American Ingenuity Is Electrifying AI
July 14, 2026
How AI’s enormous appetite for energy is fueling a burst of American innovation.
Caught Between War and the AI Boom
June 23, 2026
Oil shock, AI surge: The two forces are rewriting the economic outlook.
Dueling Forces Reshaping the Economic Landscape
June 18, 2026
Amid AI and the Iran war, U.S. economy has shown remarkable resilience.
Notes on the Economy – Q2 2026 Summary
June 2, 2026
The fate of the global economy depends on reopening of the Strait of Hormuz.
Inflation’s Back. Jobs Aren’t. The Fed’s Task Just Got Harder
April 28, 2026
Here’s why the Federal Reserve’s next move just got risker.
Oil Prices Depend on This One Thing
April 23, 2026
Hormuz, we have a problem: one strait, global pain at the pump.
AI: From Buzzword to Portfolio Tool
April 21, 2026
AI is quietly reshaping markets: Why investors who look beyond the hype might find long-term opportunity across global portfolios.
Markets Are Eying the Next Fed Chair
April 7, 2026
Fed nominee could reshape markets, interest rates and investment strategies for years to come.
Notes on the Economy – Q1 2026 Summary
April 2, 2026
The war in Iran and the expected higher inflation and slower growth leave central banks with no good options.
AI Energy Crunch May Be Short-Lived
March 31, 2026
Here is one AI concern that might just solve itself sooner than most people thought.