Free Solar, Fatal Math
Space-based AI data centers solve the one problem space doesn't have. The people pricing the risk can't make the numbers work... and that's the tell.
The Receipt
They sold you a war about centrifuges. It was a wealth transfer that drained the arsenal, exposed a decade of strategic neglect, and tied the rebuild to China and you paid for all of it at the pump.
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.
Don't Time the Cycle. Structure Behavior Around It.
Volatility, power demand, and why I built a calendar instead of a prediction
Dig Deeper — Interactive
Read moreSet the Fed funds rate, breakeven inflation, hyperscaler capex and issuance plus more
Strikeline Try it From: The Treasury Market May Not Be Breaking... It May Be Searching for a New PriceSet the adoption curve and the decay rate, then watch how long the market takes
Strikeline Try it From: When AI Eats AlphaBuild the stablecoin boom. Then pull the cash out and watch how it holds the Treasury market together.
MarketAlly Try it From: The Next Run on the Bank Won't Look Like a Bank RunA productivity shock arrives. You decide its incidence and the economy's leverage.
MarketAlly Try it From: The Boom Is the Fuse