Attention Economy


Saturday, February 22, 2025

A Conservative Perspective on Tech and Society

A Controversial Take:
Stop Hacking Humans
https://www.thenewatlantis.com/publications/stop-hacking-humans
From cradle to grave, surrogacy to smartphones to gender surgery to euthanasia, Americans are using technology to shortcut human nature — and shortchange ourselves. Here is a new agenda for turning technology away from hacking humans and toward healing them. 

Gary, Indiana – The Classic Rust-Belt City

WW II History - The 'Surrender' of Japan

Why the atomic bomb didn’t really end the Second World War
https://www.telegraph.co.uk/books/authors/hiroshima-japan-atomic-bombing/
Historians often suggest that America’s super-weapon forced Hirohito to surrender in 1945. Look closer, and the truth is more complex. 

Warren Buffett's Annual Letter

Warren Buffett’s 2024 Annual Letter to Berkshire Hathaway Shareholders
https://www.berkshirehathaway.com/letters/2024ltr.pdf
The U.S. Treasury, of all places, had already received silent warnings of Berkshire’s destiny. In 1965, the company did not pay a dime of income tax, an embarrassment that had generally prevailed at the company for a decade. That sort of economic behavior may be understandable for glamorous startups, but it’s a blinking yellow light when it happens at a venerable pillar of American industry. Berkshire was headed for the ash can.
Fast forward 60 years and imagine the surprise at the Treasury when that same company – still operating under the name of Berkshire Hathaway – paid far more in corporate income tax than the U.S. government had ever received from any company – even the American tech titans that commanded market values in the trillions.
To be precise, Berkshire last year made four payments to the IRS that totaled $26.8 billion. That’s about 5% of what all of corporate America paid. 
 
 
Warren Buffett Dismisses Concerns About Cash Holdings
https://www.morningstar.com/stocks/warren-buffett-dismisses-concerns-about-cash-holdings 

A Good Bill Gates Interview

Bill Gates Interview:
https://youtu.be/CZEW2P4DBl0

Political Uncertainty and Market Reaction

Markets and Corporate America Are Unfazed by Washington Chaos, for Now
https://www.nytimes.com/2025/02/22/business/economy/markets-tax-cuts-economy.html
The federal budget debate has big implications for the economy. Businesses are betting that tax cuts will be extended and the math will work out. 

Geopolitical rupture sparks quiet market rebellion
https://www.ft.com/content/1cce829b-bc56-4609-8fc6-82ebece8b8d5   

The Spike in Global Coffee Prices

Coffee Prices Are Soaring, but Growers Aren’t Celebrating
https://www.nytimes.com/2025/02/22/business/coffee-prices-climate-change.html

Trump Has Made Foreign Affairs a Lot More Interesting

After 150 Years of Friendship, the U.S. and Canada Come to Blows
https://www.wsj.com/world/americas/united-states-canada-hockey-fight-tariffs-trump-trudeau-70177351
Tariff threats and talk of making Canada the 51st state have unleashed rancor and instability into one of the world’s most powerful partnerships.


Like the rest of Europe, Starmer has yet to wake up and smell the coffee over Trump
https://www.telegraph.co.uk/business/2025/02/22/europe-britain-naked-before-storm-have-ourselves-to-blame/
The president is following through on long-promised policies – our leaders are still unprepared.
 
Yes, America Is Europe’s Enemy Now
https://foreignpolicy.com/2025/02/21/yes-america-is-europes-enemy-now/

Trump’s embrace of Putin is a Molotov-Ribbentrop crisis for Europe
https://www.telegraph.co.uk/business/2025/02/20/trumps-embrace-putin-molotov-ribbentrop-crisis-europe/
 
How Europe must respond as Trump and Putin smash the post-war order
https://www.economist.com/leaders/2025/02/20/how-europe-must-respond-as-trump-and-putin-smash-the-post-war-order 
 
Americans sharply divided over Trump’s embrace of Putin
https://www.theguardian.com/us-news/2025/feb/22/trump-putin-friendship
 
Hear what Trump’s deal for Ukraine looks like according to top political scientist Mearsheimer
https://youtu.be/_WvnBaPNnmk
 
Why No One Is Winning in Ukraine
https://www.foreignaffairs.com/russia/why-no-one-winning-ukraine-ryan
Technological Change Has Produced a Surprising Stalemate. 

Friday, February 21, 2025

Debt and the Decline of Great Powers

Debt Has Always Been the Ruin of Great Powers. Is the U.S. Next?
https://www.wsj.com/politics/policy/debt-has-always-been-the-ruinof-great-powers-is-the-u-s-next-02f16402
From Habsburg Spain to Trump’s America, there’s no escaping the consequences of spending more on interest payments than on defense. 

Alan Auerbach Interview
https://www.richmondfed.org/publications/research/econ_focus/2025/q1-q2_interview
On the federal debt, the Social Security trust fund, and how Uncle Sam discourages seniors from working.


My take from 2023:
Fitch’s downgrade of US debt wasn’t a mistake — it was long overdue 
https://thehill.com/opinion/finance/4138215-fitchs-downgrade-wasnt-a-mistake-it-was-long-overdue/ 
America’s long-term fiscal sustainability challenge
https://thehill.com/opinion/finance/3965613-americas-long-term-fiscal-sustainability-challenge/ 

Is College Education Becoming More Affordable?

The Secret That Colleges Should Stop Keeping
https://www.yahoo.com/news/secret-colleges-stop-keeping-130000330.html
In survey after survey, Americans say that the cost of getting a degree just keeps rising.
But this basic fact of life is not a fact at all. In reality, Americans are paying less for college, on average, than they were a decade ago. Since the 2014–15 school year, the cost of attending a public four-year university has fallen by 21 percent, before adjusting for inflation, according to College Board data analyzed by Judith Scott-Clayton, a professor of economics and education at Columbia University’s Teachers College. (Nearly three-quarters of American college students attend a public institution.) The cost of attending a private university has risen in raw terms over the same time period, but is down 12 percent in inflation-adjusted dollars. Once tax benefits are factored in, according to a recent Brookings Institution analysis, the average American is paying the same amount for tuition as they were in the 1990s. 

What was DEI Really About?

Was DEI really just performative political theatre?
https://www.ft.com/content/10ef8590-ca5a-4f66-a538-78dfd9f1cb8d
Or do corporate social responsibility policies actually prove useful in a company’s quest to maximize profits? 

D.E.I. Comes and Goes. Profits Are Forever.
https://www.nytimes.com/2025/02/21/business/profits-dei-milton-friedman.html
An awkward truth has become evident in the first days of the Trump administration, as many firms mute their commitments to diversity and sustainability.

Ferrari's Formula for Success

The Wild Economics Behind Ferrari’s Domination of the Luxury Car Market
https://www.wsj.com/articles/the-wild-economics-behind-ferraris-domination-of-the-luxury-car-market-8427dff0
Limiting production is helping to make its sportscars coveted—and the company the most valuable automaker in Europe.