Sitemap - 2022 - Noahpinion

Tesla won't dominate the auto industry, because no one will

Repost: Why immigration doesn't reduce wages

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

Battery-powered appliances!

Turning the page on the Second Tech Boom

Against "polycrisis"

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

Taipei urbanism

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"?

Lovecraftian intelligence

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

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

Disinflation begins

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

Interview: Me!

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

Fighting inflation by increasing supply is 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