Is Germany Still a Functional Democracy?
Formal institutions remain — but democratic substance depends on trust, discourse, and accountability.
 • Macro & Markets
How Debt Manufactures a Broken Society – Japan as a Warning to the West
Why extreme debt doesn’t just distort markets — it quietly reshapes incentives, ownership, families, and the future of society
 • Macro & Markets
🌐 January 2026 Macro & Markets Report (Asset-Positioning Strategy)
Liquidity returns as growth stalls — inflation, sentiment, and valuations signal a fragile, K-shaped macro regime.
 • Macro & Markets
“There Is No Future Here” — A Conversation About Why A CEO & Businesses Are Leaving Germany
An entrepreneur’s perspective on broken incentives, risk, and long-term decline
 • Macro & Markets

December 2025

BE BORED.
Why constant stimulation is costing us more than we realize
 • Macro & Markets
Bitcoin, Valuation & the Liquidity Cycle
Why Bitcoin is lagging today — and why that may matter far less than liquidity conditions heading into 2026.
 • Macro & Markets
Road to Perdition
This Is Not Going to End Well
 • Macro & Markets
This Is Not a Normal Liquidity Environment
Inflation is still far above long-term targets — yet central banks are injecting liquidity again.
 • Macro & Markets
War Is Coming to Europe — And This Is Why I’m Leaving Germany
Why this is not about politics, fear, or headlines — but about incentives, money, history, and protecting my family.
 • Macro & Markets
QE By Another Name: The Liquidity Floodgates Are Open Again
Why the Fed’s latest “non-QE” liquidity program marks the official beginning of a new monetary cycle — and what it means for assets, inflation, and your…
 • Macro & Markets
My 2019 AI Predictions vs. Reality — And What Comes Next
What 2019 Got Right — and What 2025 Reveals About the Future of AI, Jobs, Power, and Human Adaptation.
 • Macro & Markets
🌐 December Macro & Markets Report (Asset-Positioning Strategy)
Liquidity Returns Quietly — K-Shaped Markets, Missing Data, and the Silent Pivot
 • Macro & Markets
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