Is the dominance of the US dollar unravelling under Trump?
By Fabian Pape, University of Edinburgh; Johannes Petry, University of Warwick, and Tobias Pforr, European University Institute
The US has long sat at the centre of the global financial system, with the US dollar serving as...
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...
The Vaccine Guardrails Are Gone
RFK Jr.’s allies are in full control of U.S. immunization policy.
By Tom Bartlett, The Atlantic
In case there was any doubt before,...
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...
Ford’s Recall Mess Is So Bad, They’re Paying Customers to Stay
By Philip Uwaoma, Guessing Headlights
Ford Motor Company, long celebrated as a pillar of American...
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
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?
By Leonel Lagos, Florida International University
As U.S....
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...
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...
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
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
Gracia Abad Quintanal, Universidad Nebrija
In recent years, rare earth...
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
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?
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)
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
By Cecilia Kang, Tripp Mickle, Ryan Mac, David Yaffe-Bellany and Theodore Schleifer, NY Times
In July,...
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?
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
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 Vaccine Guardrails Are Gone
RFK Jr.’s allies are in full control of U.S. immunization policy.
By Tom Bartlett, The Atlantic
In case there was any doubt before,...
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....
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 …