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Research Notes and Reports

The Carousel of Progress Is Broken: AI Agents and the New Economics of Speed

July 28, 2025 - 12:01 PM

The Carousel of Progress Is Broken: AI Agents and the New Economics of Speed

A PMI Rise: Paranoia Motivates Investment

July 21, 2025 - 10:31 AM

A PMI Rise: Paranoia Motivates Investment

Trump Floats The Powell Firing Trial Balloon

July 20, 2025 - 8:30 AM

Trump Floats The Powell Firing Trial Balloon

Electrons, Empires, and the Elemental Race for Copper

July 10, 2025 - 1:47 PM

Electrons, Empires, and the Elemental Race for Copper

WILL THE 2030S WILL BE A GRAVEYARD FOR FORTUNE 500 COMPANIES?

July 6, 2025 - 8:30 AM

WILL THE 2030S WILL BE A GRAVEYARD FOR FORTUNE 500 COMPANIES?

The Great Divergence: LEI Screams Recession, AI Powers Ahead

June 29, 2025 - 8:30 AM

The Great Divergence: LEI Screams Recession, AI Powers Ahead

The Domino Effect: AI, Labor, and the Unraveling of the Old Economic Order

June 25, 2025 - 12:13 PM

The Domino Effect: AI, Labor, and the Unraveling of the Old Economic Order

AI Is Rewriting the Rules of Growth—But Not Everyone’s Winning

June 22, 2025 - 8:30 AM

AI Is Rewriting the Rules of Growth—But Not Everyone’s Winning

Chevron and Exxon Aren’t Oil Giants Anymore. They’re Electron Giants for the AI Age

June 17, 2025 - 8:57 AM

Chevron and Exxon Aren’t Oil Giants Anymore. They’re Electron Giants for the AI Age

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