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Open →NBER Working Paper 31970, Monetary Tightening, CRE Distress, and U.S. Bank Fragility
www.nber.org
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Open →[2] Reuters, U.S. data center power use could nearly triple by 2028
www.reuters.com
Evidence registrySource
Open →[3] EPRI, Powering Intelligence: Updated U.S. Data Center Scenarios
restservice.epri.com
Evidence registrySource
Open →U.S. Energy Information Administration — “Amid regional conflict, the Strait of Hormuz remains critical oil chokepoint,” June 16, 2025.
www.eia.gov
Evidence registrySource
Open →U.S. Energy Information Administration — Short-Term Energy Outlook, May 2026.
www.eia.gov
Evidence registrySource
Open →U.S. Energy Information Administration — Weekly Petroleum Status Report, data for week ending May 22, 2026.
www.eia.gov
Evidence registrySource
Open →U.S. Energy Information Administration — Factors Affecting Gasoline Prices.
www.eia.gov
Evidence registryArticle
Open →The Sun, Money and the Global Core: What Survived a 375-Year Test
I rebuilt the solar-recession thesis around the dominant global financial core instead of a modern U.S. sample: Amsterdam and the guilder, London and sterling, then New York and the dollar. Across 375 years, the data reveal a narrow combined turning-year anom…
🧭Nexus ReportsArticle
Open →GDP Slowed to 1.5%—But the U.S. Economy Did Not Weaken the Way the Headline Implies
Real GDP slowed to a 1.5% annual rate in Q2 2026, but the private domestic economy accelerated to 3.9% while nominal GDP grew 7.9%. This Pattern Nexus analysis separates the headline from the internal economy and explains what consumer spending, business inve…
📊Macro & MarketsArticle
Open →War Is Back On: The U.S.–Iran Ceasefire Has Collapsed Into a Wider Logistics and Chokepoint War
The United States is striking Iranian military, port, power, transportation, and logistics infrastructure. Iran is retaliating against the American Gulf basing network. Israel is ready to reenter. The conflict is evolving from a Hormuz chokepoint war into a w…
Middle East & Energy Geopolitics (🛢️🔥)