Essays, dispatches, and analyses from the reindustrialization movement.
Hudson Institute Research
acabral-sanchez@hudson.org
Trump Signals Shift to Economic Pressure on Iran acabral-sanche… Mon, 08/10/2026 - 14:31 SVG In the Media Aug 10, 2026 Fox News Trump Signals Shift to Economic Pressure on Iran Rebeccah L. Heinrichs Senior Fellow and Director, Keystone Defense Initiative Rebeccah L. Heinrichs In…
Hudson Institute Research
acabral-sanchez@hudson.org
Peace Is “Manufactured” Before It’s Negotiated acabral-sanche… Mon, 08/10/2026 - 10:36 SVG In the Media Aug 9, 2026 Fox News Peace Is “Manufactured” Before It’s Negotiated Rebeccah L. Heinrichs Senior Fellow and Director, Keystone Defense Initiative Rebeccah L. Heinrichs In the…
Hudson Institute Research
acabral-sanchez@hudson.org
How to Salvage Science in Fauci’s Wake acabral-sanche… Mon, 08/10/2026 - 09:50 SVG Commentary Aug 9, 2026 Wall Street Journal How to Salvage Science in Fauci’s Wake A White House report argues that competition and freedom can bring about a new ‘golden age.’ Mike Gallagher Distin…
The Daily Upside
Sean Craig
With new CEO Greg Abel now more than seven months into the job, it appears that investors still consider Berkshire Hathaway old reliable. The post Buffett’s Successor at Berkshire Puts Mammoth Cash Pile to Work appeared first on The Daily Upside .
The Daily Upside
Mallika Mitra
This week, the Fed will get a bit of help in its ongoing goal of reading the economy’s tea leaves with a new inflation reading. The post Fed Scours Fresh Inflation Data for Interest-Rate Cues as Mid-Term Elections Loom appeared first on The Daily Upside .
The Daily Upside
Brian Boyle
SpaceX has a message to Verizon and the rest of Big Telecom. It's coming for some of their $600 billion in annual revenue. The post Starlink’s Success Casts Doubt on Telecom Companies’ Future appeared first on The Daily Upside .
Slow Boring
Matthew Yglesias
If expanding access works, is your program really for the “gifted”?
Stratechery
Ben Thompson
Apple's earnings (and stock) are limited not by memory but rather chip shortages; then, more on Amazon's earnings and Andy Jassy's market analysis.
The Daily Upside
Emile Hallez
Roundhill said flows into its $24 billion memory fund, DRAM, show conviction from investors about the AI buildout. But not all are cashing in. The post The DRAMa Behind Wall Street’s Fastest Selling ETF appeared first on The Daily Upside .
The Daily Upside
Quinn Waller
About half of small- and mid-cap stock-pickers beat passive indexes this year, but the large-cap wins remained mostly out of reach. The post Here’s Where Active Investing Is Actually Beating Passive appeared first on The Daily Upside .
The Daily Upside
Lilly Riddle
The wirehouse’s new spot products are now the least expensive options out there. The post Morgan Stanley Just Undercut Ethereum, Solana ETF Markets appeared first on The Daily Upside .
Noahpinion
Tim Fist
A guest post by Tim Fist and Saif Khan.
Slow Boring
Halina Bennet
Ask your questions below.
Doomberg
Doomberg
Myths, ghosts, and other oil things that go bump in the night.
Slow Boring
Halina Bennet
Spotted! Love during a brief trip to New York City last weekend. Read more
Construction Physics
Brian Potter
The Endangered Species Act and housing production, why it’s hard for LEGO to use 3D printing, robotic welding and shipbuilding, modular data centers, and more.
Noahpinion
Noah Smith
There's one thing keeping us afloat right now, and people want to get rid of it.
Slow Boring
Halina Bennet
In which I come out as a total theater nerd
Hudson Institute Research
acabral-sanchez@hudson.org
Business as Usual for US, Britain When It Matters Most acabral-sanche… Fri, 08/07/2026 - 13:45 SVG Commentary Aug 7, 2026 Arab News Business as Usual for US, Britain When It Matters Most Luke Coffey Senior Fellow, Center on Europe and Eurasia Luke Coffey Commentary Caption Secre…
Stratechery
Ben Thompson
The best Stratechery content from the week of August 3, 2026, including earnings exposure, OpenAI's answer to Apple, and all about LeBron in Philly.
Not Boring
Packy McCormick
Terraform, Billion-Dollar Rounds, Oklo Goes Critical, Astra Math, Terafab + Extra Doses
Slow Boring
Matthew Yglesias
Plus when I’d vote for a Republican, the case for generalists, and why live theater is weird now
Slow Boring
Halina Bennet
Trump and Melania’s favorite thrifty recipes
Construction Physics
Brian Potter
A few weeks ago the 21st Century ROAD to Housing Act became law. This is an enormous housing bill that’s been in the works for roughly a year — I first discussed it on Statecraft back in 2025 — and folks are optimistic that it will, per its description, “…
Noahpinion
Noah Smith
And if not, what do we do?
Stratechery
Ben Thompson
Google's earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon's — capex was justifiable.
Stratechery
Ben Thompson
Microsoft's earnings were compelling because they showed a clarity of strategy, lower costs, and a tangibility of application. The reason why is scarier.
Noahpinion
Noah Smith
AI will soon be better at math than any human. What does that mean?
Stratechery
Ben Thompson
Meta's earnings were a bit disappointing; future promises about AI products were more disconcerting.
Noahpinion
Noah Smith
Sometimes bad populist ideas are just a mistake; sometimes they're being promoted for ideological reasons.
Palladium Magazine
Charles Rosenbauer
The bottleneck of the computer age is not compute, but ideas for how to use it. The post Post-Scarcity Leads to Technological Stagnation appeared first on Palladium .
Not Boring
Packy McCormick
Enigma, Robots Covered, DoorDash Air, Zoox Approval, Free ChatGPT + HT + Extra Doses
Doomberg
Doomberg
On the modern assumption that opponents can’t punch back.
Palladium Magazine
Stephanie Wakefield
As artificial intelligence has advanced, it has taken the place of climate change as the main perceived threat to our planet. The post Frontier Panic appeared first on Palladium .
Construction Physics
Brian Potter
A battery technology that’s getting a lot of attention is solid-state batteries, lithium-ion batteries that replace the liquid electrolyte with a solid material.
Doomberg
Doomberg
Pro Tier: July 2026 Doom Zoom
Essays, dispatches, and analyses from the reindustrialization movement. 12 sources / 12 live.
Julius Krein
The journal of the post-neoliberal right — industrial policy, finance, and the rebuilding of productive American capacity.
Austin Vernon
Essays on oil, nuclear, manufacturing, and the engineering economics of rebuilding American heavy industry.
Brian Potter
The best writing anywhere on why America stopped building and what it would take to build again — construction, factories, and productivity.
Doomberg
Energy, commodities, and industrial analysis from a chicken in a green visor — required reading for anyone serious about the physical economy.
Hudson Institute
Policy research on defense, technology competition with China, and the industrial foundations of national power.
Noah Smith
Sharp economic analysis of reindustrialization, the China-US competition, and the policy toolkit for rebuilding America.
Packy McCormick
Deep dives on the companies building the next industrial economy — defense tech, energy, semiconductors, and frontier industries.
Palladium
Essays on governance futurism, state capacity, and the civilizational stakes of American industrial revival.
Matthew Yglesias
Center-left policy with an abundance lens — housing, energy, manufacturing, and the politics of getting things built.
Ben Thompson
Strategy analysis across tech and industry — on TSMC, Intel, semiconductors, and the industrial logic of the information age.
The Daily Upside
Business news with a preference for the tangible — supply chains, industrials, semiconductors, and capital flows.
Byrne Hobart
Finance and strategy essays connecting markets, technology, and the industrial real economy.