Blog by Michael Edgar
Strong Convictions, Loosely Held: Conclusions
11.24.2025 12:52 PM - Comment(s)
Eight Days. Eight Themes. One Through-Line. The macro forces are in motion. Power scarcity demands infrastructure buildout. Labor shortage requires automation. Supply chain vulnerability necessitates reshoring.
Strong Convictions, Loosely Held: Day 8
11.24.2025 11:27 AM - Comment(s)
Strategic Investment Domains—What Hasn't Changed: Where Capital Meets Structural Necessity—The Six Domains Driving 30+ Years of North American Advantage
Strong Convictions, Loosely Held: Day 7
11.24.2025 10:54 AM - Comment(s)
Demographics - The Irreversible Math The Asymmetry: The U.S. attracts more working-age, high-skill, and high-earning immigrants than any country in the world.
Strong Convictions, Loosely Held: Day 6
11.24.2025 10:09 AM - Comment(s)
Day 6: Dollar Architecture 2.0 Grand strategy isn't about what GDP will be—it's about what you want GDP to look like. $1-4 trillion in structural Treasury purchases by 2030 provides direct fiscal support
Strong Convictions, Loosely Held: Day 5 (Part 3) bear with me - this gets weedy
11.23.2025 11:36 PM - Comment(s)
How America Is Formalizing Global Decoupling (Without Saying So) Why Supply Chain Sovereignty Became National Security Deployment Reality: How to Position for Permanent Realignment
Strong Convictions, Loosely Held: Day 5 (Part 2)
11.23.2025 11:04 PM - Comment(s)
How America Is Formalizing Global Decoupling (Without Saying So) Why Supply Chain Sovereignty Became National Security That's not speculation. That's physics meeting economics. And it's already happening.
Strong Convictions, Loosely Held: Day 5 (Part 1)
11.23.2025 10:40 PM - Comment(s)
How America Is Formalizing Global Decoupling (Without Saying So) Why Supply Chain Sovereignty Became National Security That's not politics. That's economics responding to incentives.
Strong Convictions, Loosely Held: Day 4
11.21.2025 09:30 AM - Comment(s)
Labor Reallocation Is Accelerating
Strong Convictions, Loosely Held: Day 3
11.19.2025 09:22 AM - Comment(s)
Data Center Economics—The $3 Trillion Build
Strong Convictions, Loosely Held: Day 2
11.18.2025 03:49 PM - Comment(s)
Capital isn't the bottleneck. Energy is.
The hyperscalers have the money. They're sitting on $500B in cash and generating $300B in free cash flow annually. They can write the checks. What they can't do is flip a switch and add 5 GW of grid capacity in Virginia or Texas.
AI Doesn't Run on Hope—It Runs ...
Strong Convictions, Loosely Held: Day 1
11.18.2025 12:43 PM - Comment(s)
Day 1: We Are Not in an AI Bubble
Strong Convictions, Loosely Held: Introduction
11.18.2025 12:31 PM - Comment(s)
An Eight-Day Framework for Capital Allocation in an Industrial Cycle
America's Industrial Future: AI, Robotics, and Economic Revival Executive Summary
09.23.2025 09:29 AM - Comment(s)
For the past fifty years, American businesses followed a simple rule: manufacture products wherever labor costs the least, then ship them to markets where consumers can afford to pay the most. This era is rapidly ending as companies discover that "cheapest" no longer means "smartest.&...
America's Industrial Future: AI, Robotics, and Economic Revival: Part 4
08.27.2025 09:00 AM - Comment(s)
The clock is running.
Companies positioned to dominate the next half-century aren't waiting for political clarity—they're securing strategic sites, building local partnerships, and deploying physical capital across Fortress North America. With each new policy incentive and executed trade agreement, t...
America's Industrial Future: AI, Robotics, and Economic Revival: Part 3
08.26.2025 04:19 AM - Comment(s)
Recap: Parts 1 and 2 outlined the shift toward "Fortress North America" and the revolutionary "Alien Dreadnought" manufacturing model. Now we examine how to capitalize on this transformation while avoiding common strategic pitfalls.
The current economic model has created what Andr...
America's Industrial Future: AI, Robotics, and Economic Revival: Part 2
08.22.2025 11:08 AM - Comment(s)
Recap: In Part 1, we explored how global commerce is shifting from "cheapest" to "safest," with Fortress North America emerging as the strategic alternative to fragile global supply chains. Today, we examine the revolutionary manufacturing model making this transition economicall...
America's Industrial Future: AI, Robotics, and Economic Revival: Part 1
08.21.2025 05:09 PM - Comment(s)
Global commerce is shifting. For decades, the formula was simple: make it where labor is cheapest, ship it where consumers can pay the most. That era is ending. Supply-chain fragility, geopolitical tensions, and a new era of U.S. industrial policy are moving production from "cheapest" to &...
America's Industrial Future: AI, Robotics, and Economic Revival: Executive Overview
08.21.2025 05:08 PM - Comment(s)
Executive Summary:
Our four-part blog series outlines a significant shift in global economic strategy towards "Fortress North America," emphasizing reshoring manufacturing and building physical capital within allied nations. This move prioritizes supply chain resili...
Human Alpha: The Strategic Edge in an AI-Driven World
06.09.2025 11:12 AM - Comment(s)
In a world increasingly dominated by artificial intelligence, businesses face both opportunity and risk. AI can streamline operations, analyze vast datasets, and predict trends with remarkable precision. Yet as these tools become ubiquitous, they also threaten to commoditize services, reducing compe...
What Drives the U.S. Economy Next - 2025 and beyond?
05.23.2025 09:39 AM - Comment(s)
