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Recently Scored Drafts
The BIS just compared today's AI investment boom to the great infrastructure manias of the past.
The Bank for International Settlements recently released its Annual Economic Report.
Most of it will ... 78/100 7/8/2026
The BIS just released its Annual Economic Report.
Most of it will not make the news cycle. One chapter should.
The central bank of central banks looked at the current AI capex boom and did something... 68/100 7/8/2026
Torsten Slok published a chart this weekend that most executives will scroll past. They should not.
China's home prices have now been falling for four straight years.
Both new and used home prices h... 73/100 7/7/2026
Eisenhower said it as clearly as anyone has.
"Plans are worthless, but planning is everything."
He was talking about D-Day.
The plan they landed with was not the one they drilled.
The muscle memor... 73/100 7/7/2026
If you want to see the new map of global trade, here it is in one number.
151.
That is how many countries now trade more with China than with the United States. Roughly 73 percent of the world.
The... 73/100 7/6/2026
A new Fed chair just rewrote the playbook.
The rates didn't move. That is the policy.
On June 17, the FOMC under Kevin Warsh held the federal funds target at 3.50 to 3.75 percent. The vote was unani... 71/100 7/6/2026
A new Fed chair just rewrote the playbook.
The rates didn't move. That is the policy.
On June 17, the FOMC under Kevin Warsh held the federal funds target at 3.50 to 3.75 percent.
The vote was unan... 70/100 7/1/2026
Europe's defense budget just told you where the next decade of capital is going.
At the Hague Summit in 2025, NATO committed to spending 5% of GDP on defense by 2035. Thirty-one of 32 allies signed. S... 80/100 7/1/2026
Europe's defense budget just told you where the next decade of capital is going.
At the Hague Summit, NATO committed to 5 percent of GDP on defense by 2035. 31 of 32 allies signed. Spain alone took a... 69/100 7/1/2026
250 years of independence — and one tiny rule built the whole system!
Neighbors are loading coolers.
Kids are sprinting across yards.
Somebody's grill is already smoking.
The whole day runs on ... 88/100 7/1/2026
It's the country's 250th Independence Day.
Neighbors are loading coolers.
Kids are sprinting across yards.
Somebody's grill is already smoking.
The whole day runs on one quiet thing: people who ... 70/100 7/1/2026
The most underrated advantage in finance is preparation.
Howard Marks distilled it into one line and made it the title of an Oaktree memo in November 2001.
“You can’t predict. You can prepare.”
Tha... 74/100 6/16/2026
The dollar is not dying. The data says it is being challenged differently.
Every quarter brings another “dollar is over” headline. The most recent IMF COFER release tells a more nuanced story.
In Q2... 76/100 6/16/2026
Globalization is not dying. It is being rewired.
Every quarter brings another declaration that globalization is over.
The long-run trade data does not support the obituary.
Our World in Data tracks... 85/100 6/16/2026
Most things labeled “unprecedented” are simply forgotten history.
Every downturn.
Every disruption.
Every market shock.
The long record of human income tells a different story.
The Maddison Proje... 74/100 6/16/2026
Defense budgets are a leading indicator most executives still ignore.
That is a mistake.
According to SIPRI’s April 2026 release, global military expenditure reached 2.887 trillion dollars in 2025. ... 75/100 6/16/2026
A lighthouse has two jobs. Most of us only do one.
Two beams of light, a far and a near one.
The far beam scans for what is coming. The near beam shows what is directly in front of you.
Business is t... 76/100 6/12/2026
The biggest growth story in the US economy isn't in the GDP report.
It's a measurement gap large enough to reprice how you allocate capital.
A new Peterson Institute brief by Anton Korinek and Patri... 83/100 6/12/2026
The biggest growth story in the US economy isn't in the GDP report.
It's a measurement gap large enough to reprice how you allocate capital.
A new Peterson Institute brief by Anton Korinek and Patri... 70/100 6/12/2026
The most concentrated supply chain in the energy transition isn't lithium.
It's uranium. And three countries control most of the world's supply.
Kazakhstan produced 23,270 tons in 2024, *more than a... 81/100 6/12/2026