Nikhil Kamma @nikhilkamma
Tracking Economic statecraft, Mercantilism, AI New Jersey, USA Joined June 2010-
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@zerohedge Ray Dalio has already provided clarification - he doesn’t characterize ‘autocratic’ leadership as good or bad (and infact refuses to label it) and only explains why this is happening through the framework of big debt cycles. Another way to understand what is really happening is…
@zerohedge Ray Dalio has already provided clarification - he doesn’t characterize ‘autocratic’ leadership as good or bad (and infact refuses to label it) and only explains why this is happening through the framework of big debt cycles. Another way to understand what is really happening is…
@RayDalio Much needed clarification from Dalio, who, to summarize, doesn’t characterize ‘autocratic’ leadership as good or bad (and infact refuses to label it) and mentions why this is happening. What is really happening is a case of statecraft where political statecraft and economic…
@RayDalio Much needed clarification from Dalio, who, to summarize, doesn’t characterize ‘autocratic’ leadership as good or bad (and infact refuses to label it) and mentions why this is happening. What is really happening is a case of statecraft where political statecraft and economic…
In Quinn Slobodian's book *Globalists: The End of Empire and the Birth of Neoliberalism*, neoliberals in the Mont Pelerin Society doubted pro-capitalist politicians' ability to consistently win elections, fearing dominance by left-wing, socialist, or populist parties (Trump…
In Quinn Slobodian's book *Globalists: The End of Empire and the Birth of Neoliberalism*, neoliberals in the Mont Pelerin Society doubted pro-capitalist politicians' ability to consistently win elections, fearing dominance by left-wing, socialist, or populist parties (Trump…
Given what is happening in Britain with 30-year gilt yield climbing to its highest level since 1998, Ray Dalio’s comments don’t make sense. Liz Truss, while comparing the similar challenges Trump faces in driving big policy changes given new geopolitical realities like she did,…
Given what is happening in Britain with 30-year gilt yield climbing to its highest level since 1998, Ray Dalio’s comments don’t make sense. Liz Truss, while comparing the similar challenges Trump faces in driving big policy changes given new geopolitical realities like she did,…
@ashwinsanghi Decline is neither inevitable nor catastrophic but the lack of historical knowledge in this article coupled with ignorance of US’s self awareness betrays the arrogance of some people who are yet to come out of colonial rule victim mindset. After the end of the British empire,…
It’s quite possible that the delay in Federal Reserve's interest rate reductions is a deliberate effort to undermine competitors, particularly the BRICS nations, prior to any monetary loosening. The US probably recognizes the need to exploit its currency's influence at this…
It’s quite possible that the delay in Federal Reserve's interest rate reductions is a deliberate effort to undermine competitors, particularly the BRICS nations, prior to any monetary loosening. The US probably recognizes the need to exploit its currency's influence at this…
what Taleb got wrong about bitcoin is why he gets it wrong even when it comes to dollar x.com/nikhilkamma/st…
what Taleb got wrong about bitcoin is why he gets it wrong even when it comes to dollar x.com/nikhilkamma/st…
It is stunning that people think they just have to deal with this tariff issues only for another 3 years and that US is not Trump. Even Indian officials like Samir Saran (in his podcast with Smita Prakash) will tell you this is completely bipartisan and a new US that is…
In addition to the need for growth in India, the strategic autonomy that is being invoked by media to side with China, by its very definition, will require India to also develop better relations with US. India will have to work with both US and China. This was always the need of…
In addition to the need for growth in India, the strategic autonomy that is being invoked by media to side with China, by its very definition, will require India to also develop better relations with US. India will have to work with both US and China. This was always the need of…
Slight but big difference, it’s not non-alignment this time, but multi-alignment as @samirsaran articulates in his latest podcast with @smitaprakash. India will have to balance both US and China.
Slight but big difference, it’s not non-alignment this time, but multi-alignment as @samirsaran articulates in his latest podcast with @smitaprakash. India will have to balance both US and China.
India has 1% gdp surplus with US while 4% gdp deficit with Russia-China; Russia, China, India all want to be export countries, are competitors to each other while India’s exports to US and EU are twice the exports to BRICS; notwithstanding how US is going about this, it’s going…
India has 1% gdp surplus with US while 4% gdp deficit with Russia-China; Russia, China, India all want to be export countries, are competitors to each other while India’s exports to US and EU are twice the exports to BRICS; notwithstanding how US is going about this, it’s going…
best hope is indeed US and India reach a deal and so does Trump and Putin.
best hope is indeed US and India reach a deal and so does Trump and Putin.
@nikhilkamma @tanvi_ratna @Trinhnomics China needs fresh water to make certain of industrial products, which is taken from the Himalayan watershed where India is unwilling to allow to happen. The China India Russia axis talk is cute and all, but who would buy their products? All 3 are export economies with deep…
@onechancefreedm @nikhilkamma I’ve made the specific point that high rates are a weapon, not just vs inflation, under economic statecraft; and that there are ways to rig things to ensure de facto multiple interest rates… and even multiple exchange rates. If done badly, it’s a mess. If done well, you make…
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