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?
Pinned
🚨NEW🚨 The Cato Institute docuseries, Faces of Globalization, follows real people here and abroad whose lives depend on the global economy in ways that challenge the current conventional wisdom. You can watch all the videos here: www.cato.org/video-series...
"It’s Trump’s Economy Now and Americans Don’t Seem to Love It" www.bloomberg.com/news/article...
November 11, 2025 at 2:22 PM
"It’s Trump’s Economy Now and Americans Don’t Seem to Love It" www.bloomberg.com/news/article...
Markets in everything: "D.C. plastic surgeons see surge in "Mar‑a‑Lago face" requests from Trump insiders" www.axios.com/local/washin...
D.C. plastic surgeons see surge in "Mar‑a‑Lago face" requests from Trump insiders
"[They] want to look like they had something done."
www.axios.com
November 11, 2025 at 12:26 PM
Markets in everything: "D.C. plastic surgeons see surge in "Mar‑a‑Lago face" requests from Trump insiders" www.axios.com/local/washin...
GREEDFLATION WATCH:
"Losses in its beef business over the next year could outstrip those from the last 12 months... the company reported a loss of $426 million from its beef business for the year....Overall, Tyson’s profit fell 87% in the latest quarter to $47 million"
"Losses in its beef business over the next year could outstrip those from the last 12 months... the company reported a loss of $426 million from its beef business for the year....Overall, Tyson’s profit fell 87% in the latest quarter to $47 million"
November 11, 2025 at 12:18 PM
GREEDFLATION WATCH:
"Losses in its beef business over the next year could outstrip those from the last 12 months... the company reported a loss of $426 million from its beef business for the year....Overall, Tyson’s profit fell 87% in the latest quarter to $47 million"
"Losses in its beef business over the next year could outstrip those from the last 12 months... the company reported a loss of $426 million from its beef business for the year....Overall, Tyson’s profit fell 87% in the latest quarter to $47 million"
"Premiums for consumers buying aluminium on the physical market in the U.S. have hit record highs, driven by steep import tariffs and tight supplies globally." www.reuters.com/world/china/...
November 11, 2025 at 12:11 PM
"Premiums for consumers buying aluminium on the physical market in the U.S. have hit record highs, driven by steep import tariffs and tight supplies globally." www.reuters.com/world/china/...
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.
"The Jones Act: A century-old anchor dragging Alaska’s economy under water" www.adn.com/opinions/202...
Opinion: The Jones Act: A century-old anchor dragging Alaska’s economy under water
The Tustumena replacement’s ballooning price tag shows how the Jones Act’s U.S.-build mandate bleeds coastal Alaska and delays relief.
www.adn.com
November 9, 2025 at 4:39 PM
"The Jones Act: A century-old anchor dragging Alaska’s economy under water" www.adn.com/opinions/202...
"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" 👀
"Argentina Has Become an Escape for L.G.B.T.Q. Russians Escaping Putin’s Anti-Gay Crackdown" www.nytimes.com/2025/11/09/w...
Argentina Has Become an Escape for L.G.B.T.Q. Russians Escaping Putin’s Anti-Gay Crackdown
Argentina has emerged as a surprisingly prominent destination for L.G.B.T.Q. Russians escaping President Vladimir V. Putin’s escalating anti-gay repression.
www.nytimes.com
November 9, 2025 at 4:17 PM
"Argentina Has Become an Escape for L.G.B.T.Q. Russians Escaping Putin’s Anti-Gay Crackdown" www.nytimes.com/2025/11/09/w...
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:
"What Mamdani Can Learn From Cairo About Rent Control" www.bloomberg.com/news/newslet...
"the solution to high prices is always high prices, in that they encourage rising supply and then falling prices. This shouldn’t be complicated" LOL
"the solution to high prices is always high prices, in that they encourage rising supply and then falling prices. This shouldn’t be complicated" LOL
What Mamdani Can Learn From Cairo About Rent Control
Everyone loves a showman. That’s why when Zohran Mamdani dived fully clothed into the very cold water off Coney Island last New Year’s Eve shouting “I’m freezing ...your rent,” he got himself an…
www.bloomberg.com
November 8, 2025 at 1:02 PM
"What Mamdani Can Learn From Cairo About Rent Control" www.bloomberg.com/news/newslet...
"the solution to high prices is always high prices, in that they encourage rising supply and then falling prices. This shouldn’t be complicated" LOL
"the solution to high prices is always high prices, in that they encourage rising supply and then falling prices. This shouldn’t be complicated" LOL
"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"