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SelectGlobal: Intelligence and Analysis

 If you came here through Builders vs Diplomats, you already know the premise: the people who build and the people who manage process are sorting into separate economies, and that sorting explains more than most headlines do. This is where that work lives. We track the structural forces reshaping North American advantage, from the thermodynamics of energy cost to the time-bounded windows in federal procurement, and we write it down so it holds up under scrutiny. 

All content is written under the SelectGlobal Intelligence byline by Michael T. Edgar and Dors Venabili. 

Where to Start

 Five running series, each one a different lens on the same transition. Read them in any order. Most people start with the first. 

  • Builders vs Diplomats - The behavioral sorting underneath the political noise: who optimizes for output, who optimizes for control, and why it matters now.
  • Fortress North America - Why the Western Hemisphere's energy cost advantage is a thermodynamic fact, not a geopolitical opinion. Thermodynamics does not negotiate.
  • The Tier One Instinct - How serious operators read a market before the consensus catches up.
  • Strong Convictions, Loosely Held - Working through the hard calls in real time, conviction balanced against the discipline to update.
  • America's Industrial Future - Where reindustrialization actually lands: the demand, the sites, the capital.

Recent posts across all series