We Can Avoid Recession. But We Need to Fix Supply
April 22, 2022What if, in addition to immediate, demand-side monetary policy quick fixes, Washington was to set about investing in production of critical inputs, manufacturing facilities, and improved logistics systems? It’s entirely possible, and necessary.
Global Food Shortage Looms: The US Needs to Step Up
April 17, 2022The US needs to start thinking about food as a strategic resource, investing in and protecting supply accordingly, and doing so in a way updated for the realities of modern agriculture. That is what defending today's global order demands.
Breaking the Inflation Cycle: A Roadmap for Domestic Resilience
April 15, 2022We need a gameplan for domestic resilience so that today's inflation crisis does not continue indefinitely and does not recur. We need to rethink our permissive approach external dependencies; to make sure that we can make more – and more of what is foundational to economic functioning -- at home.
The Amazon Playbook for Long Term Competitiveness
April 11, 2022In its board rooms and on the ground, Amazon is deliberately adopting frameworks and investments designed to foster long-term competitiveness, even what that comes at the expense of quarterly returns or shareholder enthusiasm.
China’s COVID-19 Lockdown Should Bring Production Back to America
April 8, 2022China’s COVID-19 debacle could be precisely the impetus the US needs to get serious about rebuilding supply chains. These should provide markets a prod to start pricing in the real costs of offshoring – and Washington justification for dedicated, emergency investments in domestic industry.
How Huawei Should Push the US to Reframe Commercial Success
April 3, 2022Huawei's annual report should be the push we need to start measuring success in terms of either competitive production or control over production – and to start investing in those.