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Policy Tensor Profile
Policy Tensor

@policytensor

10,172
Followers
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27,813
Statuses

Anusar Farooqui, Founder and CEO, Systematic Portfolios LLC. Words:

Joined September 2008
Don't wanna be here? Send us removal request.
@policytensor
Policy Tensor
2 months
Russia is a gas station with a pump and some old nukes, right? Certainly we're vastly richer and better off than Russians right? Right? If that is roughly correct, then tell me why: (1) Six times as many Americans die of nutritional deficiencies per capita than Russians*? 1/🧵
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@policytensor
Policy Tensor
2 months
The actual truth, revealed by these vital statistics, is that Russian society has stabilized and grown healthier under Putin's authoritarian rule, while we're getting sicker and destabilized with our monkey democracy. 7/
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@policytensor
Policy Tensor
1 year
What is the New Yellow Peril? That this handsome 40-year old, the son of a construction worker, and the CEO of one of the most innovative firms that has given Google and Facebook a run for their money, has to submit to hours of harassment by Karens in Congress.
@nytimes
The New York Times
1 year
TikTok's CEO, Shou Chew, faced over five hours of questioning from lawmakers of the House Energy and Commerce Committee, reflecting their distrust of the popular video app over its ties to China, data practices and the app's potential effects on children.
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@policytensor
Policy Tensor
2 years
Looks like Europe will consume Romanian forests to stay warm this winter. According to the EU, wood "qualifies as renewable energy."
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@policytensor
Policy Tensor
2 months
(2) Five times as many Americans as Russians are overdosing on opioids? 3/
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@policytensor
Policy Tensor
4 months
A greater proportion of Gaza has been destroyed than any strategic bombing campaign in history—Guernica, Dresden, Hamburg, Tokyo, Hiroshima, Nagasaki. Now that Sebald is dead, who will rewrite The Natural History of Destruction?
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@policytensor
Policy Tensor
1 year
Indeed, @DrSJaishankar has emerged as world statesmen of some historical significance. India faces great challenges and a tricky world situation. But it has prudently followed an independent line marked by great strategic restraint and realism. Biden needs to pivot, and fast!
@ElbridgeColby
Elbridge Colby
1 year
India’s foreign policy is a model for the rest of us. I’m envious!
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@policytensor
Policy Tensor
2 months
Russians, ofc, drink a lot more. But (3) why have deaths due to alcohol poisoning been falling for the past two decades in Russia and rising in the US? 3/
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@policytensor
Policy Tensor
2 months
We're so fucking rich and powerful, and Russia so weak and pathetic. But why oh why (6) are we literally dying faster and faster and the Russians slower and slower for twenty years now? 6/
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@policytensor
Policy Tensor
8 months
The chips escalation is turning even an even bigger failure than the Russia sanctions and for similar reasons — the misguided idea that we’re so powerful than the other guy will simply have to grin and bear it.
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@policytensor
Policy Tensor
2 months
(4) why has the rate of birth defects been falling faster in Russia than the US and is now even lower than ours? 4/
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@policytensor
Policy Tensor
2 months
While our war mongering elites scold their enemies, internal and external, they have presided over a social catastrophe that has harmed the biological population they oversee. 8/
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@policytensor
Policy Tensor
2 months
This rapacious, parasitic elite has lost all legitimacy and must now be kicked out of power—and permanently so. How to tell who they are: they're they one telling us we need to fight Russians instead of husbanding our own house. 9/
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@policytensor
Policy Tensor
2 months
(5) Why is the rate of multiple sclerosis falling in Russia since exactly 1994 (the bottom of the Soviet collapse) but rising for the US, so much so that its now more than twice as high here? 5/
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@policytensor
Policy Tensor
2 years
Mumford calls patents “a device that enables one man to claim special financial rewards for being the last link in the complicated social process that produced the invention.”
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@policytensor
Policy Tensor
2 months
They're the ones insisting on smaller slaughters (Yemen) to protect bigger slaughters (Gaza) carried out under the protection of the same oligarchs (the megadonors behind Israeli supremacy in DC). 10/
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@policytensor
Policy Tensor
1 year
I had to see with my own eyes. In terms of value-added at market rates, China ($4.9tn) is now as big a mfg power as US ($2.5tn) and EU ($2.5tn) COMBINED. 👀
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@BaldwinRE
Richard Baldwin
1 year
FYI chart: shocking share shift
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@policytensor
Policy Tensor
2 months
And if the left has any conscience left, they will join forces with the antiwar right to take down the centrists warmongers who have driven the car so fucking far into the ditch. /fin
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@policytensor
Policy Tensor
2 years
Central to fascism was the totalizing identity: state=people=nation=race. However monstrous, it was a coherent "narrative" sensu @mgurri . The very possibility of such a narrative having vanished, fascism cannot, and indeed does not, exist today. 1/n
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@policytensor
Policy Tensor
2 months
We have to fix our own house. And that process only gets started when these assholes get kicked out in January. They'll tell you any democrat is better than Trump. But that is not true and you know it. Anyone is better than these butchers, incl Trump. 12/
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@policytensor
Policy Tensor
6 months
"If war breaks out with Iran, we would be fighting in a context where the Iranians own the Palestinian cause simply by openly fighting for it and precisely when the salience of it is greatly magnified. This is a recipe for losing the entire Islamic world and most of the Global…
@policytensor
Policy Tensor
7 months
Let me be very clear: Iran is not Afghanistan or Iraq. Iran has as many engineers as the United States! A real US-Iran war would be very painful indeed. It would be unwinnable with the combined might of the air-weapon and the economic weapon (already long exhausted with Iran).…
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@policytensor
Policy Tensor
2 months
The fundamental fact is that we can no longer afford the world power pretentions of these entire class of losers who insist on relentless slaughter, not only bc they are committing the slaughter in our name, but more importantly, bc we have bigger to fry. 11/
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@policytensor
Policy Tensor
2 years
Gandhi on a midcentury Irish stamp; Lenin on an Indian one.
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@policytensor
Policy Tensor
8 months
Um …
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@policytensor
Policy Tensor
7 months
Let me be very clear: Iran is not Afghanistan or Iraq. Iran has as many engineers as the United States! A real US-Iran war would be very painful indeed. It would be unwinnable with the combined might of the air-weapon and the economic weapon (already long exhausted with Iran).…
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@policytensor
Policy Tensor
5 months
China is quite unambiguously the dominant industrial power in the world. Before you guys get us into a long and costly cold war (or, god forbid, a hot war), you better get the math right. This isn't Germany, Japan or the USSR. This is a New America staring us in the face.
@ITIFdc
Information Technology and Innovation Foundation
5 months
📉 New @ITIFdc report & interactive dataset shows China running away w/ strategic industries: It is the biggest producer across the 10 key industries in ITIF’s #HamiltonIndex —and, top 10 aside, it now produces more than all other nations combined.🧵
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@policytensor
Policy Tensor
10 months
Even the editors of the FT are living in la-la land. People don’t seem to understand that US-EU divergence on China is a necessary condition for global stability—if the EU follows the US lead, there’s no incentive for China to hold back.
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@policytensor
Policy Tensor
2 years
The Little Ice Age was caused by the Amerindian genocide. Graeber and Wengrow cite Koch et al. But the result is probably due to Dull et al. and has since been well replicated.
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@policytensor
Policy Tensor
1 year
A cop out by ⁦ @Max_Fisher ⁩. We didn’t invade Iraq bc neocons gained control of US foreign policy. We invaded Iraq bc no one—incl the ⁦ @nytimes ⁩—had the wisdom or the balls to challenge the dominant narrative of Saddam as evil dictator. 1/
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@policytensor
Policy Tensor
1 year
To add to Bridge’s point: China may grow old before it grows rich, but it will almost sure become extremely powerful regardless of whether it’s gdp and productivity falters. Here’s why. 🧵 1/
@ElbridgeColby
Elbridge Colby
1 year
U.S. shouldn't put its bets on China's demographics leading to near/medium-term decline. I'm not an economist but was exchanging notes with someone who is a very good one. Some key points on this. 1/
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@policytensor
Policy Tensor
2 years
Manoj Pradhan and Charles Goodhart argued in The Great Demographic Reversal that aging societies will slow growth; revive wages, inflation and rates; and test pension and care systems world over in the coming decades. Is their thesis quite right? 1/
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@policytensor
Policy Tensor
2 years
"$54,900 from executives at KKR, $35,000 from Carlyle, $27,300 from Apollo, $24,500 from Crow Holdings Capital and $23,300 from Riverside Partners"
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@policytensor
Policy Tensor
22 days
We should be honest about what's going on. We dropped the ball on the transition. And now the Chinese are going to transition the world while we watch from the sidelines.
@cornelban73
Cornel Ban
23 days
It's not Chinese overcapacity, it's pathetic comittment to decarbonization everywhere else. China really called our bluff on the green transition. They produce several times more than we can absorb while deploying more green infrastructure than most of the world.
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@policytensor
Policy Tensor
3 years
Wages in the New High-Pressure Economy For the first time since at least 1997, the wages of hourly-paid workers (roughly the working-class) are growing faster than those of salaried workers. 1/
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@policytensor
Policy Tensor
2 years
“Around two-thirds of people live in countries whose governments are either neutral or Russian-leaning.“
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@policytensor
Policy Tensor
1 year
Where are the people who confidently proclaimed that self-driving cars will replace human drivers? I have yet to see a mea culpa. Now we have many making confident predictions about “godlike AI”—we can be certain that they will all go quiet without ever conceding the argument.
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@policytensor
Policy Tensor
9 months
Singaporeans worshipping the ‘bell curve god’ has got to be peak meritocracy! From Wooldridge, The Aristocracy of Talent. ht @nytdavidbrooks
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@policytensor
Policy Tensor
6 months
In 1895-1975, no decade passed without interstate violence in Asia. Since then it has been stable bc the dominant Asian power has followed a pacifist grand-strategy. Western cold warriors are now forcing China to abandon pacifism—this is a strategic error.
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@policytensor
Policy Tensor
1 year
One for @NewLeftEViews , @adam_tooze , @martinwolf_ , @gilliantett , @70sBachchan , @kmac , and @phenomenalworld . TOW, we take the polycrisis to the next level.
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@policytensor
Policy Tensor
1 year
Let's be honest. As long as we're trying to strangle China, there's nothing we can say that would persuade them we're not. The only way to convince the Chinese that we're not out to strangle them, is to behave responsibly ourselves and not actually be out to strangle them.
@DavidSantoro1
David Santoro
1 year
Bridge is spot-on but I fear that ship has sailed. China right now has adopted a very power-centric approach to international relations. Beijing thinks we're past containment & want its rollback & even its defeat. We should correct that perception but it's going to VERY hard. 1/2
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@policytensor
Policy Tensor
7 months
Israel is now at very serious risk of committing what will almost certainly be seen as a genocidal act. We must stop them immediately, not just bc Israel will become an abominable pariah of the international system, but also bc it will backfire on our world position.
@EricLevitz
Eric Levitz
7 months
The U.S. is giving Israel permission to commit war crimes
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@policytensor
Policy Tensor
10 months
The Indian one percent own 42% of all wealth—compared to 35% for the US. The only countries with a higher share are some petrostates and mafia states. In Russia, which is both, it’s 48%!
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@policytensor
Policy Tensor
2 months
Even in that case, it should be handled by the constituted law enforcement and/or intelligence agencies. Congress has no business enacting "capricious" laws (as @gilliantett puts it), that aren't even laws in the constitutional sense but foreign policy by moral panic.
@DavidSacks
David Sacks
2 months
I’m willing to support a TikTok ban if TikTok is found guilty of espionage and the remedy is narrowly tailored. But no hard proof has been given, and the remedy explicitly seeks to “cover” almost all content-sharing apps & websites “subject to direction of” a foreign adversary.
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@policytensor
Policy Tensor
1 year
Fake Meat is “ultraprocessed” crap. If you want eat less meat start eating Indian food. An aloo paratha is a billion times better than any of this lab-designed nonsense.
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@policytensor
Policy Tensor
5 months
The total yield of the bombs dropped by Israel on the Gaza Strip so far is 25kt. That's larger than Hiroshima (15kt) or Nagasaki (21kt). Gaza is smaller and an order of magnitude more populous. If this isn't a war crime, there are no war crimes.
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@policytensor
Policy Tensor
6 months
More low iq crap. No, Europe is not prepared to fight Russia. Our only major ally against China is Japan. And Iran is a real fucking power that basically defeated us in a proxy war in the 1980s. Maybe learn something before talking out of your ass.
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@BrankoMilan
Branko Milanovic
6 months
The survivors of a nuclear holocaust will look at such casual discussion of a world war w/ disbelief. I think lots of that is due is total lack of exposure to what a war is. US has not faced it on its territory for 160y. UK was last invaded a millennium ago.
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@policytensor
Policy Tensor
2 years
Six corporations control 90% of media consumed by Americans, the most voracious consumers of media in the world. This degree of concentration in unprecedented. 2/
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@policytensor
Policy Tensor
5 months
What the fuck is wrong with the Biden team?
@MartijnRasser
Martijn Rasser
5 months
“US moves to choke China’s role in electric vehicle supply chain.” @FT
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@policytensor
Policy Tensor
1 year
@Noahpinion @scienceisstrat1 15m is about 1% of India’s population. If only 1% of families are in extreme poverty, @Noahpinion , then how come 31% of kids are stunted?
@policytensor
Policy Tensor
1 year
Developmentalism is a marathon—there're no shortcuts. This is true of American developmentalism, as I explained here: ; a fortiori 4 India. It takes 5 years to push down rates of stunting, wasting, and low-weight mothers and children by a mere 1-2 percent!
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@policytensor
Policy Tensor
3 years
Three graphs of polarization.
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@policytensor
Policy Tensor
6 months
What makes the West truly special is that you have freedom of speech. For instance, in a barbaric nation, a scientist, a professor at a university, say, may be purged for politically unacceptable speech. We have freedoms, you see. That's what makes America the land of the free.
@mbeisen
Michael Eisen
6 months
I have been informed that I am being replaced as the Editor in Chief of @eLife for retweeting a @TheOnion piece that calls out indifference to the lives of Palestinian civilians.
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@policytensor
Policy Tensor
2 years
You think America is divided along partisan lines now? Here's a county-level map of the 1920 election. That's what we call a divided nation! ht @socialexplorer
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@policytensor
Policy Tensor
1 year
This hiking cycle is over. Congratulations. Let it rip!
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@policytensor
Policy Tensor
9 months
Zoltan: “The west dreamt of the Brics as a lapdog, that they would accumulate dollars and recycle them into Treasuries, but instead of that they are renegotiating how things are done.” Who opened this door? “The signal moment for them in the past 18 months, argues the former…
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@policytensor
Policy Tensor
7 months
Israel wants to destroy Hamas. But Hamas can’t be fully destroyed for the same reason that the Taliban or the Vietcong could not. /1
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@policytensor
Policy Tensor
7 months
She has to go. And it's not just her. 'Europe becoming an American vassal' () and German hegemony on the continent are tied at the hip. How @vonderleyen exposed EU divisions on Israel-Hamas conflict via @ft
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@policytensor
Policy Tensor
1 year
Sorry, economically the world is tripolar. This is why the most important strategic question in the early 21st century is whether Europe obtains strategic autonomy. @RnaudBertrand
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@policytensor
Policy Tensor
1 year
@WCWohlforth @TheMindScourge @MatthewKroenig China today enjoys nearly as much geopolitical influence as the US—and this is a power resource. Economically, the world is unambiguously bipolar now (do you contest this?) and, with mfg value added the scale of US+EU, China's almost certainly a stronger industrial state.
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@policytensor
Policy Tensor
4 months
Former chief of CIA’s Russia desk: “The longer this goes on the more we’re going to have to concede up front just to get the Russians to the negotiating table.”
@MacaesBruno
Bruno Maçães
4 months
Biden administration says (off the record) that Ukraine will have to sacrifice territory in a negotiation with Russia and “That’s been our theory of the case throughout”
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@policytensor
Policy Tensor
1 year
The vision of a low trust society is at the heart of the crypto idea — permission-less automated compliance, smart contracts, and other devices for purely arms-length transactions designed for a world where no one can be trusted. 1/
@izakaminska
Izabella Kaminska
1 year
The amazon surveillance store of course is just the updated technological version of this paradigm. Preparation for a low trust society where you can’t even go into a store until you have proven yourself to be credit worthy in the system, and hence de facto pre funded.
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@policytensor
Policy Tensor
10 months
This blinkered report from the war room well illustrates my problem with the Schmidt-Jake gamble: the issue isn’t China’s response in the narrow chips sector; the issue is China’s global response to the US attempt at strangulation!
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@policytensor
Policy Tensor
9 months
The scale of intellectual incompetence here is staggering. What will happen if @oren_cass ’s ideas become US policy? This scenario is a distinct possibility. If it comes to pass, what will be the consequences? 🧵
@ICPopescu
Ionut Popescu
9 months
Really excellent job @oren_cass outlining the need for 🇺🇸🇨🇳decoupling - good for US workers, even more important as the geoeconomic component to a grand strategy of containment! @ElbridgeColby @ELuttwak
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@policytensor
Policy Tensor
1 month
Workforce size and skill are industry-specific. If you let them atrophy, they decline and vanish. This is of great policy concern. Here we look at industrial workforce sizes by power. 1/🧵
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@policytensor
Policy Tensor
5 months
It is quite something for Western scolds to lecture the Chinese on Islamophobia. 😂 BTW, the Arabization/salafization of Islam in the 1980s was a global phenomenon driven by the powerful combination of the Islamic revolution and the bonanza of the oil monarchies following the…
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@policytensor
Policy Tensor
9 months
Just finished Deneen. Very serious—not to be lightly dismissed. Will have more to say soon. He’s really thrown down the gauntlet in his war on the ideology of Progress, and calls for “Machiavellian means to secure Aristotelian ends.”
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@policytensor
Policy Tensor
3 months
I don't wish him badly. But the man is clearly in cognitive decline. So, we're possibly looking at a Harris administration — if he makes it to election day. How come no one has challenged him? In a word: presidentialization. 1/🧵
@MacaesBruno
Bruno Maçães
3 months
Dems think US democracy is on the line but this is the candidate they field
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@policytensor
Policy Tensor
1 year
The idea that Russia is “a gas station with a nuclear arsenal” is totally wrong. Economic war at this scale has never been waged before and Russia has just shrugged it off. It has fought the combined might of the West to a draw. And now it’ll solve China’s Malacca dilemma.
@devarbol
devcroix ⚔️ 🏵
1 year
@sadwerkl If Russia losses, the exports and imports will resume, and the ties with China will be not that radical, Russia was and is a middle-income country that is not that relevant to some global schemes outside of material exports in an economic sense.
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@policytensor
Policy Tensor
11 months
"China overtakes United States on contribution to research in Nature Index."
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Policy Tensor
11 months
Fantastic, must-read essay from Grey Anderson on NATO as a “mechanism for disciplining allies, mediating their disputes, managing imperial problems,” and “enforcing American hegemony over Europe.”
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Policy Tensor
11 months
Apple, JPMorgan, Tesla, GM, Starbucks, Siemens, Volkswagen, BASF, BMW, Mercedes in outright revolt against the Jake-Biden escalation. Rocky Balboa is back, ⁦ @adam_tooze ⁩!
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@policytensor
Policy Tensor
2 years
Italy, Sweden and Russia have been charged with the rise of "fascism". This is an information-free charge that gets all its "value" from the moral condemnation integral to it, but offers little insight into the behavior of these actors, or what is happening in these countries.4/
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Policy Tensor
1 year
Capitalists need to realize that this ends only with a socialized banking system.
@johnauthers
John Authers
1 year
This is still escalating: A coalition of midsize US banks asked regulators to extend FDIC insurance to all deposits for the next two years via @markets
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Policy Tensor
10 months
This is wrong— @ElbridgeColby , @OrenCNN , #RuyT . 1/ The US has $118bn worth of FDI in China. Chinese investment spending is $7.6 trillion per annum.
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@policytensor
Policy Tensor
11 months
Every contemporary unipolar party system seems to have the same class configuration. Erdoğan “represents a settlement between the government-connected ultra-rich and the working class of central Anatolia, the Black Sea and the exurbs.” @TomFStevenson
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Policy Tensor
5 months
As far as investors are concerned, the world is still decidedly unipolar.
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Policy Tensor
2 years
From the TimesMachine. Enthusiasm for Italian fascism among American bankers and elites was considerable in the 1920s.
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@policytensor
Policy Tensor
9 months
Systematic Portfolios LLC is the most informed trader of US equities in the world. We're looking to hire a junior quant. Python expertise is essential; quant experience is a plus. Send your resume to @davideoks at david @systematicportfolios .com.
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Policy Tensor
7 months
Four of every nine Americans with only a high school diploma are not even looking for a job. And no, this is not confounded by gender composition. This is not the only signal of working-class despair—it is, in fact, impossible to not see this signal in ANY variable that contains…
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@policytensor
Policy Tensor
7 months
@EricLevitz @mattyglesias @Noahpinion Sorry, @EricLevitz . This is a load of ignorant nonsense. It’s not like our only signal for working-class despair is deaths of despair: family formation rates, child-out-of-wedlock rates, mortality rates, morbidity rates, labor force participation, reported well-being—pick…
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Policy Tensor
6 months
I’ve heard that the White House takes this fellow seriously. If that’s right, it points to one source of the problem: the poor intellectual level of this foreign policy team.
@mattyglesias
Matthew Yglesias
6 months
@policytensor I think that’s fine if people want to say they’re voting for Trump because he’ll help Russia win the war in Ukraine and they agree with that policy goal.
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Policy Tensor
8 months
They’re so dependent that it took them forever to cross 7 nanometers despite US strangulation. Oh wait.
@robert_spalding
General Spalding
8 months
Sorry, this makes no sense. China is resource constrained, while the US is not. The vulnerable one is China. Take away American technology, talent and capital and they fold like a cheap tent.
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1 year
These are two books that we must read to make sense of India at this conjuncture in 2023—one from @jaffrelotc and the other from @AshokaMody .
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1 year
. @JosephEStiglitz "US policymakers contributed to global “vaccine apartheid” … [The Chinese] have made their vaccines readily available to others at or below cost, while also helping countries develop their own vaccine-production facilities."
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Policy Tensor
2 years
Let's hope the French are able to hold the line on green nuclear energy.
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2 years
This is exactly the sort of thing that historians speak of when they talk about processes that cause structures of power to decay and transform under the weight of their own contradictions. ht @matt_levine
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1 year
I think Eric Schmidt convinced the Biden team to go ahead with the chips escalation. If so, it’s important to understand what’s wrong with the AI Kool-Aid that he’s selling. The AGI idea is basically the discredited “technological singularity” idea …
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Policy Tensor
1 month
I think @Copela1492 is wrong about China being deterred by the prospect that "economic cutoffs by the western partners that would cause a devastating effect on China's economy." China already exports more to the Global South than the West (). Decoupling…
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@BartosJohan
Johan Bartoš
1 month
@randomusernamw @policytensor @ElbridgeColby Germany in 1913 was pretty dependent on international trade. That didn't really make a difference. State's decisions to start or not to start wars usually do not have much to do with trade.
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@policytensor
Policy Tensor
6 months
Dunno about Marxism, but Stalinism saved the world from Nazism. If we had any integrity at all, we would recognize Stalin as the unambiguous hero of the twentieth century—the man who slayed the dragon and saved the world.
@BrankoMilan
Branko Milanovic
6 months
IMO, the Soviet Union under Stalin did incredible damage to Marxism first, by killing all those who were original & then by promoting among the population adulation of the founders, ignorance of social sciences and closed attitude to the rest of the world.
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@policytensor
Policy Tensor
2 years
During the Cold War, much heat and light was wasted on the concept of "Totalitarianism", by which was meant the cannibalization of civil society by the state. But it was merely a discourse of Western self-congratulation, offering little by way of analytical purchase. 9/
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@policytensor
Policy Tensor
1 year
Since the breakthrough to modern economic growth around 1870, the world have never been as unambiguously bipolar as it is today.
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@policytensor
Policy Tensor
1 month
Israel has dropped more explosives on the concentration camp at Gaza than the combined total of Hiroshima and Nagasaki but it is the “The Houthis Have Declared War on the Environment.”
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@policytensor
Policy Tensor
1 year
It’s more important, as a matter of intellectual hygiene, to read people whom you disagree with, even if they they’re wrong, than to modulate your diet in such a way as to make confirming your priors a systematic feature. The latter is guaranteed to make you badly misinformed.
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@policytensor
Policy Tensor
8 months
The tragedy is not that the West failed to tutor Russia and China into the ways of liberal democracy. It is that the West first refused to include Russia in its arrangements (the Russians wanted to join NATO), and has now pushed China into a zero-sum game.
@BrankoMilan
Branko Milanovic
8 months
Perhaps the most costly example of total disconnect between the comparador intelligentsia and domestic knowledge-generation is Russia. For almost 40y, the West, through govt organizations, semi-govt organizations and non-govt organizations
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@policytensor
Policy Tensor
2 years
RIP Barbara Ehrenreich. One of the greats.
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@policytensor
Policy Tensor
8 months
Fascinating this from @polycrisis . @70sBachchan on Biden's China escalation: "even if one believes that it is necessary to contain China, it’s unclear to me that technological decoupling can succeed on its own terms."
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@policytensor
Policy Tensor
1 year
What is alarming is not that our main allies have defied us; what is alarming is that no one in DC seems to have anticipated it. Now they're assuming that everyone will toe our line on China. They're again wrong. And the price of this miscalculation is going to be much higher.
@admcollingwood
Collingwood 🇬🇧
1 year
Japan is not following the oil price cap imposed against Russia. It said recently that it intended to continue buying oil from Sakhalin, arguing it was crucial for Japan's energy security. The WSJ reports Japan buying Russian oil for around $70 a barrel. Sanctions aren't working.
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@policytensor
Policy Tensor
2 years
Absolutely. However, Russia under Putin is a textbook case of a Sultanistic oligarchy (Cf. Russia under Yeltsin, a wild oligarchy) whereas the US is a civil oligarchy. This has first-order implications for regime stability and double security dilemmas.
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@AntonJaegermm
Anton Jäger
2 years
Will die on this hill: despite obvious difference in political systems, it’s still lowkey Orientalist to call Russian capitalists ‘oligarchs’ while Bezos, Musk, Branson consistently go by title ‘billionaires’ and their hold over Atlantic politics is arguably more oligarchical.
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@policytensor
Policy Tensor
3 months
Why is GDP a poor proxy of underlying war-making capabilities? Bc, to sharpen and rephrase Todd’s argument a bit tongue in cheek: skilled personnel in finance are permanently not available to industry.👇🏼
@policytensor
Policy Tensor
3 months
What matters is the military instrument and the defense-industrial base. What the social scientific theory misses is that guns and butter are not fungible bc forty year old bakers make poor gunsmiths so to speak. There’s path dependence in guns and butter choices. 8/
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@policytensor
Policy Tensor
1 year
Secretary Blinken warned recently that the Chinese might supply arms to the Russians. I don't know if that is a direct response to the chips escalation. But what is clear is that East-West relations are at their lowest point since 1986. Who's interest is this serving? 1/
@matthew_pines
Matthew Pines
1 year
One asymmetry that @policytensor noted is giving me concern. Militaries fighting (but not defeated) tend to learn (& strengthen, ceteris paribus). RU & Ukraine are getting better at fighting. NATO & Iran are getting better at supplying/targeting. China? (gearing itself up…)
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