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Market Insights

Welcome to Tariff Complexity Hell

Welcome to Tariff Complexity Hell Complexity is a tax, and today U.S. companies are paying through the nose. By Scott Lincicome, Cato.org    This article appeared in The Dispatch on December 3, 2025. Looking back on this year (as one does in December), there’s been an undeniably huge amount of virtual...
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Donald Trump Jr-backed start-up scores $600mn US federal government deal

Donald Trump Jr-backed start-up scores $600mn US federal government deal By Alex Rogers and Joe Miller, FT President’s son’s fund 1789 Capital poised to capitalise from father’s...

The Reality of Electricity in America

The Reality of Electricity in America By Peter Zeihan Doubling the US industrial capacity requires 50% more electricity…already a high barrier to entry. If we want...

What are small modular reactors, a new type of nuclear power plant sought to feed AI’s energy demand?

What are small modular reactors, a new type of nuclear power plant sought to feed AI’s energy demand? By Leonel Lagos, Florida International University As U.S....

When Donald Trump Fired David Rubenstein

When Donald Trump Fired David Rubenstein The private-equity billionaire spent decades building influence in the capital. Then his philanthropy collided with the president. By Michael Powell, The...

Costco sues the Trump administration over tariffs, joining a refund queue

Costco sues the Trump administration over tariffs, joining a refund queue By Alina Selyukh, NPR   Costco is now one of the largest companies to sue...

The Data on Self-Driving Cars Is Clear. We Have to Change Course.

The Data on Self-Driving Cars Is Clear. We Have to Change Course. By Jonathan Slotkin, NY Times  Dr. Slotkin is a neurosurgeon. I recently got called to see...

Google plans to power a new data center with fossil fuels, yet release almost no emissions – here’s how its carbon capture tech works

Google plans to power a new data center with fossil fuels, yet release almost no emissions – here’s how its carbon capture tech works By...

Data centers’ power demand surging faster, new analysis shows

Data centers' power demand surging faster, new analysis shows By Ben Geman, Axios Research firm BloombergNEF sees U.S. power demand from data centers reaching 106 gigawatts by...

Google, Nvidia, and OpenAI

Google, Nvidia, and OpenAI By Ben Thompson, Stratechery  A common explanation as to why Star Wars was such a hit, and continues to resonate nearly half a century...

Europe’s Achilles’ heel: how rare earths leave the EU wide open to economic blackmail from China

Europe’s Achilles’ heel: how rare earths leave the EU wide open to economic blackmail from China Gracia Abad Quintanal, Universidad Nebrija In recent years, rare earth...

The Next Opioid Crisis

The Next Opioid Crisis Courtesy of Scott Galloway, No Mercy/No Malice, @profgalloway Audio Recording by George Hahn Today you can “trade” on the outcome of thousands of...

Navigating Reindustrialization in a Deglobalized World

Navigating Reindustrialization in a Deglobalized World By Peter Zeihan The world we’ve known and loved is going away, which means the US will have to pull itself...

Can Anyone Replicate the US Shale Revolution?

Can Anyone Replicate the US Shale Revolution? By Peter Zeihan The US shale revolution has altered the trajectory of the US energy sector, but can that success...

How the financial markets reacted to the UK budget (and why they matter)

How the financial markets reacted to the UK budget (and why they matter) By Alex Dryden, SOAS, University of London Rachel Reeves’s second budget landed in...

Silicon Valley’s Man in the White House Is Benefiting Himself and His Friends

Silicon Valley’s Man in the White House Is Benefiting Himself and His Friends By Cecilia Kang, Tripp Mickle, Ryan Mac, David Yaffe-Bellany and Theodore Schleifer, NY Times  In July,...

Child Care for All? In New Mexico?

Child Care for All? In New Mexico? By Peter Zeihan Despite New Mexico’s hot air balloon festival and dramatic landscapes, there’s not much else going for...

Can 3D Printing Save US Manufacturing?

Can 3D Printing Save US Manufacturing? By Peter Zeihan We’re entering an era where restructuring global manufacturing will be non-negotiable. As supply chains collapse and tariffs...

Trump Doesn’t Understand Inflation

Trump Doesn’t Understand Inflation Having promised to lower living costs, the president seems keen to make American life more expensive. By James Surowiecki, The Atlantic  Americans are very...

The AI Race to Regression

The AI Race to Regression By Peter Zeihan The AI race has been all the rage, but what if we were racing ourselves straight into regression? More...

Market Volatility Underscores Epic Buildup of Global Risk

Market Volatility Underscores Epic Buildup of Global Risk Some experts see a dangerous combination of factors reminiscent of practices that led to previous financial crises. By...

What are small modular reactors, a new type of nuclear power plant sought to feed AI’s energy demand?

What are small modular reactors, a new type of nuclear power plant sought to feed AI’s energy demand? By Leonel Lagos, Florida International University As U.S....

Google plans to power a new data center with fossil fuels, yet release almost no emissions – here’s how its carbon capture tech works

Google plans to power a new data center with fossil fuels, yet release almost no emissions – here’s how its carbon capture tech works By...

Ken Paxton’s Tylenol Lawsuit Is Off To A Terrible Start

Ken Paxton’s bullshit lawsuit against the makers of Tylenol, built on Trump and RFK Jr.’s bullshit press conference in which they pretended that …

Renewable energy is cheaper and healthier – so why isn’t it replacing fossil fuels faster?

You might not know it from the headlines, but there is some good news about the global fight against climate change. A decade ago, the cheapest way to …

Blue Origin’s New Glenn rocket landed its booster on a barge at sea – an achievement that will broaden the commercial spaceflight market

Blue Origin’s New Glenn rocket landed its booster on a barge at sea – an achievement that will broaden the commercial spaceflight market By Wendy...