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From 1665 to QE Infinity: Answering a 2012 Inflation Question Editor-written summary

From 1665 to QE Infinity: Answering a 2012 Inflation Question

In January 2012 I stared at a 350-year price chart and wondered what all the post-2008 “money printing” would do to inflation. More than a decade, a pandemic, and a historic rate shock later, this is the answer I wish I could have given my 2012 self.

Inside this report
  • Summary of US Price and Inflation Data 1665–Estimated 2013, Revisited
  • Navigation
  • The 2012 question
Pattern Nexus Weekly Wrap-Up: Markets Reprice the December Fed Pivot as Global Tensions Escalate (Week of Nov 15–21, 2025) Editor-written summary

Pattern Nexus Weekly Wrap-Up: Markets Reprice the December Fed Pivot as Global Tensions Escalate (Week of Nov 15–21, 2025)

Markets aggressively repriced a December Fed rate cut as U.S. equities surged, bond yields fell, and global tensions escalated across Ukraine, Asia, and the Caribbean. Inside the Pattern Nexus Weekly Wrap-Up for November 15–21, 2025.

Inside this report
  • Pattern Nexus Weekly Wrap-UpWeek of November 15–21, 2025
  • Navigation
  • Markets & Finance
SpaceX’s Booster Failure & the South Texas Industrial Surge: A Structural Look at the Week Editor-written summary

SpaceX’s Booster Failure & the South Texas Industrial Surge: A Structural Look at the Week

SpaceX’s upgraded Starship booster failed in testing, but the company’s Texas industrial expansion surged—revealing the deeper structure behind America’s space future.

Inside this report
  • SpaceX Just Hit a Major Setback — And a Major Milestone — In the Same Week
  • The Booster Failure That Defined the Week
  • $13 Billion: SpaceX’s Expanding Economic Footprint in South Texas
Star Catcher Just Broke DARPA’s Record — The Hidden Industry About to Reshape Global Energy Editor-written summary

Star Catcher Just Broke DARPA’s Record — The Hidden Industry About to Reshape Global Energy

Star Catcher surpassed DARPA by beaming 1.1 kW at NASA, signaling the rise of space-based solar power — a new industry that will reshape global energy.

Inside this report
  • Star Catcher Breaks DARPA’s Record — The Space Solar Race Just Entered a New Phase
  • The Original Vision: Unlimited Solar Power From Space
  • Why Star Catcher’s Demonstration Matters
Banks and Primary Dealers Facing Stress as of Nov 21, 2025 — Pattern Nexus Editor-written summary

Banks and Primary Dealers Facing Stress as of Nov 21, 2025 — Pattern Nexus

A Pattern Nexus structural analysis of banks and primary dealers facing stress as of November 21, 2025. Covers regional banks, commercial real-estate risks, dealer liquidity constraints, SRF usage, fraud-related credit shocks, and system-wide resilience signals.

Inside this report
  • Banks and Primary Dealers Facing Stress as of Nov 21, 2025
  • Background: How to Interpret Bank Stress in Late 2025
  • Liquidity Backstops & Fed Plumbing
Can the 10-Year Treasury Predict Recessions? A 40-Year Pattern Nexus Lens Analysis Editor-written summary

Can the 10-Year Treasury Predict Recessions? A 40-Year Pattern Nexus Lens Analysis

A 40-year structural analysis of the US 10-Year Treasury futures market, showing how recessions consistently collide with long-term yield channels, why yield curve inversions continue to matter, and what today’s setup means for the next macro cycle. A full Pattern Nexus Lens breakdown.

Inside this report
  • Can the 10-Year Treasury Predict Recessions?
  • The visual intuition: every recession hits the same “pressure rail”
  • The classical story: yield curves and recession odds
Risk-Off With No Headline: 11/20/2025 Market Wrap Editor-written summary

Risk-Off With No Headline: 11/20/2025 Market Wrap

A strange day in markets: everything sold off while the dollar barely moved. Here's what actually happened through the Pattern Nexus lens.

Inside this report
  • Risk-Off With No Headline: 11/20/2025 Market Wrap
  • On This Page
  • Big Picture: Everything Red, Dollar Flat
Why Pattern Nexus Exists: The Missing Lens for Macro, AI, and Markets Editor-written summary

Why Pattern Nexus Exists: The Missing Lens for Macro, AI, and Markets

Pattern Nexus isn’t just another macro or real-estate blog. It’s a systems-level lens that links AI, power, liquidity, housing, and geopolitics into one machine. This longform explains why there’s “no one else like this on the internet,” how it differs from names like Schiff, Colombo, Pozsar, Dalio, Balaji, Zeihan, and more, and how to use this framework to navigate the 2020s.

Inside this report
  • Why Pattern Nexus Exists: The Missing Lens for Macro, AI, and Markets
  • On This Page
  • Why I’m Writing This
The Patent Illusion: Why the U.S. Still Leads the AI Race (and Why That Tsinghua Chart Is Misleading) Editor-written summary

The Patent Illusion: Why the U.S. Still Leads the AI Race (and Why That Tsinghua Chart Is Misleading)

This article breaks down why Tsinghua University’s surge in AI patents doesn’t mean China is winning the AI race. Patent charts measure universities—not compute, chips, cloud infrastructure, power, or frontier model leadership. Using real data, we explain why the U.S. still dominates the AI-industrial stack in 2025 and what pressure points actually matter.

Inside this report
  • The Patent Illusion: Why the U.S. Still Leads the AI Race (and Why That Tsinghua Chart Is Misleading)
  • On This Page
  • The Viral Tsinghua Patent Chart