6frameworks
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Iceberg Political Capture Model
Visible political donations are the tip; think tanks and media funding are the dangerous mass below
The Leverage Amplifier
Debt is the multiplier that turns a bubble into a great crash
The Capability-Safety Asymmetry
Capability grows exponentially; safety linearly — the gap keeps widening
Hyper-Novelty and the Adaptation Gap
Civilisational fragility rises when change rate exceeds evolutionary bandwidth
Post-WWII Order Disintegration as Investment MacroIn-depth
The 1945 stability architecture is collapsing — price in high-variance geopolitical tail risk now
AI Governance Deficit — The Three Missing InstitutionsIn-depth
AI is developing faster than governance: a pre-2008 financial system with systemic contagion risk