@AndrejDrats Central thought of Warren Buffett on assessing companies: ""It's not a question of whether it was wonderful yesterday. The question is, how long is it going to be wonderful?"
Posted earlier today:
My thoughts on an important development that is yet to be sufficiently internalized by markets and economists:
https://t.co/k9eZxCXOnY
#economy#markets@nytimes
A new @PIIE paper by @shoumitro_c & me on the “China Squeeze” on poor countries: https://t.co/fqLFYYcBIU
Puzzle: not why China is so competitive in EVs, solar panels, batteries & hi-tech. goods (China Shock 2.0) but why it continues to dominate low skill exports
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The former Dutch Empire teaches us a lot about the importance of capitalism in driving long-term success through the development of productive entrepreneurs.
The Dutch became a leading empire by being open to the best thinking in the world. They became so inventive that they were responsible for 25% of all the major inventions in the world — including ships that could travel and collect great riches, and the invention of capitalism as we know it today to finance those voyages.
This virtuous cycle leads to strong income growth, which can be used to finance investments in education, infrastructure, research, and development. Over time, that helps its citizens become more productive and more competitive than their peers.
#principles #raydalio #history #capitalism
Most leaders aren't dreaming big enough. Start with the house, then buy the furniture. Visions is the blueprint. Technology is the furniture. And strategy is the process of assembling a livable home from both. #convergence https://t.co/U1PDW9xzHO
When it comes to competing with China, punitive trade policies are a distraction. Instead, we need to beat China at its own game.
More in latest for @nytopinion
https://t.co/Yv4GUa68jg
Peter Wennink heeft vandaag zijn onafhankelijke advies over het toekomstige verdienvermogen van Nederland gepresenteerd. Het rapport laat zien hoe ons land structureel kan investeren in groei, innovatie en strategische relevantie.
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Interesting article - From Beijing to San Francisco: What NeurIPS 2025 reveals about AI leadership https://t.co/luUxalDMaq #AI World #AI#Artificial Intelligence
AI is reshaping skills unevenly – digital and information-processing face the fastest change, caring skills the slowest. MGI’s Skill Change Index charts the difference: https://t.co/h1K56uPqPo
Where will the next wave of global growth come from?
We identify 18 industries – from AI to obesity drugs – that could generate $29–48 trillion in annual revenue by 2040.
These 🔟 charts visualize the next big arenas of competition: https://t.co/zEPVG3lTQG