Doug Fuller
@fudaoge.bsky.social
assoc prof at Copenhagen Business School
so if Chinese yuan is undervalued vs USD by nine percent, then Trump just agreed to have higher effective tariffs inclusive of currency devaluation on US exports going to China (19.9%) than Chinese exports going to the US (18.3%)
May 12, 2025 at 6:12 PM
so if Chinese yuan is undervalued vs USD by nine percent, then Trump just agreed to have higher effective tariffs inclusive of currency devaluation on US exports going to China (19.9%) than Chinese exports going to the US (18.3%)
Reposted by Doug Fuller
This thread is now a blog post, in which I discover that some of the language people find encouraging was just reused from that time China's spokesperson called reports of talks "fake news"!
open.substack.com/pub/gwbstr/p...
open.substack.com/pub/gwbstr/p...
May 1, 2025 at 7:39 PM
This thread is now a blog post, in which I discover that some of the language people find encouraging was just reused from that time China's spokesperson called reports of talks "fake news"!
open.substack.com/pub/gwbstr/p...
open.substack.com/pub/gwbstr/p...
"Lorain County, which voted overwhelmingly for Trump in November’s election, is keeping the faith."
🧐Trump actually won just 52% of vote there
"Even some Democrats support the idea of tariffs."
No kidding! Sherrod Brown (D) is 1 and won Lorain
www.ft.com/content/d233...
🧐Trump actually won just 52% of vote there
"Even some Democrats support the idea of tariffs."
No kidding! Sherrod Brown (D) is 1 and won Lorain
www.ft.com/content/d233...
‘Stuff should be made here’: Ohio shrugs off Trump tariff turmoil
Company owners say the president’s measures will result in more manufacturing in the US
www.ft.com
May 2, 2025 at 2:20 AM
"Lorain County, which voted overwhelmingly for Trump in November’s election, is keeping the faith."
🧐Trump actually won just 52% of vote there
"Even some Democrats support the idea of tariffs."
No kidding! Sherrod Brown (D) is 1 and won Lorain
www.ft.com/content/d233...
🧐Trump actually won just 52% of vote there
"Even some Democrats support the idea of tariffs."
No kidding! Sherrod Brown (D) is 1 and won Lorain
www.ft.com/content/d233...
@cqchoi.com comments on that Nature article below
1/last week SCMP made big claims about major milestone in China's chip research www.scmp.com/news/china/s...
World’s first 1-nanometre RISC-V chip made in China with 2D materials
China’s chip industry has reached a major milestone after scientists developed the world’s most complex semiconductor microprocessor.
www.scmp.com
April 24, 2025 at 3:28 AM
@cqchoi.com comments on that Nature article below
1/last week SCMP made big claims about major milestone in China's chip research www.scmp.com/news/china/s...
World’s first 1-nanometre RISC-V chip made in China with 2D materials
China’s chip industry has reached a major milestone after scientists developed the world’s most complex semiconductor microprocessor.
www.scmp.com
April 13, 2025 at 4:35 AM
1/last week SCMP made big claims about major milestone in China's chip research www.scmp.com/news/china/s...
Yes Autor correct up to a pt but there is still the problem of the structurally oversaving nations depending on open trade/finance economies to run trade deficits (overconsume&underproduce).Targeted policies only shift sectoral specialization, do not solve underproduction
nytimes.com/2025/03/18/b...
nytimes.com/2025/03/18/b...
March 19, 2025 at 1:42 AM
Yes Autor correct up to a pt but there is still the problem of the structurally oversaving nations depending on open trade/finance economies to run trade deficits (overconsume&underproduce).Targeted policies only shift sectoral specialization, do not solve underproduction
nytimes.com/2025/03/18/b...
nytimes.com/2025/03/18/b...
I'm writing a screenplay––possibly based on true events–– about how Trump is actually a puppet of Canada's Liberal Party. I'm calling it The Manitoba Candidate
www.nwprogressive.org/weblog/2025/...
www.nwprogressive.org/weblog/2025/...
Thanks to Donald Trump, Canada's Liberal Party suddenly looks competitive in the upcoming federal election - NPI's Cascadia Advocate
For more than a year, Canada's Conservatives have appeared to be on a glide path to forming the nation's next government. But Donald Trump's return and the trade war that he started have changed that.
www.nwprogressive.org
March 7, 2025 at 3:29 AM
I'm writing a screenplay––possibly based on true events–– about how Trump is actually a puppet of Canada's Liberal Party. I'm calling it The Manitoba Candidate
www.nwprogressive.org/weblog/2025/...
www.nwprogressive.org/weblog/2025/...
One week left for FREE download of this book!
Very timely book by @fudaoge.bsky.social et al on contemporary state capitalism. Since it’s coming back into fashion, might as well read all about it www.cambridge.org/core/element...
State-Owned Enterprises as Institutional Actors in Contemporary Capitalism and Beyond
Cambridge Core - Governance - State-Owned Enterprises as Institutional Actors in Contemporary Capitalism and Beyond
www.cambridge.org
February 20, 2025 at 5:00 PM
One week left for FREE download of this book!
Reposted by Doug Fuller
⚠️ You think State-owned enterprises (SOEs) are instruments of the state?
Think again!....or read our brand new Cambridge Elements on 'State-owned Enterprises as Institutional Actors.'
📯 🔊 Now available for free download for two weeks: www.cambridge.org/core/element...
Think again!....or read our brand new Cambridge Elements on 'State-owned Enterprises as Institutional Actors.'
📯 🔊 Now available for free download for two weeks: www.cambridge.org/core/element...
State-Owned Enterprises as Institutional Actors in Contemporary Capitalism and Beyond
Cambridge Core - Governance - State-Owned Enterprises as Institutional Actors in Contemporary Capitalism and Beyond
www.cambridge.org
February 14, 2025 at 9:16 AM
⚠️ You think State-owned enterprises (SOEs) are instruments of the state?
Think again!....or read our brand new Cambridge Elements on 'State-owned Enterprises as Institutional Actors.'
📯 🔊 Now available for free download for two weeks: www.cambridge.org/core/element...
Think again!....or read our brand new Cambridge Elements on 'State-owned Enterprises as Institutional Actors.'
📯 🔊 Now available for free download for two weeks: www.cambridge.org/core/element...
World-class legislative trolling by Democrats in OH legislature: introduced bill to ban men from ejaculating unless intent on conception, exemptions for sperm donation, LGBTQ+ and masturbation. Highlighting hypocrisy of the right in controlling women's bodies. www.cleveland19.com/2025/02/14/o...
Ohio lawmakers plan to propose ‘The Conception begins at Erection Act’
Two state lawmakers are planning to introduce a bill that they’ve nicknamed the Conception Begins at Erection Act.
www.cleveland19.com
February 14, 2025 at 9:52 PM
World-class legislative trolling by Democrats in OH legislature: introduced bill to ban men from ejaculating unless intent on conception, exemptions for sperm donation, LGBTQ+ and masturbation. Highlighting hypocrisy of the right in controlling women's bodies. www.cleveland19.com/2025/02/14/o...
My new piece in Nikkei Asia:
asia.nikkei.com/Opinion/Deep...
asia.nikkei.com/Opinion/Deep...
DeepSeek's AI 'breakthrough' isn't what it seems
Chinese company's so-called efficiency gains don't eliminate need for massive AI compute
asia.nikkei.com
February 13, 2025 at 8:34 PM
My new piece in Nikkei Asia:
asia.nikkei.com/Opinion/Deep...
asia.nikkei.com/Opinion/Deep...
www.kharistempleman.com/blog/taiwan-...
1/Interesting piece (unfortunately no direct way to post it to bluesky though the blog has direct posting function to that other social media app) but on one minor point, I would disagree that these moves threaten to undermine Taiwan's fiscal discipline
1/Interesting piece (unfortunately no direct way to post it to bluesky though the blog has direct posting function to that other social media app) but on one minor point, I would disagree that these moves threaten to undermine Taiwan's fiscal discipline
Taiwan Is on the Brink of a Constitutional Crisis
And maybe a fiscal one, too. And no, it has nothing to do with China.
www.kharistempleman.com
January 21, 2025 at 7:04 PM
www.kharistempleman.com/blog/taiwan-...
1/Interesting piece (unfortunately no direct way to post it to bluesky though the blog has direct posting function to that other social media app) but on one minor point, I would disagree that these moves threaten to undermine Taiwan's fiscal discipline
1/Interesting piece (unfortunately no direct way to post it to bluesky though the blog has direct posting function to that other social media app) but on one minor point, I would disagree that these moves threaten to undermine Taiwan's fiscal discipline
Reposted by Doug Fuller
The golden age of trusting everything you read on Facebook is over.
January 7, 2025 at 5:43 PM
The golden age of trusting everything you read on Facebook is over.
"sources said the Chinese government is responsible for the suspensions of worker deployments and equipment exports."
Hmmm sounds like the Chinese government is quite worried about emerging competition from India.
restofworld.org/2025/china-f...
Hmmm sounds like the Chinese government is quite worried about emerging competition from India.
restofworld.org/2025/china-f...
Exclusive: Foxconn stops sending Chinese workers to India iPhone factories
In addition, equipment shipments are delayed, potentially disrupting next-generation iPhone production in India.
restofworld.org
January 10, 2025 at 6:44 PM
"sources said the Chinese government is responsible for the suspensions of worker deployments and equipment exports."
Hmmm sounds like the Chinese government is quite worried about emerging competition from India.
restofworld.org/2025/china-f...
Hmmm sounds like the Chinese government is quite worried about emerging competition from India.
restofworld.org/2025/china-f...
Reposted by Doug Fuller
Oof! First reference to Bluesky in the U.S. Supreme Court comes from Justice Elena Kagan, who uses it as an example of how it isn't just TikTok that has "black box" algorithms, all the social media sites do.
Valid argument, bad example—Bluesky's algorithms are open-source.
Valid argument, bad example—Bluesky's algorithms are open-source.
January 10, 2025 at 4:59 PM
Oof! First reference to Bluesky in the U.S. Supreme Court comes from Justice Elena Kagan, who uses it as an example of how it isn't just TikTok that has "black box" algorithms, all the social media sites do.
Valid argument, bad example—Bluesky's algorithms are open-source.
Valid argument, bad example—Bluesky's algorithms are open-source.
Baldwin squaring trade economics w/geopolitics
"comparative adv necessitates a nuanced re-evaluation. While efficiency remains a critical metric, policy makers must now weigh this against the risks w/overreliance on ...adversarial trading partners"
www.linkedin.com/pulse/compar...
"comparative adv necessitates a nuanced re-evaluation. While efficiency remains a critical metric, policy makers must now weigh this against the risks w/overreliance on ...adversarial trading partners"
www.linkedin.com/pulse/compar...
Is comparative advantage valid in a geopolitical world?
Richard Baldwin, IMD, 3 January 2025, Factful Friday. Introduction.
www.linkedin.com
January 7, 2025 at 2:01 AM
Baldwin squaring trade economics w/geopolitics
"comparative adv necessitates a nuanced re-evaluation. While efficiency remains a critical metric, policy makers must now weigh this against the risks w/overreliance on ...adversarial trading partners"
www.linkedin.com/pulse/compar...
"comparative adv necessitates a nuanced re-evaluation. While efficiency remains a critical metric, policy makers must now weigh this against the risks w/overreliance on ...adversarial trading partners"
www.linkedin.com/pulse/compar...
RIP David Lodge
I originally thought his hilarious trilogy was satire but then I went to work in British academia and came to realize it was just Geertzian thick description of the reality of British academic life
www.theguardian.com/books/2025/j...
I originally thought his hilarious trilogy was satire but then I went to work in British academia and came to realize it was just Geertzian thick description of the reality of British academic life
www.theguardian.com/books/2025/j...
David Lodge, Campus Trilogy novelist and academic, dies aged 89
The author of more than two dozen books is best known for his trio set in a fictionalised version of the University of Birmingham, where he worked from 1960 to 1987
www.theguardian.com
January 3, 2025 at 3:54 PM
RIP David Lodge
I originally thought his hilarious trilogy was satire but then I went to work in British academia and came to realize it was just Geertzian thick description of the reality of British academic life
www.theguardian.com/books/2025/j...
I originally thought his hilarious trilogy was satire but then I went to work in British academia and came to realize it was just Geertzian thick description of the reality of British academic life
www.theguardian.com/books/2025/j...
Biden blocks US Steel acquisition due to United Steelworkers' opposition to the deal
www.wsj.com/business/dea...
www.wsj.com/business/dea...
Biden Blocks Sale of U.S. Steel to Nippon Steel
The yearlong campaign by the Japanese steelmaker for a $14.1 billion deal crashed against opposition to foreign ownership from political leaders and the United Steelworkers union.
www.wsj.com
January 3, 2025 at 3:25 PM
Biden blocks US Steel acquisition due to United Steelworkers' opposition to the deal
www.wsj.com/business/dea...
www.wsj.com/business/dea...
Enjoyed presenting today at @uoft.bsky.social Innovation Policy Lab brown bag on American chip export controls against China. Thanks to David Wolfe for hosting.
December 6, 2024 at 8:17 PM
Enjoyed presenting today at @uoft.bsky.social Innovation Policy Lab brown bag on American chip export controls against China. Thanks to David Wolfe for hosting.
Delighted to have the opportunity to speak at the US-China Seminar Series at the LSE Phelan United States Centre this afternoon. The title of my talk is "From unilateral failure to multilateral success? The evolution of American chip controls on China."
December 3, 2024 at 8:32 AM
Delighted to have the opportunity to speak at the US-China Seminar Series at the LSE Phelan United States Centre this afternoon. The title of my talk is "From unilateral failure to multilateral success? The evolution of American chip controls on China."
1/with new export controls scheduled to be announced soon–– today (?),it will be interesting to see if the loopholes outlined in this piece will be addressed
semianalysis.com/2024/10/28/f...
semianalysis.com/2024/10/28/f...
Fab Whack-A-Mole: Chinese Companies are Evading U.S. Sanctions
Huawei Fab Network, WFE Vendors Cry Wolf, Framework for Future Controls AI competitiveness is a key national security concern. When “expert-level science and engineering” or even AGI are possible o…
semianalysis.com
November 26, 2024 at 5:20 AM
1/with new export controls scheduled to be announced soon–– today (?),it will be interesting to see if the loopholes outlined in this piece will be addressed
semianalysis.com/2024/10/28/f...
semianalysis.com/2024/10/28/f...
as @hofrench.bsky.social
notes, the financial repression + demographics story has been long known by China "bears"
foreignpolicy.com/2024/01/23/c...
notes, the financial repression + demographics story has been long known by China "bears"
foreignpolicy.com/2024/01/23/c...
January 24, 2024 at 7:30 PM
as @hofrench.bsky.social
notes, the financial repression + demographics story has been long known by China "bears"
foreignpolicy.com/2024/01/23/c...
notes, the financial repression + demographics story has been long known by China "bears"
foreignpolicy.com/2024/01/23/c...