Tag
#geopolitics
12 docs
- China's Silent Depression: The Balance-Sheet Recession, Verified by Bank Behaviorresearch
- The China Oil Buffer: Auditing "How China Saved the World" (Max Fisher)research
- Iran Ceasefire Durability — Is This Just Another TACO Lever?research
- The Eccles Inversion — Warsh's Confirmation, the May 13 Data Collision, and the New-Accord Questionresearch
- The Midwest Resurgence and the Physical Capital Pivot: Structural Shift or Regime Artifact?research
- Regime Cascade Architecture: Reservoirs, Dams, and Transmission Channelsresearch
- The Government Put Question: Rescue Models and 2026 Conditionsresearch
- The Warsh Fed and the Financial Repression Thesisresearch
- Japan Debt Trap Thesis: An Empirical Auditresearch
- The Ryōma Archetype, 2026 — Who, What, Whereresearch
- The Elite Operating Manualanalysis
- The Full Stack: Energy, Chips, and the AI Subsidy Unwindanalysis