American Economics Thread

2handedswordsman

2handedswordsman

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KingBroward said:
There are 8 companies (all American) that have a market capitalization of over $1 trillion - Meta/Facebook, Amazon, Alphabet/Google, Nvidia, Apple, Tesla, and Broadcom.

The US financial sector allows for substantial financing of risky and high potential projects with innovative equity structures that allows for fabulous innovation and US near monopolization of various kinds of cloud computing (AWS/Azure), networking switching semiconductors (Broadcom), among other high-technology inputs necessary for daily life.

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It also leads to absolute US dominance of global cap tables - with many investable opportunities from the premier global firms - from the most conservative utility & real estate firms such as Income Realty, Consolidated Edison, and NextEra Energy (Florida Power & Light) that have provided steady dividends and consistent service for decades on-end; to transformative industrial firms such as CF Industries, Emerson Electric, Celanese, and Agilent Technologies that have reshaped industry over and over again; to firms supporting the above like JPMorgan Chase & Co. to Brown & Brown that continuously redefine management; to firms like Procter & Gamble and Walt Disney Co. that captive again and again a profound consumer experience, to highly risky firms that lead technological revolutions such as Microsoft, Broadcom, and Nvidia - US capital markets contain multiples for every kind of investor of every risk category to fund all sorts of transformative capital projects


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You understand that this situation happened through strict state protectionism (tariffs, tax exceptions AKA state subsidies etc)? But as these expenses (debt) were funneled to the rest of the world was "ok", now as global south is decoupling from dollar, these expenses cannibalise western economies. Ok there a lot to milk from western economies but you cannot cheer as the western alliance choose to impoverish their people to make these colossal monopolies to thrive in a macroscopic view. And don't forget that whole west is going through war mode, which is not sustainable. Making stuff to be destroyed or just expire is a dead end, but i see, Lockheed and Boing shares are going very well
 
K

KingBroward

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Although there is no unified federal reporting system that records the citizenship status & race of every graduate student, the Census through the American Community Survey does ask about undergraduate major (but not graduate major), school enrollment status, citizenship status, and race, which can be used as a rough proxy (and can help illuminate recent debates in the US about H1-B employment and the status of the US educational system). Notably for Census purposes, "Asians" includes those who are from India, China, Korea, Japan, and many other countries; "non-citizens" includes those on green cards, student visas, among other authorized and unauthorized statuses.

In the 2023 American Community Survey, there were 55,247 respondents who reported "Mathematics" as their undergraduate major who are currently enrolled in higher graduate studies. 10,958 (20%) of them are non-citizens, 12,666 (23%) of them are Asians, and 8,960 (16%) of them are non-citizen Asians

There were 29,216 respondents who reported "Chemical Engineering" as their undergraduate major who are currently enrolled in higher graduate studies. 6,591 (22.6%) of them are non-citizens, 7,164 (25%) of them are Asians, and 3,368 (12%) of them are non-citizen Asians.

There were 65,128 respondents who reported "Mechanical Engineering" as their undergraduate major who are currently enrolled in higher graduate studies. 15,941 (24%) of them are non-citizens, 16,283 (25%) of them are Asians, and 10,235 (16%) of them are non-citizen Asians.

There were 70,812 respondents who reported "Electrical Engineering" as their undergraduate major who are currently enrolled in higher graduate studies, 25,706 (36%) of them are non-citizens, 27,891 (39%) of them are Asians, and 18,746 (26%) of them are non-citizen Asians.

There were 98,977 respondents who reported "Computer Science" as their undergraduate major who are currently enrolled in higher graduate studies, 38,636 (39%) of them are non-citizens, 41,479 (42%) of them are Asians, and 30,360 (31%) of them are non-citizen Asians.

Tabulated data
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Item-level response data
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RedBaron

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luminary said:
Tesla's sales growth is at 0% this year, marking the first time in years that the company might not see an increase in annual car sales.

Meanwhile, Tesla stock the top performer on the S&P 500 and it's up more than 80% since the election just 6 weeks ago.

That's financialization for you.
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US oligarch Musk pretty much alienated Tesla's core customer base (green minded liberals) by going full MAGA. And now he is beginning to piss of MAGA crowd with his support for H1B visas and Trump hasn't even been inaugurated yet !

I am pretty sure Trump will drop the autistic tech nerd like a hot potato by the end of 2025. He served his purpose and is not needed anymore. Two megalomaniacs like them could never coexist for a prolonged period of time.

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KingBroward

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Michaelsinodef said:
> Data from SWIFT

What, you think when people stop using the dollar they will still ALWAYS automatically be using SWIFT?
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On December 26, 2024: CIPS processed 12,036 transactions (
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SWIFT processes that much every 5 minutes (even ignoring the other large inter-bank messaging platform - CHIPS)

And this isn't even covering the role of the USD in central bank FX reserves, non-US corporates issuing USD debt hand over fist, the deeply liquid and global nature of treasury bills (which are seen as THE global risk-free instrument), the role of US custody banks like the Bank of New York Mellon and State Street have in global repo/futures/swaps/derivatives/etc clearing, the absolute dominance of US equity markets such that foreign firms will throw themselves off a cliff to have a 1% chance at landing a meeting with Goldman Sachs underwriters, all the while China Government Bonds are barely even liquid in China and wealthy Chinese are trying to pull their money out of China as fast as possible to buy treasuries.

Whether it is foreign exchange reserves, international debt/loans, invoicing, global payments, or equity capital markets - de-dollarization isn't happening today, it isn't happening tomorrow, it's just not happening because no one has anywhere close to USD network effects
 
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