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
Thoughts, stories and ideas.
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,
The end of the straight line, and the beginning of precision longevity medicine. Biphasic aging biology and precision nutrition response. Evidence base: Nature Aging, Cell, PMC, ESC, PNAS, Stanford Medicine, NIH. Audience: clinicians, longevity researchers, health system partners, investors. Executive Summary: Aging Is Not a Straight Line Two independent research
Fear is their last product. Why the extinction alarm from OpenAI and Anthropic is a pricing crisis in disguise, and why President Trump's instinct for open competition, the American consumer, and the Super Coupon Token decide the AI race in America's favor. The Declaration On Saturday,
What an advertiser-funded coupon layer means for stablecoin adoption, dollar hegemony, and the post-GENIUS monetary architecture. Executive Summary The Super Coupon Token is an advertiser-funded coupon carrier designed to attach purchase incentives to non-security digital assets, payment stablecoins and commodity tokens, without merging the incentive with
Why Xi needs September 24: a five-file exchange, a diesel clock, and the evidence that Beijing is already spending its authority to slow a dollar migration it cannot stop. Macro strategy series: US and China, energy, capital flows. In one paragraph On September 24, Xi Jinping walks into the
Machine learning and quantum computing spent a decade being sold as rivals. In 2026 the tape is telling a different story, and the last time two technologies converged this way, it minted an entire industry. On the morning of December 23, 1947, in a small laboratory on Mountain Avenue in
The First True Test of the Colossus Doctrine Opposite starts, one meeting point, a war-driven split, and the one-and-done hike that puts 2026 back on 1927. A JD Unfiltered Special Report by Joseph M. Salvani and Daniel J. Walsh. The 1921 to 1930 / 2020 to 2029 Market
The First True Test of the Colossus Doctrine A plain-English guide to why interest rates, oil, and the Fed's next move all point the same way. The 1921 to 1930 / 2020 to 2029 Market Analog Series. Clock convention: May 1921 = May 2020, 1927 = 2026. The short version
A public-interest memo to the 9/11 responder community, and a response to recent coverage of the Stony Brook dementia findings. Why we are writing Recent coverage in the New York Post brought national attention to a finding that responders and their families have been living with quietly for