Max Kossek
@maxkossek.bsky.social
economics: fiscal, monetary, industrial, trade | all views personal
“房产税”要落实了？原财政部长作出回应，有2类人或要叫苦了
“房产税”要落实了？原财政部长作出回应，有2类人或要叫苦了,房价,政府,房产税,楼继伟,房地产,税改革,财政部长
www.163.com
November 16, 2025 at 8:37 PM
It seems most of these technical difficulties have been resolved, and the only delay left is to find the right policy window. Because of weaknesses in the real estate market, 2022 was considered a bad time to test a property tax system in pilot cities.
November 16, 2025 at 8:37 PM
It seems most of these technical difficulties have been resolved, and the only delay left is to find the right policy window. Because of weaknesses in the real estate market, 2022 was considered a bad time to test a property tax system in pilot cities.
It wasn't statistically significant in the paper cited.
May 6, 2025 at 1:10 AM
It wasn't statistically significant in the paper cited.
Complex problems can’t be neatly subdivided into academic disciplines. Inviting other voices is useful even though you don’t agree with them. Oren Cass has clearly thought a lot about these issues and criticized the way these tariffs have been rolled out.
April 15, 2025 at 2:47 PM
Complex problems can’t be neatly subdivided into academic disciplines. Inviting other voices is useful even though you don’t agree with them. Oren Cass has clearly thought a lot about these issues and criticized the way these tariffs have been rolled out.
Jamieson Greer did take a hard line against tariff exemptions in the Congressional hearings this week. Will be interesting to see whether we will see more exemptions in the future.
April 13, 2025 at 1:04 AM
Jamieson Greer did take a hard line against tariff exemptions in the Congressional hearings this week. Will be interesting to see whether we will see more exemptions in the future.
Today's tariff exemptions on computers and ICs from China probably won't make a huge difference on the margin. Most of the electronics would have been re-routed and assembled in nations such as Vietnam because of the large disparity in tariff rates with China.
April 13, 2025 at 1:04 AM
Today's tariff exemptions on computers and ICs from China probably won't make a huge difference on the margin. Most of the electronics would have been re-routed and assembled in nations such as Vietnam because of the large disparity in tariff rates with China.
You think the causation is that changing owners leads to a decline in market cap? It seems more likely that it is multicausal. For example, intrinsic dynamism allows founder type-run companies to enter to reach the top 5-10. Apple is also a prominent counterexample.
December 14, 2024 at 2:36 AM
You think the causation is that changing owners leads to a decline in market cap? It seems more likely that it is multicausal. For example, intrinsic dynamism allows founder type-run companies to enter to reach the top 5-10. Apple is also a prominent counterexample.
Trend in US and Europe for the last decade. In this interview, Steve Bannon contrasts Trump's 2017 American carnage inaugural speech in defense of the "Westphalian system" against Xi Jinping's Davos speech promoting globalization and critiquing populism and nationalism. youtu.be/pm5xxlajTW0?...
America's Great Divide: Steve Bannon (first interview) | FRONTLINE
YouTube video by FRONTLINE PBS | Official
youtu.be
November 29, 2024 at 5:44 PM
Trend in US and Europe for the last decade. In this interview, Steve Bannon contrasts Trump's 2017 American carnage inaugural speech in defense of the "Westphalian system" against Xi Jinping's Davos speech promoting globalization and critiquing populism and nationalism. youtu.be/pm5xxlajTW0?...
Yup, do you know if Lighthizer decided to pass on a role? Some more policy details here in the recommendations Lighthizer made to Congress. There may be some temporary adjustment pain, but acting with this level of clarity seems like the right approach. americafirstpolicy.com/issues/testi...
Testimony of Robert Lighthizer Before the House Select Committee on Strategic Competition between the United States and the Chinese Communist Party
The United States cannot continue to underwrite the geopolitical rise of the People’s Republic of China. China’s entire economic system centers around increasing Chinese power on the world stage. For ...
americafirstpolicy.com
November 27, 2024 at 4:33 PM
Yup, do you know if Lighthizer decided to pass on a role? Some more policy details here in the recommendations Lighthizer made to Congress. There may be some temporary adjustment pain, but acting with this level of clarity seems like the right approach. americafirstpolicy.com/issues/testi...
Great, sounds like he will continue Lighthizer's strategic decoupling approach.
November 27, 2024 at 4:17 PM
Great, sounds like he will continue Lighthizer's strategic decoupling approach.
Devaluing the USD was also part of the 1980s Japan playbook. How do you think those unilateral measures would work? Japan was a partner so it had an incentive to cooperate. But now other countries--in particular China--would likely counteract by devaluing themselves, raising counter-tariffs, etc.
November 26, 2024 at 6:45 PM
Devaluing the USD was also part of the 1980s Japan playbook. How do you think those unilateral measures would work? Japan was a partner so it had an incentive to cooperate. But now other countries--in particular China--would likely counteract by devaluing themselves, raising counter-tariffs, etc.