Archive - Policy Tensor

The Trump Trade

An extreme event study estimate

Jul 20 •

June 2024

America's Plastic Moment

It's now or never

Jun 28 •

Novel Evidence of Macroeconomic Regime Change

Bringing new data sources is one of the best ways of leashing our perceptions tighter to reality. As an equities quant, I subscribe to commercial data…

Jun 3 •

May 2024

How far out are the CBO's rate assumptions?

May 3 •

March 2024

If you're gonna bleed someone, you better be sure they'd be doing the bleedin

The full strategic implications of the military humiliation of the West in Ukraine have yet to be recognized. In Ukraine, a strategic decision in favor…

Mar 2 •

January 2024

US Intervention in Palestine Must Be Decisive

Go big or go home

Jan 6 •

November 2023

Notes on US China Policy

Grand-strategy under the global condition

Nov 12, 2023 •

October 2023

A War Scare in the Middle East

Why the deterrent threat is not enough

Oct 21, 2023 •

Yes, High-School Graduates Are Dying of Despair

Estimates of age-adjusted hazard ratios

Oct 12, 2023 •

China-Proofing the Middle East?

The Israel-Saudi deal is a bad idea

Oct 5, 2023 •

September 2023

Great News on the Inflation Front

Underlying inflation has cooled

Sep 4, 2023 •

August 2023

The Fed deserves credit for the disinflation

Sorry, Paul Krugman

Aug 13, 2023 •

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