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🚨 Warning: may cause macro clarity, geopolitical skepticism, and dinner party dominance. Sharp, satirical takes on economics, geopolitics, and finance—for readers who want clarity, not consensus.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 25, 2026
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- Earliest in this view
- Jul 5, 2026
Latest issues
The Architecture of Delusion: Financial Bubbles, Capital Cycles, and the Eternal Return of Speculative Excess (opens the original)
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The Capital Cycle: Seeing the Market from the Supply SideMost financial analysis is an exercise in demand forecasting dressed in the language of rigor. Analysts build elaborate models projecting the size of addressable markets, the pace of adoption curves, and the terminal growth rates of industries that barely exist. The implicit assumption is that the future winners will be those who capture the most demand from the largest markets. This framing is not wrong — it is simply incomplete in a way
The Loom and The Lathe (opens the original)
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The Maxim and Its DelayJean Bodin's formula — il n'est de richesse ni force que d'hommes — is one of the most quoted lines in French political economy and one of the least examined. It appears in the Six Livres de la République (1576), circulates in several variants, and is usually deployed as a humanist platitude: people matter more than gold. Read as an empirical claim, however, it was wrong for most of the three centuries that followed it, and became true only recently, and only under specifi
The Rope and the Rent (opens the original)
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Against the CloudThe vocabulary we use for digital life — cloud, wireless, streams, flows — describes almost nothing about how it actually works. What exists is a set of glass filaments, each roughly the thickness of a human hair, bundled inside a sheath about as wide as a garden hose, lying on the floor of the ocean. TeleGeography's 2026 map depicts 694 cable systems and 1,893 landing stations, and the firm estimated more than 1.5 million kilometres of cable in service in early 2026; the Intern
The Ledger and the Reflex (opens the original)
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The Misframed BattlefieldIn November 2024, Xi Jinping declared open, by video link from a summit hall in Lima, a deep-water port that did not exist a decade earlier. Chancay sits sixty kilometres up the Peruvian coast, a harbour deep enough — its draught reaches 17.8 metres — to berth the largest container ships afloat, vessels of eighteen thousand boxes that no other terminal on South America's Pacific seaboard can receive. It was built and is majority-owned by COSCO Shipping, the Chinese state
The Ledger Came First (opens the original)
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Two Arrows, One ErrorEvery economics undergraduate learns two sequences in their first weeks. The first is historical: societies bartered, found barter clumsy, invented money to lubricate it, and only much later devised credit. The second is behavioural: households abstain from consumption, banks gather the resulting savings, and firms borrow them to buy machines. Growth follows.Neither sequence is true, and the interesting thing is that they fail for the same reason.Thanks for readin
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