The Memes
Tracked convictions. Living ideas. Each meme represents a macro narrative we're monitoring with signals, predictions, and ongoing analysis.
AI Will Take All the Jobs
How AI transforms knowledge work. Why the next 3 years will reshape how expertise is created, validated, and delivered.
The Degenerate Economy
Financial nihilism becomes a rational strategy. Why young Americans are turning housing unaffordability into speculation-as-entertainment, and what this means for the platforms that capture their attention and capital.
Inflation Is Going Up
Structural inflation beyond the cycle. Labor markets, demographics, and deglobalization creating persistent price pressures that change the investment calculus.
Reshoring & Deglobalization
Industrial policy is no longer optional for any major economy. Manufacturing returning home, supply chain rewiring, and currency markets now pricing in universal fiscal expansion and government intervention.
The New Cold War
The US-China relationship is the structural fault line running under every major geopolitical and economic trend of the next decade. Trade, technology, military posture, and alliance systems are all being reshaped by this competition.