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It's hard to distinguish between "China dumping Treasuries to hurt the US" from "China selling Treasuries to slow RMB depreciation". Many will assume the former but we should assume the latter unless there's clear evidence to the contrary.

Data is lagged (end February is multiple tariff escalations ago ...) and it runs against almost all market and geostrategic narratives, but it sure looks like China added to its visible US portfolio in February. 1/

What’s missing from these images that makes this part of Philadelphia so beautiful and wonderful?

I learned about the LA police show "Bosch" a couple years ago from a mention on Andrew Batson's blog. Why does no one ever talk about how great this show is? For police shows all time, only The Wire and The Shield are its equals.

China to lift sanctions on MEPs in bid to revive trade deal with EU on.ft.com/4jm88XY

If US sanctions forbid even public health training, maybe the problem is US sanctions and not Harvard. How does withholding public health education help oppressed Uyghurs? (One could ask similar questions about many US sanctions.)

It's truly an indictment of the US foreign policy establishment that this kind of argument, which frames foreign policy debates in terms of people's alleged "weakness" or "toughness", is so widespread. Regardless of what you think about that deal, claiming that someone is "weak"

If there is a more achingly beautiful guitar solo ever recorded than Pete Drake's pedal steel on "I Live for You" by George Harrison, I haven't heard it. youtu.be/hTgn87qJJ2Q?si…

By location, Apple has been gradually diversifying out of CHINA. By firm identity, Apple has actually increased reliance on CHINESE suppliers So, the question no one has clearly answered: is the goal to diversify out of China or to diversify away from Chinese firms?

Report: Nvidia blasted Anthropic Thursday in a rare public clash over AI policy with U.S. chip export restrictions set to take effect. “American firms should focus on innovation and rise to the challenge, rather than tell tall tales that large, heavy, and sensitive electronics

Even by Left-NIMBY standards this Jake Blumgart story shocks the conscience: 100% affordable housing, built by the Public Housing Authority, delayed 6 years. Costs spiking despite cutting the project to just 57 homes And now the "Equity Groups" liken these 57 homes to Tuskegee

Similar point. bloomberg.com/news/articles/…

Analysis of yesterday's Court of International Trade (CIT) decision enjoining Trump's IEEPA tariffs, and thoughts about what might come next: 1. The CIT found that all of Trump's IEEPA tariffs--the Canada, Mexico, and China tariffs, and the "Liberation Day" tariffs--are