Policy Tensor (@policytensor) / X

Policy Tensor

53.1K posts

Policy Tensor

@policytensor

Anusar Farooqui, Founder and CEO, Systematic Portfolios LLC. Words: policytensor.substack.com/?sort=top

systematicportfolios.com

Joined September 2008

Replies Articles Media

Pinned
Policy Tensor
@policytensor
Jul 17
There is no way to reverse the decision of the war because Iran enjoys escalation dominance. Read my latest dispatch. Stay ahead of the curve.
Policy Tensor
@policytensor
Apr 2, 2025
OK, I'm calling it. The American century died at 4pm on April 2, 2025. The future will be dominated by China. This begins immediately. Expect presidents, prime ministers, and CEOs make a beeline for Beijing.
Policy Tensor
@policytensor
Apr 13, 2025
😂
Policy Tensor
@policytensor
Feb 23, 2024
Russia is a gas station with a pump and some old nukes, right? Certainly we're vastly richer and better off than Russians right? Right? If that is roughly correct, then tell me why: (1) Six times as many Americans die of nutritional deficiencies per capita than Russians*? 1/🧵
Policy Tensor
@policytensor
Apr 2, 2025
China’s exports to the US are less than 3% of Chinese GDP. They can take it, esp now that the rest of the world has been handed to them on a platter.
Tony Nash
@TonyNashNerd
Apr 2, 2025
🇨🇳China can subsidize 10-20% tariffs for a few months. They CANNOT subsidize a 54% tariffs. This will have COLOSSAL impacts on China. They can't fix domestic real estate, subsidize industries, build their military, fund the Belt & Road, etc, etc with this level of tariffs from
Policy Tensor
@policytensor
Nov 8, 2025
She doesn’t know. anthropic.com/research/agent…
Julia
@jquadddddd
Nov 7, 2025
Sent a document to my boyfriend’s work email so he could print it for me and got colleague-zoned
Policy Tensor
@policytensor
Apr 10, 2025
Chinese elites are young engineers; US elites are old financiers. Fascinating this from @KuperSimon ft.com/content/ff0af5…
Policy Tensor
@policytensor
Oct 21, 2025
Even 19-year-old Chinese girls were already taller than their US counterparts in 2019! What a fast moving variable! [IQ-obsessed morons should recall that height is at least as heritable as IQ.]
Policy Tensor
@policytensor
Oct 21, 2025
In 1985, 5-year-old American girls were 7cm taller than their Chinese counterparts. The latter overtook the Americans in 2013. But 2019, they were 2cm taller! 👀
Policy Tensor
@policytensor
Feb 16, 2025
Replying to @ckayerawlings
A class action lawsuit if I’ve ever seen one.
Policy Tensor
@policytensor
Oct 13, 2025
One of the problems with Austrian economics is that they read Schumpeter (1911) but not Schumpeter (1942). This was a very dramatic change of perspective. In 1911, creative destruction happens through the entry of new firms that force the exit of incumbent firms—what you
Jack Meyer 🏛️
@Jackbmeyer
Oct 13, 2025
Policy Tensor
@policytensor
Mar 25, 2025
Why has the populist right done better than the populist left? Perry Anderson:
Policy Tensor
@policytensor
Oct 3, 2024
“the global car market could divide in two: a high-priced low-tech island comprising the US and Canada and a cheaper, more digitally connected market for the rest of the world.” on.ft.com/4gQRa37
Policy Tensor
@policytensor
Feb 23, 2024
Replying to @policytensor
The actual truth, revealed by these vital statistics, is that Russian society has stabilized and grown healthier under Putin's authoritarian rule, while we're getting sicker and destabilized with our monkey democracy. 7/
Policy Tensor
@policytensor
Apr 11, 2025
Capital controls are coming, and with it the end of dollar primacy. Pettis fresh off the press: “The most effective way is likely to be by imposing controls on the US capital account that limit the ability of surplus countries to balance their surpluses by acquiring US assets.”
Policy Tensor
@policytensor
Apr 7, 2025
“Pettis’s ideas seem to be influential among some advisers, such as Treasury secretary Scott Bessent, Stephen Miran, the chair of the Council of Economic Advisers, and Vance.”