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Article

Who Actually Gets the Tariff Refund?

Tariff refunds can pass through importers to claim buyers, vendors, and employees. PN follows the cash and accounting in three company disclosures to test how much new operating relief the refund cycle creates.

Market Cycles & Regimes (📅📊)
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Article

AI Data Centers Turn Into a Midterm Control Surface

AI data centers are moving from economic-development trophy to midterm liability. AP reported that President Donald Trump continues to champion data centers as strategic infrastructure while candidates in competitive races back away from the issue. Axios and …

AI Industrial Flywheel (⚙️🤖🔥)
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