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Reshoring, Innovation, and Power: America’s Economic Transformation

By Don Yocham

Posted: March 4, 2025

A new era of American Exceptionalism has dawned. Global trade and prosperity boomed on the back of U.S. military might for decades as globally-projected naval power secured shipping lanes. U.S.-backed multi-lateral trade organizations encouraged rules-based free trade. The insatiable American consumer transformed China from committed Commie losers to a market-based...

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From Enforcer to ATM: America’s Leadership Crisis

By Don Yocham

Posted: February 14, 2025

 The Era of American Exceptionalism has ended. At least the original version that emerged in the decades following WWII. Through military superiority and economic...
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American Exceptionalism, v2.0

By Don Yocham

Posted: February 12, 2025

The years following WWII brought America into an era of exceptionalism. We emerged as the war’s only true victor. Fighting the war necessitated a...
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The Holy Trinity of Growth

By Don Yocham

Posted: February 7, 2025

The War for the American Way has begun. Since taking office on January 20, Trump and his administration have launched a full-scale assault against...

RECENTLY ADDED ARTICLES:

The War for the American Way

By Don Yocham

Posted: February 7, 2025

Since his ascension to office on January 20, Trump and Co. have launched a full-scale assault on the vast, unaccountable bureaucracy draining the U.S....
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Draining the Moat

By Don Yocham

Posted: February 2, 2025

DeepSeek threw a monkey wrench into a powerful AI narrative last week. It challenged the story that developing AI models requires capital that only...
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Deep-Sixed AI Dreams

By Don Yocham

Posted: January 28, 2025

Let’s play Never Have I Ever. I’ll go first. Never have I ever seen a market narrative crushed so thoroughly over a weekend. Until...
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From FUD to Oil and Gas Clarity

By Don Yocham

Posted: January 25, 2025

For the past four years, traditional energy stocks received no love from investors. Green energy initiatives hamstrung oil and gas stocks with fear, uncertainty,...
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Waking Up to the “Drill Baby, Drill” Dream

By Don Yocham

Posted: January 22, 2025

I first pointed out the opportunity emerging in traditional energy companies in August. As the Magnificent Seven lit up the charts with AI potentiality,...
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This Ain’t Your Mother’s Internet Bubble

By Don Yocham

Posted: January 21, 2025

Just a short note for you today as we head into the long weekend. You hear a lot about how the AI bubble is...
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Tariff Winners and Losers

By Don Yocham

Posted: January 17, 2025

T-minus 4 days until the terror becomes real in D.C. Inauguration Day will be upon us, and the D.O.G.E. becomes manifest for the parasite...
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The Odds Favor Growth

By Don Yocham

Posted: January 14, 2025

Capital markets don’t hide their expectations for the future; they hold them out for all the world to see. Assuming you know where to...
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Getting AI to Hyperscale

By Don Yocham

Posted: January 8, 2025

I’ve often discussed with you the bottlenecks that tech companies must clear to fulfill their AI dreams. The most immediate hurdle to growth is...
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Trump’s Tariff Threats and Inflation

By Don Yocham

Posted: January 5, 2025

Welcome to 2025. Hopes run high among investors that two years of 20%-plus gains for the S&P will lead to a third. And with...