Growth king, or work-war idiot?

Smart

Grows the pie, or stops a real bleed

1. The permit clockThe one bipartisan growth file they keep dropping+5
2. Electrons for the modelThe new industrial load is not a Tesla. It’s a warehouse of GPUs.+5
3. Molecules firstGrowth-king instinct — grid still a mess+4
4. Fabs as national securityThe hole in the ground is the policy+4
5. The IRA as a factory billIndustrial policy that accidentally built plants+4
6. Pay for the fabNational security with a grant agreement+4
7. Keep the 2017 codeAvoid a silent middle-class tax rise — add a deficit+3
8. Stop the forgiveness machineDon’t socialise the bachelor’s as industrial policy+3
9. China tech as a leverExport controls are the quiet industrial policy+3

Half-smart

Clever politics, muddy economics

1. Politicise the chair, not the statuteAppointment power is real. Firing governors is not.+2
2. The bipartisan concreteMoney without a shot clock+2
3. Tariffs as industrial policyPrices some factories home. Prices inputs too.+1
4. Efficiency as a brandA meme with an OMB shop behind it+1
5. Condition the Ukraine pipelineLeverage is real. So is a vacuum.+1
6. Unwind the green industrial policyYou can scare a credit. You cannot unpour a slab.+1
7. Concentrate or breakBig Tech is a competition file and a national-security file+1
8. Interior enforcement at volumeLabour-market shock dressed as sovereignty0
9. Fire the policy layerAccountability vs. a spoils cycle0
10. Dobbs, then the mapFederalism as a truce the base hates0
11. The legal pipes are the gameUnlimited air cover, capped cheques, a fog in the middle0

Dumb

Picks a fight with work, or misses the actual constraint

1. Leave, badlyRight strategic call, wrecked execution-3
2. Forgive by memoA transfer dressed as justice, killed by the Court-3
3. Housing as a federal speechThe constraint is zoning and rates, not HUD letterhead-2
4. The 2024 bill that died on purposeA solvable file, sacrificed to a campaign-2
5. The repeal that never arrivesCampaign forever, legislate never-1