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Jan Dehn's Blog
Commentary on the world



US long-term economic growth: heading up the creek
The Nobel Prize in Economics has been awarded for insights into the drivers of long-term economic growth. The US government is heading the wrong way as far as growth policy is concerned.

Jan Dehn
Oct 168 min read


China - least imperialistic major power ever
The West has gone to war with China on the misguided belief that tariffs can fix trade imbalances. There is a far better way.

Jan Dehn
Aug 17 min read


The US-EU trade deal
The US-EU trade deal has been touted as a Trump win. It is not. In fact, it is a big US own goal and here is why.

Jan Dehn
Jul 294 min read


Right-wing populism & the finance industry
The finance industry struggles to distinguish between populists and technocrats on the Right. It is costly.

Jan Dehn
Apr 76 min read


Will the Trump Dump turn into a Trump Slump?
The Trump Dump is here! Will it become a Trump Slump? Expect a bounce in Q2, but Trump policies are hurting long-term prospects for the US.

Jan Dehn
Mar 113 min read


Hubris: The AI cavalry arrives!
The competition has arrived. American Big Tech AI monopolies are in trouble. And it is a very good thing.

Jan Dehn
Jan 274 min read


The AI bubble
AI is a bubble. Data is a key constraint. Here are some thoughts about what AI can realistically achieve.

Jan Dehn
Dec 28, 20247 min read


Economic nationalism: Trump courts conflict with his trade wars
Tariffs! Trump tries again. He failed last time. Will this time be any different?

Jan Dehn
Nov 26, 202411 min read


Want to cut immigration? You can’t afford to!
Anti-immigrant polices cost you. Europe needs to find 45 million new workers or face stagnation.

Jan Dehn
May 9, 20245 min read


Why I have always liked Bitcoin
Why is Bitcoin a worthwhile investment? And how should you dabble in this space?

Jan Dehn
Mar 12, 20246 min read


The safe asset delusion
There is no such thing as a risk-free return. Why, then, does the finance industry keep referring to safe assets?

Jan Dehn
Feb 26, 202412 min read


How to tackle E-commerce monopolies through competition
Greater competition will help to realise online commerce's full potential. Beckn protocol enables all buyers and all sellers to participate.

Jan Dehn
Feb 6, 20249 min read


Anthem for doomed bonds
Everyone knows that government bonds in rich countries are risk free. Crises are impossible by definition. Don't you feel safe now?

Jan Dehn
Feb 1, 20231 min read


Bond market strategy for Africa
Entering global bond markets offers plenty of upside for capital-starved African countries, but there are also risks.

Jan Dehn
Feb 1, 20231 min read
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