Category: Markets and Finance

Tariffs, Chips, and the Sovereign Debt Time Bomb: How America Is Engineering Its Own Decline

This article began as a letter to a friend and fellow analyst. As the evidence accumulated, it outgrew the envelope.

The Merger of the National Security State and Predatory Capital

How networked technology closed the private gaps in American life, how a rentier class captured the government, and why American world power is ending anyway.

US-Israeli Attack on Iran Will Trigger Global Starvation

Operation Epic Fury killed Iran’s supreme leader and ignited a regional war. The food price shock that follows will be measured in famines, not headlines.

The U.S. Tariff Experiment: An Objective Assessment of Trump-Era Trade Policy

An evidence-based audit separates lawful first-term tariffs from voided IEEPA measures, measuring their costs, beneficiaries and limited achievements.

Panic Cycle 2026: Martin Armstrong’s Warning to the EU and Americans: Debt, War, and Economic Crisis Are on the Way

Martin Armstrong’s confidence-cycle model frames debt, aging populations and war as a fiscal crisis governments cannot roll over forever.

The Perpetual Market: How Ukraine, Iran, and Taiwan Became Line Items on a Cash‑Flow Statement

Arms makers treat Ukraine as recurring revenue, with Iran and Taiwan next in line. Sanctions and trade controls prepare the market for escalation.

The Bill Has Arrived: How €8 Trillion in EU Green Policy and $91 Billion in U.S. Pension Losses Enriched the Consultants Who Designed the Catastrophe

The Economic Consequences of the Climate Movement Are No Longer Theoretical. They Are Arriving. In Real Time.

Part 2: The Rentier’s Republic of America

America forgot the difference between earning and extracting , but the economist, Michael Hudson, kept the receipts

Part 1: In This Darkness, I Will Disappear

The republic is presented as a hollowed spectacle: algorithms, scripted media and performative politics replace a functioning public square.

GM’s EV Escapade: How Mary Barra Followed Big Oil’s Playbook and Incinerated $7.6 Billion

Subsidies and mandates masked losses until GM’s electric vehicle retreat followed Big Oil’s pattern: costly green bets, then fossil fuel recovery.