Dr. Garros Gong 🇨🇦
@drggong
Born in China and educated in the West, sharing unique insights on the latest trends in business, tech, politics, and research. Ex-Capital Markets Economist | Ph.D. in Management Science | Business Scientist More About Me:
#AcademicSky #BasketballAnalytics What Should a #Basketball Team Prepare for First? I am glad to share that my solo-authored #sportsanalytics paper has been accepted to #CMSAC at #CMU. It builds an opponent-adjusted defensive scouting framework using public NCAA data.
#econsky #AcademicSky Does Less #Traffic Make a City Better? I read an urban #economicspaper on how faster roads reshape where families live, commute, and who bears the cost. In this episode, I’ll walk through it and explain why less traffic can change cities in unexpected ways.
#econsky #AcademicSky Can #FoodDelivery Apps Widen a #Health Gap? I read an interesting #researchpaper on how food delivery platforms change eating habits, time use, and weight across income groups. In this episode, I’ll explain why they affect people in very different ways.
#econsky Still using #ML only for #prediction? Prediction matters, but econ ≠ accuracy only. ML now informs causal inference, policy eval, structural models & measurement. My #GitHubrepo updates: installable #agentskill for calibration, validation, policy eval & structural diag.
#NBAsky #DataScience Is Changing the NBA #Trade Market The #JaylenBrown trade confirms that #NBA teams no longer price players by basic stats alone. Advanced statistics now shape trade value: #Giannis, #Kawhi, and #LaMelo drew premium returns, while #Brown and #Randle were discounted.
#econsky #AI May Distort Economic #Statistics A few #macro distortions are visible: （1）wages rise as jobs fall: AI cuts junior roles. （2）AI use surges, but GDP lags:37%of tokens are in knowledge work. （3）AI vendors book revenue; adopters’ productivity gains stay undercounted.
#econsky Another bombshell for American #academia: The #WhiteHouse OMB is proposing rules that would give political appointees final approval over federal research grants. The implication is serious: less scientific #peerreview, more #politicalcontrol.
#econsky #AI-era business models redefine how firms deliver value. #MITSloan frames it in 4 quadrants: 1. From selling products to delivering outcomes. 2. From doing tasks to supervising systems and owning results. The key shift: from structured #execution to #adaptive coordination.
#econsky Can Policy Reverse Low Fertility? Most pro-birth policies mainly shift births earlier rather than raise lifetime fertility. If low fertility is structural, the effects extend far beyond demographics: labor supply, pensions, housing, and long-term financial planning may all need to adapt.
#econsky Do #Europe and #Canada really lack #competitiveness? If competitiveness means short-term growth, the U.S. looks stronger. But in an aging world, uncontrolled per-capita #healthcare costs are #fiscally unsustainable. Maybe competitiveness is also about how well an economy endures.
#AcademicSky What if #socialmedia makes #wildfire response worse? Our new #POM study identifies a #VisibilityEfficiencyParadox: faster mobilization can become costly over-response near capacity, highlighting the need for stronger dispatch governance. @uwaterloo.ca See the link below.
#econsky #Anthropic Revenue Now Exceeds #OpenAI OpenAI built the market. Anthropic is monetizing it. - OAI wins consumer mindshare - Anthropic wins enterprise monetization - Claude Code has a rapid scale - Next moat = inference infra + workflow lock-in If Anthropic IPOs, premium to OAI?
#econsky The #bondmarket is telling the future. 1. When the 10Y surged, it wasn’t growth, it was #inflation repricing 2. When yields rose with weaker #labordata, it signaled tightening without demand 3. When rate expectations shifted from cuts to higher for longer, the path was already repriced
Did the #EfficientMarketHypothesis just die in the #U.S.? 1. 6:50am ET: ~$1.5B S&P futures buy → +0.3% in 1 min. 2. 7:04 am: Trump calls Iran talks “productive.” 3. 7:10am: +$2T U.S. market cap, +$60M PnL. Is the U.S. stock market slipping from developed to developing in 2026? #econsky
Weekly #market take 1. #Gold? Not a long war yet. Funds are selling gold to cover equity losses. 2. #Blackswan? Short hedges are near 2008 extremes. Panic is high, but defenses are in place. 3. #Oil? Reserves cannot close the gap. This shock is already bigger than the 1980s oil crisis. #econsky
New #USstatistical reality: the headline prints strong, then gets revised away Now we have 13 straight monthly payrolls downward revisions, -710k in total, and 24 of the last 25 months revised lower. At this point, the first print is not data; It is #patriotic adjustments. #econsky
What actually happens after oil prices spike? 3 charts worth a look: 1. Geo shocks: mkts recover in 6-12mo. Panic outlasts the damage. 2. Oil's inflation impact: overstated. Energy's share of spending keeps falling. 3. Best hedge: changes every cycle. Gold & commodities rarely hold up. #econsky
#econsky Claiming unlimited munitions has zero cost for #Trump, but spreading this #misinformation carries a real price for national readiness. Fact-check: 3,000+ PGMs gone in 36h. Replacing one AN/FPS-132 takes 8 years and 77kg of #Gallium (98% of which #China controls).
#econsky Think all index #ETFs are the same? This year S&P 500 equal-weight has at times beaten the standard index and looks more diversified. It isn't. Equal weight means constant #rebalancing, higher costs and tax drag. Over time, those frictions make it lag the regular S&P 500 ETF.
#techsky #fintech I built an enterprise-style agentic framework demo for multi-account financial planning after seeing #Wealthsimple #AIBuilders post (interest only). It shows how an agent can turn multi-account data into a consistent client snapshot. (see Github link in the 1st reply)
#econsky Weekly #Market Heatmap Review (2026-02-23): 1. Macro: #USD up; credit firmer; long-end flat; liquidity slightly tight. 2. Sentiment: Vol down; risk-on; breadth improving. 3. Global: Ex-US leads; USD/rates still key. 4. Rotation: #Defensives/#energy lead
#econsky #GlobalTrade 2025: Vibes vs Data #Trump: “U.S. #TradeDeficit down 78%. 2026 surplus.” (no source, no method) U.S. stats: 2025 deficit still near highs. China's deficit is lowest in 20+ yrs. #China: 2025 #TradeSurplus a record $1.2T. Real question: Who do you trust？
#LunarNewYear2026: The Year of the hashtag Horse Today marks the commencement of the Chinese New Year, designated as the Year of the Horse. The Horse symbolizes kinetic energy, strength, and rapid progression. Wishing you a prosperous and successful Year of the Horse.
#econsky #academia How AI Should Be Used in #EconomicAnalysis I’ve just released the #AI Economist Agent on GitHub. It anchors the Taylor Rule and Bayesian inference with a GDPCastNow module (R2=0.83) into a structural framework. Interpretable macro alpha that beats generic LLM guesses.
#econsky 1/2: How AI Should Be Used in #EconomicAnalysis I recently built a project that may be a good case showing how I integrate #AI into economic analysis, combining the Taylor Rule with Bayesian inference into an Agent Skill. Results align with consensus, unlike direct #LLM forecasts.