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America's $50 Billion Rare Earth Problem
During my last trip to China, I attended a small economics conference in Shenzhen.
9 hrs ago
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Paul
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The Luxury Paradox
In a 2019 interview that has since become legendary among business strategists, a journalist began recounting Bernard Arnault’s accomplishments over the…
Jan 15
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Paul
Europe's Anduril Moment Just Arrived: The Defense Industry Enters a New Era
A few days ago, I almost missed the most important defense announcement of the year.
Jan 14
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Paul
Why Water Is the Real Achilles Heel of the Chip Market
Here’s a scenario that keeps semiconductor CEOs up at night.
Jan 13
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Paul
Japan: The World's Most Overlooked Investment Opportunity
Last Tuesday, I received an email from Thomas, a Macro Notes Premium member based in Singapore.
Jan 11
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Paul
The AI Chip War’s Real Winners Are Not NVIDIA, TSMC, or AMD — but Advanced Packaging Companies
I was reading through the U.S.
Jan 10
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Paul
7 Invisible Monopolies I'm Watching Closely in 2026
I spend most of my time hunting for companies nobody’s talking about.
Jan 8
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Paul
America's Empty Arsenal
I spent last weekend reading Pentagon budget documents.
Jan 6
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Paul
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