Category: Economics, Finance, and Political Economy

(NOTES FROM CALL)
CYCLES THAT ARE INTERSECTING AND TOGETHER CAUSING LONG TERM CORRECTION RECESSION DEPRESSION
– Inflation … all that debt had to result in inflation.
– War Risk and Trade – long term
– Housing Shortage – Big Sort Consequence
– Collapse of production wages via offshoring (wage arbitrage)
– Overproduction of white collar (legal, finance, government)
– Generational issues – capital ending and workers decreasing
– Intersexual Market collapse and reproductive collapse.
– Nonsense – degree education and debt instead of IQ/Personality test etc. General collapse of education system including much of ‘higher ed’.
– Resulting collapse of minimum general knowledge in the population necessary for political participation.
– Repatriation of Industry – time and blue collar not white collar
– AI not anywhere close and still seeing low level labor cuts
– Millions of white collar post 1980 expansion will vaporize.
– End of low end web dev and demand for higher level ML and LLM (math)
– NVidia vs other chip makers
– All AI chip makers vs neuromorphic chips.
– Apple b/c of iPhone vulnerability
– Conversion back to military industrial complex
– Harris will throw policy that won’t pass, and it will accelerate internal conflict – and accelerate external confidence in aggressive expansion.

Notes:
“Correction” to happen, just when – timing is difficult – triggers are random…
– Inflation … all that debt had to result in inflation.
– War Risk and Trade – long term
– Housing Shortage – Big Sort Consequence
– Collapse of production wages via offshoring (wage arbitrage)
– Overproduction of white collar (legal, finance, government)
– Generational issues – capital ending and workers decreasing
– Intersexual Market collapse and reproductive collapse.
– Nonsense – degree education and debt instead of IQ/Personality test etc. General collapse of education system including much of ‘higher ed’.
– Resulting collapse of minimum general knowledge in the population necessary for political participation.
– Repatriation of Industry – time and blue collar not white collar
– AI not anywhere close and still seeing low level labor cuts
– Millions of white collar post 1980 expansion will vaporize.
– End of low end web dev and demand for higher level ML and LLM (math)
– NVidia vs other chip makers
– All AI chip makers vs neuromorphic chips.
– Apple b/c of iPhone vulnerability
– Conversion back to military industrial complex
– Harris will throw policy that won’t pass, and it will accelerate internal conflict – and accelerate external confidence in aggressive expansion.

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