A repost, with some urgent updates. | Continue reading
Analysis is not "opinion". | Continue reading
America is not coming to save you, but you have the power to save yourselves. | Continue reading
Not all of it is his fault, but warning lights are flashing, and his policies aren't helping. | Continue reading
Trump's chaos blitz; Econ data isn't fake; China's tech cluster; Abundance ideas; AI and antitrust; AI in science | Continue reading
We're never going back to the 1990s, and the Biden years have important things to teach us. | Continue reading
And what I think we should actually be worried about. | Continue reading
The most likely scenario is some form of Finlandization. | Continue reading
National security, infant industries, national champions, and some more unorthodox theories. | Continue reading
Welcome to the next four years. | Continue reading
Tariffs on Canada and Mexico are bad news. | Continue reading
Patrick interviews me; the energy transition; Americans die young; family and fertility; educating the poor; AI and growth | Continue reading
Preventing LLM technology from spreading is a futile effort, but export controls can still work. | Continue reading
Some progress is being made, but politics is getting in the way. | Continue reading
In which we talk about Paul's departure from the NYT, Substack writing, Trump, the 1980s, the future of manufacturing, and more! | Continue reading
Tune in at noon Pacific/3 PM Eastern | Continue reading
Americans can make stuff, after all. | Continue reading
The good, the bad, and the purely symbolic. | Continue reading
Crypto is, in fact, about sending people money. | Continue reading
Looking for direction in a world of grifters, personality cults, broken ideologies, dictators, and lies. | Continue reading
A bold prediction, to say the least. | Continue reading
Will tariffs help rebalance the global economy (and the Chinese economy)? | Continue reading
The free world is being tested, and bigger battles lie ahead. | Continue reading
Yes, but not for the reasons Marxists think. | Continue reading
NEPA; Carter's deregulations; targeted tariffs; YIMBY news; greedflation; a bad viral chart; Acemoglu on H-1bs | Continue reading
Ignore the political propaganda. We live in a world with more fires now, and we need to prepare for it. | Continue reading
Three classics from the Noahpinion archive | Continue reading
No one knows what ails Canada, but Trudeau didn't try very hard to fix it. | Continue reading
He began our Great Rebuilding, but his approach had fundamental flaws. | Continue reading
Comparing economies is an inexact science. | Continue reading
The insanity of war has returned to our world. | Continue reading
And why your country probably will, too. | Continue reading
Power vs. abundance; Chinese espionage; U.S. manufacturing woes; the growth of good jobs; Milei's successes | Continue reading
A repost, with some updates. | Continue reading
This isn't ambiguous. | Continue reading
GDP is not a perfect guide to wealth, but it's pretty darn good. | Continue reading
Anarchy or urbanism: You must choose one. | Continue reading
The question we'll all be asking over the next year or more. | Continue reading
One thing no ruler can control. | Continue reading
Electrical technology isn't just a climate thing. It's about national power and prosperity. | Continue reading
Abandoning X; Drone world; Asian voters' rightward shift; China and the Global South; Polycrisis; Illegal immigration's fiscal impact; Iranian power | Continue reading
A few theories about the seeming collapse in public morality. | Continue reading
Keep an eye on the export controls. They are the key. | Continue reading
He's a great economist, but he also changed how we talk about the subject. | Continue reading
It's mostly the providers overcharging you, not the middlemen. | Continue reading
Ignoring it just isn't enough. | Continue reading
The DBCFT; Construction productivity and regulation; Rationality and complexity; U.S. productivity growth; Demand-side inflation; Health care monopsony and innovation | Continue reading
And the democracies are losing. | Continue reading