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Tyler Cowen has a nice essay up at The American Interest on an Export-Oriented America. He offers us three reasons to be optimistic about the US export future: artificial intelligence, shale oil and gas, and a rising Asian Middle Class. I think he more or less nails the last two, what I refer as the Exxon and Apple economies, respectively.

L et's first take a step back and see where these new American exports will be coming from. At least three forces are likely to combine to make the United States an export powerhouse.