HIGHLIGHTS
11.12.22 – Foreign Affairs
After Neoliberalism
10.29.23 – Washington Monthly
The Great Reordering
10.17.22 – NYT Op-Ed
Globalism Failed to Deliver the Economy We Need
ARCHIVES
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May 10: American Agriculture Is Broken
May 3: America’s Political Identity Crisis
April 26: Healthcare Is Driving America’s Economy
April 19: The US And Europe Are Still Stronger Together
April 12: Could US Pensioners Be Swallowed By The Next Credit Wave?
April 5: Is AI The New Fracking?
Mar 29: America’s Gig Economy
Mar 22: War With Iran Has Exposed American Fragility At Sea
Mar 15: Concierge Nation: Welcome To White-Glove America
Mar 9: Iran War Will Leave A Complex Geoeconomic Legacy
Mar 2: Can The US Build Ships Again?Feb 22: America Is Becoming A Petrostate
Feb 14: Bad Bunny And The Real America
Feb 8: No Easy End To Easy Money
Feb 1: Wanted: CEOs With BackboneJan 25: Trump Is The Wrong Answer To The Right Questions
Jan 19: The Great Oil Head Fake
Jan 11: Trump’s New ‘Great Game:’ Mining, Mapping, And Mercantilism -
Dec 21: Happy K-Shaped Christmas
Dec 7: America’s Economy Is At The Mercy Of Crony CapitalismNov 24: Affordability Is Trump’s Problem Now
Nov 16: What Happens When Housing Supply Is Driven By Markets, Not Main Street
Nov 9: Reasons To Be Bearish About China’s Rise
Nov 2: The US Right Should Stop Fearing The Female
Nov 1: The Ascension Of America’s Catholic RightOct 27: Silicon Valley Called – The 1990s Are Back
Oct 19: America’s Rare Earth Delusion
Oct 12: The Limits Of The ‘Donroe Doctrine’
Oct 4: The Rise Of America’s Hard LeftSept 28: The ‘Tradwife’ Fantasy
Sept 21: Trump’s War on America’s Schools
Sept 14: America Risks Making Frenemies of Old Allies
Sept 7: Protecting Big Tech, Not Free SpeechAug 31: Why AI Won’t Take My Job
Aug 3: Housing Is Where The Buck StopsJul 27: The Coming Crypto Crisis
Jul 19: Tech Shocks To Industry Have Only Just Begun
July 13: Make America Affordable Again
Jul 6: The Global Economy Is Suffering From The Rashomon EffectJune 6: The Rich, The Ultra-Rich And America’s Shifting Political Landscape
May 31: Early Adoption Of AI Will Boost US Growth
May 24: Defence Spending Is Up – But On All The Wrong Things
May 18: The Markets Are Declaring Tariff Victory Too Soon
May 11: Why ‘Make Hollywood Great Again’ Makes Sense'
May 4: How Does Trump Really Feel About Big Tech?Apr 27: The Spectre Of Dollar Doomsday Still Looms
Apr 20: Tariffs Without Industrial Policy Won’t Work
Apr 12: America The Unstable
Apr 6: Trump’s Attack On Higher EducationMar 30: The Realpolitik Of Trump’s Tariffs
Mar 23: Why Ships Are The New Chips
Mar 17: The Democrats Must Make A Choice
Mar 10: What Will Trump Mean For Personal Wealth?
Mar 6: Working Women In The US And The New Corporate Culture
Mar 2: What Tesla’s Tarnish Tells Us About America IncFeb 23: DOGE Versus Business
Feb 16: Trade Isn’t All About Trump
Feb 9: The Courts Stand Between Musk And A Treasury Takeover
Feb 7:10 Days With The US Coast Guard On The New Arctic Front Lines
Jan 2: Europe’s Perfect Storm
Jan 19: Trump’s Trade Challenge
Jan 11: AI Is Taking The US In A Strange New Direction
Jan 5: MAGA Vs The Billionaires -
12.15.24
What Trump’s Industrial Policy Will Look Like12.8.24
Europeans Need To Learn Some Lessons About Power— And Fast12.1.24
Trump Is Playing High-Stakes Poker On Tarriffs11.24.24
The Return Of The Techno-Liberterians11.17.24
What To Expect From The Markets Under Trump11.10.24
America Inc’s New CEO11.3.24
Whoever Wins, America Will Still Need To Turn Itself Around10.28.24
Women Will Decide America’s Future10.20.24
Power, As Well As Price, Matters In A Well-Run Economy10.13.24
Why Have Americans Been Moving Closer to Climate Risk?10.6.24
The Perils Of America’s Chips Strategy9.30.24
An Unpredictable America Looks More And More Like An Emerging Market9.22.24
There Are No Easy Answers For US Steel9.16.24
Google, Apple, And The Antitrust Tipping Point9.9.24
We Need To Know Where The Risks In Supply Chains Really Lie9.2.24
America Needs Someone To Connect The Economic Dots8.11.24
The New Maritime Statecraft8.4.24
The Power Of Choosing Your Words Wisely7.28.24
Kamala Harris Must Reaffirm Her Commitment To Bidenomics7.22.24
Kamala Harris Can’t Count On American Labor7.7.24
Immigrants Really Do Get The Job Done6.30.24
CEOs In The Age Of Anxiety6.23.24
How To Fix Fast Fashion6.16.24
How Red Tape Is Holding The US Back6.9.24
Charting Trade Checkpoints: A How-To Guide5.26.24
How To Fix America’s Loneliness Crisis5.19.24
Not All American Tariffs Are Created Equal4.28.24
The Crippling Home Insurance Crisis Hitting America4.22.24
The White House Knows That The Global South Has A Point4.14.24
Gold Is Back– And It Has A Message For Us4.7.24
The Great American Transport Crisis Tells Us Something3.31.24
China’s Hypocrisy On Trade3.24.24
Beware AI Euphoria3.17.24
America (Still) Has No Industrial Policy3.10.24
To Surge Or Not To Surge, The Algorithm Is The Question3.3.24
What Super Tuesday Tells US About The Economy Of The Mind2.25.24
The Global Trade System Is In Desperate Need Of An Overhaul2.18.24
Europe Must Ask: What If Biden Wins In November?2.11.24
America Now Has A High-Pressure Economy2.4.24
The Great US-Europe Antitrust Divide1.28.24
The Financial System Needs More Capital and Less Complexity1.14.24
Business Is Starting To Think More About ROI Than DEI1.14.24
America Needs Straight Talk On Trade -
2.17.23
The Economic Year Ahead Will Not Be Binary12.11.23
Tax Justice Is Yet To Hit The Richest ‘Citizens Of The World’12.3.23
US CEOs Start To Contemplate Trump, Round 211.19.23
Behold The Ozempic Effect on Business11.12.23
Small Packages Are Causing Big Problems In The US11.5.23
We Must Stop AI Replicating the Problems of Surveillance Capitalism10.29.23
Washington Monthly The Great Reordering10.30.23
How To Make Free Trade Fairer10.22.23
Big Companies Defy Expectations To Become Even Bigger10.20.22 – FT Weekend
My Guide to a Globalising World10.15.23
Housing Remains America’s Biggest Supply Chain Problem10.9.23
US Antitrust Has Reached A Turning Point10.1.23
Workers Could Be The Ones To Regulate AI9.24.23
Models Can Mislead Us On The Impact Of Global Trade9.17.23
The Stakes of the US Autoworker Strike Could Not Be Higher9.12.23
America’s New Right is Moving Beyond Reaganism8.13.23
The U.S.–China Decoupling Story Is Not Over8.6.23
Inconvenient Truths About the Green Transition7.30.23
Hollywood’s Fight is Your Fight7.23.23
Barbie is a Rare Winner in the Corporate Culture Wars7.16.23
There’s a Silver Lining for Students in the US Supreme Court Rulings6.18.23
America is Telling a Very Different Story About Trade6.12.23
What To Do When the US Becomes Uninsurable6.5.23
What the Debt Ceiling Debate Missed5.21.23
A US Foreign Policy For the Middle Class5.19.23
Lunch With the FT: Economist Daron Acemoglu5.14.23
US Cities Must Beware the ‘Doughnut Effect’5.7.23
The Problem With Concentrated Power4.30.23
China, America, and Why Not All Growth is Equal4.23.23
Can Apple Really Help Fix Banking?4.16.23
Immigration is Back in the US4.9.23
If Tech is Driving the ‘Productivity Bandwagon,’ It’s Time to Hit the Brakes4.2.23
Shadow Banks Could Yet Cause Trouble3.26.23
A New Technology Boom is at Hand3.19.23
We Need to Create Guardrails for AI3.13.23
The Rare Earths Race Entails Difficult Choices3.5.23
America is Toppling the EU From its Regulatory Throne2.26.23
America’s Chip Moonshot Should Take Aim at its Education System2.19.23
The Rise of Kitchen Table Economics2.12.23
China and America are Locked in Destructive Codependence2.5.23
Letting the Public Decide is Key to Big Tech Regulation1.29.23
The Real Cost of Shadow Work1.22.23
Luxury Boom Shows the Staying Power of the Ultra-Rich1.15.23
CEOs Beware: Cost-Cutting Isn’t the Same as Growth -
12.27.22
The New Space Race Could Turn Science Fiction Into Reality12.11.22
Decoupling Spells an End to Corporate Opacity12.4.22
’Wage Inflation? What Wage Inflation?’ Ask Workers11.27.22
Digital Trade Must Not Become a Zero-Sum Game11.20.22
Crypto: New Asset, Old Problem11.13.22
Democrats Will Have to Balance Rhetoric and Reality Post-Midterms11.6.22
Corporations Can No Longer Remain Black Boxes10.30.22
We Must Prepare for the Reality of the Chip Wars10.9.22
The New Rules for Business in a Post-Neoliberal World10.2.22
Investors Are Learning to Love Industry Again9.25.22
The Financial System is Still Dealing With the Fallout From 20089.18.22
America Needs a Proper Risk Strategy For Its Relations With China9.11.22
Who Will Pay For the Shift From Efficiency to Resilience?9.4.22
A Deglobalising World Will Be An Inflationary One8.28.22
Everyone Pays the Cost As the Rich Keep Spending8.8.22
Bad News for Big Tech8.1.22
Biden’s Surprise Win Will Bring Economic As Well As Political Benefits7.11.22
Is The US Starting To Resemble An Emerging Market?7.3.22
America Needs To Get Women
Back Into Work6.26.22
The High Cost Of Producing Cheap Food6.19.22
When Trying To Predict Inflation In The US, Remember The Wild Cards6.12.22
America Must Do More In The Trade Tug Of War6.5.22
The Cost Of Complexity In Supply Chains5.29.22
Talk of Doing Good Rings Hollow
Among Global Elite5.12.22
Davos and The New Era of Deglobalisation5.15.22
Let the Fed Put Money
Where it is Really Needed5.8.22
The World Needs a 12-step
Programme for Better Trade5.5.22
Are Soaring us Property Prices
Here to Stay?5.1.22
The Failures of Stakeholder Capitalism4.24.22
The Threat of a Global ‘buying strike’ Rises as Cost of Living hits4.17.22
It’s Time For A New Bretton Woods4.10.22
Pursuit of Profit Bodes
Ill For Us Healthcare3.27.22
Fertiliser Inflation Presages A
Global Food Supply Crisis3.21.22
How War Is Changing Business3.13.22
We Need a Grand Bargain On Energy3.6.22
Ukraine Reveals Nature Of War In The Age Of Weaponised Networks2.27.22
China, Russia, and The Race
To A Post-Dollar world2.20.22.
It’s Not Just The Economy, Stupid2.14.22
The SEC Has Shone A Welcome Light On Financial Darkness2.7.22
US Trade Needs A Radical Redesign1.30.22
Automation Exacts A Toll In Inequality1.24.22
The FED Needs Diversity Of Thought1.16.22
What Biden’s Competition Crusade Tells Us About Globalisation1.10.22
WHEN THE WEB3 BUBBLE POPS, REAL WORLD ASSETS WILL SURVIVE1.2.22
WHY WE SHOULD EXPECT WOBBLING IN GLOBAL INFLATION DYNAMICS -
2.19.21
The Lessons For The US From China’s ‘Common Prosperity’ Push12.12.21
Big Tech Is Playing A Financial Shell Game12.5.21
Life At The Top Gets Harder For Chief Executives11.21.21
Key US Commission Heralds Coming Capital Wars11.14.21
The Oldest Asset Class Of All Still Dominates Modern Wealth11.7.21
Why Innovation Could Stop Inflation10.24.21
Joe Biden’s Bid For Banks
That Serve The People
10.17.21
Supply Chain Lessons From Long Beach10.10.21
Cheap masks carry a high cost for us manufacturing10.3.21
The left’s low-rate fantasy makes inequality worse9.26.21
The US and EU Should Talk About Competition9.19.21
Forget The ‘She-Cession’ – Women Will Redefine The Labour Market9.12.2
tHE US NEEDS TO MAKE HOMES MORE AFFORDABLE – AND AVAILABLE8.1.21
biden puts workers ahead of consumers7.25.21
Trading apps reduce markets to a game7.18.21
post-pandemic inflation fears are overblown7.11.21
spacs are falling short of their promises7.5.21
what joe biden can learn from richard nixon’s playbook6.27.21
America And The EU Are Stronger Together6.21.21
Capital For The People–An Idea Whose Time Has Come6.15.21
Storms Await Companies That Err On Climate6.7.21
Politicians Should Set Common Rules For Digital Markets5.30.21
Five Lessons From 25 Years of Corporate Wealth Creation5.23.21
Wanted: A Resiliency Tsar For The US Government5.17.21
A Midlife Crisis Takes Shape In The US5.10.21
Creative Destruction is the Silver Lining5.3.21
Joe biden’s battles have just begun4.26.21
There’s No Place Like Home4.18.21
The US Infrastructure Most In Need Of Investment Is Human4.11.21
Why Manufacturing Matters To Economic Superpowers3.7.21
Wishful Thinking On China Will Not Serve American Interests2.28.21
Liberals and security hawks can find common green ground2.21.21
Silicon beach, or just another warm tax haven?2.14.21
bitcoin’s rise reflects america’s decline2.7.21
The biggest lesson of gamestop1.31.21
Joe Biden’s ‘buy american’ isn’t bad, it’s necessary1.24.21
Joe Biden and The ‘Great rebalancing’ of the us economy -
12.20.20
A Student Debt Jubilee Could Kickstart US Economic Recovery12.13.20
The Federal Trade Commission Strikes Back Against Facebook12.6.20
A Transatlantic Effort To Take On Big Tech11.22.20
Corporate America’s Deal With The Devil11.15.20
America’s Other Identity Divide-class11.9.20
Joe Biden Can Get Plenty Done11.1.20
A Blueprint for America’s Economic Recovery10.26.20
Big Tech Collaborates To Conquer10.18.20
Joe Biden Needs An Economic Team That Will Support Workers10.11.20
Strawberries Tell The Story Of An Era Of Disruption10.4.20
Covid recovery will stem from digital business9.27.20
Concentrated Power In Big Tech Harms The US9.20.20
How To Survive The Covid-19 Retail Apocalypse9.13.20
The Next Subprime Crisis Could Be In Food9.6.20
China Wants To Decouple From US Tech, Too8.9.20
The Great Trade Unwinding8.2.20
Tourism’s Collapse Could Trigger Next Stage of Crisis7.26.20
Antitrust Is Changing From The Ground Up7.18.20
Europe and Us Can Still Compete With Chinese Tech7.5.20
Ad Boycotts Alone Will Not Curb Big Tech6.28.20
A Canary In the US Economic Coal Mine6.21.20
The Problem With Big Food6.14.20
Black Lives Matters is About Both Race and Class6.7.20
Facebook and The Creation Of A US Oligarch5.31.20
We May Be Heading Towards A Post-Dollar World5.24.20
Small-time Investing Fuels Real World Consequences5.17.20
Big Tech’s Viral boom Could be its undoing5.10.20
Gambling on us equities is becoming more difficult5.3.20
Economists need to abandon their comfort zones to deal with covid-194.26.20
Coronavirus bursts the US college education bubble4.19.20
We are entering the new age of american austerity4.12.20
WeWork’s lessons for US real estate4.5.20
The US needs a broadband big dig3.29.20
Fifty years of US Policy come home to roost3.22.20
This time, small guys should get the bailouts3.15.20
How Coronavirus became a corporate credit run3.8.20
US Economy is dangerously dependent on Wall Street3.1.20
Corporate Margins are going to be squeezed2.23.20
Coronavirus Is Speeding Up The Decoupling Of global economies2.16.20
Digital Tools Can Be A Useful Bolster To Democracy2.9.20
America’s Go-It-Alone Economy2.2.20
Coronavirus Will Hit Global Growth1.26.20
A Plot Twist In Donald Trump’s US Growth Story -
12.29.19 Financial Times
A Productive Economic Bubble Is My Wish For 202012.22.19 Financial Times
America’s Competitiveness Problem12.16.19 Financial Times
Martin Guzman Shows A Better Way to Deal With Debt Crises12.8.19 Financial Times
How To Take Back Control From The Big Tech Barons12.1.19 Financial Times
Consciously Decoupling The US Economy11.24.19 Financial Times
Gold Is Looking More and More Attractive11.17.19 Financial Times
Our Personal Data Needs Protecting from Big Tech11.10.19 Financial Times
Healthcare Policy Is A Defining Issue For America11.3.19 Financial Times
Big Tech Has Moved From Offering Utopia to Selling Dystopia10.27.19 Financial Times
Fact-checking Facebook’s Fantasies10.20.19 Financial Times
Europeans Have Double Standards On Transatlantic Trade10.18.19 Financial Times
I Joined A Tech Start-up In 1998.10.13.19 Financial Times
California’s New Model For Fixing Inequality10.6.19 Financial Times
Luxury Real Estate Has A Long Way To Fall9.29.19 Financial Times
Are Investors Ready for the ‘doomsday dollar’ scenario?9.22.19 Financial Times
Organized Labor has returned9.15.19 Financial Times
TakeDown by Elliott’s Paul Singer of At&t is on the money9.8.19 Financial Times
Corporate America Is Over-caffeinated8.21.19 Financial Times
The trouble with American tourism8.18.19 Financial Times
Markets are adjusting to a turbulent world8.14.19 Financial Times
Why management by numbers doesn’t add up8.4.19
The age of wealth accumulation is over7.29.19 Financial Times
Facebook’s Libra and the scourge of hot money8.7.19 Financial Times
The fracturing of the global economic consensus7.30.19 Financial Times
The silver lining for labour markets7.23.19 Financial Times
A long economic recovery is not necessarily a better one7.16.19 Financial Times
Big Tech is America’s new ‘railroad problem’6.9.19 Financial Times
Plans for a worker led economy straddle America’s political divides6.2.19 Financial Times
Old economists can teach us new tricks5.26.19 Financial Times
Government contracts become Amazon’s new target market5.19.19 Financial Times
US private equity moves into trailer parks5.12.19 Financial Times
Democrats take aim at big agribusiness4.21.19 Financial Times
The global race for 5G supremacy is not yet won4.14.19 | Financial Times
What Donald Trump gets right about the US economy4.7.19 Financial Times
Big tech must pay for access to America’s ‘digital oil’3.31.19 Financial Times
It is time for a truly free market3.24.19 Financial Times
National champions are not the way to compete with China3.17.19 Financial Times
The Fed has exacerbated America’s new housing bubble3.10.19 Financial Times
Do not let internal battles slow the fight against climate change3.3.19 Financial Times
The allure of financial tricks is fading2.24.19
California leads the way on data regulation2.20.19
Is made in the USA making a comeback?2.17.19
Donald Trump’s ill-timed rift with Europe2.10.19
US-China conflict echoes Europe’s past2.4.19
America’s new antitrust agenda1.27.19
Another tech bubble could be about to burst1.20.19
China’s Xi Jinping is No Davos -
12.30.18 Financial Times
Regional US Central Bankers Turn Their Focus To Main Street12.23.18 Financial Times
Facebook Has Put Growth Ahead Of Governance For Too Long12.16.18 Financial Times
Year In A Word: Techlash12.2.18 Financial Times
Tech Companies Tinker Under The Hood Of The Automobile Industry11.25.18 Financial Times
US Capital Expenditure Boom Fails To Live Up To Promises11.18.18 Financial Times
Facebook Puts Profits Above Care For Liberal Democracy11.11.18 Financial Times
Young Americans need to be taught skills, not handed credentials11.04.18 Financial Times
These Midterms Mark A Culture Shift For Business and Politics10.28.18 Financial Times
Big Tech’s Unhealthy Obsession With Hyper-Targeted Ads10.22.18 Financial Times
Superstar companies are ripe for disruption10.14.18 Financial Times
‘Patriotic Capitalism’10.7.18 Financial Times
Dark clouds gather over the
US housing market9.23.18 Financial Times
Revamp global trade to
match our new reality9.23.18 Financial Times
US trade hawks seize their chance to reset China relations9.16.18 Financial Times
Banks jump on to the fintech bandwagon9.9.18 Financial Times
Why the US Federal Reserve should care about finance9.2.18 Financial Times
Amazon’s pricing tactic is a trap for buyers and sellers alike9.19.18 Financial Times
Platform companies have to learn to share8.12.18 Financial Times
New investment rules will squeeze US-China flows7.29.18 | Financial Times
Business should listen to America’s new left7.22.18 Financial Times
A light shines on the concentration of power in Silicon Valley7.15.18 Financial Times
Globalised business is a US security issue7.9.18 Financial Times
Culture clashes loom after a rush of company mergers7.1.18 Financial Times
US and China must find ways to control their elites6.24.18 Financial Times
Antitrust policy is ripe for a rethink6.17.18 Financial Times
Donald Trump’s trade tirades show his mastery of the message6.10.18 Financial Times
Trump Is Trading On A
Protectionist Mood6.3.18 Financial Times
Donald Trump Picks
The Wrong Trade Fight5.27.18 Financial Times
Companies Are The Cops In Our Modern-Day Dystopia5.20.18 Financial Times
The Wrong Time To Roll
Back Financial Reform5.14.18 Financial Times
‘Techlash’- How Big Tech Is Influencing Your Thinking5.13.18 Financial Times
Keep An Eye On Apple If You Want To Spot Market Trends5.6.18 Financial Times
Fight The Faangs, Not China4.29.18 Financial Times
A Business Answer To America’s Broken Education System4.22.18: Regulating Facebook Merely Nips At The Edge Of A Bigger Problem
4.1.18: Columbus Shows Trump How To Thrive In New World Order
3.25.18: Investors should bet on smaller nimbler companies and countries
3.18.18: Why Mergers Between Old-Media Titans Do Not Matter
3.11.18: Beware A Digital Trade War
3.4.18: The Backlash Against Shareholder Value
2.25.18: Three Questions For Federal Reserve Chairman Jay Powell
2.18.18: Why Workers Need A ‘Digital New Deal’ To Protect Against AI
2.11.18: Tech Companies Are The New Investment Banks
2.4.18: The American Way Of Healthcare
1.28.18: The Dangers Of Digital Democracy
1.21.18: Big Tech Should Hit The Reset Button
1.14.18: The Rise Of The Superstar Company