Washington does not step into a supply chain this aggressively because it likes mining.
It does it when dependence starts to look dangerous.
·7 min read
The Bottleneck Trade, Deep Dive: MP Materials
The U.S. is no longer treating rare earths like a commodity problem. It is treating them like a control problem.
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·13 min read
Turkey's 30% Trade: Everyone Wins — Until Someone Doesn't
A game-theory guide to the lira carry trade: who is really paying for the yield, how long the game can last, and what Ankara's central bank does next.
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·4 min read
AI Is Creating an Inflation Nobody Is Measuring
The cost of producing music, code, and digital labor is collapsing. The volume is exploding. The market consequences are stranger than they look.
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·3 min read
AI Won’t Kill SaaS. It Will Charge You Twice.
The old software model charged for employees. The new model charges for employees—and the AI agents doing part of their work.
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