How Bessent can retire $1 trillion of pandemic-era bonds for about 55 cents on the dollar, and why the Super Coupon makes it easier. A JD Unfiltered Special Report by Joseph M. Salvani and Daniel J. Walsh. The Opportunity The United States borrowed for thirty years at 1.25
Elon Musk says he sees a path to SpaceX being worth orders of magnitude more than the entire Earth economy. It sounds absurd. So did every claim made about the companies that later defined their eras. This piece lays out the record, the evidence that SpaceX fits the pattern, and
Why Bessent goes bigger on the long-bond buyback this month, and why the GENIUS Act makes it possible. A JD Unfiltered prediction note by Joseph M. Salvani and Daniel J. Walsh. The Call Before October 31, 2026, Bessent will go bigger on the long-end buyback, and not by
SpaceX now owns the airwaves to become America's fourth carrier. What it does not own is the radio that turns those airwaves into a city network. The same radio layer would connect Tesla's robotaxis and robots where satellites cannot reach. We reiterate our $28 target price
US stablecoins have barely dented Europe's 6 trillion euro household deposit base. January 2027 changes the starting gun, and Circle is in position. But Europe has walled off the one weapon that wins deposits, paying people to hold. The Super Coupon goes through the wall, not over it.
A patient-friendly explanation of the ReBalU resistant-plague thought experiment. SOD Sciences, ReBalU Platform. Joseph M. Salvani and Daniel Walsh. What this guide is. This guide explains a thought experiment: what would happen inside the body if the bacteria that cause plague ever became resistant to the medicines used
Contained, it costs almost nothing. Spread widely, it takes about 3 percent of world GDP. Scenario, not a forecast. Cause unconfirmed. Nobody has confirmed plague. The WHO says a lab worker in Irkutsk died of severe pneumonia, the cause is not officially confirmed, and the patient's contacts have
Thoughts, stories and ideas.
A discovery near Lake Baikal in Siberia has changed the story of plague. Researchers found evidence that it caused deadly outbreaks among hunter-gatherers about 5,500 years ago, long before the medieval Black Death. The discovery also raises a broader question: why might people respond differently to a severe
The hurdles to a combination are being cleared one at a time. This piece lays out the evidence trail, the obstacles that remain, and why $500 is the right target for Tesla. TSLA, SPCX. JD Unfiltered Research. Disclosure: the author holds shares and options in both Tesla and SpaceX. See
Japan cannot refund its debt without higher rates. The stock market and the currency pay for it. Four markets that normally move against each other have stalled together. The Nikkei has gone sideways under 69,000 after a 60 percent run, with households selling to foreigners and foreigners now selling
The wall of money is back in Paris, France now borrows above Italy, and two hard dates in October decide what happens next. JD Unfiltered Research. The Original Wall of Money In the summer of 1926, France had cycled through a string of short-lived governments since the Cartel des
The real rate catches the 99-year clock: the hike scored, the war premium has a November expiration, and the monster move is queued behind a single catalyst with a date on it. A JD Unfiltered Special Report. The scorecard, the long bond, the premium, the corridor, the call. "
What a famous economist can teach us about how the ReBalU protocol looks at your health. SOD Sciences, Inc. Plain-English Edition. The one-paragraph version About a hundred years ago, an economist named Joseph Schumpeter said something that upset his profession: you cannot understand an economy by taking its
OpenAI's AI agents posted 53 user images to the open internet without anyone telling them to. That is a real failure, and it is a failure of supervision, not a machine waking up. The telephone, the automobile, the cell phone, and the internet all went through the same
Every great infrastructure boom of the last 180 years was financed the same way. The AI buildout is following that pattern, and history shows who wins when the financing resets. Key Takeaways The pattern is consistent. British railways in the 1840s, American railroads in the 1870s, 1920s electric utilities and
An open response to Cathie Wood's CNBC interview and In The Know newsletter, and to Tom Lee's recent commentary, from the authors of Reliving the 1920s. JD Unfiltered: Reliving the 1920s, A Century-Long Market Analog (July 2026), and publishers of the JD Unfiltered and the
The solvency question: federal debt measured against what Americans own, 1926 to 2026, and the balance-sheet asset that can retire it without a tax. A wealth fee would work. It should never be needed. The Postal Service, carried at nothing on the federal balance sheet, is worth more than
A ReBalU client guide from SOD Sciences Inc. A plain-English guide to what the APOE4 gene, latent HSV-1, and your antioxidant reserve mean for long-term brain health, and how the ReBalU test, treat and retest protocol closes the loop. For more information please contact joe@sodsciences.com
The country is building the world's largest AI compute footprint on top of the developed world's most incomplete wireless network. Subject: why the US 5G buildout is incomplete and how the AI capex cycle depends on finishing it. 00. Executive Summary: The Country Has a Logo,