kaleidic.ai newsletter
Laeeth IsharcRecognitions and Musings - problem recognition & overcoming constraints. Intuition, unusual talent, process simplicity, contrarian thinking, mass psychology.
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kaleidic.substack.comLatest Issues
The Portable House: The Sovereign Individual, the Sogdian Alternative, and the Problem of Survival After the Western Centre Fails
The crisis of the West is commonly described in administrative terms: debt, demographic pressure, migration, bureaucratic overreach, institutional distrust, educational decline, political polarisation, surveillance, fiscal exhaustion. These...
The Dow/Gold Ratio and Child Formation
Jesse,
In the late 1990s there was a moment when the Dow, measured in gold, stood at a height that is difficult now to recreate in feeling.
If one took the index level and divided it by the price of an ounce of gold, the result was near f...
On the Russian Discipline of Reading Between the Lines
On the Russian Discipline of Reading Between the Lines
A Memorandum for Strategic Consideration
Sir,
There exists in Russia a method of political interpretation which is neither paranoia nor ornament, but craft. It has been refined acro...
Kyrgyzstan residency by investment
The clean answer is: Kyrgyzstan appears to have an official investment visa route, but not a clean, enacted, Caribbean-style “citizenship by investment” programme where a cheque reliably buys a passport.
The confusion is real, because ther...
Kazakhstan government + corporate yields
Where are KZT government and corporate bond yields on different horizons?
As of the latest KASE data I could verify, KZT rates are still in a very high, inverted regime. The National Bank of Kazakhstan’s base rate is 18.0%, so the s...
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Intersection of technology and the humanities: macro/shifts/fintech. Tech to augment human capabilities. Contrarian thinking; cycles; mass psychology. Former hedge fund executive committee. Building tools to make work more humane.
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