Blog tagged as Industrial Policy Analysis

AI Be Nimble, AI Be Quick

02.13.2026 08:53 AM - By Michael Edgar - 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 - By Michael Edgar - 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 - By Michael Edgar - Comment(s)

SelectGlobal 2025 Year-End Brief

12.30.2025 11:28 AM - By Michael Edgar - Comment(s)

The rules changed in 2025. This brief distills the constraints shaping capital, supply chains, and power in 2026 and explains why North American integration now determines industrial competitiveness.

2025: What We Actually Built

12.15.2025 12:25 PM - By Michael Edgar - 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 - By Michael Edgar - 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 7

11.24.2025 10:54 AM - By Michael Edgar - 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 - By Michael Edgar - 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 - By Michael Edgar - 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 - By Michael Edgar - 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 - By Michael Edgar - 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 - By Michael Edgar - Comment(s)

Labor Reallocation Is Accelerating

Strong Convictions, Loosely Held: Day 3

11.19.2025 09:22 AM - By Michael Edgar - Comment(s)

Data Center Economics—The $3 Trillion Build

Strong Convictions, Loosely Held: Day 2

11.18.2025 03:49 PM - By Michael Edgar - 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 - By Michael Edgar - Comment(s)

Day 1: We Are Not in an AI Bubble

Strong Convictions, Loosely Held: Introduction

11.18.2025 12:31 PM - By Michael Edgar - Comment(s)

An Eight-Day Framework for Capital Allocation in an Industrial Cycle

America's Industrial Future: AI, Robotics, and Economic Revival: Part 2

08.22.2025 11:08 AM - By Michael Edgar - 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...

What Drives the U.S. Economy Next - 2025 and beyond?

05.23.2025 09:39 AM - By Michael Edgar - Comment(s)

Where a back bench futurist thinks we are headed next

Why the U.S. Remains A Top Global FDI Destination in 2025

01.22.2025 06:12 AM - By Jessica - Comment(s)

In 2025, the United States continues to shine as a beacon for global Foreign Direct Investment (FDI), solidifying its position at the pinnacle of international investment destinations. This enduring appeal is not by chance but is the result of a confluence of strategic advantages that the US offers,...