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Policy Tensor
52.2K posts
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Policy Tensor
@policytensor
Anusar Farooqui, Founder and CEO, Systematic Portfolios LLC. Words: policytensor.substack.com/?sort=top
systematicportfolios.com
Joined September 2008
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  • Pinned
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    Policy Tensor
    @policytensor
    Jun 27
    Theorem: “Our policy of deterrence means that China can stockpile all the weapons it needs to defeat the US with certainty.”
    user avatar
    Policy Tensor
    @policytensor
    Jun 26
    What is ‘a rear area sanctuary’ in a war with China? Is Pearl Harbor a relatively sheltered base? Is San Diego? This is ultimately a question of intrawar deterrence. Beyond bunkers underneath hundreds of meters of granite, everything is exposed to attack. The question is
    13K
  • user avatar
    Policy Tensor
    @policytensor
    Apr 2, 2025
    OK, I'm calling it. The American century died at 4pm on April 2, 2025. The future will be dominated by China. This begins immediately. Expect presidents, prime ministers, and CEOs make a beeline for Beijing.
    210K
  • user avatar
    Policy Tensor
    @policytensor
    Apr 13, 2025
    😂
    207K
  • user avatar
    Policy Tensor
    @policytensor
    Feb 23, 2024
    Russia is a gas station with a pump and some old nukes, right? Certainly we're vastly richer and better off than Russians right? Right? If that is roughly correct, then tell me why: (1) Six times as many Americans die of nutritional deficiencies per capita than Russians*? 1/🧵
    192K
  • user avatar
    Policy Tensor
    @policytensor
    Apr 2, 2025
    China’s exports to the US are less than 3% of Chinese GDP. They can take it, esp now that the rest of the world has been handed to them on a platter.
    user avatar
    Tony Nash
    @TonyNashNerd
    Apr 2, 2025
    🇨🇳China can subsidize 10-20% tariffs for a few months. They CANNOT subsidize a 54% tariffs. This will have COLOSSAL impacts on China. They can't fix domestic real estate, subsidize industries, build their military, fund the Belt & Road, etc, etc with this level of tariffs from
    83K
  • user avatar
    Policy Tensor
    @policytensor
    Nov 8, 2025
    She doesn’t know.
    user avatar
    Julia
    @jquadddddd
    Nov 7, 2025
    Sent a document to my boyfriend’s work email so he could print it for me and got colleague-zoned
    Anthropic logo
    Agentic Misalignment: How LLMs could be insider threats
    From anthropic.com
    1.6M
  • user avatar
    Policy Tensor
    @policytensor
    Apr 10, 2025
    Chinese elites are young engineers; US elites are old financiers. Fascinating this from @KuperSimon ft.com/content/ff0af5…
    90K
  • user avatar
    Policy Tensor
    @policytensor
    Oct 21, 2025
    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.]
    user avatar
    Policy Tensor
    @policytensor
    Oct 21, 2025
    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! 👀
    191K
  • user avatar
    Policy Tensor
    @policytensor
    Feb 16, 2025
    Replying to @ckayerawlings
    A class action lawsuit if I’ve ever seen one.
    21K
  • user avatar
    Policy Tensor
    @policytensor
    Oct 13, 2025
    One of the problems with Austrian economics is that they read Schumpeter (1911) but not Schumpeter (1942). This was a very dramatic change of perspective. In 1911, creative destruction happens through the entry of new firms that force the exit of incumbent firms—what you
    user avatar
    Jack Meyer 🏛️
    @Jackbmeyer
    Oct 13, 2025
    63K
  • user avatar
    Policy Tensor
    @policytensor
    Mar 25, 2025
    Why has the populist right done better than the populist left? Perry Anderson:
    81K
  • user avatar
    Policy Tensor
    @policytensor
    Oct 3, 2024
    “the global car market could divide in two: a high-priced low-tech island comprising the US and Canada and a cheaper, more digitally connected market for the rest of the world.” on.ft.com/4gQRa37
    156K
  • user avatar
    Policy Tensor
    @policytensor
    Feb 23, 2024
    Replying to @policytensor
    The actual truth, revealed by these vital statistics, is that Russian society has stabilized and grown healthier under Putin's authoritarian rule, while we're getting sicker and destabilized with our monkey democracy. 7/
    18K
  • user avatar
    Policy Tensor
    @policytensor
    Apr 11, 2025
    Capital controls are coming, and with it the end of dollar primacy. Pettis fresh off the press: “The most effective way is likely to be by imposing controls on the US capital account that limit the ability of surplus countries to balance their surpluses by acquiring US assets.”
    user avatar
    Policy Tensor
    @policytensor
    Apr 7, 2025
    “Pettis’s ideas seem to be influential among some advisers, such as Treasury secretary Scott Bessent, Stephen Miran, the chair of the Council of Economic Advisers, and Vance.”
    138K

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