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SYNC: update opt_tax_recur.md from lecture-python-advanced.myst#14

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sync-opt-tax-recur-from-source
May 28, 2026
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SYNC: update opt_tax_recur.md from lecture-python-advanced.myst#14
mmcky merged 2 commits into
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sync-opt-tax-recur-from-source

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@mmcky mmcky commented May 28, 2026

Syncs lectures/opt_tax_recur.md with its primary source lecture-python-advanced.myst (see #7 for the source mapping).

The lecture-dp copy was last at the initial-setup version (2026-01-14). Upstream commit 8c84d8da (PR QuantEcon/lecture-python-advanced.myst#312, "Update Tom's edits to AMSS and Calvo Lectures", 2026-02-23) reworked it: Tom's edits to the optimal-taxation (Lucas-Stokey) lecture.

After this sync the file is byte-identical to the source. No intersphinx prefixes needed preserving.

🤖 Generated with Claude Code

Brings in upstream commit 8c84d8da (PR #312, "Update Tom's edits to AMSS
and Calvo Lectures"): Tom's edits to the optimal-taxation (Lucas-Stokey) lecture. No intersphinx prefixes to preserve.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Copilot AI review requested due to automatic review settings May 28, 2026 00:06
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Pull request overview

Syncs lectures/opt_tax_recur.md with its upstream source in lecture-python-advanced.myst (commit 8c84d8da), incorporating Tom's edits that reframe the lecture as a special case of Lucas-Stokey and clarify wording around inherited debt, the stochastic discount factor, and one-period government debts. No code under _static/lecture_specific/opt_tax_recur/ is touched, and no intersphinx prefixes needed preserving.

Changes:

  • Rewrites the Overview to describe the lecture as a special case of Lucas-Stokey, with an expanded feature list and a new {note} about the inherited time-0 obligation b_0(s_0).
  • Converts the parenthetical stochastic-discount-factor remark into a {note} and adds the one-period multiplicative increment.
  • Tightens debt wording in several spots: b_0 is now described as "initial government debt payment due at time 0", and the recursive section refers to "marginal utility scaled one-period government debts".

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Comment thread lectures/opt_tax_recur.md
## Overview

This lecture describes a celebrated model of optimal fiscal policy by Robert E.
This lecture describes special case of a celebrated model of optimal fiscal policy by Robert E.
Comment thread lectures/opt_tax_recur.md
* a Ramsey planner who at time $t=0$ chooses a plan for taxes and
trades of [Arrow securities](https://en.wikipedia.org/wiki/Arrow_security) for all $t \geq 0$
* a representative household that likes both consumption and leisure
* an exogenous history-contingent sequence of government expenditures that a goverment must finance with revenues from a sequence of history-dependent flat rate taxes
Pulls in un_insure.md execution fix (#17) so CI passes.
@mmcky mmcky merged commit 624a917 into main May 28, 2026
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@mmcky mmcky deleted the sync-opt-tax-recur-from-source branch May 28, 2026 03:55
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2 participants