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The Growing Trump Economic Boom
Don't look now, but the growing American industrial supercycle is underway, exactly when we predicted it would.
Aug 4
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Rod D. Martin
54
19
17
Gaza, Iran, and Seeing the Whole Board
There's a lot more going on that you're seeing. Here's the big picture.
Aug 1
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Rod D. Martin
76
25
15
The Race to Expand America's Gas Pipelines
As electrical demand surges and President Trump inks deal after deal to slash America's trade deficit by selling the world LNG, the race is on to expand…
Jul 21
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Guest Author
27
5
9
Syria: “Unexpected Winner” of Hormuz Blockade
Iran’s disruption of the Strait is boomeranging, as as Gulf States plan to bypass Iran with overland shipping routes. Syria may be the biggest winner.
Jul 14
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Guest Author
34
8
9
The AI Jobs Apocalypse Just Failed Its First Contact With the Evidence
When a worker gains a tool that lets him produce more per hour, his labor becomes more valuable, not less. And growing firms hire. The latest jobs…
Jul 13
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Guest Author
27
16
9
Why Greenland Is Vital for U.S. to Counter China and Russia
The Russian presence in the Arctic now includes six army bases, 10 radar stations, 14 airfields, and 16 deep-water ports. And the Chinese are moving in…
Jul 10
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Rod D. Martin
and
Guest Author
30
6
9
Are You Tired of Winning Yet?
Trump scores huge wins, with the biggest trade deal in history and a Lebanon-Israeli peace. And it only gets better from there.
Jun 27
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Rod D. Martin
77
20
19
Scott Bessent: American Economic Statecraft in the 21st Century
At The Economic Club of New York’s America 250 Gala Dinner, the Treasury Secretary lays out a vision for the disciplined global use of America’s…
Jun 25
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Guest Author
52
21
Juneteenth: No, America's Wealth Wasn't Built By Slaves — Slavery Held Us Back
There's a reason the North wiped out the South: free men create, innovate and prosper, slavery freezes development in place. By 1861, the difference was…
Jun 19
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Rod D. Martin
48
22
14
The SpaceX IPO Isn’t Overpriced. The Future Is Underpriced.
Facebook looked expensive after its IPO because the market could not value the network it had created. SpaceX looks expensive because the market can't…
Jun 11
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Rod D. Martin
38
5
The Great Political Reversal: Why Latin American Voters Are Choosing Conservatives Again
The political realignment now unfolding across Latin America demonstrates that voters ultimately judge governments by outcomes rather than intentions.
Jun 5
•
Roger Stone
29
3
7
What are Currency Swaps, and Why Do Trump and the UAE Care?
Rod D. Martin & Cary Dunst discuss the week's most obscure headline: the proposed U.S.-UAE currency swap line, why it matters to both countries, and how…
May 8
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Rod D. Martin
26
7
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