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2025 US Reshoring Reassessment Part 1
Perhaps by necessity, US tariffs aim for something closer to self-sufficiency ...
Jul 9, 20255 min read


Digging Deep, Seeking Gold
It may just be a one time event, but if not, there is nothing good about the DeepSeek story for the Tech hardware supply chain.
Feb 2, 20259 min read


Intel's Offshoots, Bailouts, and the New Manhattan Project
A probable break up. A less needed bailout. And the only sustainable path forward. ...
Dec 23, 202410 min read
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