David H Levey
Economist; Studied at Chicago and Harvard; Country Risk Manager at Wells Fargo; Managing Director for Sovereign Ratings at Moody’s, where he led a team of analysts assessing the default risk of national governments.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 222 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
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davidhlevey.substack.comLatest Issues
Political Economy Links (06/20/2026) -- Manufacturing's Share; Taxing Capital and Wealth; Government Stakes in Companies; AI and the China Shock; Boomer Retirement
- The declines in U.S. manufacturing as a share of total U.S. output and in the U.S. share of global manufacturing have been viewed by many analysts and politicians as a principal justification for tariffs and other industrial-policy trade...
Musk and SpaceX
- On Substack, Dan Gardner wrote:
There is a bizarre bifurcation in public discourse when the subject is Elon Musk.
Elon Musk the businessman? That’s one discourse.
Elon Musk, the compulsive tweeter with blatantly racist views...
U.S. Economy Links (06/13/2026) -- The First Trillionaire; Anti-Innovation Policies; Income Redistribution; Debt Ratios; Federal Default Risk; Theory of the Firm
- Readers of my posts know that one of my favorite sources on all topics involving the economics of innovation and technological change is James Pethokoukis of the American Enterprise Institute. Here, he reacts to the news that Elon Musk h...
Some Thoughts on the SpaceX IPO
- Peter Earle expects, given the current populist obsession with inequality, that the scale of Musk’s wealth will be the main topic of conversation in the wake of the IPO, but its significance for financial markets is more important. Only...
AI at the Technology Frontier
For the last few months I have been stockpiling articles on AI: What it is; Where it’s going; Its likely effects on economic growth and scientific research; And its implications for employment and inequality.
There’s so much to pass along...
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Economist; Studied at Chicago and Harvard; Country Risk Manager at Wells Fargo; Managing Director for Sovereign Ratings at Moody’s, where he led a team of analysts assessing the default risk of national governments.
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