April 7, 2026

From AI to real estate, the winners and losers are already emerging The U.S. economy is living inside a paradox. Tax policy remains unusually ...

Fiscal & Demographic Time Bomb Builds: Here’s Who Survives

April 6, 2026

This may seem boring to some, but it’s pretty scary as bad things accelerate from 2028 with a potential crisis in the US by ...

A Simple Equation

March 28, 2026

What’s your game plan for adjusting to the reality of a bigger, wider, longer war? Today, the Iranian war has a new player. This ...

What’s your game plan for war?

March 13, 2026

Executive Summary The Iran war represents the most consequential geopolitical shock to global energy markets since the 1973 oil embargo. In ten days, Operation ...

Shock, Standoff, or Stabilization: Pricing the Economic Scenarios of a Hormuz Disruption

March 6, 2026

Two research houses read the same benchmark graph the same week and reached diametrically opposite conclusions. One sees a scenario (not base case) of ...

History Says Relax. AI Capability Curve Says Panic. One of Them Is Wrong

February 9, 2026

A Comprehensive Analysis of Monetary Policy, Economic Growth, Inflation, Fiscal Dynamics, and Global Capital Markets Executive Summary: 2026 Federal Reserve Policy and the Cost ...

2026 Federal Reserve Policy Outlook: What Corporate Leaders Need to Know

February 3, 2026

A deep dive research on what’s at stake in November AB: Check out the risk matrix at bottom of research to see how it ...

Power in Play: The 2026 Midterm Elections

January 22, 2026

Really says a lot about today’s chaos Kinda made me step back and take a sec to respond. Here’s the question: is it safe ...

I got a surprising question during my keynote this week.

January 2, 2026

Post-Peak Trump: Not Decline, Disorder Andy Note: I’ve created this piece not as our typical deep dive, but as an outline to be shared ...

Post-Peak Trump: Not Decline, Disorder

November 19, 2025

Humanoids, agentic AI, and autonomous manufacturing aren’t trends — they’re the new weapons of industrial competition. Manufacturing is going through a major shift. The ...

AI-Built, Robot-Run Factories: the Future Economy

October 27, 2025

Trade is now power. Resilience is the new advantage. The next decade belongs to the companies that build AI-driven supply chains that can’t be ...

Winning the Future Economy: AI is the Weapon in the Supply Chain Battlefield

October 22, 2025

Autonomous warfare is now a business opportunity Artificial intelligence and robotics are fundamentally changing how nations wage war, protect borders, and project military power. ...

AI & Robots Takeover Defense: your supply chain is next