The moves between the great powers, read in five minutes. EDITION 01 · AUGUST 2026August 6, 2026 · covers July 23 to August 6twice monthly Top line · this edition The past two weeks turned pressure on Russia into pressure on everyone who trades with it. The United States Senate…
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The antiwar movement of the 60s and democratic socialism today follow a similar ecosystem logic: system stress, moral framing, youth mobilization, institutional conflict, and strategic choice. I was driving when a song by Richie Havens came on the radio. The voice sent me immediately to Woodstock: August 1969, Bethel, New…
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The AI buildout is moving from a spending test to a financing test. Lot’s of AI action today, July 28, 2026… A recent post by LoRosha, “NVIDIA–CXMT Twin-Trigger Convergence: A Financing-Risk and Supply-Risk Repricing”, connects two developments that reached semiconductor investors at about the same time. The first was a…
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With 100 days left before the midterms, the week’s strongest signals came from three places: household costs, unsettled primaries, and election rules. Published July 27, 2026 Foreign policy is reaching the household budget The most immediate signal was gasoline. The national U.S. average moved back above $4 a gallon on…
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Humanity has more options than collapse or denial. But every solution changes the system—and usually reveals the next bottleneck. On July 2, 2026, the PJM Interconnection—the largest U.S. power-grid operator—came close to breaking its all-time peak-demand record during an eastern heat wave. PJM activated emergency conservation measures, including a demand-response program…
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Alphabet’s stock fell after another large increase in AI spending. But the same spending is creating demand across chips, data centers, cooling, networking, electricity, and construction. Alphabet reported the kind of quarter that usually lifts a stock: Revenue rose 24 percent to $119.8 billion. Google Cloud revenue rose 82 percent…
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For years, tungsten cost the same in China and everywhere else. This period, that stopped being true. China requires a license to export tungsten, and it has cut the list of firms allowed to sell abroad. The result, spelled out this cycle by industry price reporters: two separate markets. Chinese…
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A twice-monthly systems read of the continent — twelve domains, one signal. Edition 01 June 2026 · covering ~16 May–18 June 2026 ~9 min read Subscriber edition How to read this. We track the African continent as one system across twelve domains — the big moving parts of development, from money and minerals…
Comments closedEveryone’s still guessing A quick note before we start: this one runs a little longer than usual. I’d planned to come at this subject in smaller pieces over the next few weeks, but the news got ahead of me, so I’m covering the whole topic in one piece now, and…
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