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THE NEXT 90 DAYS: THE COST OF UNCERTAINTY - Predictions & Suggestions By Mark Anderson Why Read: The world appears to be holding its breath as Trump has put pause to global reciprocal tariffs for the next three months. Our hope is that this week's issue brings some clarity on where we are today and where we are going (or should go) during that time, and suggestions regarding how to get there successfully. - mra _________
The "FiRe Box:" Updates on the SNS Future in Review 2025 Conference To All SNS Members: Time to sign up, before it's too late! The FiRe 2025 Agenda is now available online. If you haven't signed up yet, check it out to see why you need to be there. New to the lineup: Nicoletta Giordani, Director, Investment & Economic Security, Office of the Secretary of Defense, US Department of Defense; Ed Mehr, CEO, Machine Labs; Gil Herrera, Director of Research, NSA; Jennifer Byrne, GP, Grit Capital Partners; Gabriela Cowperthwaite, Filmmaker (The Gap); Leroy Hood, CEO, Phenome Health; and more --- This is your personal invitation to join me for FiRe 2025 at the Qualcomm Institute in La Jolla, CA, June 8-11. If you've participated in past years, you know why The Economist calls Future in Review "the best technology conference in the world." This year, we've improved FiRe again. We understand that participants want focus and results, and our ongoing mission is for FiRe participants to acquire a business and/or a technology and finance-driven understanding of global markets for the next five years. And you'll meet the people who can help you and your company achieve your goals. In addition to a general view, selected FiRe themes this year include tariff effects on the global economy; the role embedded carbon in construction can play in climate issues; the newest discoveries in brain structure and function; the key role that "Beyond AI" machine learning can play in healthcare; the use of digital twins and VR in preserving global coral colonies; bringing AI and phenome-driven medicine into longevity and radical healthcare improvements; the future of US / China / CRINK vs. West relations, from economic to military issues; and more. As usual, all participants will have the chance to meet and plan at multiple receptions and events during our time together in San Diego. Register now at www.futureinreview.com, or email Emma for details at emma@stratnews.com. I hope you'll decide to join us for the best Future in Review yet.
Mark Anderson Chair, FiRe 2025
In the world of David Ricardo, the US would not have trade deficits with every single trading partner.
With an infinite number of parameters affecting outcomes over the next 90 days, it helps to realize that, at root, there are only three things that matter:
Before you start imagining all the things you care deeply about that are not on this list, let's do a review and see if you don't end up agreeing with us here. In that vein, I thought it would be helpful - to relatively new members, at least - to point to our "Updates" section below, which provides a brief documentation of milestones in SNS's global firsts regarding understanding China's national business model and its intended (and efficient) damage to the West -
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