
Independent macro, geopolitical, and electoral analysis with disclosed positions and a public track record.
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 141 | Founded | a year ago | Last Issue | 10 days ago |
| Active | |||||

A few short years ago, under a different president, a certain group of Americans could not pass a gas station without blaming President Joseph R. Biden.
They put stickers on gas pumps as if that was going to change anything. They posted ga...
A year ago today, July 29th, 2025, I published something with no idea if anyone would read it.
Now, almost 1,900 of you subscribe, and more than 4,400 follow. I still truthfully barely know the difference, and I love you all...
Episode 1:
Episode 2:
Episode 3:
Episode 4:
This episode: Every insurgency eventually has to answer the same question: who is it really for?
The house is worth more than $600,000. The people living inside it may never own...
This piece is complete different from the electoral models, institutional analysis, and foreign-policy work that usually runs under this publication, but i can promise you it comes from the EXACT same belief...
This updates two earlier pieces:
Lindsey Graham Dies at 71. Who Replaces Him?
July 12, 2026. My first South Carolina vacancy model, published the morning after Graham’s death and before...
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The writers behind this newsletter.
Memory. Markets. Meaning. Independent analysis of power and political cycles through the lens of history. Contributor, The Fulcrum. Public forecasting record. No affiliations. No filler.
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