Sitemap - 2022 - Noahpinion
Tesla won't dominate the auto industry, because no one will
Repost: Why immigration doesn't reduce wages
Repost: I will never get to go to Hong Kong
Unlearning the macroeconomic lessons of the 2010s
Why the U.S. middle class is feeling squeezed
Ghana, you were doing so well!
Geopolitics and geostrategic competition in 2023
The internet wants to be fragmented
The conquest of the post-pandemic inflation
Interview: Ezra Klein, journalist and author
Techno-optimism for 2023
A quick subscriber feedback survey!
The big NEPA roundup
The dream of bringing back Bell Labs
Do people really still think stocks will return 10%?
How the old system of the world shaped American society
My cyberpunk city, my cyberpunk world
Vietnam: It's time to level up
Generative AI: autocomplete for everything
Don't panic! Europe is not facing imminent de-industrialization.
Did Big Tech antitrust pick the wrong target?
Is the "End of History" back on track?
How VCs can avoid being tricked by obvious frauds
China's pivot is a bit of a mess
The weak yen is an opportunity
Two years of Noahpinion
The H-1b visa has problems, but it's not hurting U.S. workers
Seven more books on China
Wealth is partly imaginary
Turning the page on the Second Tech Boom
Why the midterms make me optimistic for America
The world has progressed beyond the need for Russian power
What if crypto just...dies?
Macroeconomics is still in its infancy
The promise of cultivated meat
Why aren't wages rising in a tight labor market?
Book review: "Status and Culture", by W. David Marx
Why affirmative action had to go
Eleven days in Taiwan
Twitter's problems: a roundup
The U.S. city of the future
Are the UK, Japan, and Italy "undeveloping countries"?
The end of the system of the world
Why I think an invasion of Taiwan probably means WW3
Why "per capita emissions" is a bad frame for the climate debate
"National Conservatism" has no coherent, workable plan for America
Amsterdam: some impressions
Xi Jinping, forever
Biden declares economic war on the Chinese semiconductor industry
Headed to Amsterdam, Singapore, and Taipei!
Why can't economists predict financial crises?
An Econ Nobel for research that saved the world
Why I don't think the Fed will back off
Book Review: "Freedom's Forge"
Authoritarians are not governing effectively
We still haven't solved the Nuclear Age
Time for a little global financial chaos
I come bringing good news about hydrogen
A concrete vision of the liberal democratic future
U.S. government debt is not a ticking time bomb
Why the UK is having an economic crisis
How much will beating inflation hurt American workers?
Non-Western Economic Development Requires Risk-Taking
Was there really a "neoliberal turn"?
The Long March of the YIMBYs
The end of the pandemic
Cautious optimism about Ukraine's economy
No, the U.S. is not "a poor society with some very rich people"
No, the U.S. didn't outsource our carbon emissions to China
August inflation update
Blockchains, dollarization, and capital flight
Liberalism is resilient
Thoughts on the origins of wokeness
The War Economy: Batteries and drones
Pinochet's economic policy is vastly overrated
Don't panic. Europe will deal with its gas crisis.
American workers need lots and lots of robots
Video interview: Mike Duncan, history podcaster and author
Interview: Vitalik Buterin, creator of Ethereum
Yes, your house is wealth
Yes, sanctions on Russia are working
Decade of the battery
Book Review: "Danger Zone"
On the wisdom of the historians
The Elite Overproduction Hypothesis
America is not fixing its college financing system
The Uphill Battle Women Still Face in High Finance
Four reasons why GDP is a useful number
The War Economy: Is America falling behind China in science?
China's recession, and how it'll fight it
The case for high-skilled immigration reform (and how to make it happen)
Contemplating a world of linear growth
Solar is happening. Nuclear is (mostly) not.
Barack Obama was a successful President
Macroeconomic update: Soft landing in progress?
Why renewable subsidies are better than carbon taxes
Economic misconceptions of the crypto world
The Inflation Reduction Act: Bidenomics 2.0
Mexico: A development puzzle
Underrated sci-fi and fantasy books
Could we sanction China if we had to?
Industrial policy starts with semiconductors
The War Economy: Sizing up the New Axis
The U.S. education system gets decent value for money
The Inflation Reduction Act: Some initial thoughts
Yes, we're probably in a recession, and that's fine
The financialization of tech
Why doesn't the Fed just hike 200bp all at once?
Four things I got wrong since I started this blog
Pakistan is in big trouble
Why can't America build trains?
How we will fight climate change
Nutty macroeconomic theories will ruin your country's economy
The wreck of Bidenomics
Interview: Leah Boustan, economist
China is flailing
The War Economy
The 8% interest rate scenario is still in play
Why Sri Lanka is having an economic crisis
On bullshit in investing
How to write a successful Substack
Abe Shinzo: A retrospective
Americans are generally richer than Europeans
Will VC produce fewer home runs in the future?
A Time of Troubles
I think Bitcoin has room for one more bubble
Indonesia: The most amazing development story on Earth?
Video interview: Olivier Blanchard on inflation
The Biden administration has dropped the ball on vaccine development
Central Bank Digital Currencies are not very interesting or useful
The Left-NIMBY meltdown
Is Web3 culture similar to Amway culture?
So, how can we lower gas prices?
How are Milton Friedman's ideas holding up?
Where does the wealth go when asset prices go down?
Oxfam serves up a lot of dodgy statistics
The Bitcoin salvation scenario
Progressives should fear inflation more than recession
Book review: "Slouching Towards Utopia"
U.S. pundits: Please stop trying to concede on Ukraine's behalf
Will U.S. debt cause a global collapse?
The year we all became reactionaries
Was the American Rescue Plan a mistake?
The Japan that Abe Shinzo made
Interview: Katherine Boyle, venture capitalist
Antitrust vs. ESG
Book reviews: "Ametora" and "Pure Invention"
Fixing Japan's broken corporate culture
NFTs will (probably) be back
The U.S. must commit to making South and Southeast Asia rich
The China evacuation
Ideas to boost Japanese growth (Part 1)
Japan's living standards are too low
Are tech workers going to be paid much less now?
A soft landing is still the likeliest scenario
Why I love the new labor movement
Greedflation, gouging and price controls
What kind of financial asset is Bitcoin?
The Fed isn't going to bail out your stocks this time
Can the Philippines sustain its growth?
No, America is not collapsing
Suddenly startups are having trouble raising money. Why?
Five books to understand U.S. unrest
Does China have hidden reservoirs of growth potential?
What's your plan for a world of 8% interest rates?
Does student loan forgiveness make economic sense?
Imports do not subtract from GDP
Think Bigger About Remote Work
Book review: Trade Wars are Class Wars
Why I'm (cautiously) optimistic about Elon buying Twitter
The YouTube Nazi Panic was just another moral panic
Interview: Ramez Naam, futurist, author, and investor
How to stay optimistic in these dark times
What is the Right's economic plan?
Hu Jintao was very underrated
The American socialist worldview is just totally broken
Defense spending, again
Is Substack good for the world? Is Substack worth it for writers?
Democrats need to run on the war
The Two Paper Rule
Five possible reasons why China's productivity slowed down
Video interview: David Roberts on climate change
Should the U.S. increase or decrease defense spending?
Meme stocks and Bitcoin will not redistribute wealth
The long economic war against Russia: A plan
Interview: Arvind Subramanian, former Chief Economic Advisor to the Government of India
War got weird
Nuclear game theory and its limitations
Give us all the refugees, dammit!
The car will triumph, again
Ukraine's economic future
When will the Fed drop the hammer?
Putin's war and the Chaos Climbers
The U.S. needs a Latin America policy
U.S. state capacity is actually pretty high
China has a fateful choice to make
China, Russia, and the inflation situation
Don't worry about de-dollarization
Time for a Diplomatic Revolution
Will high oil prices cause a recession?
The Ukraine War and the price of bread
How are the Big Sanctions hurting Russia so far?
The Tamerlane Principle
Interview: Andrew Gelman, statistician
How will Russia's war affect China?
Beyond sanctions: An off-ramp for post-Putin Russia
Video interview: Rob Lee, Russian defense policy specialist
The big sanctions: A quick explainer
A moment of clarity
The economic consequences of a Russia-Ukraine war
Interview: Emi Nakamura, macroeconomist
The rejection of Bidenomics
Interview: Alec Stapp and Caleb Watney of the Institute for Progress
NFTs are just the beginning of the Crypto Wealth Splash
Last War Brain
Does China think long-term while America thinks short-term?
Inflation is forgetting
The U.S. is failing to compete effectively with China
The NYT article on MMT is really bad
Turkey, you were doing so well!
A New Industrialist roundup
How to sell Georgism to the middle class
Pre-K is day care
Inflation-fighting as a multi-decade project
Do we stand at the precipice of radical change?
Some thoughts and evidence on racial preferences in admissions
Interview: Hal Brands, international relations professor and author
Why is Ukraine such an economic failure?
A DeFi crash course for normies: Crypto markets since 2017
I can only promise you that it's going to get weirder
Did macroeconomics fail us on inflation?
The YIMBYs are starting to win a few
What makes an "optimistic" vision of the future?
America’s Top Environmental Groups Have Lost the Plot on Climate Change
America needs more basic research
Yes, worker skills matter
Web3 had better not be Transaction Cost Hell
Interview: Tyler Cowen, economist and public intellectual
Six books on China
The Biden Boom
America needs immigration to grow and thrive
China's economic woes: An opportunity for U.S. manufacturing?
Interview: Ryan Petersen, founder and CEO of Flexport
Why price controls are a bad tool for fighting inflation
Six reasons 2021 was a better year than people think