The Kool-Aid Diaries

VOL. I · NO. 1

Artificial: Intelligence and Jobs Not Included

Issue One

Artificial: Intelligence and Jobs Not Included

The Fifth Economy thesis begins. What AI displacement looks like in its early innings.

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VOL. I · NO. 2

Artificial: The Bill Comes Due

Issue Two

Artificial: The Bill Comes Due

The K-shaped economy and what happens when the consumer base it depends on can no longer carry it.

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VOL. I · NO. 3

This Is The S&P

Issue Three

This Is The S&P

CAPE ratio, concentration risk, and what "diversified" actually means when twenty names run the index.

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VOL. I · NO. 4

Phantoms of The Bureau

Issue Four

Phantoms of The Bureau

The measurement problem. Birth-death models, revised CPI methodology, and the data behind the data.

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VOL. I · NO. 5

America Is Not a Real Place

Issue Five · Mid-Month Dispatch

America Is Not a Real Place

$21T in market cap since the April 9 pivot. 3,600 presidential trades. The U.S. FICO score. The Fed's own admission.

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VOL. I · NO. 6

Frankenstein Was the Name of the Doctor

Issue Six

Frankenstein Was the Name of the Doctor

From 1619 to the K-shaped economy: how shareholders-over-stakeholders, deindustrialization, and a shrinking worker base built the monster America keeps mistaking for someone else's creation.

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VOL. I · NO. 7

The Monsters Are Due on Wall Street

Issue Seven

The Monsters Are Due on Wall Street

A war disrupting a fifth of the world's oil supply, a market near record valuations, and a generation quietly priced out of the promise meant to sustain it.

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