Toward a North American Economic Union

Toward a North American Economic Union

To resolve their current tensions, Canada, Mexico, and the United States should start drafting plans for a North American Economic Union. A single market in goods, services, capital, labor, technology, data, and information would benefit all three countries far more...

The DeepSeek Surprise/Shock

In my modest opinion the DeepSeek surprise/shock is – counterintuitively – over time bullish for US and global stocks as it is another positive global aggregate supply shock that increases US/global potential growth and makes exponential AI even more...