سلاسل التغريدات
A/ It is extremely important that thinking people grasp the basics of our modern global monetary system. What you do not know can hurt you. Here is a very basic outline. 1. Nation...
1/ I talk about the toy models of macro economists. Here is an illustration. This toy model of inflation vs unemployment does not capture demographics, does not capture the effect...
1/ As a critic of Prof Panagariya's free trade theory for development, I will present the opposing case here. My critique has 3 parts: a) debt driven trade is not free trade b)...
1/ India trade stats FY 2022. Exports to US: $76.11 B Imports from US: $43.31 B Surplus: $32.8 B Exports to China: $21.25 B Imports from China $94.16 B Deficit: $72.91 billion...
1/ An important part of woke indoctrination in elite universities as it pertains to India is to understand that India's very existence poses a challenge to the Marxist/materialist...
1/ China, "the factory for the world", faces a grim job market, while the US, massive net importer and consumer, has a booming job market. I will explore this in this thread. How...
1/ Most of us in business are "trend following" in the sense that we implicitly project the immediate past forward. If we grew 30% for the past 2 years, we project 30% growth forwa...
1/ This is a thread on America, based on my thirty years being a student and permanent resident before returning home in 2019. I have lived longer in America than India. I have a...
1/ In our 25+ experience in business, we have seen companies come and go, companies that looked very powerful externally that stagnate and crumble. Reason? Cultural decay within....
1/ I am sharing the message I have been giving our employees below. "The world faces many serious challenges, that include extremely high levels of debt, serial bubbles in most ma...
1/ The sad situation of Ukraine illustrates important facts about our world that we must bear in mind in India. * Geopolitics is about Great Power rivalry. Today's Great Powers ar...
1/ Krugman has written a NYT piece attacking Trump's trade policy against China, which attempted to (but failed to) reduce persistent, decades-long US trade deficits and Krugman n...