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Happy New Year!!
Happy New Year to You and Your Family!
As always, I prefer to add a little insight in my posts, and here’s what we found about the US Economy, and what we are doing about it.
The White House is shouting about a Golden Age while the Federal Reserve is quietly breaking out the emergency plumbing tools for the first time since 2020. We’re seeing 4.3% GDP growth paired with a labour market that’s essentially flatlining. It is a decoupling that traditional models can’t explain, but our Eco-economics framework predicted. The system is cannibalizing its own foundation to keep the headline numbers shiny.
In this deep dive, you’ll get:
* The truth behind the Jobless Expansion and why your portfolio is likely overpaying for digital smoke.
* A breakdown of the $12.6 trillion repo market stress and the Silver Squeeze that almost broke a bullion bank.
* The Jevons Paradox in AI: Why efficiency is actually driving a massive, unpriced energy and capital burn.
* Our current Helix Position: Which Boring Giants we’re using as anchors and why we’re shorting the AI workslop factories.
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.sowmyvj.com/subscribe
View all episodes
By Sowmy VJHappy New Year to You and Your Family!
As always, I prefer to add a little insight in my posts, and here’s what we found about the US Economy, and what we are doing about it.
The White House is shouting about a Golden Age while the Federal Reserve is quietly breaking out the emergency plumbing tools for the first time since 2020. We’re seeing 4.3% GDP growth paired with a labour market that’s essentially flatlining. It is a decoupling that traditional models can’t explain, but our Eco-economics framework predicted. The system is cannibalizing its own foundation to keep the headline numbers shiny.
In this deep dive, you’ll get:
* The truth behind the Jobless Expansion and why your portfolio is likely overpaying for digital smoke.
* A breakdown of the $12.6 trillion repo market stress and the Silver Squeeze that almost broke a bullion bank.
* The Jevons Paradox in AI: Why efficiency is actually driving a massive, unpriced energy and capital burn.
* Our current Helix Position: Which Boring Giants we’re using as anchors and why we’re shorting the AI workslop factories.
This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.sowmyvj.com/subscribe