Apr 28, 2026
A recent post by Jason Miller highlighted the current level of instability that surrounds not only the price of oil, but indeed the impact of recent events on the global…
May 29, 2025
This morning’s NYTimes announced a decision by a court that is throwing another sudden question around the tariff question…”On Wednesday, the Court of International Trade, the primary federal legal body…
May 23, 2025
The announcement of tariffs on “Liberation Day” has created a cascading set of outcomes for global supply chains. The first impact was that every US-based company has essentially gone into…
Apr 30, 2023
NC State statistics grad students, Shaoyu Wang and Bryan Bittner collectively worked on a project to analyze the impact of the federal rate hikes on various industrial sectors. I challenged…
Sep 26, 2022
As I alluded to in an earlier post, the scenario of China invading Taiwan, and halting all semiconductor production is highly unlikely, for a number of reasons. First, the Taiwanese…
Sep 20, 2022
With the recent visit of House Speaker Nancy Pelosi to Taiwan, as well as the passing of the CHIPS Act, the public and the media have more questions than ever…
Jul 6, 2022
We hear a lot about the shortage of semiconductors these days in the news, and the complaints are especially loud in the automotive sector. On top of that, many new…
Apr 22, 2022
A recent set of investigations by the Economist provides a realistic view of the likelihood of a smooth transition to a green energy economy. Big Picture Up Front: it won’t…
TOP LINKS