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Jul 19, 2024
Sixty years ago, the sentence “Europe's fate is in Germany's hands now” would have been terrifying. The wars of the early 20th century left many Europeans with the deep...
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Jul 13, 2024
Most economic debates are about income, not wealth. When we talk about income taxes, or welfare benefits, or labor’s share of national income, we’re talking about...
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Jun 28, 2024
Most talk about globalization these days is doom and gloom. It’s all U.S.-China decoupling, tariffs, export controls — the fragmentation of the...
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Jun 20, 2024
In discussions about China’s economy, the issue of demographics comes up quite a lot. In 2022, China’s population began to decrease (and coincidentally,...
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May 31, 2024
Half a year ago, when I wrote that a lot of what we see in the news can be explained by the existence of a cold war between a China/Russia bloc and a democratic bloc, it...
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May 16, 2024
Joe Biden is about to slap 100% tariffs on Chinese-made electric vehicles. A 100% tariff is an absolutely huge tariff. It means that Chinese EV makers would have...
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Apr 20, 2024
In a recent post, I tried to warn people about the substantial and growing chance of World War 3. My post was focused on the risk that a war will occur, but it didn’t...
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Apr 11, 2024
I’ve been worried about a major war between the U.S. and China since the late 2010s, when tensions started ratcheting up in the South China Sea. I wrote a post...
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Mar 11, 2024
I find myself experiencing a similar reaction to David Daokui Li’s new book "China's World View: Demystifying China to Prevent Global Conflict." The book’s premise is...
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Feb 28, 2024
When you look at modern China, you are witnessing something stupendous – a great civilization at the peak of its relative power and effectiveness. Along a few dimensions,...
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Feb 27, 2024
Big international push to de-risk from China is already benefiting Japan but there is much policy and big business work to be done
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Jan 30, 2024
When you look at modern China, you are witnessing something stupendous — a great civilization at the peak of its relative power and effectiveness.
Jun 28, 2024Most talk about globalization these days is doom and gloom. It’s all U.S.-China decoupling, tariffs, export controls — the fragmentation of the...
Jun 20, 2024In discussions about China’s economy, the issue of demographics comes up quite a lot. In 2022, China’s population began to decrease (and coincidentally,...
May 31, 2024Half a year ago, when I wrote that a lot of what we see in the news can be explained by the existence of a cold war between a China/Russia bloc and a democratic bloc, it...
May 16, 2024Joe Biden is about to slap 100% tariffs on Chinese-made electric vehicles. A 100% tariff is an absolutely huge tariff. It means that Chinese EV makers would have...
Apr 20, 2024In a recent post, I tried to warn people about the substantial and growing chance of World War 3. My post was focused on the risk that a war will occur, but it didn’t...
Apr 11, 2024I’ve been worried about a major war between the U.S. and China since the late 2010s, when tensions started ratcheting up in the South China Sea. I wrote a post...
Mar 11, 2024I find myself experiencing a similar reaction to David Daokui Li’s new book "China's World View: Demystifying China to Prevent Global Conflict." The book’s premise is...
Feb 28, 2024When you look at modern China, you are witnessing something stupendous – a great civilization at the peak of its relative power and effectiveness. Along a few dimensions,...
Feb 27, 2024Big international push to de-risk from China is already benefiting Japan but there is much policy and big business work to be done 
Jan 30, 2024When you look at modern China, you are witnessing something stupendous — a great civilization at the peak of its relative power and effectiveness.