Archives
2026 5
February 5
Inflation 2.0: why prices feel sticky in 2026
A fictional, Economist-style note on why disinflation can still feel expensive in daily life.
AI in 2026: three bets that may disappoint
A fictional briefing on the gap between AI demos and durable productivity.
Energy (Q1 2026): the quiet return of nuclear
A fictional memo on why nuclear is back in boardrooms—if not yet on the grid.
China, chips and sanctions: the 5% question
A fictional look at how small percentages in supply chains can set big strategic limits.
The politics of housing: when 1,000 homes aren't enough
A fictional column on why building more is necessary—and still never sufficient.