Why China’s Economy is in Trouble
This is a short post reflecting on how exactly China’s economy is doing. There are a lot of statistics floating around such as GDP or export. But recently I watched a...
Platform or Specialization? Maybe it is both
I have been pondering with a “barbell effect” in the ongoing economy. Take Amazon as an example. It is obviously dominating the e-commerce world, and it is...
Value Investing is about learning about everything
I had not paid much attention to the concept of value investing, as I thought I know everything there is to it: Do not chase fads. Invest in companies with solid money-making...
He was rejected by 90% of the investors
How well do you deal with rejection and failure? You may have heard the story of Starbucks. It is hard to imagine it, but back in the 1970s and 1980s, it was unthinkable to...
Why is Africa Poor? Social Intuitions
I have been doing research in the area of providing affordable and clean energy to Africa for years. During these years, I have always, in the back of mind, suspected that we...
Will Robots kill human jobs? Yes and No
I have been long perplexed by this question of whether automation and robots will replace human workers. My intuition is that while they will no doubt replace many jobs, they...
EV has come a long way but US is falling behind
I came across the data of EV stock at the country level from the IEA website. While it is informative, it does not have any map visualization, which is quite easy to do with...
The US Economy is Changing in its structure
Photo: Business Formation in Numbers 2006-2023 Recently I have been reading some papers that claim that COVID-19 kick-started entrepreneurship, as more and more people changed...
Democracy and Prosperity
Photo: Boston, January 2024 One of the longest debate that was going on in my mind is this question: Can you have economic prosperity without democracy? Can democracy lead to...