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There is an argument to be made... the corporate leaders of many multinationals are not best positioned to lead their organizations as a new era of nationalist/populist economic policy (deglobalization) takes place.

Structural "Deglobalization" is very real. Happening right now.
Wall St. and Main St. used to work together. However, over 30 years they separated. Wall St. went multinational.

I wrote this about four years ago trying to forecast/explain where we would likely be today.

theconservativetreehouse.com/2016/12/17/a-t…
This is well worth watching because El-Erian was the first well-regarded financial pundit to catch on (Aug 2019) and speak truth to Wall Street in terms panel pundits would understand/accept.

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TheLastRefuge
@TheLastRefuge2
Folks, these officials are not thinking clearly. This is going to make things worse... (maybe that's their goal) Panic is going to increase exponentially. Here's why....
For the past 20 years it has been measured that supermarket growth was -30% as more and more Americans ate at restaurants. The growth in the "dining out", or food consumed outside the home, sector was the cause.
Imagine the rush on Illinois supermarkets now, if there is no other option.

If you think food panic is a problem right now... Imagine what will follow if supermarkets are the *only* option.
Read 11 tweets
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TheLastRefuge
@TheLastRefuge2
It depends on: (a) the quality of the supply chain by the retail outlet; and (b) if they use proprietary warehousing and distribution, or rely on brokers or third parties.

If the retailer owns/operates their own supply chain, replenishment will be much faster and responsive.
A fragmented trucking landscape, driver shortages and rising insurance rates are just a few of the pressures of the industry.

To the extent the retailer controls their own warehousing, trucking and delivery system, their replenishment will be much better.
Wal-Mart and Costco are the two best supply chains on a national basis.

HEB and Publix are the two best supermarket supply chains.
Read 3 tweets
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TheLastRefuge
@TheLastRefuge2
Media forgot....
I just look at data. Sometimes the timelines tell a story.

October 2019

npr.org/2019/10/11/769…
November 2019

washingtonpost.com/opinions/trump…
Read 7 tweets

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moeti damane
@iamSANhedrin
Lets talk about #Global #CentralBanks and their #MonetaryPolicy stances given #COVID19. Specifically, lets ask ourselves: "Can Central Banks Help Fight COVID-19?"
The best place to start is to note that #Global #Growth was already facing considerable downside risks before the #COVID19 outbreak December 2019. The slow down in global growth came on the back of trade (china vs. us) and geopolitical (Brexit etc.) tensions...
To this end, institutions such as the #IMF & #WorldBank revised down their 2020 #Economic #Growth outlook & emphasised the need for a more coordinated #policy approach between #monetary & #fiscal policy around the globe to "rescue" growth from the doldrums...
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Santa Fe Institute
@sfiscience
Today's Applied Complexity Symposium begins with a panel on Computation and Complex Economies, feat. Rob Axtell, Joshua Epstein, @C4COMPUTATION, Blake LeBaron, John Miller, & @MelMitchell1

(Follow this thread for live coverage all day...)

#complexsystems #economics
4 Principles of Collective #Computation:

1 Ground truth (objective reality)
2 Effective ground truth (what we agree on, whether or not it is accurate)
3 #Information can be collectively encoded in #networks
4 Outputs are a product of collective dynamics

@C4COMPUTATION right now
"I think #economics really needs to adopt a generative framework with agent-based models of cognitively plausible software people...[and] we don't choose to fear."

- SFI'S Joshua Epstein (@GeorgeMasonU) on modeling emotions at today's ACtioN symposium:
Santafe.edu/action
Read 44 tweets
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T. Greer
@Scholars_Stage
Huang Qifan gave a speech on the trade war a few days ago . It is eye opening. The ideas in it aren't really new, but they are expressed with such frankness (+with so little Communist cant) that I triple checked this guy is who I thought he was. mp.weixin.qq.com/s/BlaEbPucBXVF…
Huang is a central committee member. Currently works as Financial and Economic Affairs Committee of the NPC. Not a small fry.

He divides his speech into four sections. The first section discusses why the 2013-now is actually a "new era" in China's economic development.
The next section sketches both his explanation for why America and China are having trade "friction" and why China should not cave to the Americans.

Appended to this is a subsection on why the Chinese political and economic system is flatly better than America/Europe's.
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Filomena Rocha
@Filomen03258997
43. The Legacy of US, UK, France, Israel, Saudi Arabia, Turkey, Bahrain, Canada, Qatar, United Arab Emirates, Germany, Belgium, Netherlands, Australia, Jordan, Nato in Syria
#RegimeChange #FakeNews #FalseFlag #terrorism #SyriaInvasion #WarCrimes #CrimesAgainstHumanity
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Propane Jane™
@docrocktex26
As if what we really need in this moment is more White men who wouldn’t be where they are today without racism pretending they get to referee the definition and confrontation of racism. 😒
Y’all can go ahead and stop imploring Republicans to denounce the racism they voted for, they’ve officially launched the inevitable “this isn’t actually racism” portion of their programming. Stop fishing for cover on their behalf, they don’t want your rehabilitation by proxy.
Seriously the issue at hand isn’t that the @GOP is unapologetically racist, it’s that their racism has been obfuscated and mainstreamed for 50+ years to the extent that folk are still asking if they condone racism with a straight face even after they nominated/elected KKK Trump.
Read 43 tweets
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Nosferatu V. Karenina
@NosferatuVK
It’s #Monday, I’m boozing it up at a 4 seat bar, the #barkeep is a long pourer, and I’m all fucking set if I get something stuck between my teeth.👇🙃 #RandomThoughts #drinking #OutAndAbout
Shooting the shit with a friend, she’s proud to be doing well with her plants - unusual for her.

The key was a #video explaining the benefits of pruning.

She needs REASONS. She got them.

Apparently, pruning in a particular manner stimulates growth hormones.
#RandomThoughts
Of course, this led to me initiating a discussion about the #movie I just watched on Hulu, called “The German Doctor.”

The main character was Josef Mengele. #ThisHappened

People, this is why I’m known in my circles as “The Black Hole Of Conversation.” SMTH
#RandomThoughts
Read 239 tweets

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