Ask questions, share evidence and work through ideas with other readers.
Latest published activity in this view.
A forward model links income, spending, investment and credit, then tests its forecasts against modern U.S. data and 150 years of macrohistory. Growth...
Connected ArticleCoreWeave shares and bonds came under pressure this week as investors repriced the leveraged neocloud model behind the AI data-center buildout. Axios ...
Connected ArticleThe finale of the Pattern Nexus Cycles of Power audio-video series connects 150 years of industrial, monetary, computing, energy, and liquidity histor...
Connected ArticleI connect the developments now taking shape across AI infrastructure, private power, critical minerals, the Iran energy shock, digital dollars, machin...
Connected ArticleEpisode 9 of the weekly Pattern Nexus audio-video series turns Part 9 of Cycles of Power into a shorter story about how pandemic stimulus fused fiscal...
Connected ArticleEpisode 8 of the weekly Pattern Nexus audio-video series turns Part 8 of Cycles of Power into a shorter story about how quantitative easing, zero inte...
Connected ArticleAn extensive Pattern Nexus reconstruction linking the Iran/Hormuz disruption with Ukrainian refinery attacks, diesel shortages, Saudi pipeline damage,...
Connected ArticleEpisode 7 of the weekly Pattern Nexus audio-video series turns Part 7 of Cycles of Power into a shorter story about how China's WTO entry, global rese...
Connected ArticleEpisode 6 of the weekly Pattern Nexus audio-video series turns Part 6 of Cycles of Power into a shorter story about how liberalized capital flows, dol...
Connected ArticleEpisode 5 of the weekly Pattern Nexus audio-video series turns Part 5 of Cycles of Power into a shorter story about how the Volcker shock, Reagan–That...
Connected ArticleEpisode 4 of the weekly Pattern Nexus audio-video series turns Part 4 of Cycles of Power into a shorter story about how silver redemption, the Nixon S...
Connected ArticleEpisode 3 of the weekly Pattern Nexus audio-video series turns Part 3 of Cycles of Power into a shorter story about how Dartmouth, integrated circuits...
Connected ArticleMost people use “deficit” and “debt” as if they mean the same thing. They do not. This report uses two Pattern Nexus infographics and official CBO and...
Connected ArticleI audited the public Pattern Nexus record across 472 unique URLs and the saved full-text article export, then rebuilt the major calls from the origina...
Connected ArticleEpisode 2 of the Pattern Nexus Audio-Video series explains how Bretton Woods, the Marshall Plan, capital controls, the IMF, the World Bank, and the 19...
Connected ArticleA corrected Pattern Nexus analysis of solar cycles, liquidity, recessions, and financial tops from January 1987 through July 2026. The first monthly r...
Connected ArticleThe first weekly Pattern Nexus audio-video turns the 1870–1914 industrial supercycle into a concise narrated story—and shows why the AI, data-center, ...
Connected ArticleI rebuilt the UWM panic from the ownership structure outward: who actually received the distributions, what the dividend suspension retains, why the $...
Connected ArticleFertilizer prices, Persian Gulf disruption, a potentially historic El Niño, expanding drought risks, weak currencies, and fragile food-import systems ...
Connected ArticleA 70-year counterfactual audit of presidential policy, inherited law, tax cuts, entitlements, crisis packages, and the compounding interest tail. The ...
Connected Article