Depth, Speed, Duration
Three shocks, three mechanisms, and why the next downturn will be measured against the wrong yardstick.
With two decades of executive experience building and scaling organizations that transform how business and government work, Brendan founded The Power Curve to study how markets, institutions, technology, and capital shape economic power.
Three shocks, three mechanisms, and why the next downturn will be measured against the wrong yardstick.
China and America are competing for the last mile.
Strategic competition with China is a contest of institutional learning rates, not just a clash of platforms and inventories.
New York City's mobility and safety have never looked better. Its affordability has never looked worse.
2026 is the year of capability concentration, institutional drift, and the multi-pole order.
Climate risk is moving from weather maps to balance sheets.
Rare-earth access turns ore into strategic leverage.
Anthropic and OpenAI announce joint ventures with leading investors
Brent crude has risen roughly 70 percent since February
Passive flows have built the most concentrated S&P 500 on record.
How Alphabet stands apart
Hard break in the special relationship
BlackRock scaled the flow, Blackstone engineered the outcome.
Analyzing three decades of foreign direct investment
Notable speeches from the presumptive Fed Chair
Language as a public good
U.S. fiscal risk is shifting from the debt stock to the refinancing channel.
Becoming the leader in scientific research and development
OpenAI starts a conversation
A decade of outperformance is tested
‘America First’ cannot become ‘America Alone’
19th-century effort to stop Southern disfranchisement
Dark clouds on the growth horizon
Dirty Growth or Clean Stagnation