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Human Capital and the International Division of Labor
The international division of labor is the great polarizer of the world.
Sep 5
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Human Capital and the International Division of Labor
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July 2024
The Trump Trade
An extreme event study estimate
Jul 20
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The Trump Trade
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June 2024
America's Plastic Moment
It's now or never
Jun 28
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America's Plastic Moment
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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
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Novel Evidence of Macroeconomic Regime Change
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May 2024
How far out are the CBO's rate assumptions?
Far out
May 3
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How far out are the CBO's rate assumptions?
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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.
Mar 2
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If you're gonna bleed someone, you better be sure they'd be doing the bleedin
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January 2024
US Intervention in Palestine Must Be Decisive
Go big or go home
Jan 6
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US Intervention in Palestine Must Be Decisive
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November 2023
Notes on US China Policy
Grand-strategy under the global condition
Nov 12, 2023
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Notes on US China Policy
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October 2023
A War Scare in the Middle East
Why the deterrent threat is not enough
Oct 21, 2023
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A War Scare in the Middle East
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Yes, High-School Graduates Are Dying of Despair
Estimates of age-adjusted hazard ratios
Oct 12, 2023
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Yes, High-School Graduates Are Dying of Despair
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11
China-Proofing the Middle East?
The Israel-Saudi deal is a bad idea
Oct 5, 2023
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Policy Tensor
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China-Proofing the Middle East?
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September 2023
Great News on the Inflation Front
Underlying inflation has cooled
Sep 4, 2023
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Great News on the Inflation Front
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