We've got two major developments in Eurasia. We're talking about Ukraine disabling two ships in the Caspian Sea and Poland getting EU approval to build a nuclear power plant.

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Mexico is hoofing a 50% tariff onto imports from countries without a free-trade agreement, giving the US a strong leg up out of the gate while competitors like China and Korea get left circling the track.

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Continuing our discussion on the US tech sector, let's break down how demographics and rising capital costs are stifling innovation.

The tech boom relied upon a few things: a young, highly-skilled workforce concentrated in hubs like Silicon Valley and cheap and abundant capital. I don't know if you've noticed, but the US doesn't have the young workers or the capital environment to fund long-term tech development.

Combine that with what we discussed yesterday, and you get a tech sector that is going to struggle in the years and decades to come.

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