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joelcawley.bsky.social

@joelcawley.bsky.social
897 followers 1.8K following 3.1K posts

Retired IBM VP Corporate Strategy. Now writing & consulting on politics, economics and business. Author of The Fifth Paradigm.

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joelcawley.bsky.social @joelcawley.bsky.social · 01/10/2026
AI is our 21st century enclosure movement. Anybody asserting it will generate positive social results need only examine the history of what happens when we allow a tiny handful of people to enclose our commons for their own gains.
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joelcawley.bsky.social @joelcawley.bsky.social · 11/09/2026
The boom & bust cycle of high capex sectors that rely solely on supply/demand market forces is well known. Most mkt economists regard this as simply an inescapable reality. China is trying to use govt intervention to avoid or minimize the bust portion. Time will tell. www.scmp.com/economy/chin...
scmp.com
‘Key pillar’: the 5-year powerhouse plan for China’s car industry
Beijing’s outline calls for boosting domestic market and innovation while controlling capacity to avoid involution effects.
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joelcawley.bsky.social @joelcawley.bsky.social · 04/09/2026
This article is a bit unclear but it seems to suggest that immigrants who’ve completed their applications and are now waiting for US officials to complete their approval process, can be deported simply because the US is too slow. Creates ridiculous incentives. www.theguardian.com/us-news/2026...
theguardian.com
US immigration judges told to slash time given to people awaiting visas or green cards before being deported
Exclusive: Mandatory training for judges also urged them to threaten attorneys who accept too many cases
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joelcawley.bsky.social @joelcawley.bsky.social · 31/08/2026
Important area to study. Unfortunately, US propaganda is at least as problematic as the rest of the world (combined?) and this doesn’t address that concern. My own tests on Claude have shown noticeable signs of US driven anti-China propaganda. www.npr.org/2026/08/30/n...
npr.org
We tested how AI chatbots would handle foreign propaganda. They did surprisingly well
In a test, popular AI chatbots mostly debunked falsehoods spread by other countries and avoided uncritically spreading falsehoods better than search engines. AI summaries above search results fared wo...
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joelcawley.bsky.social @joelcawley.bsky.social · 29/08/2026
A truly idiotic article. There’s nothing new about colonialism other than the reemergence of idiots who think it’s sustainable despite history. It’s also ridiculous to expect a multi-decade investment plan into such nearly certain disaster area. It won’t survive Trump. www.cnn.com/2026/08/29/b...
cnn.com
Trump’s unusual deal could benefit Venezuela and the US. But it will take time | CNN Business
The United States entered a deal to take majority ownership in a joint oil venture with a Venezuelan energy company. It could be a game-changer in the long run.
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joelcawley.bsky.social @joelcawley.bsky.social · 28/08/2026
I’m sure the haters will hate, but given the enormity of the times and stakes this is a highly welcome recognition & tribute to the human values that matter. www.tiktok.com/t/ZP8vQtcrv/
tiktok.com
TikTok video by Kyriamoon_notmoi
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joelcawley.bsky.social @joelcawley.bsky.social · 26/08/2026
Good to see the recognition of Hyundai’s success. Odd that it ignores their position in *the* most important aspect of the industry, the EV transition. With Tesla committed to destroying its business and the legacy OEMs in retreat, the field is wide open for Hyundai. www.cnbc.com/2026/08/26/h...
cnbc.com
Hyundai has grown more than any automaker in the U.S. — and it's not done yet
The South Korean automaker wants to keep going by ramping up production at a new $7.6 billion plant in Georgia to capture more sales and market share.
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joelcawley.bsky.social @joelcawley.bsky.social · 21/08/2026
Pretty dramatic increase beginning in 2016, the year Trump was elected providing the permission structure for the upsurge in school gun violence. www.tiktok.com/t/ZP8Ww8EW8/
tiktok.com
TikTok - Make Your Day
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joelcawley.bsky.social @joelcawley.bsky.social · 20/08/2026
Had to validate that this was real. Reaching new depths of stupidity every day. www.wsj.com/politics/nat...
wsj.com
Exclusive | New Drone Unit to Be Phased Out as Hegseth’s Army Pick Makes His Mark
Gen. Christopher LaNeve takes aim at a cutting-edge drone unit, one of several moves he has made since taking over the Army.
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joelcawley.bsky.social @joelcawley.bsky.social · 17/08/2026
1/ Better than most FA articles though it’s still centered on the arrogant hubris of the US foreign policy establishment. www.foreignaffairs.com/united-state...
foreignaffairs.com
The Cost of Keeping China Out
How Washington’s fear of Chinese investment hurts American competitiveness.
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joelcawley.bsky.social @joelcawley.bsky.social · 14/08/2026
The Sears/Lambert story is a bit of an outlier but the systematic extraction of value created by prior generations has become a hallmark of the 21st century US economy. It’s why the stock mkt is up despite real market issues *and* it’s a major cause of those real issues. www.tiktok.com/t/ZP8WdndaY/
tiktok.com
TikTok - Make Your Day
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joelcawley.bsky.social @joelcawley.bsky.social · 14/08/2026
Where’s DOGE when the real waste is revealed? www.tiktok.com/t/ZP8noJrWL/
tiktok.com
TikTok - Make Your Day
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joelcawley.bsky.social @joelcawley.bsky.social · 02/08/2026
Fun! I want a convertible version 😎 www.caranddriver.com/news/a733196...
caranddriver.com
This Chinese-Built Electric Sports Car Has Nearly 430 Horsepower and Costs About $34,000
Not only does it cost about the same as a four-cylinder Ford Mustang, but it's also claimed to weigh around 3000 pounds.
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joelcawley.bsky.social @joelcawley.bsky.social · 31/07/2026
I rarely post anything from The Hill, but this is a decent article about a complex and poorly understood topic. There are private sector services used by advertisers to place ads on mobile phones. We’re all being continuously tracked. Add police and things get dangerous. thehill.com/opinion/crim...
thehill.com
‘Reverse warrants’ should worry all Americans who value their liberties
Recent judicial and legislative actions, including a Supreme Court ruling and a Delaware law, have significantly restricted the use of mass surveillance technologies known as reverse warrants to pr…
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joelcawley.bsky.social @joelcawley.bsky.social · 31/07/2026
Chinese EV designers and engineers are having fun. www.tiktok.com/t/ZP8tcnuHk/
tiktok.com
1705km of range... and that's NOT the craziest part of this XIAOMI. 🇨🇳 #xiaomi #skynomad #Chinesecar #cartok #EV
TikTok video by ZITONG
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joelcawley.bsky.social @joelcawley.bsky.social · 30/07/2026
Porsche is certainly capable of designing and building amazing cars. However, at $170,000 it’s in pretty rarified territory. I’m also amused they’ve kept the “turbo” name despite not having… a turbo. 😎 insideevs.com/news/803270/...
insideevs.com
Porsche's 6,000-Pound Electric Cayenne Beats Supercars To 60 MPH
Despite weighing almost 6,000 pounds, instrumented testing shows the Cayenne Turbo EV hitting 60 mph in 2.1 seconds, making it faster than most supercars.
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joelcawley.bsky.social @joelcawley.bsky.social · 25/07/2026
The US probably has more forced labor than any other developed nation. Slavery is a major and growing US sector which is being aggressive expanded by the Trump administration. Most US accusations against others, including China, are simply lies & propaganda. www.theguardian.com/us-news/2026...
theguardian.com
If Trump really cares about forced labor, he should look at the US – rather than slap more tariffs on the world | Eduardo Porter
Forced labor is a problem, especially in the US, where prisoners are coerced to work for pennies – or nothing at all
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joelcawley.bsky.social @joelcawley.bsky.social · 19/07/2026
A better question is why do so many people think wars can be won? Not a lot of existence proofs in the last 40-50 yrs and countless examples of various forms of failure. War just doesn’t work. www.npr.org/2026/07/18/g...
npr.org
Why is it so hard for the U.S. to win wars?
U.S. presidents have promised short, decisive wars in Afghanistan, Iraq and Iran. All have proved much more difficult than advertised and fallen far short of the political goals set at the beginning.
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joelcawley.bsky.social @joelcawley.bsky.social · 14/07/2026
Great initiative. www.bendsource.com/business/bus...
bendsource.com
Bend to Host First U.S. Think X Forum with Destination Think - The Source - Bend, Oregon
Visit Bend will host a delegation of destination leaders from across North America and beyond this month as Destination Think brings its Think X forum to the United States for the first time. The invi...
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joelcawley.bsky.social @joelcawley.bsky.social · 29/06/2026
www.tiktok.com/t/ZP8GFqWv4/ Hilarious. One of the basic backbones of the 21st century has been “discovered.” Turns out renewable energy is a multi trillion dollar industry. A “green new deal” isn’t some sort of woo-woo idea. It’s actually one of the most important investments any nation can make.
tiktok.com
TikTok - Make Your Day
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Reposted by @joelcawley.bsky.social
The Monarch Diaries @monarchdiaries.bsky.social · 20/05/2026
They're using Rhino Pipeliner 5000, which freezes as sprayed-on curds almost exactly as it hits the surface. Won't flow out, flatten, and self-level like standard epoxy or paint would. Under standing water, the orange peel texture is a perfect scaffolding for algae, bacteria, and general bio scum
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joelcawley.bsky.social @joelcawley.bsky.social · 18/06/2026
We spend twice as much as any other developed nation and less than half the country can even afford healthcare. Not only is this horrific for most of us personally but this enormous economic burden hinders all US business activity and investment. apnews.com/article/heal...
apnews.com
How many Americans can afford high-quality healthcare? A new poll finds the number has fallen
New data from the West Health-Gallup Affordability Index shows that only about half of U.S. adults could afford their healthcare and had access to quality care last year.
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joelcawley.bsky.social @joelcawley.bsky.social · 02/06/2026
1/ The reporting on this is truly moronic. Hard to tell if the incompetence is rooted in the administration, the media or both. This policy is designed to stimulate investment in non-US agricultural production by either US or foreign brands. www.farmprogress.com/farm-policy/...
farmprogress.com
U.S. cuts tariffs on farm and construction equipment to 15%
White House aims to spur industrial investment through 2027, with lower 10% rates available for equipment using 85% U.S. steel or aluminum.
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joelcawley.bsky.social @joelcawley.bsky.social · 01/06/2026
insideevs.com/news/797350/... Won’t be long before nobody bothers with these stories because “EVs are just better” is as banal as “water is wet.” Still need to spread the word for now, but even Americans will soon know the basic truths.
insideevs.com
I Took A Hyundai Ioniq 5 EV On A Roadtrip. It Made Gas Feel Financially Irresponsible
My electric road trip in a Hyundai Ioniq 5 showed how EVs can help beat high gas prices—even at fast chargers.
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joelcawley.bsky.social @joelcawley.bsky.social · 27/05/2026
From an ethic of “no frontline responders left behind” to “anyone harmed in the line of duty will be abandoned” are demarcations on our shameful fall from “home of the brave” to the “craven cowardice of the MAGAts.” www.nytimes.com/2026/05/26/u...
nytimes.com
Trump Administration to Send Americans Exposed to Ebola to Kenya
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joelcawley.bsky.social @joelcawley.bsky.social · 18/05/2026
Seems to me that if the US Congress has determined that $174,000 + full healthcare / yr (which is more like 6 months) is the bare minimum to survive, that should clearly become the new federal minimum wage.
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joelcawley.bsky.social @joelcawley.bsky.social · 17/05/2026
In a galaxy far, far away the opinion writers for The Hill live out their adolescent fantasy lives. They’re blissfully disconnected from the 21st century, indeed from reality itself. If and when they offer you their Trump koolaid, I’d strongly recommend you decline. thehill.com/opinion/inte...
thehill.com
After the Trump-Xi summit, China, not America, is on the back foot
Trump has disrupted Beijing’s strategy.
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joelcawley.bsky.social @joelcawley.bsky.social · 12/05/2026
Criminally destructive of our public property. No different from destroying the Sistine Chapel for a bunch of rocks. If it happens, future administrations should bring both civil and criminal charges against the perpetrators. www.tiktok.com/t/ZP8pSekuF/
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joelcawley.bsky.social @joelcawley.bsky.social · 11/05/2026
Another very smart move by Hyundai. This gives them many useful strategic options including potentially being the embedded technology value provider for many (most?) legacy OEMs. insideevs.com/news/795470/...
insideevs.com
Hyundai’s New Motor Is Smaller, Cheaper, And Ready To Go Into Any EV
Instead of doing things the old way, Hyundai Mobis standardized and modularized several key components of the EV powertrain.
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joelcawley.bsky.social @joelcawley.bsky.social · 10/05/2026
I tow a 7000 lb trailer on a regular basis. Love to see this as it develops. www.autoblog.com/news/hyundai...
autoblog.com
Hyundai EV Truck Platform Could Make Ford And Rivian Rethink Electric Pickups
Hyundai's new patent reveals designs to integrate batteries into a ladder frame for better towing and off-road power in heavy-duty EVs.
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Reposted by @joelcawley.bsky.social
Dr. Mar @boldnewme.bsky.social · 06/05/2026
This is exactly why language matters: “women were given the vote” frames equality as a gift from men, instead of hard won political power extracted through organized resistance. Nobody gave women anything. Women fought, marched, strategized, endured violence, went to prison and died for it.
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joelcawley.bsky.social @joelcawley.bsky.social · 06/05/2026
I’ve been pretty cynical about all of these but this one is worth watching. Be interesting if it actually went viral. www.tiktok.com/t/ZP8pLovhw/
tiktok.com
I dont do politics on my page ever but I have to do it one time for....This video is .....I cried, it was powerful and speaks volumes!
TikTok video by 🎮🌈✨️MELebrity82 ✨️🐕🚑
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Reposted by @joelcawley.bsky.social
Rep. Melanie Stansbury (NM-01) @repstansbury.bsky.social · 01/05/2026
This is what happens under fair maps—and why they gutted the Voting Rights Act. Get it? This is why generations marched, organized, and mobilized. And so must we. 📈
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joelcawley.bsky.social @joelcawley.bsky.social · 25/04/2026
They still do not understand what’s happening. Yes, China’s competitive excellence, increased importance of SW, and regulatory uncertainty are challenges. However, that’s just the beginning. It’s the entire business model that’s shifting. finance.yahoo.com/sectors/tech...
finance.yahoo.com
This is a ‘come to Jesus moment’: Ford CEO says American carmakers are battling a perfect storm
If Ford "doesn't put its chips on the right number," it may not survive, said Farley.
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joelcawley.bsky.social @joelcawley.bsky.social · 15/04/2026
The arrogance knows no limits. www.nytimes.com/2026/04/14/u...
nytimes.com
Vance Says the Pope Should Be More Careful When Talking About Theology
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joelcawley.bsky.social @joelcawley.bsky.social · 12/04/2026
Painfully accurate. Most of us await a new administration to repair this mess. However, neither we nor the world can trust a US subject to the whims of oligarch pawns. It’s vital that our institutions demonstrate leadership but unfortunately they’re failing. www.theguardian.com/commentisfre...
theguardian.com
The United States is destroying itself | Rebecca Solnit
The daily news can’t adequately convey the administration’s sabotaging of our government, economy, alliances and environment
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joelcawley.bsky.social @joelcawley.bsky.social · 06/04/2026
Perhaps there is a Trump style deal possible. No regime change. It’s now obvious nobody is safe from US predation without Nukes so Iran will build/buy them. Iran then collects tolls on all passage through the straits and pays Trump a tithe on those revenues. Peace! www.aljazeera.com/news/2026/4/...
aljazeera.com
Trump says US could charge for Strait of Hormuz passage amid Iran war
US president says Washington, as the 'winner' of the war, has a 'concept' for charging a toll in the strategic waterway.
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Reposted by @joelcawley.bsky.social
David Roberts @volts.wtf · 02/04/2026
jesus christ
morethanjustparks.substack.com
BREAKING: Trump Administration Orders Dismantling of the U.S. Forest Service
The headquarters is going to Utah. Every regional office is being shuttered. The research program is being destroyed.
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joelcawley.bsky.social @joelcawley.bsky.social · 30/03/2026
ICE has little to nothing to do with immigration. Its mission is solely to establish military presence and terror wherever Republicans desire. Every terrorist organization in history has combined semi-legitimate political forces (GOP) with military arms (ICE.) www.nbcnews.com/politics/pol...
nbcnews.com
Border czar says ICE may not leave airports once TSA officers are paid
Tom Homan said ICE agents would remain at their posts until airports could resume regular operations.
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joelcawley.bsky.social @joelcawley.bsky.social · 15/03/2026
Accurate though incomplete assessment. It’s not just the power train and software that are redefining the auto sector. Those are important product attributes but the entire business model is shifting as well, which compounds the challenge for incumbents. techcrunch.com/2026/03/14/h...
techcrunch.com
Honda is killing its EVs — and any chance of competing in the future | TechCrunch
Honda's decision to kill its three EVs for the U.S. market will reverberate far beyond North America.
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Reposted by @joelcawley.bsky.social
Some kind of invasive ape 🏳️‍⚧️ @wargonopsid.bsky.social · 03/03/2026
morethanjustparks.substack.com/p/blm-announ... there's info on who to complain to to try to stop this at the end of the article, lets share this message and try our best to stop it.
morethanjustparks.substack.com
BLM Announces Plan to Fell Oregon's Last Great Forests
One billion board feet per year... 30 days to make your voice heard.
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joelcawley.bsky.social @joelcawley.bsky.social · 22/02/2026
Better technology. Better vehicles. Better ownership experience. Better personal and national economics. Unstoppable. Oh…. Btw…. Also, better for the globe and humanity for the few who seem to care. We can go fast or slow, but we’re all going eventually. cleantechnica.com/2026/02/20/j...
cleantechnica.com
JD Power: EV Owners Are Ridiculously Satisfied With Their Cars - CleanTechnica
Support CleanTechnica's work through a Substack subscription or on Stripe. Or support our Kickstarter campaign! It’s been the case since the early days of electric vehicle (EV) adoption, but what’s go...
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joelcawley.bsky.social @joelcawley.bsky.social · 15/02/2026
There’s a large and growing body of conservatives who believe immigrants are simply not included in US legal protections. Many (most?) Epstein victims were trafficked from overseas and, by the that logic, the perpetrators would be immune from US prosecution. Ugly stuff.
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joelcawley.bsky.social @joelcawley.bsky.social · 15/02/2026
Most Republicans simply do not understand either the concept or math of insurance. They’re systematically deconstructing the financial systems needed in US healthcare for anyone other than the oligarchs. Insurance must provide needed care, not just monthly bills. kffhealthnews.org/news/article...
kffhealthnews.org
Trump Team’s Planned ACA Rule Offers Its Answer to Rising Premium Costs: Catastrophic Coverage - KFF Health News
Sweeping changes to the Affordable Care Act marketplace next year have been proposed by the Trump administration that focus on making more insurance plans available with higher annual out-of-pocket co...
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joelcawley.bsky.social @joelcawley.bsky.social · 15/02/2026
Hyundai is one of the few, if not only, legacy auto makers who looks likely to thrive in the EV generation. This article grudgingly admits they’ve got great (even best) offerings but then smears them with red herrings and innuendo. Ugly “journalism.” cleantechnica.com/2026/02/13/h...
cleantechnica.com
Hyundai Claims To Be "Driving The Future Of Electrified Mobility" - CleanTechnica
Support CleanTechnica's work through a Substack subscription or on Stripe. Or support our Kickstarter campaign! Hyundai Motor Group claimed in an article today that it is “Driving the Future of Electr...
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joelcawley.bsky.social @joelcawley.bsky.social · 14/02/2026
The US healthcare system costs 2x anywhere else with poor and declining results. It’s an economic tumor sucking the lifeblood out of the overall economy. Most of its growth isn’t the aging population, its price increases. Malignant tumors are not good. www.washingtonpost.com/business/202...
washingtonpost.com
The one industry powering the U.S. labor market
Without health care, the United States would have nearly 400,000 fewer jobs than it did a year ago, according to Labor Department figures through January.
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joelcawley.bsky.social @joelcawley.bsky.social · 13/02/2026
I don’t recommend spending any time over there but this article is well worth reading. x.com/barua_ashish...
x.com
Ashish Barua/आशिष बरूआ #MMT (INDIA) 🍉 on X: "They call China’s🇨🇳 rise a “miracle,” as if it fell from the sky, but not one of these mainstream economists dares to open the accounting books and actually look at what’s going on. The moment you introduce the sectoral balances, the fiscal flows, and the basic monetary" / X
They call China’s🇨🇳 rise a “miracle,” as if it fell from the sky, but not one of these mainstream economists dares to open the accounting books and actually look at what’s going on. The moment you introduce the sectoral balances, the fiscal flows, and the basic monetary
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joelcawley.bsky.social @joelcawley.bsky.social · 12/02/2026
Now that his deep racism and anti-semitism have become mainstream Republican positions he needs to move the Overton window even further. Step one in the realization of this vision is the Save act.
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joelcawley.bsky.social @joelcawley.bsky.social · 12/02/2026
I just finished rewatching the movie Spotlight. Last week I rewatched The Post. Both movies highlight the impact and power of the press. Spotlight tells the story of the Boston Globe revealing rampant pedophilia in the Catholic church. Timely thing to see. We need to restore the press.
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joelcawley.bsky.social @joelcawley.bsky.social · 07/02/2026
Nothing says “Hillbilly Elegy” like 14 planes and 100 vehicles.
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