AI Infrastructure
Louisiana Wrote the Playbook States Are Using to Win AI Data Centers
How Act 730 tax exemptions, FastSites infrastructure funding, and the nation's cheapest industrial...
Monetary Policy
Productivity Divergence: Decoding Jim Paulsen's Thesis on the AI Capex Cycle
Why the innovation cycle runs on different rules than the business cycle, and what that means for...
legislation, Monetary Policy
Debt Avalanche: Why Rising Treasury Supply Is Pushing Bond Yields Past 5%
How Washington's borrowing binge is lifting term premiums, resetting the neutral rate, and making...
legislation, Monetary Policy
Beijing's Oil Peak Is Already Here, and Global Energy Markets Are Repricing
How China's property collapse, LNG trucking, and a surging EV fleet are structurally unwinding the...
Investing
Why Meta Committed $27 Billion to Build Its Biggest Data Center in Rural Louisiana
A $27 billion AI campus in Richland Parish shows how geography, energy, and economic incentives are...
Monetary Policy
Why Gas Prices Will Stay Above $5 Long After Hormuz Reopens
A ceasefire in the strait is not a price cut at the pump, and the supply chain math explains why...
Investing
Reclaiming Three Mile Island: Big Tech's Long-Term PPAs and Legacy Nuclear Restarts
Microsoft's $16 billion bet on a shuttered Pennsylvania reactor signals how AI infrastructure is...
Investing
Silicon Valley Is Paying to Build Nuclear Plants Nobody Else Would Fund
Google, Amazon, and Microsoft have become the unlikely financiers of America's advanced nuclear...
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Entitlement Programs
Fight Over Social Security's Original Promise
Capping benefits for wealthy retirees may save the program, but critics warn it would destroy what...
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Entitlement Programs
Social Security Was Never Meant to Pay the Wealthy
A six-figure retirement benefit for millionaires was not what FDR had in mind, and the program's...