01
China's critical-mineral export controls
When do licensing controls become binding trade restrictions? A project on supplier switching, import compression, and price segmentation across critical minerals.
Projects
Cool stuff
Academic projects, personal projects, and things I make simply because I find them interesting.
02
Bank credit and private-state investment in China
A province-year study of how bank-loan growth relates to private and state fixed-asset investment, including the diagnostics that limit a causal reading.
03
Inflation expectations after CPI announcements
A minute-level event study of how Kalshi-implied CPI beliefs respond to announcement surprises. Includes estimates, figures, and audited public replication code.
04
AI exposure across industries
A reproducible measure that maps occupational AI exposure into industries using employment, wages, classification crosswalks, and alternative aggregation weights.