economics
Imported tag from Readwise
economics
Capital cycle analysis, however, focuses on supply rather than demand. Supply prospects are far less uncertain than demand, and thus easier to forecast.
Edward Chancellor • Capital Returns
More money is lost by people trying to prepare for recessions than in recessions. However, there are times to lean in with conviction and other times to remain flexible, and I view this as a time to remain flexible.
Lyn Alden • August 2025 Newsletter: Tighter Fiscal, Looser Monetary
As the party sees it, consumption is an individualistic distraction that threatens to divert resources away from China’s core economic strength: its industrial base. According to party orthodoxy, China’s economic advantage derives from its low consumption and high savings rates, which generate capital that the state-controlled banking system can
... See moreZongyuan Zoe Liu • China’s Real Economic Crisis
Q: How does this system emphasise political stability
A: The system emphasizes political stability by ensuring that the business elite remains dependent on state-controlled financing, which binds their interests to those of the Communist Party. This control prevents dissent and individualistic tendencies that could threaten the party’s authority, thereby maintaining a cohesive alignment between economic activity and political objectives.
A: The Chinese government prioritizes industrial investment over consumption because it views consumption as a distraction that diverts resources from its industrial base, which is essential for political stability and economic control.
Q: Why does the Chinese government prioritize industrial investment over consumption in its economic policy?
(Run the prompt again for the answer.)
The party believes that spending too much by individuals is a distraction that can take away resources from what makes China strong: its factories and industries. They think China's strength comes from people saving a lot of money instead of spending it, which helps banks lend money to businesses. This system also keeps the government in control of the economy. Since the factories rely on cheap loans to keep going, the wealthy business people have to follow what the party wants. In Western countries, money often controls politics, but in China, politics controls money.
In the 1960s, years of cajoling by Martin’s Fed to persuade President Lyndon Johnson’s administration to restrain the budget deficit failed to pay off. Despite constant soul-searching at Fed meetings on the danger of price rises taking hold in the buoyant American economy, the Fed underestimated the persistence of inflationary pressures.
With the
... See moreCount Draghula • On the Brink of Fatal Policy Error
Here are some basic numbers to get things started:
• US 2025 GDP: $25 trillion (Source: Consensus forecasts and extrapolations from BEA data)
• Nvidia sales to datacenters (Q1 FY2026): **$39.1B (**Annualized: $156.4B)
• % of Nvidia datacenter sales that is AI related: ~99% (Primarily H100/GH200 sales to hyperscalers and enterprises)
• Nvidia share of
Honey, AI Capex is Eating the Economy
In practice, except for the revenue deficit grants, the actual flow of funds remained generally less than recommended amounts by the end of the award period, which indicates that the revenue deficit grants were predictable and assured while others were not. Some conditional grants for local governments faced challenges of conditionalities and
... See morereadwise.io • Fifteenth_Finance_Comission
“The world consumes about 100mm bbl/day of crude oil, but for the entire world to enjoy the U.S. standard of living would require the equivalent of about 300-400mm bbl”. His stats are about right, but his ‘no’ answer when Joe asked whether nuclear could make up that gap was dead wrong. And that’s the real story of the century that nobody is even
... See moreErik Townsend • What Peter Thiel Got Right/Wrong on Rogan
When predictability is poor—which it is in most of the studies reviewed by Meehl and his followers—inconsistency is destructive of any predictive validity.
Daniel Kahneman • Thinking, Fast and Slow
First, the Indian corporate bond market is highly skewed and accessible only to large, established, and high-rated firms. Over 80% of bonds issued are rated AA and above.