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

Top posts of the year

And their main takeaways
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.
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.
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.
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.