I also write analytical (and rather foreward-looking) pieces at Substack. See my earlier comment on not knowing how best to post here, but here's the current list: https://thewreckageandtherebuild.substack.com/archive?sort=new WARNING: I'm presently optimistic. :)

Another post from this past week. You can get a free view at Substack, and I'm still working out how to post these things here in some efficient way. "Zap me a few and I'll send directly" is too much work. I could just post a PDF and you guys can to Zap how much you like it, or...... (happy to hear ideas). In the meanwhile, here's the link: https://thefindings.substack.com/p/the-battle-between-producers-and