The X Project’s Substack
TheXproject GuyThe 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.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 251 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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thexproject.substack.comLatest Issues
Was that the Pinprick Popping the Bubble? Is this the Capital Rotation Event?
Why record earnings, trillion-dollar backlogs, and unprecedented capital spending may conceal a 2008-style refinancing problem that can break when growth merely slows, which it just did -Article #167
In this 15-minute article, The X Projec...
The Energy Transition Meets the Real World
Michael Cembalest on AI’s power hunger, China’s energy dominance, the hidden cost of reliability, and why economics—not slogans—will determine what scales - Article #166
In this 15-minute article, The X Project will answer these questions:
Happy Birthday to America & Our New Economic Statecraft!
Scott Bessent’s case that trade, tariffs, supply chains, the dollar, and industrial capacity are now instruments of national power - Article #165
In this 15-minute article, The X Project will answer these questions:
The New Middle East and What to Expect
Israel’s war aims, Iran’s surviving leverage, Saudi Arabia’s restraint, Pakistan’s nuclear dilemma, and energy chokepoints as geopolitical weapons - Article #164
In this 15-minute article, The X Project will answer these questions:
Genesis Leaves the Launch Pad
From Executive Order to operating architecture: what the Genesis Mission has actually built since November - Article #163
In this 15-minute article, The X Project will answer these questions:
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| Subscribers | Engagement | 68 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
I am a mid-Gen Xer who invested tens of thousands of hours studying economics, geopolitics, demographics, markets, interest rates, money, energy, commodities, debt, and deficits. I want people to know why these topics are relevant to them.
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