Moments In Flow

Tag: macroeconomic

THE PEAR:Why the Shape of the Distribution Determines Whether Class Stays Class

Investing, Reflections

The shape of the distribution is the variable. Everything else is a policy. I. FOUR SHAPES, FOUR LOGICS The class structure is usually described by its height. The variable that matters is its shape. The pyramid. A mass base, a thin middle, a narrow top. The gap between base and top usually is unbridgeable within…
THE CASE FOR OFFSHORING EUROPEAN INDUSTRY TO AFRICA: A TRADE-ECONOMICS ARGUMENT

Investing

Let’s cut through the noise for a moment. Europe’s industrial base is not dying because Europeans forgot how to make things. It is dying because the energy math no longer works, the demographic math no longer works, and the geopolitical math no longer works. The question is not whether production migrates. The question is where…