Bill Conerly

Making money survives AI, economics shows, with higher purchasing power per hour worked. Finding meaning in an AI-dominated economy is the harder problem to solve

Diversified AI project portfolios outperform single-initiative strategies. Why past performance predicts future results—and how executives build winning AI pipelines

AI-driven productivity gains are coming. How workers split that windfall between consumption and leisure will reshape labor markets and workforce planning.

Long-term closure of the Strait of Hormuz would trigger a worldwide recession, which would include the United States.

Recessions rarely come from booms gone bust — they strike when small shocks pile up or one big shock comes along. Implications for business planning and risk strategy

A demographic wave is building: 280,000 more buying-age Americans signal rising single-family housing demand over the next five years

Oil price spikes cause recessions; stable high prices don't. Here's why the distinction matters for your business planning in 2026

Recession provides opportunity to buy small businesses—and 52% of owners are near retirement. How to position your company to buy when others are forced to sell

Pumping gas at gas pump. getty Consumer sentiment has dropped to record lows, but the economic outlook isn't too much worse.

Summary The Index of Consumer Sentiment has been published by the University of Michigan since 1952, but has never been as low as the May 2026 level.