#Deglobalization

So there's an argument to be made for investments in reshoring as a way to build industrial resiliency and institutional knowledge (this article by @danwwang, for example: https://www.bloomberg.com/opinion/articles/2020-05-07/why-american-manufac

Alex Schleber 👽😷

In the aftermath of #COVID19 there will be a major reckoning about the globalized supply chains & these kinds of moves in times of crisis… High time to move some

LONG THREAD: We are witnessing the unraveling of the complex system of globalization – in fact the pace of its unwind is picking up rapidly. My view is that pretty

My sell-side mentor @rlind67 always discouraged 'elbow forecasts'. eg saying something would go down, before strongly rebounding. It confuses clients & looks like hedging your bets. But with the inflation

Been getting lots of questions about bond-equity correlation, the subject of my Macro Picture this week. Issue has gone mainstream in part because of what happened in March, when yields

Thread! The death of Samsung Chairman Lee Kun-hee at 78 will be a defining moment for both South Korea and technology. https://www.theverge.com/platform/amp/2020/10/24/21532544/samsung-chairman-lee-kun-hee-dies-78 Recently, a source at the

Acataleptic Vijayalakshmi

@CarebyHDFC_HL Chairman #DeepakParekh@Kishoreciyer1 @chittukuruvi4 Brief from Deepak Parekh’s Webinar Current Scenario – Analysis & Business Response1. Conserve, Cash at all Costs, you will need it for unforeseen circumstances, including another

Arvind Subramanian

Excited about first research outputs from @AshokaUniv Center for Economic Policy (ACEP) on India's Exports and GrowthResearch paper: https://ashoka.edu.in/static/doc_uploads/file_1602585132.pdfPolicy paper: https://ashoka.edu.in/static/

Samuel Hammond 🌐🏛

Ancaps became white nationalists because they realized the institutions that would form spontaneously in a stateless society would mirror racially separated prison gangs.Murray Rothbard, for ex, supported both the Black

Pardon me for this very linear thought process. This is about TN's tryst with manufacturing and the what I think should be the path ahead. Comes from many discussions with

General Theorist

GeneralTheorist

I can’t claim to be an expert on the Fed. But what the heck, everybody's clever nowadays. Here are some random thoughts by an outsider on the Powell speech. And