Tag: Geopolitics

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Finance

Day 1529 and The Detoxing Economy

Do you recall the first time you heard the term detox? If you were a hippie kid I’d bet you grew up with it. If you were a striver maybe it arrived in your email inbox with Gwyneth Paltrow’s Goop.

Or if you are a banker, maybe Scott Bessent introduced you to the term just this week. Which tbh I wouldn’t entirely believe as the entire dating pool for the professional upper middle class is obsessed with wellness.

“The market and the economy have just become hooked. We’ve become addicted to this government spending, and there’s going to be a detox period,”

Scott Bessent at the New York Economic Club March 6th 2025

Hippies and anxious white women usually use detox as a kind of catch all for methods of various efficacy for flushing out unwelcome…toxins. Being specific can make you sound like a loony tune.

Turns the same logic can be applied to economic and fiscal policy. If you get too far into monetary policy and the Federal Reserve you too will sound like a loony tune.

But it’s hard not to be persuaded by those who rightly point out that America has been printing money and that has downstream effects.

Many an empire has fallen for debasing its currency. Something I am sure a man like Bessent understands. It’s not so much a pleasant white girl cleanse but managing through opioid addiction. Which isn’t an encouraging metaphor.

Categories
Politics

Day 1526 and PE Owned Rump State

I’ve been trying to not explicitly discuss politics for a couple weeks as it’s hard to have any sense of consensus reality. I spend a lot of time on Twitter as well as reading news. It’s only served to further muddle my mind. I’ve regularly discuss the hostile information environment.

Given the chaotic scene it feels both foolish and necessary to send up signals to others. Venkatesh Rao has me considering cross publishing more of my general rambles to Substack. Especially as other channels become more hostile.

Rao leaves fantastic little notes like the below on whether Americans should prepare for a private equity owned rump state. A thought experiment which feels less far fetched than usual.

Just chagrined bewilderment and embarrassment and private-equity-owned rump state services shambolic-debacling along (ht Bruce Sterling for that turn of phrase). Whimpers over bangs.

As state capacity declines and social cohesion degrades it wouldn’t surprise me if the new institutional powers we trust most are corporations. Imagine Americans in twenty years as scarce but almost mythic progenitors of a corporate governance future.

Sure America may still be a nation state in that future but a United States of corporate charters isn’t all that far off from our original conception. No really check out the Virginia Company.

Categories
Culture Politics

Day 1523 and Do Not Disturb

It is in the nature of dysfunction to misuse resources. Something goes wrong and a system that once grew or self sustained finds itself in decline.

What to do? One can apply palliative care certainly. But you can go to the root of a problem and hope systems can be righted by bitter medicine.

I’ve had some degree of measured doom about topics like debt and monetary policy my whole life. I grew up with concerns of peak oil which turned to climate change. There is always a new crisis anytime we find ways to be resource constrained.

But we are resource constrained. That’s just a variable to be accounted for in the engineering of a solution. I care about energy. I mean it in the abstract as in fuel. But I also mean the energy I control.

I don’t have to expend expensive attention for all problems. Maybe becoming “do not disturb” is a scarcity mindset. But sometimes the poison is in the dose. And I want to keep pushing for better.

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Media Politics

Day 1512 and Thumbs Down

It’s been a bad month for me. It seems like a bad month in general. But that’s February for you right? It’s a thumbs down kind of month. I’ve enjoyed the nonstop snow but we’ve finally gone above freezing.

Icicles

As the sun melts down our power into icicles I’ll try not to dwell on the negatives.

Reading

The Brussels Effect or Denialism in Europe

Are you a Frankfurt School student? I certainly am. If you are, you may find John Ganz’s review of Alex Karp’s new book The Technological Republic to be an amusing read. His Substack also has some gems including this imagine of Adorno which I intend to use everywhere.

Theodor W. Adorno giving a thumbs down

Categories
Politics

Day 1511 and You Are Here

Watching institutional powers and public figures goes through the Kübler-Ross grief cycle as they grapple with technical and political change sucks. People are all over the place.

Institutional distrust from the public has America and Europe at odds just as our geopolitical position relative to China is most precarious. And yet this strange new world cannot possibly be coming. Having spent the last year in denial Germans have moved into anger.

Imagine what bargaining will look like as power shifts over the next few years. I’ve seen the depression stage already in technology as the shift in intelligence and computing washes over us.

I’ve come to acceptance only because I’ve got a head start. I didn’t look terribly sane at the time and now I am sitting pretty. Taking action while we grieve the loss of the world we knew is the human condition. If you can accept change is inevitable you might even start to enjoy the process.

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Emotional Work Politics

Day 1507 and Apocalypse Narcissism

I’ve been very wrapped up in my own problems of late. I have plenty of good reasons to be focused inward. When you feel as if you are fighting for survival, physical or otherwise, you can’t see anything else.

As I’ve looked up from my issues, I am seeing countless others caught in their own reactive spirals. Many of them are even directionally correct in their diagnosis of the problems facing them and the world as we know it.

The apocalyptic bent is especially strong in America at the moment. From politics to artificial intelligence to cultural wars, Americans are on the edge of change.

If your world is ending you probably can’t see beyond the horizon of the issues bringing about its end. Your view is myopic. Let’s call this phenomenon “apocalypse narcissism.”

It’s understandable to be wrapped up in fear when faced with all kinds of mortality. Your life, your nation, your culture, your planet and even your species all face world ending questions at some point. Sometimes change is so great we can’t see it as anything but death. Even if something better rises from the ashes.

Categories
Internet Culture Media Medical

Day 1499 and Not Up to Speed

I enjoy my daily writing as it forces me to put my sensory apparatus to work at summarizing the inputs on my systems for the day. Being a human, my processing is laggy.

I came across this graphic from Hinterland’s Twitter. They created it show compression of the our body’s sensory inputs. A lot hits our mind and very little of it gets to conscious thought.

The human body sends 11 million bits per second to the brain for processing, yet the conscious mind seems to be able to process only 50 bits per second. – Britannica “Information Theory”

It seems to me we are not prepared for this moment of unprecedented complexity given the hardware we are working with.

Some of us may have slightly different software so it’s not all hopeless. It just seems like as a species the complexity of our environment relative to our baseline physiology is looking a little iffy.

I have a kind of optimism that we will find a way to meet the moment. Right up until we can’t?

I’m am looking to do whatever upgrades I can to hear the signal in the noise. But maybe a booming voice from the sky is easy to hear than the endless chatter of our world. Or maybe we have to find another way to achieve resonance and hear.

Categories
Media Politics

Day 1494 and Back to Chaos

The Zoomers have so little institutional memory. They don’t remember the first Trump administration. Imagine having no memory of the pitched battles of institution versus ego. I envy them.

The Zoomers I talk to seem to have some memory of a good boom year but then their memories are strongly colored by the many traumas of the panic. Persistent online worlds with a global shutdown didn’t do right by them.

Now that we are back to the chaos of a Trump presidency I have no fond simulated idea of nostalgia for Trump for myself.

In 2016 our politics broke my assessment of what was possible and I did not like where the chaos would lead. I definitely could not predicted how much my own position on issues would change though. I still don’t know the best path but I have ironically opened my eyes to the scale of the issue. They used to call that being “woke” but like the term a lot has changed.

Categories
Homesteading Politics Preparedness

Day 1493 and Familiar With Our Game

I’d love to go on a long rant about the new tariffs America intends to impose, but a big winter storm is approaching and being prepared for that is likely the more important task.

Yes I am aware a much bigger looming economic storm on the horizon. I’ve been a “doomer” a while so I’ve come to gripes with that many years ago.

In joking about choosing what fine Canadian products like All Dressed Chips and Letterkenney we should be importing before the new Trump 2.0 tariffs kick in, I shared the preparations we’ve done to mitigate future dislocations. Someone said we should stock more electricity. Well, good news on that front.

That would be true except we have a giant solar array that provides enough electricity for heating, lighting, our bitcoin mining (whose heat exhaust exchange warms our barn where we keep the hydroponic greens)

For those not familiar with our game

The expectation we had when we settled in Montana was that those who prioritized resilience would be in better shape. Chaotic times means being able to handle whatever changes are thrown at you.

It’s been a great life choice. If we have oil shocks or supply chain implosions we are more prepared than average to muddle through it.

Categories
Internet Culture Politics Startups

Day 1487 and Gell Mann Amnesia

It’s a busy day for competitive narratives on social media (and in the markets) as normies are belated reacting to news about a new open source artificial intelligence model from a Chinese quantitative hedge fund called DeepSeek.

The new model been available since Wednesday though many of us open source fans have been using prior versions for quite some time.

DeepSeek even powers the skincare bot my friend Kasra and I have been playing with for fun. We used all the open source models We are early days and hyperscalers have different games they play than us tinkerer types.

I have no hot takes for you on what it means geopolitically or otherwise. You can doomscroll for Jevons Paradox, the possibility of a Sputnik moment for the West, and the benefits of constraints for creativity.

What I think is most useful to remember about media narratives is the Gell-Mann Amnesia effect. Coined by Michael Crichton of Jurassic Park fame it helps remind experts to not expect expertise from normal people.

Briefly stated, the Gell-Mann Amnesia effect is as follows. You open the newspaper to an article on some subject you know well. In Murray’s case, physics. In mine, show business. You read the article and see the journalist has absolutely no understanding of either the facts or the issues. Often, the article is so wrong it actually presents the story backward—reversing cause and effect. I call these the “wet streets cause rain” stories. Paper’s full of them.


In any case, you read with exasperation or amusement the multiple errors in a story, and then turn the page to national or international affairs, and read as if the rest of the newspaper was somehow more accurate about Palestine than the baloney you just read. You turn the page, and forget what you know.

Michael Crichton

I am passionate about the right to compute because new technologies should not be in the hands of only giant corporations or controlled by nation states.

Most of the commentary you will see on any given topic of media interest will be a fog of war mismash of competing narratives and ambitions.

Just remember that it’s wise to be wary of any certainty when it comes to what’s going on. What we know changes on what we know and it’s odd how easily we forget that.