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The X Project curates, summarizes, distills, and synthesizes knowledge & learning at the interseXion of economics, geopolitics, money, interest rates, debts, deficits, energy, commodities, demographics, & markets - helping you know what you need to know.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 27, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 4, 2026
Latest issues
The World Is Becoming Physical Again (opens the original)
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In this article, The X Project will answer these questions:I. Why this article now?II. What is Michael Every’s big-picture thesis for understanding what is happening in the world?III. Why does Every believe the “physical economy” is replacing finance as the ultimate source of power?IV. Why have energy—and especially diesel and refining capacity—become central to Every’s macro outlook?V. Is the U.S.–China rivalry now the organizing principle behind the emerging world order?VI. What is the U.S. ac
The Shrinking World Has Arrived (opens the original)
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In this article, The X Project will answer these questions:I. Why this article now?II. Has humanity already crossed below replacement fertility?III. What is different about today’s fertility collapse?IV. What do the data say about how widespread the decline really is?V. How can fertility fall from merely “low” to extraordinarily low so quickly?VI. What is causing fertility to fall—and why do the usual explanations fall short?VII. Why might low fertility persist rather than automatically correct
Can Raising Interest Rates Increase Inflation?!? (opens the original)
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In this article, The X Project will answer these questions:I. Why this article now?II. Has America’s debt problem changed the way monetary policy works?III. How could raising interest rates eventually create more inflation?IV. Why would a central bank that hates inflation ever choose to lower rates?V. Does this mean cutting rates would immediately lower inflation?VI. Why does the maturity of government debt suddenly matter so much?VII. Who ultimately imposes discipline—the Fed, the Treasury, or
Oil in the Age of Geopolitics (opens the original)
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In this article, The X Project will answer these questions:I. Why this article now?II. Why didn’t the Strait of Hormuz conflict send oil to $200 or $300 a barrel?III. Why do oil forecasters keep getting the price wrong even when they have enormous amounts of data?IV. Is the Strait of Hormuz actually open or closed—and what does Sreekumar mean when she calls it a “sieve”?V. Has China’s oil demand decline become structural rather than temporary?VI. What is Sreekumar’s “regime remodeling” thesis, a
From Discovery to Dominance (opens the original)
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In this article, The X Project will answer these questions:I. Why this article now?II. What is the biggest idea connecting these two reports?III. Why do the reports believe America’s postwar model of science needs to be rebuilt?IV. Why has speed become a strategic advantage in science and technology?V. Which technologies does the United States consider strategically decisive—and how does it intend to compete in them?VI. Why do manufacturing, skilled labor, and supply chains suddenly belong in a
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