'trivial' question of our civic language...that helped assure the idea of a public realm, a res publica that at least claimed to transcend our rulers’ whims and our plutocrats’ ability to claim that their wealth...legitimated their right to rule." csmaier.substack.com/p/rearview-m...

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Hard to escape the telos of modernization….

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A civilization is dying, but not the one he thinks…

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America Is Used to Hiding Its Wars. Trump Is Doing the Opposite.

“Americans don’t particularly like endless wars, but it’s been years since they opposed them all that actively…” www.nytimes.com/2026/04/04/m...

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NHS staff boycott Palantir’s data platform over ethical concerns Controversial US tech group was awarded a £330mn contract in 2023 to collate hospital and patient information

www.ft.com/content/dbb6...

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