While most think it's the end-of-the-world on climatetech & clean energy, you may be surprised that the Trump adm. actually has a lot of goodies in OBBB for encouraging investment. It's just not in wind or solar. "The law extends tax credits for, among other things, linear

While I'm not a fan of how the tariffs have been put in place, the CBO states that if they persist (big if) through 2035, the tariffs will decrease primary deficits by $3.3T & decrease interest costs by $0.7T. Altogether, they reduce total deficits by $4.0T. Which means OBBB only

Construction robots: not the future, the here & now! Solving for material efficiency, safety and labor shortages.Our deep dive research gives you the field guide: The two fastest wins (layout + QA/inspection) A 90-day sprint to stand up a Robotics COE KPIs to track: TRIR ↓,

This is where the US is heading. "1) Monetary policy alone cannot stabilize prices if fiscal policy is persistently irresponsible. 2) Without a credible plan to consolidate deficits and stabilize debt, inflation expectations will continue to drift upward. 3) Financial repression

This is why most businesses & economists dislike tariffs(taxes). It's the federal govt./White House picking winners and losers in trade. It's highly disruptive and confusing to most industries. And it generally helps large companies w/great lobbyists or connections. It can lead

B4 all the conspiracy theorists jump on this, BLS has major issues w/surveys due to massive drop in responses. BLS can only get to final numbers after they get state (more concrete) unemployment data, which is delayed. Bottom line: US economy is softening, jobs data is softer

Excellent overview of how China is growing process expertise in power generation to fuel manufacturing & AI development. I advocate the US plan to allow Chinese firms to build in the US so we can learn from them just as they did w/Apple and the iPhone. Same with all

Highly recommend to read this about the new stage of scamming. It almost got someone who reports on scamming. Advice from FBI: "He said people should be wary of answering calls from strange numbers; if it’s someone claiming to be from a bank, hang up and call the bank’s number

As an "Economic Futurist", I'm always searching for LT data and projections. This is a good one, 2080! Basically, the trend is for populations to continue to move to urban areas putting pressure on infrastructure & housing. While it's not a shocking outcome, it's a great reminder

🚀 The Future of Markets Is Being Written Right Now 🚀 I’m excited to announce that I’ll be speaking at LSEG Financial Markets Connect 2025 in New York on October 8th! This year’s theme couldn’t be more timely: 🌍 Geopolitics reshaping the global economy ⚡ China Shock 2.0

🚨 China Shock 2.0 is here. Beijing’s “export-or-collapse” gamble is flooding the world with EVs, solar panels, and AI hardware. This isn’t just trade—it’s about who owns the future of technology. 👉 Read my new research on how this will impact Western industries, inflation, and

Nice backgrounder on the Comey indictment. It's a bit of a mess, but it's proceeding. Here's some great context: "It's very rare for grand juries to decline an indictment. In the 2016 fiscal year, federal prosecutors declined to bring charges against somebody because the grand

As anger rises against individuals making hurtful comments about Charlie Kirk, the WSJ urges caution for those who want to take action. They make this point about pursuing termination of a SD art professor who wrote some ugly rhetoric: "Mr. Hook is typical of all too many fools

Excellent deep dive into how the explosion of data centers in the US is causing a subsequent explosion in electricity prices. 2 points. 1)This keeps inflation elevated, increases consumers spending more on inelastic goods, forces Fed to be less aggressive on rate cuts. 2)Drives

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