Wednesday, September 30, 2026

Min Jin Lee

Min Jin Lee was Underestimated for Half Her Life. Then She Started to Write.
https://www.nytimes.com/2026/09/28/magazine/min-jin-lee-american-hagwon.html
A torch bearer for the great 19th-century tradition of social realism, she’s become one of the most important novelists of her generation.
 
Min Jin Lee on “American Hagwon,” Her First Novel After the Phenomenon of “Pachinko”
https://www.newyorker.com/podcast/the-new-yorker-radio-hour/min-jin-lee-on-american-hagwon-her-first-novel-after-the-phenomenon-of-pachinko

Superrich versus the Merely Rich

The Gap Between the Rich and the Very, Very Rich Is Getting Wider
https://www.wsj.com/economy/the-gap-between-the-rich-and-the-very-very-rich-is-getting-wider-5f76ab6c
The 0.1% are worth $28 trillion, or about 15% of the nation’s total wealth. The average wealth for a household in this group is over $200 million. 

Keynes and AI

What Would This Long-Dead Economist Say About A.I.? He (Sort of) Told Us.
https://www.nytimes.com/2026/09/30/opinion/john-maynard-keynes-ai-economist.html

Development Accounting

David Lagakos and Todd Schoellman, "Accounting for Cross-Country Income Differences Revisited," NBER Working Paper 35826 (2026). https://doi.org/10.3386/w35826.
Development accounting is the search for proximate sources of cross-country income differences. This article describes how knowledge in this field has evolved over the two decades since the influential work of Caselli (2005). There have been large advances in the measurement of production inputs (labor, physical capital, and human capital). These advances have raised the estimated contribution of inputs, mostly human capital, in development accounting. Our preferred estimate is that inputs account for 55–70 percent of gross domestic product (GDP) per worker differences, versus 30 percent using the classic specification. The literature has also made progress in moving away from Cobb-Douglas production functions and measuring factors such as management quality that were previously bundled into total factor productivity (TFP). Our review highlights the new implications of these advances, areas where future research would be beneficial, and the limitations of development accounting. 

Carnegie Mellon University - Miami

Ken Griffin Is Making Largest Donation to Higher Education in U.S. History
https://www.wsj.com/us-news/education/ken-griffin-is-making-the-largest-donation-to-higher-education-in-u-s-history-aea22b0a
The Citadel CEO is donating $2 billion to start a Carnegie Mellon University campus in Miami, part of the largest-ever individual gift toward higher education.
 
Hedge Fund Executive Gives $3 Billion to Carnegie Mellon in Largest-Ever Gift
https://www.nytimes.com/2026/09/30/us/3-billion-donation-carnegie-mellon-largest-university-gift.html
The donation by Kenneth Griffin, intended mostly to help build a campus in Miami, was the biggest single gift in the history of U.S. higher education. 

Monday, September 28, 2026

Globalization and Capital Taxation

Bachas, Pierre, Matthew Fisher-Post, Anders Jensen, and Gabriel Zucman. 2026. "Globalization, Capital Taxation, and Development: Evidence from a Macrohistorical Database." American Economic Journal: Applied Economics, 18 (4): 509–49.
https://www.aeaweb.org/articles/pdf/doi/10.1257/app.20240746
This paper builds and analyzes a new global macrohistorical database of effective tax rates on capital and labor in 154 countries. We establish a new stylized fact: While effective capital tax rates fell in developed countries between 1965 and 2018, they rose in developing countries after 1990. Multiple country-, sector-, and firm-level research designs suggest that trade openness contributed to this rise by increasing the share of output produced in corporations and larger firms, where effective capital taxation is higher. In contrast to a common view, globalization appears in many countries to have supported governments' ability to tax capital. 

Is Real Estate a Good Inflation Hedge?

Real Estate Is Not an Inflation Hedge. Pricing Power Is.
https://www.fa-mag.com/news/real-estate-is-not-an-inflation-hedge--pricing-power-is-88597.html
The real inflation hedge is pricing power: the ability to raise rents as costs rise without losing occupancy. 

Related:
Thinking about buying stocks instead of a home as mortgage rates top 7%? The S&P 500 has blown away the housing market over the past decade.
https://finance.yahoo.com/markets/stocks/articles/thinking-buying-stocks-instead-home-202006261.html