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Open →de-globalization
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Open →The Dollar’s Last Stand: Why the System Squeezes Before It Breaks
The dollar doesn’t collapse when it’s weak — it spikes under maximum strain. This is the final squeeze phase of the global monetary system before transition. When reserve systems end, they don’t fade — they compress, surge, and then reset. Inside: charts, cyc…
Long-Form Thesis Reports (📘🔥)Article
Open →The End of the 40-Year Bond Supercycle: Why Rates Didn’t Rise — The Regime Changed
The U.S. 10-year yield didn’t “go up” — the 40-year bond bull ended. This analysis shows how 2020 broke the secular disinflation regime and launched a sovereign-credit repricing cycle mirroring the 1970s.
Market Cycles & Regimes (📅📊)