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Fox Business correspondent on Trump's AI stance: "a set of self-regulatory boundaries"
3 arguments: Why he says the president's AI comments were only half-reported, what the administration may push the industry to do, and who a pause would…
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Beth Van Duyne: deportations at 3.5M are what is bringing housing costs back down
5 takeaways: The Dallas Fed paper she says pins 30% of the rise in house prices on illegal immigration, the $4T tax increase she says was avoided, and…
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Doug Holtz-Eakin: federal debt is 121% of GDP, higher than it was in World War II
6 takeaways: Why a fresh strike on Iran and $90 oil change nothing in his forecast, Faulkender on the energy pivot that absorbed the shock, and the $2T…
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Scott Bessent: the US goes to 80% of global computing power by 2028, from 60% now
11 takeaways: The 35% of advanced chipmaking he wants onshore, why he says the Strait of Hormuz stops mattering in 2 yrs, and the profits number the…
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Stephen Vaughn: Canada walked away from a deal better than any other country got
5 takeaways: Who actually killed the trade agreement, why Alberta is the friendliest province, and the risk in Ottawa betting its negotiating position…
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Jason Smith: keeping the lights on comes first, and the debt just crossed $40T
5 takeaways: The continuing resolution the Senate left behind, which colleagues he says want a shutdown, and the welfare reforms he argues make 1996…
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Steve Moore: data centers are driving the biggest US construction boom in 30 years
8 takeaways: The expensing provision that met the AI build-out, why Art Laffer says $85 oil is cheap, and the hard-hat wages Moore found in Loudoun…
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Jack Keane: he expects a strike far bigger than Kharg Island, across Iran's energy
7 takeaways: Why the Strait of Hormuz stopped working as Iranian leverage, what Admiral Cooper found when he surveyed Gulf oil defenses, and the bet…
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