Buffett’s Next Move: Industrials Key to Berkshire’s $180 B Cash– how industrials could be Buffett’s next big play.

Applying Second-Level Thinking: Investing in AI, Reshoring, and Climate Investment Through North America Industrials – connecting AI, reshoring, and industrial policy. Calling them “industrials” misses the point — these are the physical enablers of the digital and green revolutions.

The World’s Worst Bet — And the Trade of a Generation – globalization’s grand wager failed to deliver for American workers or strategic resilience. The next decade’s opportunity lies in rebuilding what was lost — industrially, socially, and militarily — with small-cap industrials at the center of this reshoring megatrend.

U.S. Industrials Are Poised to Be AI’s ‘IKEA Moment’ – why the biggest AI winners may not be in Silicon Valley but on the factory floor.