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Markets & Macro

We Already Ran the Experiment

The 1948–1973 economy is the control group for everything we're about to do with AI.

MarketAlly · 2026-04-27 · David H. Friedel Jr.

This Is Not a K-Shaped Economy. It Is an L-Shaped One.

A small slice of society is compounding speed, leverage, and output at historic rates. Much of the public is not on the lower branch of the K. They are being pressed into managed stagnation

Strikeline · 2026-04-18 · David H. Friedel Jr.

The Damage Is Already in the System

Oil does not need to go to $150 to matter. A month of shutdown drag plus a war-driven energy shock is enough to turn the next GDP print into a warning shot.

Strikeline · 2026-04-02 · David H. Friedel Jr.

Stop Measuring Product-Market Fit. Start Measuring Macro-Economic Fit.

Execution is now a commodity. Your metrics should reflect that.

Strikeline · 2026-04-01 · David H. Friedel Jr.

Who Benefits From Stagflation?

War, debt, and AI walk into a bar. Capital buys the next round. Labor picks up the tab.

Strikeline · 2026-03-13 · David H. Friedel Jr.

How to Protect Capital When Everything Compresses

When earnings hold up, gold stalls, and belief quietly reprices

Strikeline · 2026-02-20 · David H. Friedel Jr.

The Supreme Court, Tariffs, and the Era of Osmotic Fiscal Cleanup

How pandemic-era liquidity was absorbed through tariffs, inflation, and time; with or without the Court’s blessing.

Strikeline · 2025-11-06 · David H. Friedel Jr.

The 40% Wealth Trap: Why Your 401(k) Could Quietly Lose Half Its Value by 2030

Light stagflation isn't the worst case; it's the optimistic one. And we're already halfway there.

Strikeline · 2025-10-15 · David H. Friedel Jr.

The Hidden Inflation of AI

How companies are disguising capital strain as innovation while the middle class foots the bill

Strikeline · 2025-10-11 · David H. Friedel Jr.

Nominal Prosperity, Real Austerity

When your portfolio says “congratulations” but your grocery cart says “try again.”

Strikeline · 2025-09-01 · David H. Friedel Jr.

The Recession Is Always Personal

A Personal Philosophy for Professional Survival

MarketAlly · 2025-08-03 · David H. Friedel Jr.

Valuation Gravity: Why 2022–2028 Could Mirror Historic Compression Cycles

A generation raised on expansion is about to learn what compression means

Strikeline · 2025-07-14 · David H. Friedel Jr.
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35 results tagged Macroeconomics Clear

Editor's pick

When the Builders Don't Die For five thousand years, every dynasty ended at the same biological constraint. That constraint is about to lift. David H. Friedel Jr. MarketAlly

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Dig Deeper — Interactive

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The Gate Cycle

Set the market conditions, then design a road and whether trust federates.

Symbey Try it From: The Road Becomes the Gate
Every number above is a lever

Set launch price, mass per kilowatt, economic life, build cost, and loss rate, then see break-even launch

Strikeline Try it From: The Number SpaceX Hasn't Filed
Open the door

Set the adaptation speed and watch whether the gap ever closes.

Mechanisms Try it From: The Locked Door
The Purpose Test

Set where sustained begins, how sensitive the hostility signal is, & where the line hits.

Symbey Try it From: The Purpose Test
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