The Productive Capacity Supercycle

Capital is returning to the physical world — to the machines, the energy, and the industrial power through which nations act.

The Argument

Observations from the margins of the argument.

Earlier writing, arranged by intellectual lineage rather than chronology.

The Capital Cycle

Method & Foresight

The primary sources the argument is built on — arranged by theme, not chronology.

Books · Papers · Government reports · Historical documents · Speeches · Technical publications