NewGeography.com blogs

Chicago is One Kind of Town

The geographical resorting of America continues apace–the separation of peoples based broadly on ideology. You see this population movement on both coasts, accentuated by the pandemic and remote work.

It’s about other things, of course–costs, space, weather–but it’s a lot about politics. And after Tuesday’s mayoral election result in Chicago (https://www.nytimes.com/2023/04/04/us/elections/chicago-mayor-election-brandon-johnson.html), we can expect more resorting in the middle of the country. A majority of the closely-divided city electorate chose a higher-tax, less-policing candidate backed by most of the powerful public-employee unions. On top of the immediate worries that conservative Chicagoans might have, there’s the ongoing pensions deficit that the city, Cook County and the state of Illinois (also dominated by Democrats of the left) are running, which is a lien on taxpayers who hang around.

Unless attempts succeed to garnish the higher income of fleeing residents (moves under consideration in a few states), or a bailout from Washington is forthcoming, Illinoisans-in-place are squarely under this cloud. So the movement into “two Americas” can expect another rush. I don’t know whether this pace and degree of separation is unprecedented (obviously blacks had reason to escape the Antebellum and Jim Crow South) or necessarily harmful on balance in such an already-sundered society, but it is happening nonetheless.

This piece first appeared on Tim W. Ferguson blog.


Tim W. Ferguson, the former editor of Forbes’s Asia edition, writes about business, economics and society.

We Are On the Cusp of a Democrat Class War

The recent sparring between Starbucks’s longtime CEO Howard Schultz and Senator Bernie Sanders reflects a conflict within the Democratic Party that is likely to get far more intense in the years ahead. Sanders accused Schultz, a self-described progressive who once considered a presidential run, of conducting “illegal union busting” at the coffee chain’s shops — something that the Starbucks CEO vehemently denied.

Schultz is finding out the hard way that liberal intentions are not enough to prevent his employees from seeking better wages and conditions. This dilemma mirrors that of his gentry progressive allies, who represent the Democrats’ increasingly affluent, well-educated base. They are now primary funders of the party and it is their agenda that has come to achieve dominance.

Read the rest of this piece at UnHerd.


Joel Kotkin is the author of The Coming of Neo-Feudalism: A Warning to the Global Middle Class. He is the Roger Hobbs Presidential Fellow in Urban Futures at Chapman University and Executive Director for Urban Reform Institute. Learn more at joelkotkin.com and follow him on Twitter @joelkotkin.

US Sets Crude Oil Exports set Record in 2022

According to the US Energy Information Administration (EIA), the United States exported a record 3.6 million barrels of crude oil per day in 2022, a 22 percent increase from 2021. According to the EIA:

“Since early 2022, trade patterns have shifted because of Russia’s full-scale invasion of Ukraine and the ensuing Western sanctions of Russia’s crude oil exports. Prior to 2022, OECD Europe had been the largest regional importer of Russia’s crude oil, receiving 2.3 million b/d from Russia in 2021.

Less crude oil was exported to India and China from the United States in 2022 than in 2021 because the two countries imported more discounted crude oil from Russia. India was the largest export destination of U.S. crude oil exports in 2021; China had been in 2020. Decreased demand for U.S. crude oil exports to India and China was more than offset by increased demand from other destinations, particularly in Europe.”


Wendell Cox is principal of Demographia, an international public policy firm located in the St. Louis metropolitan area. He is a founding senior fellow at the Urban Reform Institute, Houston, a Senior Fellow with the Frontier Centre for Public Policy in Winnipeg and a member of the Advisory Board of the Center for Demographics and Policy at Chapman University in Orange, California. He has served as a visiting professor at the Conservatoire National des Arts et Metiers in Paris. His principal interests are economics, poverty alleviation, demographics, urban policy and transport. He is co-author of the annual Demographia International Housing Affordability Survey and author of Demographia World Urban Areas.

Mayor Tom Bradley appointed him to three terms on the Los Angeles County Transportation Commission (1977-1985) and Speaker of the House Newt Gingrich appointed him to the Amtrak Reform Council, to complete the unexpired term of New Jersey Governor Christine Todd Whitman (1999-2002). He is author of War on the Dream: How Anti-Sprawl Policy Threatens the Quality of Life and Toward More Prosperous Cities: A Framing Essay on Urban Areas, Transport, Planning and the Dimensions of Sustainability.

Toronto Transit Service Cuts Criticized in University Report

Just implemented service adjustments will reduce Toronto Transit Commission (TTC) services to nine percent below pre-pandemic levels.

A Toronto Metropolitan University report (2023 TTC Service Changes and Transit Equity in Toronto), while acknowledging TTC’s challenging fiscal situation, notes that “Toronto’s most marginalized neighbourhoods will likely be disproportionately affected by the TTC service cuts.” The report continues: “These neighbourhoods may not generate the highest amounts of public transit trips, but residents in these neighbourhoods may be more dependent on public transit for their everyday needs compared to other parts of the city.” This “will likely make these neighbourhoods more mobility poor, creating additional barriers to the residents’ participation in employment, education, and society in general.”

Moreover, the report finds “At a time when all levels of the government are committing to address affordability and inequality, the proposed TTC service cuts are not justified.”

Note: The TTC principally serves the city (municipality) of Toronto, which accounts for 45% of the Toronto census metropolitan area population.


Wendell Cox is principal of Demographia, an international public policy firm located in the St. Louis metropolitan area. He is a founding senior fellow at the Urban Reform Institute, Houston, a Senior Fellow with the Frontier Centre for Public Policy in Winnipeg and a member of the Advisory Board of the Center for Demographics and Policy at Chapman University in Orange, California. He has served as a visiting professor at the Conservatoire National des Arts et Metiers in Paris. His principal interests are economics, poverty alleviation, demographics, urban policy and transport. He is co-author of the annual Demographia International Housing Affordability Survey and author of Demographia World Urban Areas.

Mayor Tom Bradley appointed him to three terms on the Los Angeles County Transportation Commission (1977-1985) and Speaker of the House Newt Gingrich appointed him to the Amtrak Reform Council, to complete the unexpired term of New Jersey Governor Christine Todd Whitman (1999-2002). He is author of War on the Dream: How Anti-Sprawl Policy Threatens the Quality of Life and Toward More Prosperous Cities: A Framing Essay on Urban Areas, Transport, Planning and the Dimensions of Sustainability.

The Silicon Valley Bank Collapse Will Hurt Joe Biden

The rescue of Silicon Valley Bank and its large depositors has drawn together unlikely bedfellows. Both the Right-wing Free Beacon and the Leftist Stranger magazine, to give two examples, have denounced this federal largesse as “socialism for the rich”.

Whether this is true or not lies in the eye of the beholder, but one thing is for sure: this is a crisis that could reshape the 2024 election.

Americans, particularly progressives, no longer see the Silicon Valley elites as “enlightened plutocrats” eager to create a better world. Now they view these same people as sinister far-Right figures, as evidenced by the treatment of Elon Musk since his takeover of Twitter. Indeed, the vast majority of Americans now also fear the tech elite, and the industry’s approval dropped dramatically in the years before the pandemic.

Read the rest of this piece at UnHerd.


Joel Kotkin is the author of The Coming of Neo-Feudalism: A Warning to the Global Middle Class. He is the Roger Hobbs Presidential Fellow in Urban Futures at Chapman University and Executive Director for Urban Reform Institute. Learn more at joelkotkin.com and follow him on Twitter @joelkotkin.

Feudal Future Podcast: Understanding the Iranian Revolution

On this episode of The Feudal Future, hosts Joel Kotkin and Marshall Toplansky help us understand the Iranian revolution with project analyst, Mahnaz Asghari, Iranian actress Nazanin Nour, and hematologist Montreh Tavakkoli.

Listen on Apple Podcast
Listen on Google Podcasts
Listen on Spotify
More podcast episodes & show notes at JoelKotkin.com

Watch the Video

Latest Research: From Chapman’s Center of Demographics & Policy, Joel Kotkin & Marshall Toplansky co-author the new report on restoring The California Dream.

If you haven’t downloaded the report, see it here

Visit Our Page: www.TheFeudalFuturePodcast.com

Support Our Work

The Center for Demographics and Policy focuses on research and analysis of global, national, and regional demographic trends and explores policies that might produce favorable demographic results over time. It involves Chapman students in demographic research under the supervision of the Center’s senior staff.

Students work with the Center’s director and engage in research that will serve them well as they look to develop their careers in business, the social sciences, and the arts. Students also have access to our advisory board, which includes distinguished Chapman faculty and major demographic scholars from across the country and the world.

For additional information, please contact Mahnaz Asghari, sponsored project analyst for the Office of Research, at (714) 744-7635 or asghari@chapman.edu.

Follow us on LinkedIn

Tweet thoughts: @joelkotkin, @mtoplansky, #FeudalFuture #BeyondFeudalism

Learn more about Joel’s book ‘The Coming of Neo-Feudalism

Sign Up For News & Alerts

This show is presented by the Chapman Center for Demographics and Policy, which focuses on research and analysis of global, national and regional demographic trends and explores policies that might produce favorable demographic results over time.

SEPTA Halts King of Prussia Rail Project

Philadelphia’s transit agency, the Southeastern Pennsylvania Transportation Authority (SEPTA) has paused the King of Prussia rail line that is proposed as a link to the Norristown High Speed Line and centre city. King of Prussia is located in suburban Montgomery County, PA and is hope to the King of Prussia Mall, one of the five largest in the United States.

According to a SEPTA press release dated March 17, “… SEPTA must prioritize essential
infrastructure work and safety and security improvements to maximize the reliability and effectiveness of our aging system.” The press release further noted that “From August 2020 to August 2022, the project estimate increased from $2.08 billion to $2.6 billion. The estimate now stands at $3.02 billion.”

All activities on the King of Prussia project are being halted, and a pending contract for final design has not been executed by SEPTA.

“The Authority will provide details on how funds allocated for KOP Rail will be used
when the proposed capital budget and long-term program is released in April.”

Like other transit agencies around the world, ridership has been severely reduced by the effect of the pandemic, pandemic lockdowns and the increase in remote and hybrid work. In 2019, the last pre-pandemic year, the transit’s work trip market share in the Philadelphia, PA-NJ-DE-MD  metropolitan area fell by half, from
9.4% to 4.7% in 2021, according to American Community Survey data. At the same
time, the work from home share quadrupled, from 6.0% to 23.6%.

Further, US transit agencies have generally been criticized for large cost overruns on rail projects compared to other nations.


Wendell Cox is principal of Demographia, an international public policy firm located in the St. Louis metropolitan area. He is a founding senior fellow at the Urban Reform Institute, Houston, a Senior Fellow with the Frontier Centre for Public Policy in Winnipeg and a member of the Advisory Board of the Center for Demographics and Policy at Chapman University in Orange, California. He has served as a visiting professor at the Conservatoire National des Arts et Metiers in Paris. His principal interests are economics, poverty alleviation, demographics, urban policy and transport. He is co-author of the annual Demographia International Housing Affordability Survey and author of Demographia World Urban Areas.

Mayor Tom Bradley appointed him to three terms on the Los Angeles County Transportation Commission (1977-1985) and Speaker of the House Newt Gingrich appointed him to the Amtrak Reform Council, to complete the unexpired term of New Jersey Governor Christine Todd Whitman (1999-2002). He is author of War on the Dream: How Anti-Sprawl Policy Threatens the Quality of Life and Toward More Prosperous Cities: A Framing Essay on Urban Areas, Transport, Planning and the Dimensions of Sustainability.

Feudal Future Podcast: The Future of Latinos in Politics

On this episode of The Feudal Future, hosts Joel Kotkin and Marshall Toplansky are joined by political demographer, Ruy Teixeira, and author and principal, Soledad Ursua to discuss the future of Latinos in politics.

Listen on Apple Podcast
Listen on Google Podcasts
Listen on Spotify
More podcast episodes & show notes at JoelKotkin.com

Watch the Video

Latest Research: From Chapman’s Center of Demographics & Policy, Joel Kotkin & Marshall Toplansky co-author the new report on restoring The California Dream.

If you haven’t downloaded the report, see it here

Visit Our Page: www.TheFeudalFuturePodcast.com

Support Our Work

The Center for Demographics and Policy focuses on research and analysis of global, national, and regional demographic trends and explores policies that might produce favorable demographic results over time. It involves Chapman students in demographic research under the supervision of the Center’s senior staff.

Students work with the Center’s director and engage in research that will serve them well as they look to develop their careers in business, the social sciences, and the arts. Students also have access to our advisory board, which includes distinguished Chapman faculty and major demographic scholars from across the country and the world.

For additional information, please contact Mahnaz Asghari, sponsored project analyst for the Office of Research, at (714) 744-7635 or asghari@chapman.edu.

Follow us on LinkedIn

Tweet thoughts: @joelkotkin, @mtoplansky, #FeudalFuture #BeyondFeudalism

Learn more about Joel’s book ‘The Coming of Neo-Feudalism

Sign Up For News & Alerts

This show is presented by the Chapman Center for Demographics and Policy, which focuses on research and analysis of global, national and regional demographic trends and explores policies that might produce favorable demographic results over time.

California High Speed Rail Greatest Infrastructure Failure in US History: Hoover Institution Economist

In “California’s High-Speed Rail Was A Fantasy From Its Inception,” economist Lee Ohanion says that: “California’s HSR is perhaps the greatest infrastructure failure in the history of the country. And the reason it failed is because of a gross failure of state governance, one on such a grand scale that it is nothing short of a betrayal of Californians.”

Ohanion notes that the cost of the present Bakersfield to Merced line, for which the California High Speed Rail Authority (CHSRA) does not even have the money, is already more costly that the original projections for the 800-mile system, which was to connect San Diego, Los Angeles, the Bay Area and Sacramento. This 170-mile stub is on the flat land in the middle of the San Joaquin Valley, by far the easiest portion of the system to build. CHSRA hasn’t turned the first shovel on the Pacheco Pass tunnel, the Tehachapi or the San Gabriel Mountains tunnel that would be required just to complete the San Francisco to Los Angeles segment. The San Diego and Sacramento extensions have barely been mentioned for years.

Ohanion concludes:

“There is no path to completion for the fantasy rail system that was falsely sold to voters 15 years ago. Finishing the Bakersfield-Merced route, which will cost in excess of $35 billion, and which won’t be operative for ten years, doesn’t come close to penciling out. The only reasonable decision is to end a project that should never have begun.”

My former colleague on the Amtrak Reform Council, Joseph Vranich and I authored reports on the California High Speed Rail Line, including The California High Speed Rail Proposal: A Due Diligence Report, California High Speed Rail: An Updated Due Diligence Report, and with Adrian Moore California High Speed Rail Project Greenhouse Gas (GHG) Emissions: A Dynamic Impact and Cost Analysis.


Wendell Cox is principal of Demographia, an international public policy firm located in the St. Louis metropolitan area. He is a founding senior fellow at the Urban Reform Institute, Houston, a Senior Fellow with the Frontier Centre for Public Policy in Winnipeg and a member of the Advisory Board of the Center for Demographics and Policy at Chapman University in Orange, California. He has served as a visiting professor at the Conservatoire National des Arts et Metiers in Paris. His principal interests are economics, poverty alleviation, demographics, urban policy and transport. He is co-author of the annual Demographia International Housing Affordability Survey and author of Demographia World Urban Areas.

Mayor Tom Bradley appointed him to three terms on the Los Angeles County Transportation Commission (1977-1985) and Speaker of the House Newt Gingrich appointed him to the Amtrak Reform Council, to complete the unexpired term of New Jersey Governor Christine Todd Whitman (1999-2002). He is author of War on the Dream: How Anti-Sprawl Policy Threatens the Quality of Life and Toward More Prosperous Cities: A Framing Essay on Urban Areas, Transport, Planning and the Dimensions of Sustainability.

The SVB Collapse Marks the End of the Silicon Valley Era

The collapse of Silicon Valley Bank, the second largest in US history, is raising concerns about a “contagion” that could trigger a financial panic. As the 18th largest bank in the US, SVB’s bankruptcy may not prove an event on the scale of Lehman Brothers, but it may reflect something perhaps even more important: the decline of the Valley’s once vibrant entrepreneurial culture. 

As a young reporter, I covered bank founder Roger Smith in 1983 when he came up with the idea of providing conventional financing to young, often venture-backed growth companies. In those days the big Wall Street financiers were largely clueless about technology, and the industry needed someone who understood their needs and ambitions. The now-retired Smith became a real player in the tech world, as well as in the Valley’s philanthropic scene.

Read the rest of this piece at UnHerd.


Joel Kotkin is the author of The Coming of Neo-Feudalism: A Warning to the Global Middle Class. He is the Roger Hobbs Presidential Fellow in Urban Futures at Chapman University and Executive Director for Urban Reform Institute. Learn more at joelkotkin.com and follow him on Twitter @joelkotkin.