Economy & Markets
In the US, patriotism ends where the grocery bill begins. The Federal Reserve has more influence on the midterms than the White House, and their "Higher for Longer" strategy is a political time bomb.
Artificial General Intelligence
History says the Dollar is doomed because every empire eventually collapses under debt. But history didn't account for AGI. If the US wins the intelligence race, the cycle of reserve currencies ends here.
Geopolitics & Defence
C. Wright Mills warned us about the "Power Elite" in 1956. Today, that elite has digitized. We are witnessing the fusion of state authority and corporate profit—and it is creating the most lucrative business verticals in history.
Economy & Markets
Scott Galloway wants you to cancel your subscriptions to crash Big Tech. But the "Wealth Effect" means this won't hurt the billionaires; it will hurt the economy that employs everyone else.
Economy & Markets
The prediction markets are betting on Elon becoming a trillionaire. That math only works with a SpaceX IPO. When the giant goes public, the "Halo Effect" will reprice the entire space sector.
Economy & Markets
The 4-day workweek is being sold as a wellness perk. But structurally, it might be the only macroeconomic shock absorber capable of handling the AI labor displacement. The math, however, is more complex than "work less, earn same."
Artificial Intelligence
We are using AI to strip-mine "inefficiency" from the world. But as Rory Sutherland warns, we are often stripping out the value. The future belongs to "Artificial Alchemy," not just intelligence.
Economy & Markets
Henry Ford didn't give weekends out of charity; he did it so people would buy cars. AI is about to force the same shift—not for happiness, but to stop the economy from collapsing.
Economy & Markets
Sarah Paine calls it a "heist." Rory Sutherland calls it an "efficiency trap." Both agree: The US tax code isn't just boring; it is eroding the strategic foundation of the West.
Geopolitics & Defence
The removal of high-ranking military officials like Gen. Zhang Youxia signals a significant shift in Beijing. It prioritizes internal alignment over continuity, creating a period of uncertainty.
Economy & Markets
The middle class is collapsing. Brands are rushing to the top or the bottom. The "Hourglass Economy" is profitable, but it’s a ticking time bomb.
Economy & Markets
We thought crypto was here to destroy the fiat system. It turns out, stablecoins are the only thing creating enough demand for US Treasuries to keep the system alive.