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Claudio Garcia

@cgcc74

Claudio Garcia reposted

I generally am a fan of the Economist. But they (perhaps echoing the IMF?) made a common error in attributing the fall in FDI after 2017 to "deglobalization"/ rising tensions with China economist.com/special-report… 1/

Brad_Setser's tweet image. I generally am a fan of the Economist.

But they (perhaps echoing the IMF?) made a common error in attributing the fall in FDI after 2017 to "deglobalization"/ rising tensions with China

economist.com/special-report…

1/

Claudio Garcia reposted

1/10 Higher US auto-sector wages mean that the US auto industry becomes less competitive on global markets, at least in the near term. This wouldn't matter if other countries distributed wages fairly enough that their exports were balanced by imports. ft.com/content/72917c…

ft.com

The unexpected revival of America’s trade unions

Labour organisers believe the political momentum has shifted in their direction after years of decline. But are they overplaying their hand?


Should Argentina's debt be forgiven? Good conversation with @michaelxpettis about dollarization and a balance of payments rationale for Argentina debt forgiveness. youtube.com/watch?v=SHGzEV… @CanalMyNews

cgcc74's tweet card. A ARGENTINA vai dolarizar a sua economia? O economista Michael Pettis...

youtube.com

YouTube

A ARGENTINA vai dolarizar a sua economia? O economista Michael Pettis...


Como vamos interagir com objetos que irão, muito em breve, conversar conosco em muitos casos até melhor, com mais empatia, atenção e conteúdo do que outros humanos? linkedin.com/posts/cgcc74_g…


Claudio Garcia reposted

Europe's China Challenge? Europe now actually runs a bigger goods deficit with China than the US Divergences in macroeconomic responses to the pandemic (Europe supported households along with the US, China did not) had an impact -- 1/

Brad_Setser's tweet image. Europe's China Challenge?

Europe now actually runs a bigger goods deficit with China than the US

Divergences in macroeconomic responses to the pandemic (Europe supported households along with the US, China did not) had an impact -- 

1/

Claudio Garcia reposted

AI is driving the market upward, and more so for the stocks in its orbit. As a lucky owner of two of its biggest beneficiaries in NVIDIA and Microsoft, I look at whether the hype is overcoming substance, by valuing the AI boost at NVIDIA. bit.ly/3JpUC5F


Claudio Garcia reposted

1/5 "Mark Sobel said both bilateral creditors and private lenders have been able to hide behind discord [over debt sustainability and squabbling among different classes of creditors] to resist giving deep debt relief." ft.com/content/13e77e…

ft.com

Critics accuse IMF over countries’ debt deadlocks

Creditors and analysts grow impatient with fund’s flawed framework to calculate debt sustainability


Claudio Garcia reposted

1/13 While there are many reasons for the surge in US debt over the past four decades, one of the main reasons has to do with the economic impact of the rise in US income inequality during this period. nytimes.com/2023/02/15/bus…


Claudio Garcia reposted

I last valued Tesla in November 2021, just as its stock price was peaking, and found it overvalued by more than 50%. (Numbers below are before 3:1 stock split) The stock has dropped more than 60% since, and I revisit the scene of my crime: bit.ly/3kImHvI

AswathDamodaran's tweet image. I last valued Tesla in November 2021, just as its stock price was peaking, and found it overvalued by more than 50%. (Numbers below are before 3:1 stock split) The stock has dropped more than 60% since, and I revisit the scene of my crime: bit.ly/3kImHvI

Claudio Garcia reposted

In today's s+b newsletter: ✔️ The power of generosity in ecosystems ✔️ Post-pandemic dressing for success ✔️ Why leaders need a long-term view ✔️ Companies’ climate actions feel abstract to workers Read it here: strategy-business.com/NL20230103

stratandbiz's tweet image. In today's s+b newsletter:

✔️ The power of generosity in ecosystems

✔️ Post-pandemic dressing for success

✔️ Why leaders need a long-term view

✔️ Companies’ climate actions feel abstract to workers

Read it here: strategy-business.com/NL20230103

Em Gestão de Pessoas, os que muitos chamam de inovação está longe de resolver muitos dos problemas ou explorar as oportunidades que existem. Um dos motivos é porque RHs ainda pouco se utilizam de dados em gestão. Obrigado Lucas Ly…lnkd.in/gXreCac9 lnkd.in/g_WNQgZf


The Beyond Hierarchy Summit is this Wednesday. Our The Outthinker Strategy Network members Adam Zalisk, @michellepaolino, and Richard Haas will discuss the challenges of adopting new design models for organizations.  Rita McGrath, Tony O'Driscoll, and Mar…lnkd.in/e-j7xKii


Claudio Garcia reposted

1/8 China’s November trade numbers once again came in well below expectations. November's exports were $296 billion, down 8.7% year on year while imports were $226 billion, down 10.6%. sc.mp/uxo4?utm_sourc… via @scmpnews


Empresas querem ser mais humanos mas ainda pensam pessoas como engrenagens de um sistema. Adorei poder conversar com a Juliana Scarpa da FRST Falconi sobre como organizações precisam atualizar seus sistemas de gestão, impactos adversos de tecnologia, med…lnkd.in/dT5bPPz2


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