John J Lott

Senior Advisor | New Vista Capital

[John J Lott @lottjj]

@lifeofbi Any in Scottsdale?

[John J Lott @lottjj]

@AmericanAir I give you credit for responding and we are indeed wheels up now.

[John J Lott @lottjj]

@americanair

Message received.

Next flight @flyjsx

(Currently have been sitting on the tarmac for an hour with no update.)

[John J Lott @lottjj]

@PhilipJohnston Glad to be part of the team at New Vista that gets to see your incredible progress!

[John J Lott @lottjj]

Lot’s of people have opinions.

Some people just build things and let their work do the talking.

[Philip Johnston @PhilipJohnston]

Godspeed @Starcloud_-2 compute module 🫡

[John J Lott @lottjj]

Brisket changes everything.

[John J Lott @lottjj]

Great example of how US defense tech investments are rapidly changing the game.

https://t.co/EIBLN5Ln6X

[John J Lott @lottjj]

I agree. It is amazing how often supply problems are treated with demand focused remedies.

[James E. Thorne @DrJStrategy]

Contentious POV

The Fed will not raise rates this year.

Trump will get a deal with Iran.

Oil price will head down interest rates will follow.

[John J Lott @lottjj]

This is like the leader of the Monaco Grand Prix saying let’s all slow down until the race is over. And yes, the leader is trying to put yellow flags out on the track.

[Polymarket @Polymarket]

NEW: Anthropic urges top AI labs to slow the pace of AI development, warning of “significant societal risks”

[John J Lott @lottjj]

Just saw my first Cybercab in Arizona. If you zoom in you can see the Tesla prototype info

[John J Lott @lottjj]

This is well worth reading. Energy, technology, manufacturing and financial markets all work together to build freedom. When governments foster this system we win; when we stifle it we fail. It really is that simple.

[James E. Thorne @DrJStrategy]

Food for thought.

Clay’s Revenge

Treasury Secretary Scott Bessent’s speech at the Reagan National Economic Forum was more than a defense of tariffs or industrial policy. It was the clearest public restoration of Henry Clay’s American System in generations.

Clay understood what the priesthood of globalization spent three decades denying: Economic power is national power. A country that cannot make what it needs, finance its own expansion, or secure the energy that sustains both is not sovereign in any serious sense. Bessent’s formulation, that economic security is national security, is simply Clay’s doctrine translated into the language of the 21st century.

President Trump had already prepared the ground. In April, he proclaimed April 12, 2026, a day of celebration in honor of Henry Clay and ordered Room 208 in the Eisenhower Executive Office Building redesignated as the Henry Clay Room. That was not empty nostalgia. Trump has long treated Clay’s creed of “fair, equal, and reciprocal” trade as a precursor to America First economics. Bessent’s speech converted that historical tribute into governing doctrine.

The significance reaches beyond one speech. The United States is rediscovering its native political economy: strategic protection for key industries, public backing for national development, and finance aligned with national strength rather than with the abstractions of borderless efficiency. Kevin Warsh is attempting something parallel at the Federal Reserve. His call for a new Treasury, Fed accord and a smaller Fed balance sheet points toward a more Hamiltonian vision of public credit, and, in a deeper sense, an effort to undo William McChesney Martin’s betrayal of Harry Truman.

Truman called Martin a traitor when the Fed chairman prioritized monetary independence over financing national strategy. What Martin enshrined as central-bank independence, Warsh seems to treat as a historical deviation from the older American tradition in which public credit served national power.

The last time the United States operated on anything like this logic at full scale was during World War II, when Washington treated steel, shipping, energy, logistics, and capital allocation as parts of one integrated national mission. That, not laissez-faire mythology, is the real American precedent for national power in an age of danger.

The world woke up when President Trump launched Operation Epic Fury and Operation Absolute Resolve. The closure of the Strait of Hormuz then made the lesson impossible to miss: resource security is not a seminar topic but the hard foundation of state power. Once one of the world’s critical energy choke points was effectively shut, the entire fantasy that advanced economies could float above geography, production, and force collapsed in real time.

That is why leaders across the West, Mark Carney included, are drifting toward the language of resilience, industrial capacity, and strategic autonomy.

Yet America retains the decisive advantage. Coupled with Canada and Venezuela, the Americas are becoming the center of resource security. The United States sits at the heart of that system as an energy superpower, with the oil, gas, capital, and industrial base to turn strategy into production. Europe lacks that foundation. China cannot trust its access to it.

Bessent did not merely defend a policy mix. He announced a return to an older American statecraft: Clay at Treasury, Hamilton at the Fed, and the American System back at the center of national strategy.

[John J Lott @lottjj]

Women, don’t date men that generalize you as stupidly as this guy does.

Find a partner that sees the best in you regardless of where you have been or what labels people slap on you.

[TheBetterPath @TheBetterPath_]

Men never date or marry:

1. Nurses
2. Single mothers
3. Party girls
4. Girls with tattoos
5. Feminists
6. Horse girls
7. Lawyers

Here’s why... 🧵

[John J Lott @lottjj]

Congratulations to @starcloud and @PhilipJohnston on further demonstrating why they are a leader in orbital data centers.

[Philip Johnston @PhilipJohnston]

I’m super excited to share that we have signed a contract with @SpaceX @Starlink to integrate its mini laser terminals onto our satellites for high bandwidth, low latency connectivity!

[John J Lott @lottjj]

Thank you @AmericanAir Total game changer!

[americanair @AmericanAir]

Your scrolling just got an upgrade. Coming in 2027, @Starlink to American flights. ✈️

A more seamless, high-speed in-flight connection — built for streaming, browsing, gaming, and staying connected in real time, gate to gate.

Want to learn more? Head to our Newsroom. https://t.co/1ilXrMDRjD

[John J Lott @lottjj]

@hicasamadim 254
6+8 =14
14 + (2*8) =30
30 + (2*16) = 62
62 + (2*32) =126
126 + (2*64) =254

[John J Lott @lottjj]

@NoContextBrits Tis but a scratch

[John J Lott @lottjj]

Remember when people were talking about the end of American exceptionalism?

[John J Lott @lottjj]

@LucasHu54974331 Some say the best ever

[John J Lott @lottjj]

Who else is doing this for people? Seriously, no one is giving away this level of work.

[Capital Flows @Globalflows]

If you want to build your own interest rate dashboard, just take this PDF and feed it into your AI, and it will automatically autopopulate everything 🧵

[John J Lott @lottjj]

How do you think this works out?