Charlie Robertson

@CharlieTTEcon

Frontier/EM and especially Africa focused economist/strategist ; TED talk on Africa, author Fastest Billion and The Time Travelling Economist @TTTEconomist

London, England link.springer.com/book/10.1007/9… Joined October 2011

2.1K Following 37K Followers 29K Posts

Latest posts 5

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Charlie Robertson @CharlieTTEcon Feb 8, 2023

"How come no one told me about this book before? Published in 2022 .. it is one of the best popular economics books of the last decade, and one of the best books on economic development period. "

🙏 @tylercowen

The Time Travelling Economist marginalrevolution.com/marginalrevolu…

marginalrevolution.com *The Time Travelling Economist* - Marginal REVOLUTION The author is Charlie Robertson, and the subtitle is Why Education, Electricity and Fertility are Key to Escaping Poverty. How come no one told me about this book before? Published in 2022 (in...

Charlie Robertson @CharlieTTEcon 15h

The biggest pushback I get for any view at the moment is on gold.

I am bearish (long-term fair value $1,300) to bring gold back to the average price since 1960.

It seems a lot of people are long gold, and hurting

Charlie Robertson @CharlieTTEcon Mar 19

Good to see the rest of the world also recognising that highly overvalued gold is not a safe store of value

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Charlie Robertson @CharlieTTEcon 2d

Good caveat (China figures understated) but still remarkable to see Taiwan rising above China in the US import data

Brad Setser Verified account @Brad_Setser Jul 7

Import from Taiwan top imports from China (which are almost certainly undercounted in the US data, China reports exporting 50% more than the US reports importing)

6/

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Charlie Robertson @CharlieTTEcon 4d

Uganda leaves headline interest rate unchanged at 12% but buys some flexibility by widening interest rate bands 100bp (plus / minus 300bp vs 200bp before). This gives them scope to see rates rise if there is renewed bout of global risk volatility

Charlie Robertson @CharlieTTEcon Oct 30

The Bank of Uganda got ahead of this inflation jump, with its 225bp rate hike to 12%. They may well expect a further CPI rise to 7% in coming months, but rates will still be a reassuring 500bp above that.
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Charlie Robertson @CharlieTTEcon 5d

The little signals that human capital in Kenya (3 graduates) and Ghana (1) will see them prove The Time Travelling Economist @ttteconomist thesis right, that they will lead the new sub-Sahara economic take off in the 2030s