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 | Twice weekly |
|---|---|---|---|---|---|
| Issues | 234 | Founded | 2 years ago | Last Issue | 20 hours ago |
| Active | |||||
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davidhlevey.substack.comLatest Issues
Monday Links (09/21/2026) -- Iran War; Socialism; U.S. Government Debt; Wealth Taxation
- Opinions on the Iran War have been strongly affected by whether the holders of those opinions are optimists or pessimists on the efficacy of the U.S. blockade/sanctions strategy. Notable among the optimists has been Robin Brooks while a...
Links on Data Centers, New AI Models, and Alignment (09/08/2026)
- A local democratic-seeming political process that Michael Munger called “The NIMBY Prisoners’ Dilemma,” is holding back construction of new facilities in many domains, including housing, electricity generation, transportation, and now, d...
AI Links (09/01/2026) -- The Compute Race; Data Centers in Space; The Dead Internet; Can Machines Judge? A Historical Comparison; The Meaning of the Hugging Face Incident
- Michael McNabb described how to properly measure total computing power in a world containing a wide variety of different chips created over several generations. The conclusion is striking and perhaps decisive for geopolitical rivalry. Th...
Global Economic Risks and Opportunities (08/22/2026) -- Debt Shenanigans; The Dollar Standard; Getting Hayek Wrong; Who Are the Wealthy? Luddism Again; AI Assessments
Three major forces are going to determine the future of the world economy: a) The buildout and adoption of AI technology; b) The rapid expansion of government debt, the market response, and reform efforts; and c) The global decline in ferti...
Political & Economic Links (08/14/2026) -- Is This Peak Left? Vance's Economic Ignorance; Economics of Innovation; Building Housing; AI and Explosive Growth; Israel's Election; Three China Articles
- A well-argued and optimistic explanation for why the current resurgence of the Far Left in U.S. politics will “flame out,” as it did in the 1970s, and be followed by a period dominated by moderate (centrist) conservatism. (I think of it...
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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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