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Investigating the Overlooked

Region What Who For Analysis
← Analysis Walkabout — wander by real connection, not category
The thumb on the lever, not the market
A lot of what gets described as "the market decided" is actually a specific, dated policy choice overriding what the market would have decided on its own -- one in food, one in energy, where money-losing power plants keep running because someone besides the market is paying for it.
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Where this connects
Cycles and levers — why Egypt, Babylon, Rome, and Ming China all ran the same course
Empires rise and fall on a real, roughly measurable cycle -- and every rise and every fall inside that cycle was still somebody's specifi...
Someone moves the lever
Politics gets described the same way markets do -- as a weather system, something that just happens to a place. It isn't. New Hampshire a...
New York Wasn't the Biggest Port Because of Its Harbor. It Was 7th, Until a State Dug a Ditch.
In the 1790s, New York was only the seventh-largest US port. By 1830 it was the largest, and never lost that position -- not because the ...
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