Scott Lincicome
@scottlincicome.bsky.social
@CatoInstitute Vice President (Econ/Trade), @DukeLaw adjunct, @TheDispatch newsletter-er.
CH❤️RTS. You didn't read the article, did you?
CH❤️RTS. You didn't read the article, did you?
New @nberpubs: "Branching Out: Capital Mobility and Long-Run Growth" www.nber.org/papers/w34457
November 10, 2025 at 12:08 PM
New @nberpubs: "Branching Out: Capital Mobility and Long-Run Growth" www.nber.org/papers/w34457
New @nberpubs: "Then and Now: A Look Back and Ahead at the Federal Budget" www.nber.org/papers/w34455
"the debt-GDP ratio will rise to 183% in 2054 under the OBBBA as legislated and to 199% if the temporary tax and spending provisions are made permanent" 😲
"the debt-GDP ratio will rise to 183% in 2054 under the OBBBA as legislated and to 199% if the temporary tax and spending provisions are made permanent" 😲
November 10, 2025 at 12:06 PM
New @nberpubs: "Then and Now: A Look Back and Ahead at the Federal Budget" www.nber.org/papers/w34455
"the debt-GDP ratio will rise to 183% in 2054 under the OBBBA as legislated and to 199% if the temporary tax and spending provisions are made permanent" 😲
"the debt-GDP ratio will rise to 183% in 2054 under the OBBBA as legislated and to 199% if the temporary tax and spending provisions are made permanent" 😲
New @nberpubs: "The Effects of Immigration Enforcement on Student Outcomes in a New Era of Immigration Policy in the United States" www.nber.org/papers/w34452
November 10, 2025 at 12:01 PM
New @nberpubs: "The Effects of Immigration Enforcement on Student Outcomes in a New Era of Immigration Policy in the United States" www.nber.org/papers/w34452
New @nberpubs: "From Asia, With Skills" www.nber.org/papers/w34449
"talent flows from Asia have become central to the structure and growth of the modern US economy."
"talent flows from Asia have become central to the structure and growth of the modern US economy."
November 10, 2025 at 11:57 AM
New @nberpubs: "From Asia, With Skills" www.nber.org/papers/w34449
"talent flows from Asia have become central to the structure and growth of the modern US economy."
"talent flows from Asia have become central to the structure and growth of the modern US economy."
"The hidden costs of China’s industrial policy" via @voxeu cepr.org/voxeu/column...
November 10, 2025 at 11:49 AM
"The hidden costs of China’s industrial policy" via @voxeu cepr.org/voxeu/column...
New @nberpubs: "The Economic Impact of Brexit" www.nber.org/papers/w34459
"by 2025, Brexit had reduced UK GDP by 6% to 8%, with the impact accumulating gradually over time." 😲
"by 2025, Brexit had reduced UK GDP by 6% to 8%, with the impact accumulating gradually over time." 😲
November 10, 2025 at 11:45 AM
New @nberpubs: "The Economic Impact of Brexit" www.nber.org/papers/w34459
"by 2025, Brexit had reduced UK GDP by 6% to 8%, with the impact accumulating gradually over time." 😲
"by 2025, Brexit had reduced UK GDP by 6% to 8%, with the impact accumulating gradually over time." 😲
"Panelists described tariff management as a round-the-clock challenge for customs teams and brokers." finance.yahoo.com/news/borderl...
More complexity + constant changes = higher costs, more mistakes, more enforcement, & more penalties.
Big waste of resources.
More complexity + constant changes = higher costs, more mistakes, more enforcement, & more penalties.
Big waste of resources.
November 9, 2025 at 4:50 PM
"Panelists described tariff management as a round-the-clock challenge for customs teams and brokers." finance.yahoo.com/news/borderl...
More complexity + constant changes = higher costs, more mistakes, more enforcement, & more penalties.
Big waste of resources.
More complexity + constant changes = higher costs, more mistakes, more enforcement, & more penalties.
Big waste of resources.
"Boeing’s build-out of its South Carolina production facility comes at a cost to Washington." www.seattletimes.com/business/boe...
November 9, 2025 at 4:37 PM
"Boeing’s build-out of its South Carolina production facility comes at a cost to Washington." www.seattletimes.com/business/boe...
"Europe's LNG Demand Surge Flips Global Gas Market" oilprice.com/Energy/Energ...
November 9, 2025 at 4:29 PM
"Europe's LNG Demand Surge Flips Global Gas Market" oilprice.com/Energy/Energ...
"Qcells furloughs 1,000 workers at US solar factories due to stalled [import] shipments"
www.reuters.com/sustainabili...
www.reuters.com/sustainabili...
November 9, 2025 at 4:25 PM
"Qcells furloughs 1,000 workers at US solar factories due to stalled [import] shipments"
www.reuters.com/sustainabili...
www.reuters.com/sustainabili...
"Housing costs and fertility" marginalrevolution.com/marginalrevo...
"rising costs since 1990 are responsible for 11% fewer children, 51% of the total fertility rate decline between the 2000s and 2010s, and 7 percentage points fewer young families in the 2010s" 👀
"rising costs since 1990 are responsible for 11% fewer children, 51% of the total fertility rate decline between the 2000s and 2010s, and 7 percentage points fewer young families in the 2010s" 👀
November 9, 2025 at 4:20 PM
"Housing costs and fertility" marginalrevolution.com/marginalrevo...
"rising costs since 1990 are responsible for 11% fewer children, 51% of the total fertility rate decline between the 2000s and 2010s, and 7 percentage points fewer young families in the 2010s" 👀
"rising costs since 1990 are responsible for 11% fewer children, 51% of the total fertility rate decline between the 2000s and 2010s, and 7 percentage points fewer young families in the 2010s" 👀
Real trade agreements are lengthy & detailed (& mutually beneficial, w/ impartial dispute settlement) for a reason, folks: "China Trade Deal ‘Ambiguity’ Leaves US Tractor Makers in Limbo" www.bloomberg.com/news/article...
November 9, 2025 at 2:41 PM
Real trade agreements are lengthy & detailed (& mutually beneficial, w/ impartial dispute settlement) for a reason, folks: "China Trade Deal ‘Ambiguity’ Leaves US Tractor Makers in Limbo" www.bloomberg.com/news/article...
"Worker Shortage Continues in a Declining Job Market" www.wsj.com/opinion/work...
"Nearly half (49%) of small businesses in the construction industry reported labor quality as their single most important problem, 22 points higher than for all firms" 😲
"Nearly half (49%) of small businesses in the construction industry reported labor quality as their single most important problem, 22 points higher than for all firms" 😲
November 8, 2025 at 3:56 PM
"Worker Shortage Continues in a Declining Job Market" www.wsj.com/opinion/work...
"Nearly half (49%) of small businesses in the construction industry reported labor quality as their single most important problem, 22 points higher than for all firms" 😲
"Nearly half (49%) of small businesses in the construction industry reported labor quality as their single most important problem, 22 points higher than for all firms" 😲
"Ranked: The Cities Americans Are Moving To" www.visualcapitalist.com/ranked-the-c...
November 8, 2025 at 3:51 PM
"Ranked: The Cities Americans Are Moving To" www.visualcapitalist.com/ranked-the-c...
Another big (CHIPS-funded) delay for Micron in NY: "Micron chip factories in Upstate NY will be delayed by 2-3 years, company says" www.syracuse.com/micron/2025/...
Now looking at late 2030 for just the first fab:
Now looking at late 2030 for just the first fab:
November 8, 2025 at 3:42 PM
Another big (CHIPS-funded) delay for Micron in NY: "Micron chip factories in Upstate NY will be delayed by 2-3 years, company says" www.syracuse.com/micron/2025/...
Now looking at late 2030 for just the first fab:
Now looking at late 2030 for just the first fab:
"depending on the location and combination of market returns, rent inflation, house price appreciation, and mortgage rates, it could take as little as three years for buying to pay off versus renting—or it could take more than 40 years."
www.cato.org/blog/homeown...
www.cato.org/blog/homeown...
November 7, 2025 at 12:57 PM
"depending on the location and combination of market returns, rent inflation, house price appreciation, and mortgage rates, it could take as little as three years for buying to pay off versus renting—or it could take more than 40 years."
www.cato.org/blog/homeown...
www.cato.org/blog/homeown...
"States and cities never seem to tire of hiking their minimum wages, with predictable effects:" www.cato.org/blog/more-ev...
November 7, 2025 at 12:54 PM
"States and cities never seem to tire of hiking their minimum wages, with predictable effects:" www.cato.org/blog/more-ev...
"Soybeans Close Down Nearly 27¢" www.agriculture.com/soybeans-dow...
"another ‘buy the rumor, sell the fact’ market reaction"
"another ‘buy the rumor, sell the fact’ market reaction"
November 7, 2025 at 12:50 PM
"Soybeans Close Down Nearly 27¢" www.agriculture.com/soybeans-dow...
"another ‘buy the rumor, sell the fact’ market reaction"
"another ‘buy the rumor, sell the fact’ market reaction"
"US backs Brazilian mine to help loosen China’s grip on rare earths" www.ft.com/content/9e25...
Brazil, eh?
Brazil, eh?
November 7, 2025 at 12:46 PM
"US backs Brazilian mine to help loosen China’s grip on rare earths" www.ft.com/content/9e25...
Brazil, eh?
Brazil, eh?
"US Shale Operators Defy $60 Oil to Keep Increasing Production" www.bloomberg.com/news/article...
"Shale has to a large extent become a technology story, not in the Silicon Valley sense but in a drilling technology sense,"
"Never underestimate the American engineer"
"Shale has to a large extent become a technology story, not in the Silicon Valley sense but in a drilling technology sense,"
"Never underestimate the American engineer"
November 7, 2025 at 12:38 PM
"US Shale Operators Defy $60 Oil to Keep Increasing Production" www.bloomberg.com/news/article...
"Shale has to a large extent become a technology story, not in the Silicon Valley sense but in a drilling technology sense,"
"Never underestimate the American engineer"
"Shale has to a large extent become a technology story, not in the Silicon Valley sense but in a drilling technology sense,"
"Never underestimate the American engineer"
"What's happening with furniture prices? A tale of $399 couches and tariffs" www.npr.org/2025/11/07/n...
November 7, 2025 at 12:30 PM
"What's happening with furniture prices? A tale of $399 couches and tariffs" www.npr.org/2025/11/07/n...
"Nippon Steel: U.S. steel market conditions worse than expected" www.reuters.com/world/asia-p...
November 6, 2025 at 12:46 PM
"Nippon Steel: U.S. steel market conditions worse than expected" www.reuters.com/world/asia-p...
"Mapped: GDP Growth by U.S. State (1998-2024)" www.visualcapitalist.com/gdp-growth-b...
November 5, 2025 at 12:53 PM
"Mapped: GDP Growth by U.S. State (1998-2024)" www.visualcapitalist.com/gdp-growth-b...
"the court’s ruling could have a profound impact on the U.S. economy for years to come, since a unilateral executive power to impose tariffs would establish a new lever for policies like taxation and trade at the heart of economic stewardship." abcnews.go.com/Business/tru...
November 5, 2025 at 12:45 PM
"the court’s ruling could have a profound impact on the U.S. economy for years to come, since a unilateral executive power to impose tariffs would establish a new lever for policies like taxation and trade at the heart of economic stewardship." abcnews.go.com/Business/tru...
"The agency’s acceptance of the report, 20,000 pages long and three years in the making,.... will clear the way for government agencies to issue the permits Micron will need before it can start cutting trees and leveling the site." www.syracuse.com/micron/2025/...
November 5, 2025 at 12:41 PM
"The agency’s acceptance of the report, 20,000 pages long and three years in the making,.... will clear the way for government agencies to issue the permits Micron will need before it can start cutting trees and leveling the site." www.syracuse.com/micron/2025/...