Policy Tensor

Policy Tensor Substack explores the interconnectedness of global geopolitics, economics, and military power dynamics, focusing on U.S.-China relations, the reliability of poverty statistics, the impacts of geopolitical strategies on markets, and the evolution of global power structures. It critically analyzes current policies and proposes strategic adaptations in a changing world order.

Global Geopolitics Economic Policy Military Strategy U.S.-China Relations Poverty and Inequality Financial Markets Nuclear Deterrence Technological Escalation Demographic Changes

The hottest Substack posts of Policy Tensor

And their main takeaways
393 implied HN points β€’ 23 Jul 23
  1. The concentration of authority in the national security advisor's office is vital for the security state's functioning.
  2. The chips escalation is driven by concerns over the cyber security of US nuclear command and control.
  3. Maintaining US primacy in the cyber realm is crucial to ensure the credibility of US nuclear deterrence.
412 implied HN points β€’ 02 Jul 23
  1. In 1999, the US had a large superiority over other major powers, but by 2023, China has become a strong global power.
  2. The traditional metrics like GDP may not accurately reflect a country's military strength or war-making capabilities.
  3. Industrial production capacity is a crucial factor in determining a country's ability to sustain military efforts and shows China's significant growth and potential dominance.
373 implied HN points β€’ 29 Apr 23
  1. Extreme poverty statistics may not be reliable due to potential biases in measurement methods.
  2. Evidence indicates inconsistencies between poverty rates and key indicators like life expectancy, raising concerns about the accuracy of poverty data.
  3. The World Bank's numbers show discrepancies that suggest a need for further scrutiny and possible revision of poverty measurement techniques.
334 implied HN points β€’ 27 Feb 23
  1. The Biden administration is combining dovish domestic policies with a muscular foreign policy, particularly against Russia and China.
  2. The Inflation Reduction Act includes significant tax credits for energy transition and corporate investments, aiming to drive a sustainable energy shift.
  3. The administration's approach in foreign policy, particularly regarding Ukraine and China, is raising questions about the effectiveness of the strategy and potential risks in escalating tensions.
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314 implied HN points β€’ 28 Mar 23
  1. China will soon have strategic parity with the United States and Russia.
  2. In a tripolar nuclear order, the US may face challenges in strategic balance and deterrence.
  3. To address these challenges, a strategic division of labor in NATO could help maintain a credible deterrent threat.
216 implied HN points β€’ 12 Feb 23
  1. Hominid catastrophism is real - population history since 1492 is typical of the Holocene pattern.
  2. The Bantu expansion is well-supported and happened between two to three thousand years ago in Africa.
  3. Male reproductive variance increased in the Holocene resulting in more powerful men controlling reproduction and shaping societies.
216 implied HN points β€’ 16 Mar 23
  1. Bank stocks are currently oversold based on the relative valuation model.
  2. Regional bank stocks are noted to be particularly cheap compared to large and broad banking.
  3. There is belief that the market is overpricing a potential catastrophe for banks, in particular regional ones.
117 implied HN points β€’ 04 May 23
  1. US blue-chip equities are a contested and efficient market, so price fluctuations usually revert to fundamentals.
  2. During market distress, patient investors with deep pockets may swoop in to buy assets at undervalued prices.
  3. Regional bank stocks are currently oversold, with prices far below economic fundamentals, presenting a potential opportunity for value investors.