Joel Mokyr, “The Second Industrial Revolution, 1870–1914”
faculty.wcas.northwestern.edu
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faculty.wcas.northwestern.edu
Evidence registryIndian refiners expect Russian crude supply to tighten further in October and November as reduced Russian exports and stronger Chinese demand force them toward costlier substitutes. Kpler-cited September data show Russian crude still led India’s slate at abou…
Global Regimes & Realignments (🌍🧭)Iranian Foreign Minister Abbas Araghchi says Tehran has sent Washington a seven-day roadmap through Qatar that would reopen the Strait of Hormuz and restart nuclear talks if U.S. conditions are met. AP, Al Jazeera, Reuters and The National reporting indicate …
Middle East & Energy Geopolitics (🛢️🔥)A new ECOnorthwest and University of Virginia assessment, reported by Oregon outlets and presented to state advisers, puts Oregon data centers at about 23% of statewide retail electricity sales in 2025. The state is now treating the sector as a systemic plann…
Tech, Energy & AI Economy (⚡ or 🧬)USS Abraham Lincoln was supposed to return home in May. More than 265 deployment days later, the Navy is pulling USS George Washington—the only forward-deployed U.S. carrier in the Pacific—west to relieve it. The rotation exposes the real limit of American ca…
🌍GeopoliticsFrance is pushing G7 partners at the June 15-17 Évian summit to back a critical-minerals statement aimed at reducing Western reliance on China, Reuters reported via Internazionale. Japan separately proposed a G7 stockpiling framework, while the French G7 pres…
Global Regimes & Realignments (🌍🧭)The U.S. housing market is not crashing everywhere. It is repricing where the affordability stack broke first: coastal price towers, insurance-stressed Florida and Gulf markets, high-rate West Coast metros, and over-reset Sun Belt cities where sellers are fin…
🏠 Wealth & Real EstateThe Iran-Hormuz crisis did not create the Pattern Nexus framework. It exposed it. For months, Pattern Nexus had already been mapping the deeper system beneath the headlines: liquidity plumbing, QT, reverse repo, QE 2026, AI power demand, stablecoin rails, Tre…
🧭Nexus ReportsA Pattern Nexus breakdown of Innago’s 2026 landlord survey showing cautious optimism, portfolio expansion plans, multifamily dominance, Midwest and South rotation, and rising AI adoption in rental ownership.
Market Cycles & Valuations (📊🏡)Pacifico Energy’s 7.65 GW permitted GW Ranch marks the shift to off-grid hyperscale power islands in West Texas. In the Pattern Nexus framework, this is permission-stack infrastructure: fuel optionality → electrons → compute → governance leverage. A deep dive…
AI Industrial Flywheel (⚙️🤖🔥)A clean, numbers-first comparison of $500,000 allocated to gold versus the same $500,000 deployed into leveraged Midwest single-family rentals. The point isn’t which asset “wins” on price—it’s how wealth engines compound through cash flow, tax structure, and …
Generational Wealth & Finance (🌱💰)Ukraine is not a regional war. It is the convergence point where NATO’s post-1991 security architecture, the U.S.-led financial control stack (custody, sanctions, settlement), and Russia’s failed integration into the Western order collided. This deep-dive tra…
Europe & NATO (🇪🇺🛡️)