economics
Imported tag from Readwise
economics
Imported tag from Readwise
In China, as in many other countries, the distortions created by financial repression are far greater than any distortion created by the currency.
Techno-Industrials are addressing larger markets than most software companies can.
They use whichever tools they need to provide better solutions to key bottlenecks with better unit economics than incumbents.
They are more capital efficient than most investors expect.
And they have to be more strategically sound than the average software company.
But
... See moreBut increasing agriculture output further was no trivial feat. The key limitation that farmers had faced throughout history was nitrogen in the soil. Plants require nitrogen for growth, the element is a significant component of chlorophyll and amino acids. Soil nitrogen, however, is produced at the whim of nitrogen-fixing microbes that live in the
... See morelocal authorities have reduced the down payment required for purchasing a second home as part of efforts to eliminate excess inventory from the market and provide some support for housing prices. Given that housing accounts for about 70 percent of the assets of Chinese families and mortgages represent approximately 75 percent of household debt, any
... See moreHowever, Trump plans to set up a presidential advisory committee called the Department of Government Efficiency to address that. It’s not going to be an actual department since that requires an act of Congress, but rather it’ll be an advisory group led by Elon Musk and Vivek Ramaswamy. The stated goals are to streamline the government, improve
... See moreData aggregates aside, a more serious question is to ask, if some entities are front-running the risk of tariffs by importing gold, what other things might they be doing this with that do affect the economy in a business operation sense?
Capital cycle analysis is really about how competitive advantage changes over time, viewed from an investor’s perspective.
.economics .implementation
In 1933, it joined other railroads to form the International Container Bureau, an organization dedicated to making international container freight practical in Europe.
So the problem is not lack of capital but rather that Berlin does not want to take on Spanish risk, mainly because it believes that the chances of a Spanish default are too high, and that guaranteeing Spanish obligations would undermine German’s own creditworthiness. What Berlin really wants is for someone else to lend to Spain and so take on the
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