Nathaniel William Horadam

Exclusive | China Is Choking Supply of Critical Minerals to Western Defense Companies Beijing is squeezing the flow of key elements needed to make defense systems, a sign of the leverage China has over the U.S. military supply chain.

Well this is ungood.

www.wsj.com/world/asia/c...

5. Tariffs and deportations will keep inflationary pressures on construction, manufacturing, and agriculture sectors.
6. Autos will be in awful shape due to excessive dependence on expensive oversized trucks and luxury vehicles.

(3/3)

3. Boomers have very little remaining earning potential, with retirement wholly dependent on 401k-heavy retirement accounts and what could be collapsing home equity.
4. AI could actually produce a jobless recovery in white collar sectors.

(2/3)

If we do have a fairly significant recession and Dotcom-style bust on the horizon, there are quite a few things that make me nervous about what a recovery might look like...

1. Ballooning deficits may limit fiscal response.
2. Macro response will bias toward re-juicing stocks/crypto

(1/3)

Starting to get real “Iraq in 2005-2006” vibes over G**a here.

The tone, content, and mental gymnastics varies by author and medium, but they’ve lost the WSJ editorial board, Ross Douthat, and now David French in the past two weeks.

Whatever this was 18 months ago, we’re far from it now.

Even people who rake in serious cash during a boom period can end up feeling like they’ve peaked in their 30s or 40s, and that’s not a great place to be either. Even if you think the ultimate goal is making a ton of money and retiring very early.

In all seriousness, there’s always a pretty strong case for well-roundedness.

You can always hyperspecialize, and that may set you up to strike gold in a boom period…but there be some incredibly lean years or diminishing returns (which in itself is demoralizing) along the way.

Honestly pretty egregious oversight by Conor here to not include “mad poasting skills” as a key to future career success

When electricity gets pricey, those 50mpg hybrids will look increasingly attractive vs. an EV.

Especially when most EVs rolling off the line today are still getting <3 mi/kWh.

It’s a huge opening for OEMs that want to invest in smaller vehicles across the board.

He’s arguing this among brand-loyal customers, but yes, that too.

There was always this assumption that higher oil prices would drive car buyers toward electrification, but if we end up with electricity prices suffering meaningful inflation, that could lead consumers in a different direction…namely the old playbook.

Plain old energy efficiency.

His argument is basically that the car-buyer of 2030 and beyond is less likely to buy from Detroit today due to abandonment of affordability and weaker EV offerings, and that means Detroit will see continued atrophy as the market shifts to EVs.

But brand loyalty isn’t what it once was.

As Sam notes, Ford and GM both have fairly aggressive EV development programs with a focus on product diversity and affordability. That gives them a real fighting chance…if they stick to the plan.

Unfortunately sectoral tariffs (e.g. aluminum) could leave even these products cost-disadvantaged.

Avoiding The Possible Impending Death Of The US Auto Industry By: Sam Abuelsamid, VP of Market ResearchMy colleague Craig Daitch has written about the results of a YouGov study that examines the demographics of U.S. vehicle owners, and the prospects are extremel...

I’m a bit less doomer than @sam.abuelsamid.com on Detroit’s future, simply because brand loyalty isn’t what it once was.

But no question about it, the policy shifts of 2025 have increased the likelihood we become the sick man of the global auto sector.

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www.telemetryagency.com/post/avoidin...

Post from "The Rundown" July 18 at 5:30 PM · DuckDuckGo has introduced a new feature allowing users to filter out AI-generated images from search results, addressing growing concerns over synthetic content overwhelming authentic visuals online. The filter can be activated through a dropdown in the Images tab, search settings, or by using a dedicated AI-free domain: noai.duckduckgo.com. The system relies on curated blocklists, including uBlockOrigin’s Huge AI Blocklist, to detect and suppress AI-generated imagery. While not perfect, it significantly reduces synthetic content visibility. This move sets DuckDuckGo apart from competitors like Google and Bing by giving users direct control over their exposure to AI-generated material. Source: TechCrunch

DuckDuckGo has added a feature to filter out AI images from search results.

I'd love to see the Left channel its passion for fare-free transit toward avoiding catastrophic service collapse in Philly, Pittsburgh, Providence, Kansas City, etc.

From the latest episode of Look Both Ways: podcasts.apple.com/us/podcast/l...

I hear no real discussion of an action plan to communicate economic reality to the public writ-large.

Some things will be self-evident thru lived experience, but someone needs to be conjuring dark money ops to hoover up regional pricing data + layoff news to run thru digital ads, tied to policies.

a lukewarm take I have is that betting has become supremely boring. Going-to-the-window euphoria doesn't exist in the phone. Scarcity was fun (in moderation). And the ads and content around it all is so bland

Someone needs to do the story on how Welch led us to this moment.

Especially when he learned there were not only no repercussions for making s*** up, but that he could actually get airtime and build political influence on the right for it.

www.wsj.com/articles/BL-...

Read this bio/business history on Jack Welch and his corporate spawn a few weeks ago, and it reminded me of Welch’s bats*** conspiratorial turn in late life becoming a BLS Data Truther on what he admitted was no hard evidence whatsoever.

(Recommend the book)
www.simonandschuster.com/books/The-Ma...

I’m not sure I’ve had a single flight on time this summer. This is abysmal by Delta standards.

There is no greater curse today than knowing where we import all our s*** from

“If you can dodge a wrench, you can dodge a ball.”

Highland Park Village theater, 2004

Ah well who could have predicted such minutiae

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US aluminum producers need cheap, clean power. That may be tough to… Century Aluminum and Emirates Global Aluminium want to build the nation’s first smelters in decades, but must compete with data centers for a limited…

Data centers continue to cannibalize any and all available affordable power that could otherwise support productive industrial end uses.

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www.canarymedia.com/articles/cle...

The US Will Be the Biggest Loser From Trade ‘Wins’ In due course, new duties will slow down innovation and depress US living standards. And that’s if the tariff wars stop now.

"In due course, these forces will depress US living standards. Always remember, the biggest loser from tariffs is invariably the country imposing them."

www.bloomberg.com/opinion/arti...

Fed’s never gonna cut.

Goes without saying that Union-Pacific’s acquisition of Norfolk Southern is really bad news for Atlanta, but it’s also a black mark on Brian Kemp’s and Keisha Lance Bottoms’ economic records…given how much we gave up to build them a fancy new campus in Midtown.

Lewis Hamilton’s Next Race Car Should Be Electric The Formula E electric-vehicle racing series needs to borrow from the marketing playbook of its more popular F1 petrol-driven sibling.

Endorse. Formula E needs to go on…attack mode…for mainstream appeal and would benefit from Lewis’ star power (seeing as he’s not doing much of anything for Ferrari in F1 now).

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www.bloomberg.com/opinion/arti...

I'm not sure progressive causes have ever notched a single substantial W in the history of the United States without having religious people driven by their faith onside