My thoughts on how the Middle East conflict is shaping the outlook for the US economy (link below)
Bottom line: While the US will continue to outperform other advanced economies under almost any war scenario, the absolute headwinds facing the domestic economy are intensifying. This is a moment for humility and decisive action rather than hubris
https://www.project-syndicate.org/commentary/despite-its-strengths-the-us-economy-is-not-immune-to-iran-war-impacts-by-mohamed-a-el-erian-2026-03
@prosyn
You didn’t develop self-doubt out of nowhere. You developed it in rooms your depth was never met.
“If you’re sitting in Asia, going through this again, it’s possible you change your strategy long term — rely more on coal for longer, build out your renewables faster and reduce your exposure to natural gas.” https://www.bloomberg.com/news/articles/2026-03-29/iran-war-s-gas-supply-shock-pushes-top-consumers-back-to-coal
Despite the fact that I had and repeatedly posted about a signing I had on Saturday, I spent half the day yesterday thinking that it was Monday, and if that isn’t just the perfect indicator that you’re parenting young children… 😮💨🤣