Author: Colin Henderson

Progress in era of productivity
Economy

Market and President stand off

Colin Henderson

http://www.perplexity.ai/page/dow-tumbles-1000-points-and-do-03oaviMmQaCw1UST0VEwjA US stock markets plummeted on Monday, April 21, 2025, with the Dow Jones Industrial Average dropping over 1,000 points as President Donald Trump escalated his attacks on Federal Reserve Chair Jerome Powell, calling him a “major lo ser” and demanding immediate interest rate cuts. The President’s comments triggered broader market volatility, with the S&P 500 falling 2.3% and the dollar weakening against major currencies. According to multiple reports from major news outlets, the verbal assault on the Fed’s monetary policy comes amid growing concerns about economic stability and inflation targets. Continue reading Market and President stand off

Business Models

The US and UK are both cutting red tape – but will this help consumers?

Colin Henderson

Attributed to Monica Eaton, Founder and CEO of Chargebacks911: “The recent executive order granting the White House direct control over independent regulators like the Securities and Exchange Commission (SEC), Federal Trade Commission (FTC), and Federal Communications Commission (FCC) is a concerning shift that could reshape financial oversight, consumer protections, and technology regulation. This move, mirrored by developments in the U.K., signals a broader global shift in regulatory control—one that threatens to stifle competition and innovation, not enhance them.” “With the shuttering of the Consumer Financial Protection Bureau (CFPB), the launch of innovative new systems like Open Banking now hangs in … Continue reading The US and UK are both cutting red tape – but will this help consumers?

AI

Seven takeaways for executives Google Cloud

Colin Henderson

Courtesy of Bain AI is being built into the very foundation of how companies operate. ——-——- Google Cloud Next 2025: AI Moves from Possibility to Foundation Seven takeaways for executives. Brock Simon The tone of the conversation changed last week at Google Cloud Next 2025. We’re no longer talking about what AI might do; we’re seeing what it is doing. No longer a feature to explore, AI is becoming the operating system of enterprise technology. From infrastructure to productivity tools, from governance to creativity, AI is being built into the very foundation of how companies operate. Here are seven takeaways … Continue reading Seven takeaways for executives Google Cloud

AI

Defence Reformation levers AI

Colin Henderson

This from SS on US Defense Reformation which I covered earlier. Yesterday President Trump signed an executive order to enforce Defence Reformation. The genesis was https://18theses.com authored by Shyam Sankar / Palantir CTO in which the argument is made for reforming Defense development procurement. The argument and the alignment with AI is clear. Until now the development of Defense products has been dumb machines for Rand, Fairchild, Boeing with software added later. This is similar to corporate engagement with AI and how it must be viewed to ultimately engage the entire people, process, technology framework of companies. We run a … Continue reading Defence Reformation levers AI

Canada, Economy, Risk, Roam

Benjamin Tal economist CIBC – Canada -US trade future

Colin Henderson

Benjamin Tal, deputy chief economist at CIBC World Markets 10/04/25 Despite all the calls to diversify Canada’s trade, the country will end up more dependent on the United States once tariff negotiations have concluded, according to a well-known economist. “We are in the midst of a global trade war, and in a global trade war, like in the Cold War, you have to choose sides,” Benjamin Tal, deputy chief economist at CIBC World Markets, said. On Wednesday, U.S. President Donald Trump turned his global trade war into a faceoff with China after he announced a 90-day reprieve on higher reciprocal tariffs levied against other countries, but raised … Continue reading Benjamin Tal economist CIBC – Canada -US trade future

AI, Cybersecurity, Economy, Risk

John Law, the man who blew up the French economy

Colin Henderson

From Engelsbergideas. A rich and relevant commentary on John Law. In 1674 William was called on by the Scottish parliament to give a commentary on a report into the running of the Royal Mint. It was an outsider DOGE (Department of Government Efficiency) moment The echoes from 400 years ago reverberate today and. add dimension to Risk development. Financial Markets look at risk for a single point of failure. Law is a classic example we can recognize today in the new US government. He infiltrated and invented fiat currency, global trade, cost reduction, country appropriation, real estate accumulation. Yet he … Continue reading John Law, the man who blew up the French economy

AI, Risk

Applying AI to Strategic Warning

Colin Henderson

Modelling instability risks and stabilisation factors for intelligence and national security Deep research from Alan Turing Institute on AI modelling future risks to inform strategic warning and black swan and significant events. Abstract ———————— This joint report from the Special Competitive Studies Project (SCSP) and CETaS explores the potential of AI systems to make assessments about geopolitical events, and the path ahead for applying AI to strategic warning for national security and intelligence. With strategic AI competition intensifying and technological change accelerating, deliberate action and foresight are indispensable. A performant AI system could give decision-makers in the US and the … Continue reading Applying AI to Strategic Warning

Economics, Economy, Geopolitics, US

US foreign trade barriers (linked 400 pages~)

Colin Henderson

US administration issued a rambling document with a multitude of ‘trade barriers’. “Where sufficient data exist, an approximate impact of tariffs on U.S. exports can be derived by obtaining estimates of supply and demand price elasticities in the importing country and in the United States. Typically, the U.S. share of imports is assumed constant. When no calculated price elasticities are available, reasonable postulated values are used. The resulting estimate of lost U.S. exports is approximate, depends on the assumed elasticities, and does not necessarily reflect changes in trade patterns with third countries. Similar procedures are followed to estimate the impact … Continue reading US foreign trade barriers (linked 400 pages~)

banking, Economics, Geopolitics, Innovation, Risk, Social Theory

US Tariffs Set to Make world economic and military History

Colin Henderson

It is worth capturing this moment. It has the potential to be elevated to a moment in world economic history in the same vein as Bretton Woods, World Trade Organization, United Nations, and many other bedrock areas that preceded and followed WWII. The broad perspective was to encourage World stability in economic terms and those tools were designed to create a global platform of stability that would make WWxx things of the past. Here we are 80 years later and the flaws in those tools with their commensurate inability to adapt have created a global world of bad actors yet … Continue reading US Tariffs Set to Make world economic and military History

AI

Nvidia GTC 2025: AI Matures into Enterprise Infrastructure

Colin Henderson

Companies are changing the architecture for how they compete. By Sarah Elk and Eric ShengCopyright © 2025 Bain & Company, Inc. All rights reserved.Nvidia GTC 2025: AI Matures into Enterprise Infrastructure Bain provide their latest input on evolution of AI following the Nvidia GTC Conference. My take is that Bain are ahead of the markets on understanding this evolution. AI is becoming industrialized and the work and products coming from Nvidia provide the next generation of building blocks of this evolution. And the prime mover of that evolution is to develop business value through corporate reconstruction built around AI. This … Continue reading Nvidia GTC 2025: AI Matures into Enterprise Infrastructure