by John Hill | Aug 25, 2026 | Uncategorized
Private equity’s got a zombie problem. No, not the rancid, brain-devouring living dead of horror movies—we’re talking about zombie portfolio companies, which have been proliferating across the $3.8 trillion private equity industry. Consider these numbers: Among the...
by John Hill | Aug 25, 2026 | Uncategorized
In ancient legend, 300 Spartan warriors held the narrow pass at Thermopylae against a vast, overwhelming force, relying on a critical bottleneck to offset impossible odds. Today, America’s energy security is facing its own fateful “300” moment, fought thousands of...
by John Hill | Aug 25, 2026 | Uncategorized
On CNBC’s Squawk Box recently, pollster Frank Luntz was asked how to “sell data centers to voters.” President Trump said a day earlier that the industry could use “a little public relations help.” Both treat the backlash as a communications problem. The deeper problem...
by John Hill | Aug 25, 2026 | Uncategorized
Good morning. On Fortune’s radar today: Oh, Canada: trade talks collapse, 90,000 jobs at risk. Scott Bessent declines to say the words “China” or “Russia.” Markets: Hello, Bitcoin! Nvidia stock can’t get no respect. The vertical inflection point of AI compute....
by John Hill | Aug 25, 2026 | Uncategorized
The debate over artificial intelligence and monetary policy is already well under way. Federal Reserve Chair Kevin Warsh and others have rightly emphasized that AI could raise productivity and productive capacity even as the investment boom puts pressure on resources...
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