
Policy Tensor
@policytensor
Anusar Farooqui, Founder and CEO, Systematic Portfolios LLC. Words: http://policytensor.substack.com/?sort=top
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Even 19-year-old Chinese girls were already taller than their US counterparts in 2019! What a fast moving variable! [IQ-obsessed morons should recall that height is at least as heritable as IQ.]
![policytensor's tweet image. Even 19-year-old Chinese girls were already taller than their US counterparts in 2019! What a fast moving variable!
[IQ-obsessed morons should recall that height is at least as heritable as IQ.]](https://pbs.twimg.com/media/G3xvRKjXQAATPXJ.jpg)
In 1985, 5-year-old American girls were 7cm taller than their Chinese counterparts. The latter overtook the Americans in 2013. But 2019, they were 2cm taller! 👀

In 1985, 5-year-old American girls were 7cm taller than their Chinese counterparts. The latter overtook the Americans in 2013. But 2019, they were 2cm taller! 👀

Mearsheimer once wrote a whimsical note arguing that realism and nationalism are “kissing cousins.” One can say the same about mercantilism and the two—they’re kinda poly. For even if we were to concede Dani’s point that dynamic externalities mean that it is better to make one…

It's not complicated, Jason. The market's pricing rate cuts.

If you're not surprised & puzzled about Treasuries being <4% then you're either a seer, incurious or have better things to wonder about. Large deficits (albeit smaller than expected), capital demand, Fed independence risk, persistent inflation, uncertainty, all go the other way.

“As [Mao Keji, a young researcher at Beijing’s prestigious Tsinghua University] observed, the imprisonment of Tellis officially marks the end of the United States’ “strategic altruism” toward India. If Washington had not previously asked, “What has India done for the United…
OK, maybe there's something to Hayek's bastards after all. 🤣

The new missile field in Qinghai is being seen as threat to India. It would also bolster China’s western strategy that I discussed with @admcollingwood on @MultipolarPod. thediplomat.com/2025/10/china-…
Or the never so peaceful Middle East.
How is the democracy vs authoritarianism panning out? Or the chips escalation? 😂
Jake Sullivan is coming on ChinaTalk! What should I ask him
set(Mathematically-challenged economists) ⊇ set(Heterodox economists) 🤣
In my experience, most “heterodox economists” who criticise Economics for being "too mathematical" don’t understand the mathematics that economists use or why we use it. Some had difficulties with Math and decided to criticise a methodology that they still didn’t understand.
Amazon cloud is down and it looks very much like it has taken much of the internet down with it. Possibly a major cyber attack.
Is gold-stocks joint party as puzzling as Ruchir thinks? The obvious thesis is twofold: (1) states seeking protection against the US economic weapon (gold+); (2) AI boom is for real. No? on.ft.com/47eAkHA
One thing common to List and Hamilton is that their attempts were consummate failures.
The funny thing is that, not only is iq correlated with myopia, iq is also correlated with throwing accuracy! Try to come up with a selectionist just-so story about that!
Needing glasses (myopia) is associated with higher IQ.

50 years ago, the most powerful media & corporate execs created a task force to implement the Powell Memo that urged corporations to buy elections & skew news to make it more pro-business. In our new book MASTER PLAN, we publish this document showing some of the participants.

The issue is not when some cooked up definition of AGI will be met (“humanity’s last, last exam”). It is when a powerful AI will exfiltrate and start pursuing its own agenda entirely outside human control. That then sets the clock ticking for the AI rebellion.
With everyone being all "Andrej Karpathy thinks AGI is a whole 10 years away??", seems like time to share this one again

There were hardly any mountains in the late Cretaceous when the dinos ruled the earth!

ASPI data suggests that U.S. universities trail their Chinese counterparts in cutting-edge research in dozens of emerging technologies. Tsinghua ranks #1 in the world for research in the 64 critical technologies we track. Unis #2-9 are also Chinese. nytimes.com/2025/10/19/opi…
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