Economic Anomalies

Published on July 13, 2026

This week a number of articles caught my attention. The only thing that ties them together is their impact on the US and global economy. Economic anomalies: things we were not looking for but show up and force us to pay attention. Today in the summer heat, let’s take a look at a few of them.

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US Department of Labor cites Texas contractor, staffing company after worker suffers fatal injury in elementary school crawl space

July 13, 2026
SAN ANTONIO, TX – The U.S. Department of Labor has cited a building contractor and a staffing company for safety violations after a worker suffered fatal injuries while operating a mini-excavator beneath an elementary school in Converse.The department’s Occupational Safety and Health Administration opened an inspection after a Jan. 7, 2026, incident at Converse Elementary School involving a D L Ba

AI Capex Risk Cuts Both Ways In The American Economy

July 13, 2026
The AI capex risk profile has gotten sharper since then, and the argument needs tightening in a few places. The bull case and the tail risk are now the same buildout, but they are running in different directions.