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Recent Posts by Richard Duncan

FREE VIDEO: Deficits, Bubbles, China, Defense, And AI — A Framework for Understanding the World Today

This Macro Watch video is free for everyone to watch. You do not need to be a Macro Watch subscriber. Over the last several months,

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The AI Arms Race Has Begun

Artificial intelligence is rapidly becoming the most important military technology of our age. The country that masters AI first will dominate the rest of this

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The Silicon Valley Challengers

The US defense industry is being transformed. For decades, the Pentagon relied mainly on a small group of large defense contractors to build America’s most

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The Titans of Traditional Defense

America is entering a new era of rearmament. President Trump has called for $1.5 trillion of defense spending in fiscal year 2027, a dramatic increase

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SpaceX: The IPO That Could Reshape Markets, AI, Defense, and the Future of Capitalism

SpaceX is preparing for what is likely to be the largest IPO in history. According to reports, the company hopes to raise approximately $80 billion

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