Themes
Predictions are grouped into the recurring theses they belong to. Each theme collects the calls that feed it.
- AI Bubble and NationalisationThe thesis that the AI build-out inflates a bubble and draws state intervention.
- Argentina AscendancyThe thesis that Argentina turns a corner economically and politically, moving from crisis toward growth.
- Empire in Decline: US InstitutionsThe thesis that US institutional capacity erodes, with knock-on effects for global order.
- Forever War: EnergyThe thesis that prolonged geopolitical conflict keeps energy scarce and strategically valuable.
- Hard Money and DebasementThe thesis that currency debasement drives a return to hard assets as a store of value.
- Rearmament and War EconomyThe thesis that states re-arm and shift toward war-footing industrial policy.