How to Build a Portfolio for the New AI Capital Cycle
Over the past few days, I’ve been writing about what I call the “One Rule” economy. In short: Washington has
Read MoreOver the past few days, I’ve been writing about what I call the “One Rule” economy. In short: Washington has
Read MoreEditor’s note: “Housing Affordability Has Become a Policy Emergency” was previously published in November 2025 with the title, “The Fed
Read MoreFederal supremacy, fast-tracked megaprojects, and a trillion-dollar capital shift are reshaping the market. If you spent the last election cycle
Read MoreFive long-brewing technology curves – humanoids, robotaxis, AI glasses, custom chips, and nuclear – are about to graduate from demo
Read MoreWelcome to 2026. By now, you’ve seen the footage. Blackhawks over Caracas, flashbangs at Miraflores, and Nicolás Maduro in zip
Read MoreThe ball may have dropped in Times Square last week, but that wasn’t the visual that truly marked the dawn
Read MoreThe free market didn’t fail … it was replaced. Welcome to America’s Technological Republic. For roughly 250 years, the Western
Read MoreThe American housing market is broken in a way that no interest rate cut can fix. Buyers can’t afford the
Read MoreThe global economy as we know it is dying. Around the beginning of the 18th century, a “Great Divergence” began
Read MoreEditor’s Note: As we begin the new year, I wanted to share a timely piece from my colleague and friend
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