Every week: one clear call on where things are heading, and one play you can run on it. From inside companies where being wrong costs me money.
Most people find out where things are heading at the same time as everyone else, which is exactly when the opening closes. The move was available for a year. It stopped being available the week it became consensus.
Here is the current example. Every ambition America has runs into the same two walls. We want data centers, reshoring, and a win at AI, and all three need power we have not built. We want a workforce that can afford to be sick, and health care costs more each year than the raise it eats.
Consensus treats both as policy fights. Something to be argued about, legislated at, and managed down. I think that is exactly wrong. Power and healthcare cost are not arguments. They are capital allocation problems and construction problems, and they are being solved right now by people who are building instead of commenting.
These are the least glamorous corners of the American economy. They are physical, permitted, licensed, slow, and easy to write off from a distance. Which is precisely why the returns are still there. Almost nobody covering business actually operates in them, and almost nobody operating in them writes about it.
I do both. Not as a thesis I read somewhere, but as the thing I do on a Tuesday. What follows on this page is where, and what I am seeing.
Reading where things are heading and positioning for it is one skill. I run it in public, on my own name and my own companies, where you can check it. Everything here is free.
All Upside, every week. Where things are heading, what I am building, and one play you can run. This is the method working in public, and you can check it against what actually happens.
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Open the Engine →My father was a builder. He could look at an empty lot and see a finished street where everyone else saw dirt. My parents came here from Cuba with nothing and bet the rest of their lives on what America could still become. I inherited the same eye.
Twenty years later I am still making the call with my own money and my own payroll on the line, in energy, in health care, and in financial services. That is the difference between a read and an opinion. I have to be right, and when I am wrong it costs me something.
My free newsletter and show. Every week: where the American economy is really going, what I am building inside its hardest industries, and one practical play you can implement this week. Written by the person doing it, not narrating it.
Where the economy, capital, and the hard industries are going. Dated, so you can check my work against what actually happened.
What I am shipping inside three companies this week, including the parts that broke and what they cost me.
One practical thing, usually an AI workflow I actually run, that you can implement this week.
Every week I publish the read: where things are heading, what I am building, and the play you can run on it. The calls are dated, so you can check me against what actually happened. Free, in your inbox.
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