The Strategy Page: Price of Uncertainty Edition
Costs are rising again, and this time it’s not just inflation. It’s friction. There appears to be a shadow cost to disruption; fuel volatility, tariffs, supply chain instability, labor pressure, insurance costs, and geopolitical uncertainty are all quietly adding drag to the economy.
The Strategy Page: AI Reality Check Edition
A few weeks ago, Dario Amodei, CEO of Anthropic, released what can only be described as a manifesto on artificial intelligence. It reset expectations and not in the way that most of expected.
The Strategy Page: Fun and Games Edition
We love to play games.
Recent events point to the acceleration of gamification across the economy. Savvy marketers have tapped into the underlying psychology that drives human behavior and have figured out how to monetize it.
The Strategy Page: Modern History of the Middle East Edition
Have you ever wondered why the Middle East is such a powder keg? For thousands of years the region has been plagued with conflicts from Yemen to Iraq, Lebanon, Syria, and Israel.
The Strategy Page: Art of War Edition
Sun Tzu’s The Art of War was written over 2,500 years ago and is considered the seminal work on military conflict.
The Strategy Page: Iran Reaction Edition
So much to unpack.
The U.S. attack on Iran (predicted on this page weeks ago) is a political tsunami. But from a market perspective, the financial impact is likely to be limited and short lived.
The Strategy Page: New Fed Chair Edition
There was a time when the Federal Reserve chair was the adult in the room; above politics, immune to pressure, and singularly focused on price stability. Enter Kevin Warsh.
Warsh, nominated to take the helm in May, is not exactly what markets expected.
The Strategy Page: Macro Forces Edition
The Strategy Page is designed to shape strategic thinking by offering insight into the world around us. Recent events underscore how minor factors can rapidly and dramatically shift supply and demand, seemingly overnight.
The Strategy Page: The Robots are Coming Edition
The Consumer Electronics Show, held each January in Las Vegas, has always been a crystal ball for where technology is heading next.

















