Thesis, Scorecard, and Updated Outlook. Petrochemical templates from 1965 to 1999 as forecasting models for NVIDIA, AMD, and the compute industry. Supersedes "Escaping the Commodity Core, v3" (August 27, 2026) and the November 2025 petrochemical-analog valuation thesis. New in v4: the two prior workstreams are merged into
A JD Unfiltered Special Report. How Scott Bessent learned from 1929, why the 99-year clock keeps perfect time until the moment it breaks, and why the 2030s belong to America. "The greatest and boldest operation ever undertaken by the Federal Reserve System, and one of the most costly
A JD Unfiltered Report, with a Future Codicil on the Super Coupon Layer. The analog framework that anchors this publication, 1921 as 2020, 1927 as 2026, 1929 as 2028, makes a testable claim: eras of American swagger are not moods, they are machinery. Each is powered by two engines running
Shale, Stablecoins, and the Engineering of American Swagger. American dominance in 2026 rests on two technologies with opposite biographies. One was drilled out of Texas rock over forty years by engineers whom Washington alternately seeded, ignored, and obstructed. The other was born American, banished overseas by hostile regulators, kept compounding
This Time the Coming Late 2028 to March 2029 50% Decline Is the Buying Opportunity of the Next Decade. Preamble This is the third installment of the Accord series. "The Bessent/Warsh Accord" codicil of August 10, 2026 described the machine: a re-integration of monetary and fiscal
Two booms, one backlash, ninety-nine years apart. JD Unfiltered Research. Analog reasoning, not investment advice. Historical parallels are illustrative frameworks, not forecasts. I. The setup: nobody revolted against the machine In neither the 1920s nor the 2020s did the public revolt against the technology itself. Adoption was voracious both
How One Law Repriced the National Debt at the Rate the Administration's Own Appointee Controls. Preamble This report extends "The Second Twenties" (August 10, 2026) and "The Bessent/Warsh Accord" codicil of the same date. Those documents described the machine. This one describes the
Thoughts, stories and ideas.
SOD Sciences Inc. Science Brief. Why every failed treatment attacked the wrong target, and how the ReBaLU protocol unlocks a host-directed answer to Lyme, babesiosis, anaplasmosis, Powassan, Borrelia miyamotoi, and alpha-gal syndrome. The Situation on Long Island Suffolk County is now the tick-borne disease capital of the
SOD Sciences Inc. Science Brief. A scientific discovery is rewriting everything we thought we knew about willpower, calories, and why some bodies just won't change. By Daniel J. Walsh and Joseph M. Salvani, SOD Sciences Inc. She is there again this morning. Same bike. Same spot. Same 5:
A declaration on the only three endings available to OpenAI and Anthropic, resolved within nineteen months, in a world where the price of compute is falling asymptotically toward zero, and where SpaceX has already taken the low-cost public capital The Declaration This paper makes a single claim and defends
What the Super Coupon Token Does to Worldwide Stablecoin Adoption, and What It Means for BCII The Thesis in One Paragraph The GENIUS Act built the rails that turn stablecoin adoption into US Treasury demand, and then froze price competition among issuers at zero by prohibiting yield. Every forecast of
A Codicil to "The Second Twenties" Preamble This codicil extends "The Second Twenties," published August 10, 2026. That report established the analog: the AI-stablecoin boom of 2026 through 2028 repeats the vacuum-tube and cracked-gasoline boom of 1927 through 1929, fueled by money the
How the AI-Stablecoin Boom Repeats 1927–1929, and Why the Real Economy, Not the Compute Makers, Will Own the Melt-Up Executive Summary The market of 2026 is repeating the market of 1927, not as metaphor but as mechanism. A century ago, two inventions, the vacuum tube and the
A Patient Guide to the ReBalU Test–Treat–Retest Approach — and What Two Large Heart Trials Taught Us SOD-PG-001 · Patient Guide · SOD Sciences Inc., "The Coupled Correction." This guide is written for patients and caregivers. It explains the science in plain language. It is educational only
The Short Version A lot of headlines say young Americans are turning socialist. The membership numbers, the polls, and the election of a socialist mayor in New York all seem to back that up. But look closer and the story changes. The young people turning socialist are mostly college graduates
When The AI Itself Becomes The Attacker In 2004, Will Smith’s Detective Del Spooner squared off against a fleet of NS-5 domestic robots in I, Robot. The plot hinged on a single terrifying idea. A central intelligence, VIKI, quietly overrides the Three Laws, hijacks the whole fleet through
The 1960–1985 Plastics and Petrochemical Cycle as a Blueprint for the 2020s AI Compute Cycle A consolidated report. Originally developed November 2025 through June 2026, marked to market through the close of Thursday, July 30, 2026. Suppliers versus buyers of compute, 28 tickers, four measurement windows, price-only equal-
Disintermediation into USDC, Ripple USD, and Gold Tokens Is Draining Deposits, Forcing Yen Decline, and Cracking the Nikkei — The Correction Has Already Begun Strategic Analysis · Data through 29 July 2026 URGENT WARNING — SOMETHING IS ABOUT TO GIVE. The Nikkei has already entered a technical correction, down more than 10% from
Positioning Update: US RF Designer Inside the SpaceX and AI Infrastructure Chain, From Satellite Ground Stations to AI-RAN Base Stations to Phone The Setup Morgan Stanley reiterated Overweight on SpaceX (SPCX) on July 24, 2026 with a $300 price target and framed the story as "uniquely positioned across