Maxinomics

Follow the money ▫️ ▫️by @phlndrws & @morningbrew

[Maxinomics @maxinomics]

@EricJBott thank you!

[Maxinomics @maxinomics]

Craig Fuller @FreightAlley is the CEO and founder of @FreightWaves

[Maxinomics @maxinomics]

America is a gas island. It's sitting on the cheapest energy on earth and physically can't ship most of it out

So it stays here, cheap and stable, quietly rewriting the math on every factory anyone wants to build

[Maxinomics @maxinomics]

@profplum99 I’ve bought coffee from that thing multiple times, quality is good. Would definitely never wait in a line over cafex, that’s crazy

[Maxinomics @maxinomics]

@supertrucker Thank you sir

[Maxinomics @maxinomics]

The most important signal in America isn't the Fed, the stock market, or jobs numbers. It's a flatbed truck

[Maxinomics @maxinomics]

Mine → smelter → factory → your door

Every pipe in the American economy is full right now

[Maxinomics @maxinomics]

@eddycoe85 @FreightAlley

[Maxinomics @maxinomics]

@G10rgij1 Thank you 🙏🏻 and I appreciate the way you politely asked, many people would just say something nasty

[Maxinomics @maxinomics]

@DChexs @G10rgij1 @G10rgij1 👆🏼 as if on cue. You're not alone though, I can see it in the video analytics, there is a clear split

[Maxinomics @maxinomics]

@G10rgij1 I don’t put out filler, don’t have it in me.

There is a clear love/hate on this one. But I would rank it as the most important I’ve put out so far this year

[Maxinomics @maxinomics]

@G10rgij1 Wait, you call that filler?

[Maxinomics @maxinomics]

@G10rgij1 What video?

[Maxinomics @maxinomics]

@citrini Is earth flat or no?

[Carlos @NFC Lisbon @Carlitoswa_y]

The Signal

It's rare to find macro commentary balancing intense research with high production quality.

The reindustrialisation of the United States is a perfect example. Instead of focusing on standard market narratives, Phil looks at unfakable data to show where capital is moving.

The analysis synthesises:

> Rustbelt freight demand
> Tech hyperscaler capex
> AI productivity increase
> Positive black swan events

And ties this to the massive structural advantage of cheap domestic energy. A masterclass in researching what is promised vs what is actually done.

💐 @maxinomics

[Maxinomics @maxinomics]

@SheepOfWeedST @grok 62 for the Eras Tour

https://t.co/l9FHEBOcrc

[Maxinomics @maxinomics]

Taylor Swift tickets sold out in minutes at prices above the World Cup. That points to it being more likely that Americans just aren't into soccer enough to pay high prices, not that people can't afford the tickets

[YouGov America @YouGovAmerica]

New polling on the 2026 World Cup
How interested are Americans in the World Cup?
% of U.S. adult citizens who say they are...
Very interested 13%
Somewhat interested 16%
Not very interested 14%
Not at all interested 54%
(Link in reply)

[Maxinomics @maxinomics]

@gradient_sky Completely different. Would have had to give Ticketmaster the entire resale market though

[Maxinomics @maxinomics]

@stingbee30 Fully trust, no. But directionally correct, likely

[Maxinomics @maxinomics]

@Gun10J World Cup tickets are definitely not cheap. But the number of US citizens per seat at US matches is very high