Blog Archive
The Market’s Gambling Addiction
Asset prices have decoupled from economic reality. With the Nasdaq up 100% while GDP grew only 15%, the line between investing and gambling has been erased.
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Europe’s Digital Decade Is A Fallacy
Europe’s Digital Decade plan misdiagnoses the core issues, focusing on spending over fixing the market fragmentation and regulatory drag that stifle tech innovation.
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US Debt Demand Is A Shell Game
A record $9.5 trillion in foreign holdings props up US debt. But a closer look reveals much of this demand is a domestic mirage driven by leverage and tax arbitrage.
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The Age of Stability Is Over
The era of predictable globalization has ended. Businesses must abandon outdated models of efficiency and adapt to a new reality of structural volatility and geopolitical risk.
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Your Car Is Now a Luxury Good
Since 2020, the total cost of vehicle ownership in America has soared 36%. A breakdown of the structural inflation in cars, repairs, and insurance.
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The Housing Market Is Officially Frozen
Falling home sales and decade-high supply are not a market dip. They signal a deep freeze caused by a structural break between asset prices and buyer reality.
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Crypto Deregulation Is a Strategic Surrender
The administration’s embrace of cryptocurrency isn’t about innovation. It’s a self-inflicted wound that undermines the US dollar and hands a financial lifeline to sanctioned rivals.
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The Global System is Hedging Against America
Geopolitical events are not political problems; they are indicators of systemic risk. The global economy is de-risking away from its single point of failure.
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