13frameworks
Showing 1–13 of 13
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Institutional Capital Rotation Front-RunningIn-depth
Spot when institutions are milking an asset dry and front-run the next capital rotation target.
Bitcoin Power Law Channel Macro PositioningIn-depth
Map three macro signals to Bitcoin's power-law channel to size positions with precision.
Financial Repression Bitcoin SignalIn-depth
Enter Bitcoin when inflation outpaces short-term rates — the condition behind nearly all historical gains
The Three-Phase Crash Model
Every great crash follows: bubble → resolution → aftermath
Discount-Rate Regime LensIn-depth
Read every asset class through the interest rate that prices it.
Horses for Courses EconomicsIn-depth
Match the economic school to the question — no single theory explains everything.
Wars of Choice vs. Wars of Defense — The Political Sustainability TestIn-depth
Democracies sustain wars they were attacked into; wars of choice erode politically until withdrawal
The Escalation TrapIn-depth
Precision bombing creates a 3-stage ladder where tactical success breeds strategic failure
The Economic Freedom Index as Policy Compass
A country's poverty rate tracks its economic freedom score — watch the score, predict the outcome
The Wealth Extraction Compounding Machine
When wealth concentration outpaces growth, the gap compounds and cannot self-correct
The C-Minus WarningIn-depth
We barely survived industrialisation — AI-era equivalents are unsurvivable
Post-WWII Order Disintegration as Investment MacroIn-depth
The 1945 stability architecture is collapsing — price in high-variance geopolitical tail risk now
The Everything CodeIn-depth
Sovereign debt forces an 11% annual debasement hurdle only crypto reliably clears