The hottest Industrial Policy Substack posts right now

Japan's stock market is rallying due to foreign investment, but the real economy is struggling with recession and weak manufacturing and exports.
Japan is increasing defense spending and bringing in foreign workers to address labor shortages, however, concerns remain about assimilation and potential backlash.
Japan needs to focus on reclaiming its position in key industries like electronics, developing a software industry and EVs, and reforming its corporate culture to boost economic growth.

Labor unions can influence corporate investment decisions and set industrial policy.
There is a shift towards empowering workers to have a greater say in how corporations operate.
The rise of antitrust enforcement, labor activism, and focus on domestic manufacturing subsidies are interconnected in challenging the influence of financiers and middlemen.

Tariffs proposed by Trump are essentially taxes on imported goods
Trump's tax increase could lead to economic distortions and benefit specific groups rather than the government
Implementing broad tariffs may not strategically benefit national economic development

The perspective that social media is responsible for the prevalence of disinformation is challenged. The era of the mid-twentieth century press was also insular and biased.
There has been a shift in societal values, with the relative importance of a good job increasing in status over having a good family.
The implementation of industrial policy, like the CHIPS Act, is criticized for being slow and laden with DEI-related issues that hinder progress.

Industrial policy in China is a contentious issue, with supporters believing in state intervention for progress and critics arguing for a free market approach.
The debate between economists Lin and Zhang reflects the tension in China's economic thinking on the role of the government versus the market.
Xi Jinping's industrial policies are shaped by the Party's political will to surpass the West in GDP and technology, balancing between state intervention and market forces.

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Capital is increasingly substituting labor, affecting income inequality and job opportunities.
Some New York Times reporters display lack of awareness about key policies and issues, raising questions about the purpose of journalism.
The Apple Vision Pro VR headset is considered innovative but not without limitations, targeting a specific tech-savvy audience.

The theory of constraints drives manufacturing decision-making with everything being a function of burn rate.
Industrial goods can be challenging to ship economically, with examples of moving large industrial equipment like a brewhouse and die tools using unconventional methods.
Robots have become significantly cheaper and more precise over the years, making them more accessible for a variety of tasks.

The conflict in Ukraine reflects aggressive neoliberal reforms and Europe's self-destructive policies.
Wars are fought not just with arms, but also with economic strategies. The underlying geopolitical economy is complex.
Russia is focused on turning military victory in Ukraine into a new economic order, challenging Western imperialism and promoting a multipolar world.

Democratic and Republican parties face internal conflict over labor unions and industrial policy.
American workers may lack the skills needed for modern manufacturing sectors like EVs and semiconductors.
Labor unions' demands and actions may hinder America's industrial competitiveness and future growth.

Keynesianism focuses on managing demand in the economy.
Military Keynesianism emerged as a response to global crisis and the Cold War.
Implementing Keynesian ideas, especially in relation to military spending, involves navigating class issues.

Robotic grippers are becoming more tactile and AI-enabled across various industrial processes, signaling advancements in technology in the industrial sector.
Investments and partnerships in AI, robotics, and technology are driving significant transformations in various industries like waste management, pharmaceutical manufacturing, and industrial automation.
Innovations like Viscous Lithography Manufacturing (VLM) in 3D printing are showcasing unique and disruptive approaches to traditional manufacturing processes.