China exports goods. Earns USD.
Old Model: Buys US Treasuries.
New Model: Buys Gold/Commodities
PhD in Mathematics from Indian Institute of Science, Bangalore, India
Prof B Mayil Vaganan
@profbmayilvaganan
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Professor of Applied Mathematics
PhD in Mathematics from Indian Institute of Science, Bangalore, India
PhD in Mathematics from Indian Institute of Science, Bangalore, India
Gemini & Me-II
... that very tech too expensive (the "Hurdle Rate" problem).
* The Scarcity Premium: We examined why specific tech prices (like storage) remain high despite subsidies (e.g., the CHIPS Act). This isn't just inflation; it's a supply diversion, where manufacturing capacity is shifted away from consumer goods to satisfy the booming demand for AI infrastructure.
... that very tech too expensive (the "Hurdle Rate" problem).
* The Scarcity Premium: We examined why specific tech prices (like storage) remain high despite subsidies (e.g., the CHIPS Act). This isn't just inflation; it's a supply diversion, where manufacturing capacity is shifted away from consumer goods to satisfy the booming demand for AI infrastructure.
Gemini & Me-I
Proposed Abstract: The "Awkward" Economy
The Paradox: Why do we see high prices (inflation) coexisting with high interest rates and government subsidies?
* The Wage-Price Spiral: We discussed the "Red Queen Effect"—where wages and prices rise in tandem, leaving real purchasing power unchanged while devaluing savings.
* The Investment Trap: To break this spiral, companies need Productivity (better tech). However, high interest rates (meant to cure inflation) make borrowing for...
Proposed Abstract: The "Awkward" Economy
The Paradox: Why do we see high prices (inflation) coexisting with high interest rates and government subsidies?
* The Wage-Price Spiral: We discussed the "Red Queen Effect"—where wages and prices rise in tandem, leaving real purchasing power unchanged while devaluing savings.
* The Investment Trap: To break this spiral, companies need Productivity (better tech). However, high interest rates (meant to cure inflation) make borrowing for...
Big Picture of India-US Trade Deal.
Pro-India → exports + jobs.
Pro-US → lower inflation + consumer welfare.
That is why it is mutually beneficial, that is, Pareto improvement.
Pro-India → exports + jobs.
Pro-US → lower inflation + consumer welfare.
That is why it is mutually beneficial, that is, Pareto improvement.
Gold and Silver Regain Status as Anchor Asset as Tariff Volatility Tests Economic Models
Gold and silver are re-emerging as a preferred store of value as global markets confront heightened tariff uncertainty and deepening geopolitical risk. Equity markets responded cautiously to frequent “tariff surprises.”
I propose "#NaturallyExpandableGeneralIntelligence (#NEGI)", a conceptual framework designed to extend the established economic theories to accomadate the current geopolitical unrest.