Policy Tensor

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Great News on the Inflation Front
Underlying inflation has cooled
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Policy Tensor
1
August 2023
The Fed deserves credit for the disinflation
Sorry, Paul Krugman
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Policy Tensor
July 2023
The Logic of the Chips Escalation
The cyber threat to nuclear command and control
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5
Is the US Stronger than China?
On the dangers of the GDP fetish
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15
May 2023
How Oversold Are Regional Bank Stocks?
Bargain basement prices won't last long
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3
April 2023
Here's Proof that Extreme Poverty Statistics are Unreliable
Quantifying the World Bank bias
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11
March 2023
The Strategic Implications of a Tripolar Nuclear Order
On the instability of a tripolar world
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15
Bank Stocks Are Oversold
Regional bank stocks are especially cheap
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Policy Tensor
1
Biden Needs a Foreign Policy Reset
Sino-American relations are too important to bungle
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9
The Geography of Despair
Deindustrialization is not the culprit
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7
Betting-Against-Beta is Over
Probably due to post-GFC funding constraints
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Policy Tensor
February 2023
A Janus-Faced Administration
Has the contrast ever been greater?
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Policy Tensor
7
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