Blog categorized as Industry Analysis
The Resilient Silk Web
03.03.2026 01:05 PM - Comment(s)
New trade corridors are forming a resilient web. Position at intersection nodes. Validate demand before committing capital.
FROM MINISTRY TO MONOPOLY
03.01.2026 03:50 PM - Comment(s)
The ESG apparatus isn't dying — it's migrating onto blockchain rails. Tokenizing natural assets creates permanent, fractionalized encumbrances that no single court can unwind. The consensus mechanism isn't a technical detail. It's the mechanism of capture.
Trade in a Neo-mercantilist World
02.26.2026 02:25 PM - Comment(s)
Global trade has gone strategic. Trade commissioners who move beyond FDI attraction - and actively embed trusted manufacturers into U.S. defense and critical supply chains - will capture value where security, not cost, now drives demand.
AI Be Nimble, AI Be Quick
02.13.2026 08:53 AM - Comment(s)
How experienced humans using AI help Australian manufacturers navigate fast-changing US defense trade pathways, especially CSO and SBIR partnerships.
SBIR/STTR: The $4B Annual Opportunity Most Small Businesses Get Wrong Part 2: Winning the Game by Rob Fekete, Founder and CEO, OutPace Business Solutions
01.17.2026 03:20 PM - Comment(s)
Rob Fekete breaks down the $4B SBIR/STTR program, revealing why many small businesses misunderstand it. Learn how this federal R&D funding serves as a strategic entry point to government contracts and why it’s key for startups and encore entrepreneurs aiming to grow.
SBIR/STTR: The $4B Annual Opportunity Most Small Businesses Get Wrong Part 1: Understanding the Landscape by Rob Fekete, Founder and CEO, OutPace Business Solutions
01.07.2026 03:20 PM - Comment(s)
Rob Fekete breaks down the $4B SBIR/STTR program, revealing why many small businesses misunderstand it. Learn how this federal R&D funding serves as a strategic entry point to government contracts and why it’s key for startups and encore entrepreneurs aiming to grow.
SelectGlobal 2025 Year-End Brief
12.30.2025 11:28 AM - Comment(s)
2025: What We Actually Built
12.15.2025 12:25 PM - Comment(s)
When markets stalled in 2025, SelectGlobal built durable infrastructure—relationships, platforms, and decision frameworks—positioning our ecosystem to move faster and smarter when client timing and capital realign.
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
