Global Macro Update Archive

August 1, 2025

Personal Robots: Perfect Assistants or the End of Privacy?

Rosie the Robot was a memorable part of Saturday mornings for those of us of a certain age. I loved The Jetsons.

July 25, 2025

A New AI Playbook for America

The White House released America’s AI Action Plan—the clearest signal of AI’s importance to global dominance.

July 18, 2025

We the Public Will Pay for AI

Last week, we covered my concerns about AI’s impact on jobs. This week, we’ll take a look at its impact on energy demand and who pays for that energy.

July 11, 2025

AI and Automation – Are You Ready?

Most of us are not prepared for the incredible degree of change Artificial Intelligence (AI), combined with automation, is bringing to society.

June 27, 2025

Air Taxis Are the Next-Gen Way to Travel

Your next Uber could be a flying “air taxi.”

April 25, 2025

A Regime Change Hits Global Trade

Most investors would agree we’re in a different investment environment than we were a few months ago.

April 18, 2025

Will the trade war become a currency crisis?

As the trade situation intensifies between the US and China, it’s time to think about the ripple effects of a decoupling.

April 11, 2025

Too Late for Portfolio Insurance?

There’s no substitute for experience.

April 4, 2025

Private Equity: Too Big to Fail?

There are plenty of smart people doing good work in private equity, but when self-help guru Tony Robbins is private equity’s new cheerleader, and Blackstone is buying smoothie shops, you have to wonder if things have gone too far.

March 28, 2025

Ukraine’s Economic Playbook for Defeating Russia

Modern history is rife with examples of wars that grind on needlessly, only to end with no clear winner.

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