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Thoughts on Coming Apart and the Coming Great Reset

Turning and turning in the widening gyre

The falcon cannot hear the falconer

Kit Webster

Themes and Theses

Why I'm Contemplating Out Loud

(Initially formulated in the early 90s, following decades of reading history, philosophy, religion, psychology and a lot of contemplation, particularly on the subject of cycles. In the end, this is a relatively straightforward story about human nature and of history rhyming.)

The US will enter a period of crisis in the early 2000s. In the late 90s, I incorporated Strauss' and Howe's terminology of the Fourth Turning (without incorporating their generations paradigm) and agreed with Howe that the end stage of the crisis began with the Great Financial Crisis and would last into the early 2030s. We are now at the beginning of the end stage of the crisis.

The crisis will be serious and could be existential.

Internal strife will increase, up to and including secession and civil war.

International conflicts will increase as the vacuum created by the weakening of the US is filled by other players.

There will be many threads to the crisis, but the primary thread will be debt, deficits and entitlements. Other factors include, eg, demographics, a loss of meaning and myth and a loss of self-discipline.

Politics will move leftward as citizens look for some refuge from the chaos. The US will become increasingly susceptible to a (man) on a white horse, who can come from either the left or the right.

Inflation, as the most likely way to address debt since austerity is not politically acceptable, will significantly lower standards of living, exacerbating the civil crises.

Eventually, the dollar will be inflated away and lose its reserve status.

Once the old rot is cleared out, and assuming continuity, there will be the basis for the establishment of a new order.

There will be what Strauss and Howe calls a First Turning . It will be constructed out of the physical infrastructure, wealth, energy sources, thoughts and values in the culture at the time. At this point in time, those components are unknowable. We can anticipate that the next future will be increasingly chaotic. We can anticipate that there will be destruction, and then reconstruction from some level. We cannot yet anticipate the form of the reconstruction or the level from which it will begin.

(Added in the early 00s) While humans are contributing to global warming, policies implemented to address manmade global warming will create a significant energy crisis, probably toward the end of the Fourth Turning.

(Added around 2020) The loss of faith by our youth in our founding principles means that the new order will at least partially be based on new principles. As yet, I have no visibility as to what those principles might be.

(Added in 2023) The lowering / elimination of standards in education, the judiciary, law enforcement, the military and other segments of our society will create a population unable to adequately comprehend, do or respond to the challenges of democracy and culture.

(Added in 2025) China has won - at least for the next 5-10 years. The US is dependent on China for the materials it uses to create defense items. We literally cannot fight China without China's help. China's industrial base is impressive; the US has to rebuild. China is out-innovating the US. China is turning out more engineers and scientists than the US by far. This does not mean that China does not face challenges - demographics perhaps being its primary challenge. The US military remains stronger than China's, but in an age of drone warfare, that statement means less than it has historically. The US still has bargaining chips and will need to use them to maintain any kind of status quo.

(Added in 2025) AI has the potential to profoundly affect human culture. However, AI faces several significant hurdles, including the demand for massive amounts of electricity, which may not be available, and a cultural revolt against its existence. Since it could be existential, and since China is pursuing it, the US has no alternative, at least in the short term.

(Added in 2026) Maneuvering for control of critical materials will be a primary driver of geopolitics for at least the next decade.

Why Can't A Man Be More Like A Woman?

Social Darwinism In Our Time

September 18, 2026

Quotes to Contemplate

To announce that there must be no criticism of the President, or that we are to stand by the President, right or wrong is not only unpatriotic and servile but is morally treasonable to the American public. - Theodore Roosevelt

Now they want everyone to go slow because the Chinese are about to lap them on capabilities, but at 1% of the cost?? - Kuppy

Tokens don’t kill people.

People kill people. - Le Shrub

You could do worse… and always have. - Alfred E. Newman's presidential campaign slogan (ht CH)

For the first time since the start of the Iran conflict, we don’t have a baseline view. We simply don’t know how to model the endgame. - JP Morgan Chase

Summary of Primary Thoughts To Contemplate In This Issue

The energy crisis I predicted for "mid-late summer" has finally arrived - and is only going to get worse.

Food crises coming later.

Democrats will almost certainly win the House in the midterms and perhaps even the Senate. As a practical matter, it does not matter. So long as the filibuster exists and Trump can veto, nothing much will happen. A lot of yelling, screaming and outrage. So grab some popcorn and enjoy the show.

Males have lost much purpose and meaning. They are being pressured to feminize and are withdrawing into gaming, gambling and porn. One of my anticipated changes for the coming restructuring of our culture is a revision in gender roles, although I have no idea what that means.

Hold two, conflicting thoughts in your head at the same time: women's rights are a critical and valid component of any culture; women's rights are a primary cause of the destruction of our current culture.

Wild(er) ride coming in the markets - following a minor retracement.

Why Can't A Man Be More Like A Woman?

Social Darwinism In Our Time

This article will be in an unusual format. I am going to start with an email exchange with LH that triggered this whole thing. Then, I am going to rewind, jump up to 30,000 feet, and give this very important issue some considered thought.

LH - 

I certainly enjoy your wide ranging views of the world. But there are some that you don't seem to have considered. One is the growing and widespread online gambling, including the prediction markets. There are social, economic and moral aspects and I think they are all negative. Another one is the serious damage being done to college football. Again I expect negative outcomes and not just about sports but also education.

 

In general, I wonder what you think about something that has increasingly been on my mind about the economy. I wonder how well some metrics are still working since we now have a lot more female agency. I suspect that there are some unknowns there.

 

Other than that, I am already tired of the November election. Like above, it is another thing where money is the root of evil.

Me - 

Very nice.

 

Great topics.

 

One of my challenges is that we have such a target-rich environment and my musings are usually too long, so that I can't get to everything.

 

I view college football and gambling as just additional symptoms of society's breakdown. One point I try to get across but is difficult to grasp is that all of this is occurring all the time, everywhere. Rot and deterioration are not due to politicians - politicians are a product of whatever culture is up to. All parts of society are deteriorating - the church, the Boy Scouts. One day I will try to do a better job of conveying this.

 

It's a long story, but one of my early self-"revelations" had to do with incremental change. You don't go from virginity at marriage to friends with benefits overnight. Step by step, things change until you look back and you are several miles from where you started. Combine that with humans' demand for novelty in a rich, stable culture, and over time, you will ultimately evolve to the seven deadly sins as the end game. This is another concept that I struggle to explain. A corollary of this is that a devolving system will ultimately collapse, so all of this feeds into my major premises.

 

The women thing is very important, and I have not given it its due. Men have been subjugated - toxic masculinity and all that - and neutered. Women rule education and are gaining rapidly in the workplace. The world is being turned on its traditional head - less sex, less alcohol. I have no idea whether that is a good thing or a bad thing - it just is. But to say a stererotypically male thing - what could be more feminine than getting your feelings hurt all the time and feeling unsafe? Our culture is manifesting and institutionalizing the worst parts of stereotypically female behaviour. The far left, beyond the usual radicals, is being driven by rich, white women.

 

But, that's descriptive. As usual, the important thing is to dig down to the next level and try to determine the dynamics - the why?

 

In a wealthy culture where law and order and civility mostly rule, there is no role for what males evolved to be. In modern society, males are really often toxic and often unnecessary. When you have to ask a woman before taking the next step in the sexual dance or when your life can be destroyed by a woman's accusations, right or wrong, one valid reaction is to pack your bags and go home and enjoy video games and porn. Relationships are tough enough without all of this new baggage. At any given time, you devote your time to the thing you want to do, considering all options. Considering all options, many males choose video games and porn and withdrawal. This is complicated, but very simplistically, I boil it down to the fact that there are very limited roles in our society for a masculine man. A man who uses body wash and shaves his chest hair (and uses makeup) is increasingly feminized in order to be accepted. He plays the game, but is acting contrary to type and to instincts.

 

And, society is breaking down around him. Supportive institutions are going away or are gone. Males are left to fend for themselves.

 

That may be the way is has to be or perhaps even should be, but there are consequences and those consequences are manifesting.

 

There is much schadenfreude by females who have been subjugated for millennia.

 

Over those millennia, we defined what it meant to be human, including gender roles. All of that is being redefined and revolutionized over a period of decades. We are creating a radically new culture for humans. Again, not sure whether that is a good thing or a bad thing, but every action has consequences, including unintended consequences.

 

The most fascinating question for me is, when our culture does collapse and does have to be rebuilt, what will be the gender roles then?

I have no idea.

 

I'm going to think about this and refine it this week and probably make it my lead piece on Friday.

 

Thanks as always.

 

Good stuff.

LH - I agree with you that one day this all will come crashing down. The big question is what comes next? I suspect an era of accountability will start it off and a lot of Republicans better hope that their standards will not be used. If it comes down to most Americans want a rule base order and a return to the original intent of our constitution that would be fine. But I am sure there will also be an effort to inject morality into the system and that would be fine too. If done in moderation. But we both know that would not last long. ...

Social Darwinism In Our Time

(Spoiler alert. For those of you who are politically correct, I conflate sex and gender in this article and it contains no mention of various genders beyond men and women. This is not because these are not interesting topics, but they are mostly superfluous to my argument. Feel free to move on.)

Snippet from last week's newsletter - "Women have accounted for 'nearly all' net U.S. payroll job gains since Trump returned to office, with female employment up 765,000 and male employment down roughly 6,000."

Women make up about 58% of college enrollment.

86% of men still define manhood by their ability to be a provider.

GenZ is having less sex and using less drugs and alcohol.

In the US, approximately 33% of young men live with their parents.

Probably the central thesis of Darwin's theory of evolution is "survival of the fittest."

Many have erroneously interpreted this as "survival of the strongest."

"Fittest" means best being able to be a successful part of your environment; of your ecosystem. Occupying a niche. Strength is often important, as in lion vs zebra, but most often it is not. It is the willingness - the necessity - to adapt. Coloration, herds, armor, height, intelligence, speed ...

Systems experiment. Some succeed and many do not.

If you cannot adapt, you die.

Nature is relentless and amoral.

This concept applies to cultures as well as to a state of nature.

For millions of years, in pre-human, human and non-human species (yes, there are exceptions, but, as usual, I will oversimplify and cruise at 30,000 feet), the male has been dominant in size and strength compared with the female. This was a good thing, because nature, and human history, is "red in tooth and claw." Basically, the state of nature simplifies to either eating or being eaten. Somebody had to provide and protect, most often using strength, and that was usually the male. The male self-image was centered around protecting and providing - and often dominating and controlling.

Flash forward to today, and it is still an ugly, nasty world. Human nature has not changed.

But we have used our dollars to build fantasylands with walls around them. As long as you avoid problematic places, you have the illusion of safety. The barbarians may be at the gates, or living in certain neighborhoods, but, with attention and some luck, all of that can be wished away.

What role does a male play in a world that appears basically safe and in which women can provide for themselves? Of what use is a man? All of the qualities that were valuable and necessary, all of the qualities that are both genetically and culturally determined, are not necessary anymore and actually become "toxic." Men are no longer even required to make babies.

In such cultures, a male is superfluous and often a negative. By the rules of Social Darwinism, males should become extinct.

So, what is a man to do? Men do not want to be extinct.

They evolve. They display not-male behaviors. They become meterosexual. They tone down their behavior when they have to. They use bodywash and shave their chest hair and use makeup and carry purses. 

They feminize.

If females are socially dominant, you have to please the female.

Millions of years of expectations about how the world works overturned in just a few decades.

Males don't know how they fit in, so they withdraw - into gaming, gambling and porn. These are areas where they can enjoy themselves without the conflicts of having no idea who they are or how to act. They decide to satisfy their sexual desires without women.

Importantly, we have created a culture in which devolution into gaming, gambling and porn is easily available.

It is clear to me that "women's equality" is right and just.

It is also clear to me that it is literally destroying our culture.

Worthwhile analogies are to nuclear energy and AI - profound, total change. But, in this case, politically correct, so not discussed in polite company.

Is this a good thing or a bad thing?

Darwinism is neutral. It is what it is. If the world does not need males, well, more's the pity, but there we are.

However, my central thesis is that the culture that underlies and enables this evolution is about to collapse. It will ultimately be a failed experiment.

Something new will replace it, and it is not clear what or what the associated gender roles will be.

There will be more danger and less wealth. That indicates some movement in the direction of "traditional" roles.

But, the feminism Pandora's box is open, and women will not willingly accept traditional roles.

Therefore, in the grandest tradition of Darwinism (and Hegelism), something new will evolve and emerge. Most likely neither unicorn nor dragon, but likely something we have not seen before. Unless there is a significant collapse, in which traditional roles, perhaps with some minor differences in trim, will reemerge. 

Roles will depend on walls.

But there is a glimmer of hope for males. For better and for worse, we're gonna make a comeback of some kind. But, you knew that. Cycles cycle and pendulums swing.

(Beth says that we should consider the social dynamics from a woman's point of view. Men are more or less happy to retreat to their man caves. This leaves women alone, creating cascading complications. I am in no position to comment on that, except to note that one of my "laws" is that for every social action there is an equal and opposite social reaction (with apologies to Newton). She says, "Hell hath no fury like a woman who has won.")

So, You Say You Want A Revolution?

> Follow along with me here.

The midterm elections don't matter (much).

The Democrats will win the House and raise hell, but can get nowhere without 2/3 of the Senate.

Trump hasn't ruled through legislation in the first two years and was/is not planning on doing so in the second two years.

All we are doing here is turning up the volume on Democrat performances.​

Outrage everywhere, and some of it will even be justified.

Outside of catharsis, it is unlikely to go anywhere.

Enjoy the show.

(The exceptions will be that if crimes are uncovered during the probably never-ending investigations, people would actually go to jail - unless pardoned by Trump.)

2028 will matter ... a lot.​

> We are heading toward the end games in Ukraine and Iraq. 

Be careful what you wish for.

> Trump has announced that he is banning outlets CNN, MS Now and Politico from the White House over their coverage.

 

> Chinese billionaire Xu Bo is revealed to have fathered 100–300 children through American surrogates, granting them U.S. citizenship at birth.

> Trump tells Ukraine's Zelensky to stop hitting Russian diesel. Ukraine then promptly hit another Russian refinery.

> Trump has completely dismantled Biden's climate agenda. Biden was over the top, but climate is serious. The good news is that in the grand scheme of things, it does not matter much - there is much kabuki in climate things and not much really effective that is happening. Biden was handicapping the economy and Trump is letting her rip.

And, of course there is the need for power for electricity for AI.

> Who knew? - On Sunday, Turkish authorities cracked down on multiple LGBTQ+ groups and individuals, detaining dozens of members, breaking into association offices and raiding popular hangouts. The organizations’ websites were also blocked.

The crackdown aimed to “protect children, the institution of the family, and public order,” Justice Minister Akin Gurlek said. He said the operation, dubbed “My Family is Safe,” targeted 162 suspects, nine associations and 13 businesses.

> Chinese robots have begun building other Chinese robots, as a new factory capable of producing 1 humanoid every 10 minutes comes online.

> Fact check - true - Luke Gromen

Since circa 2002, it has generally paid off to take questionable US policymaker pronouncements & do the exact opposite:

"Iraq has WMD"

"Home prices can never fall nationally"

"The financial system is sound"

"We have to save the banks"

"If you like your doctor you can keep him"

US Treasury Secretary Bessent: There are ways to do $5,000 checks without affecting deficit.

> The Canada associate membership with the EU is all virtue signaling, kabuki and posturing.

> China rejects calls to slow AI development, calling them "fear-mongering".

> Oh boy. The Houthis are attacking Saudi Arabia, which has its own implications for oil supply, etc. However, evidently they just droned Mecca. "You don't tug on Superman's cape ..."

> The Trump administration made a deal with the Houthis - reportedly promising not to strike Houthi-held territory or support Saudi-backed forces, in exchange for keeping the Bab el-Mandeb open to shipping, per Reuters.

> I categorically do NOT want strange-bedfellows Steve Bannon and Bernie Sanders having anything to do with AI regulation or strategy.

> Germany’s Merz declares the post-WWII era of unconditional U.S.-European friendship is “probably over for the foreseeable future.”

> In the first ever naval engagement between uncrewed vessels, a Ukrainian robot boat sank a Russian opponent in the Black Sea. For some reason, the image that came to my mind was that of the Monitor and the Merrimac.

> Going after white women voters much? - Vice President JD Vance reveals he's a superfan of popular Netflix series Emily in Paris, calling it "the Shakespeare of our time."

Election Interpretation - Stock Trading

​I've been talking about planks in election platforms that are emotionally driven or irrelevant, but high on politicians' lists.

Today's topic - stock trading by Senators, Representatives and the President, is another of the classic - the public is appalled, but it is not going anywhere - issues. I just watched a Talarico ad where he said that if elected he would stop a laundry list of such items, including this one.

I am one of the people who is appalled. These people, particularly the President, are making millions off of inside information. This is an indicator of the depth of corruption in our government.

Everybody knows this, but everybody also knows that few votes actually depend on it and few of our representatives want to stop the gravy train.

So, we get Kabuki in the form of proposed bills that will never pass or are toothless.

The pendulum probably needs to swing to a more moral culture for this to pass.

But in the meantime, Talarico and others will tell you that if they are elected, these things will change.

Most likely not.

Mostly virtue signaling.

(The remainder of this article has been presented in previous editions of this newsletter and is reproduced at the bottom of this edition.)

The Market

Remember that I said that the beginning of the end of the end game was upon us?

Gonna be a wild ride.

All the capital spending that is going on, combined with inflation, combined with rising interest rates should provide very fertile ground for stocks, gold and bitcoin.

Probably after a minor correction.

And, keep in mind that our economy is totally nuts, fragile and unstable. In the midst of the coming wild ride, it would not take much to bring the whole thing down.

Which is likely to happen in any event in a year or two or three.

In the meantime, seat belts and popcorn are mandatory.

Wendy’s franchisee operating 314 locations files for Chapter 11 bankruptcy, as the burger chain struggles through 6 straight quarters of same-store sales declines.

The Iran War

> From my daily report from Claude - yesterday - The day's most consequential Iran development was diplomatic convergence from an unexpected direction: Foreign Minister Araghchi was in Beijing Wednesday, where Wang Yi told him Iran and the US should "return to the Islamabad memorandum," engage in "substantive consultations," and take "effective measures to reopen the Strait of Hormuz at an early date" — adding that China does not want the conflict spilling further into Yemen and the Red Sea. That is China formally spending diplomatic capital on the US-drafted framework, months after absorbing the costs of a closed strait and a severed Iranian oil channel. Trump, on a Charlotte tarmac, met it halfway: "Hopefully we're toward the end of the war… They want to make a deal," adding — notably — "We deal directly," no intermediaries.

 

> Costco nearly doubles cost of motor oil, limits purchases.

> Saudi Arabia cancels oil shipments to Europe after drone attacks damaged its key East-West pipeline.

> US oil executives say the 'great fuel crisis' is here, warning spare supply is "almost exhausted"

> U.S. Strategic Petroleum Reserve plunges to its lowest level since 1982.

> US stations are running out of diesel. Stations in North Texas are now posting "OUT" on their diesel signs, and an Orlando, Florida station has blanked its diesel price to 0.00 with the pump dry today. California stations already began posting "out of diesel" signs on Sunday.

> United, American, & Southwest announce plans to cut cheaper, less profitable flights as jet fuel prices surge to their highest level since early May.

> Iran declares the Strait of Hormuz will stay closed until Trump and Netanyahu are removed from power, setting a new condition for reopening the Strait.

> Pakistan has ordered nationwide "lockdown-like" fuel rationing and austerity measures with immediate effect due to the fuel and gas crisis causing historically low supply.

Short Takes

> The quest for truth -

An Obama birther dies and finds themselves in Heaven. Jesus greets them warmly and asks if they have any questions. “Just one,” they say - “was Obama really born in America?”

“Yes,” Jesus says, “and I understand this is hard for you to hear.”

The birther stares at Jesus. “Wow,” they finally say. “Just how high up does this go?”

> Our education system is a disaster and that has profound implications for the future.

The primary cause, imo, is deteriorating discipline.

Right behind that are teachers' unions, which again imo, are abhorent.

I'm not going to go into all of that right now, but there was a great article in the Wall Street Journal about Mississippi's (!) ability to turn around their educational system here.

Keep in mind that even Mississippi is doing poorly when compared with many countries. Our best is far from good enough.

The article also contained this interesting graphic:

> Clancy is back, this time as a microcosm of our culture.

So, the jury vote was 11-1 not guilty, with the holdout, well, holding out.

Anybody who has been on a jury knows that there is always one idiot or one zealot. It's a corollary to my aphorism that within every group of 10 people, there is at least one jerk. The last jury I was on was like that. 11-1 with an actual idiot in opposition. We were all settling in for a long day when the defendant made a deal (in your face, idiot).

I have no idea of the competence of the hold-out and I have some sympathy for their position, but that's not the point here. Idiot or wise man. We do not know.

Of course all of this was politicized, with the left severely criticizing the holdout. (Left and right are also not my points here - could have been the other way around.)

Then they find out that the holdout was a black man.

Cognitive dissonance ensues.

Black men are right; black men are wrong; black men are upstanding; black men are jerks.

In other words, pretty much like anyone else, including Republicans and Democrats.

But when everything is ideological, when every trial is a show trial, there are no tools for Democrats to denigrate a black man, when blackness carries no weight in terms of wisdom, intelligence or truth. However, black is very powerful, symbolically and politically.

So, he is off limits, regardless of the merits of the case.

Fascinating dynamic.

And a key part of our destructive, caustic culture.

> I really like my analogy between nuclear energy and AI. 

We can't pause AI if everyone else (read, China) is not going to.

Picture what would have happened if the Manhattan Project proceeded in the open. All of the noise. All the debate. There were serious concerns that splitting the atom would begin a chain reaction that would destroy the Earth. We were unleashing unfathomable forces for good and ill.

Playing with AI is playing with fire, but now that we have discovered fire, we go back to my second-favorite analogy - Pandora's Box is open.

> Reminds me of the Japanese soldier who would not believe WWII was over - Colin Kaepernick Vents He’s Not ‘At Peace’ With Fact Police Still Haven’t Been Defunded.

> I miss Jasmine Crockett.

> I know I feel much better, about AI at least - Al Gore downplays AI threats and touts its climate potential.

Gallery

Miscellaneous

World class irony

Election Issues Summary

Maybe you are seeing a trend here. A lot of emotional arguments by candidates that, as a practical matter, cannot go anywhere. People are upset, so candidates promise they can do something about whatever is upsetting you, when they actually cannot do much.

Not only can these problems not be solved, they are, imo, the wrong problems in the first place.

What do I think the most important issues facing the US are? What should we actually be talking about?

1. Debt and deficits - there is a severe decrease in living standards in our future. This is the inflation problem, but no one is discussing it in these terms.

2. AI's impact - it is probably both inevitable and life-changing. We need to begin to figure out what that means.

3. The shared premise that election results, court rulings, and the neutrality of enforcement are binding on the losing side. Both coalitions currently believe, sincerely, that key institutions have been captured by the other — which is exactly the condition under which legitimacy erodes fastest, because each side's defensive measures confirm the other's suspicion.

4. Demographics and immigration - getting control of the borders was important, but now we have to create a viable immigration system. Primary points of discussion include that we are not replacing ourselves and we need skilled and knowledge workers.

5. Healthcare - our system is expensive and dysfunctional. We literally need to tear it up and create a new one. "Medicare for all" is not only a bad idea, it is rearranging the deck chairs on the Titanic. There are no other ideas on the table.

6. Redefining our role in the world. We cannot afford to rule the world. The world will become an increasingly unstable place once the US begins withdrawing. And it will fracture into power zones. It is not clear where the US will end up over the next 5-10 years when the first iteration of this change will take place. This process will likely encompass one or more wars of varying magnitudes.

Social media, crime, drugs, loneliness, climate change etc., are important, but don't make the top 6. Also on that second list is the dysfunction of parts of the black community. We are wasting a lot of lives and generating a lot of crime, but not as fundamental as the top 6. Another of my hobby horses - the incompatibility of Western values and fundamentalist Islam - is just now beginning to pop up in the US. Far from important now, but the world may look different in 5-10 years.

People running for Congress are doing so on unrealistic, all-but-irrelevant platforms at a time when Congress is not doing much of anything, anyway.

In the meantime, the beginning of the end of my predicted end game has officially begun.

"There is a tide in the affairs of men" and we are now caught in it and have lost most of our ability to do anything but go with it.​

Scorecard so far - political position vs. the real world:

Doing away with the Electoral College - all but impossible.

Doing away with the Senate - all but impossible.

Packing the Supreme Court - doable with control of both Houses and the Presidency and elimination of the filibuster.

DC and Puerto Rico statehoods - Huh?

Doing away with inflation - our economy will have disinflationary and maybe deflationary periods, but the inevitable end game for our debt and deficits includes higher inflation and a lower dollar. In general, allowing for volatility, inflation is inevitable. Look for typical, self-defeating, political tactics like rent and price controls to make everyone feel better as pressures increase and foundations rot.

Medicare for all - highly unlikely and, if implemented, a total shock to the system as severe rationing of health care sets in. Our healthcare system badly needs significant reform, but this is a very, very big, complicated problem.

Taking down prisons - kinda fringy, some justification in the sense of reforming prisons. Overall, bad idea. Expensive and resource intensive.

Shut down ICE - Fundamentally changing immigration law is up to Congress. You can throw actual ICE overboard, but someone will have to take up the slack. Practically, the call to shut down ICE is an emotional response to real events and not a viable platform. Meaningful reform of immigration will take a lot of work, however, the process can be much better managed.

Climate change, in spite of being a valid concern, is falling off the election-subject-matter map.

Gun control - going nowhere anytime soon.

Insider stock trading by Congress and the President - common knowledge corruption; voters do not like it. Any useful bill is unlikely to be passed. But candidates can virtue signal at will.

This website is updated after market close each Friday and whenever there is significant news.

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