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Causeway
Track B · MarketsNode B1

Supply and demand, properly

Layer 1 · Pocket

The thirty-second answer

~ 30s read
What is this?

Supply and demand aren't two crossing lines. They're two distributions of willingness — to sell, to buy — meeting at a price that clears the most desperate of each. The trades that actually happen are the inframarginal ones; the marginal trade just sets the price.

Why should I care?

Re-derive supply and demand this way once and you'll never read a price the same way. The static picture becomes a story about who captured surplus and who paid it.

What's actually happening at a price
Marginal buyer
exactly indifferent
Marginal seller
exactly indifferent
Inframarginal trades
all the rest
Total surplus
area between lines