Blog tagged as Sector Reports Market Trends Regulatory Updates

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,...

SPAC Market Trends and Insights

12.09.2024 08:00 AM - By Jessica - Comment(s)

Discover the top SPAC trends in 2024, from key sectors like healthcare and energy to evolving regulations shaping the market for 2025 and beyond.

Maximizing Impact: How FDI Can Transform Small and Mid-Sized Municipalities

11.22.2024 06:08 AM - By Jessica - Comment(s)

Foreign Direct Investment (FDI) boosts economic growth for municipalities by creating jobs and improving infrastructure. SelectGlobal aids communities in leveraging FDI for impactful, long-term development.

Fostering Entrepreneurial Ecosystems: Insights from "Startup Communities"

11.13.2024 08:05 AM - By Jessica - Comment(s)

This article provides a review of "Start Up Communities" by Michael Edgar, emphasizing the significance of entrepreneurial ecosystems, innovations, challenges, and solutions such as incubators and networking, all framed within Brad Feld's guiding principles.