Macroeconomics
Lynn Alden's Monetary Thesis: Technology Disrupts Currency Monopolies, Debt Makes Rate Hikes Inflationary
Lynn Alden argues that monetary history is best understood through technological change rather than political decisions — the telegraph centralized financial power by enabling light-speed ledger updates, and Bitcoin/stablecoins are now reversing that centralization by enabling peer-to-peer settlemen…
Tariffs as Constitutional Stress Test: How Trade Policy, AI Displacement, and Reserve Currency Dynamics Are Converging
Burn Hobart argues that Trump's tariff regime represents the high-water mark and simultaneous collapse of "state capacity Trumpism" — methodically planned on immigration and higher ed, but chaotic and improvisational on trade. Treasury bond behavior is now a proxy bet on the future of U.S. separatio…
Structural Inflation, AI Displacement, and the Inevitability of Money Printing: A Framework for the Next Decade
The K-shaped economy is not a policy failure but the predictable output of 80 years of Keynesian money printing: those with financial assets compound gains while the assetless majority loses purchasing power. AI will accelerate this bifurcation by eliminating high-paying white-collar jobs within 2–3…
The Gold Crash Is a Credit System Warning, Not a Commodity Story
The simultaneous multi-commodity selloff (gold -11%, silver -14%, copper, aluminum) concentrated in Asian trading hours is not explained by war-driven inflation or Fed rate hike expectations — it exhibits the signature of forced dollar liquidation. The underlying cause is stress in the Eurodollar sy…
Dollar Standard Leads to "Creditism" and Wealth Disparity, Asian Capitalism Booms
The U.S. economic system has transitioned from capitalism to "creditism" since abandoning the gold standard in 1971, driven by credit creation and consumption. This has resulted in massive government debt, asset bubbles, and growing wealth inequality, contrasting with booming, capitalist-driven econ…