Chief Economist, Coalition for a Prosperous America, Economist, former tech industry exec., former NYC taxi driver, keen road cyclist. Opinions are my own.
Alexandria, VA
Joined July 2013
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Jeff Ferry retweeted
J’ai entendu dire que la France était finie, qu’il était trop tard pour la sauver.
Mais la France est toujours aussi belle, enviable même. Sa grandeur n’a pas disparu, elle ne demande qu’à renaître.
Nous avons surmonté en un an un problème cent fois plus grave, sans avoir les moyens dont dispose la France.
La France pourrait y arriver en une semaine.
1/4 MIT economist @Ivanwerning says China Shock papers by Autor et al did not influence Trump’s views on trade & do not justify “normative leaps” on trade. Yet the papers showed how rising imports have damaged incomes, communities, families. At macro level, imports also
3/4 real world policy. China Shock tries to bring it back to relevance with metrics like unemployment, LF participation, divorce rate etc. Growth is a process and equilibrium is the absence of growth. You can’t have growth without growth industries or reduced inequality
My latest blog: The U.S. Steel Industry Must Remain US-Owned
growthimperative.substack.co…
An inside look at the steel industry...and why the BLS gets the data wrong.
growthimperative.substack.co…
Most people have never heard of indium phosphide. But they use it every day. growthimperative.substack.co…
$COHR $LITE $AXTI
The western memory chip market should not be open to Chinese suppliers. Apple's short-termist desire to buy Chinese will scarcely impact high memory prices but will endanger western suppliers. Blog: growthimperative.substack.co…
My discussion of the memory chip market with Charles Payne yesterday:
Apple eyes blacklisted Chinese firm for memory chips, sparking US tech concerns | video.foxbusiness.com/v/6399…
$MU $AAPL $SKHY $SSNLF
AI, the economy, and the coming productivity boom. Or not. growthimperative.substack.co…
Watch my comments here on Trump's tariffs in Washington Journal with C-Span's Greta Brawner and Mike Negron of the Center for American Progress.
c-span.org/program/washingto…
When you adjust for the data center boom, US imports were down by $4B last year. The tariffs are working.
My latest blog
Industrial Policy is Sweeping the World
growthimperative.substack.co…
