😎 THE ECONOMY OF AUTONOMY is out 😎
In 2025-2026 the world is going through neither a cyclical downturn nor the "geopolitical turbulence" that is so convenient to cite in quarterly investor letters.
What we are seeing is a structural rebalancing of resources / institutions / infrastructure:
away from the "peace dividend" that fed the Western middle class for 30 years, toward security / sovereignty / physical resilience.
And it happened INSTITUTIONALLY:
constitutional amendments + multi-year funds + mobilization laws + building codes + central bank balance sheets.
No single politician can reverse it within one business cycle.
What's inside:
• 4 records of the year: $2.9T military spending / $348T global debt / gold at $5,589 / US effective tariff at 17–18%
• why US interest payments ($970B) now cost more than defense ($917B)
• the grid, not the model, as the real bottleneck of AI
• war-risk insurance as the most honest barometer of geopolitics
• 32 segments of the economy of autonomy, scored for a small team
• "who to be friends with": 11 regime types and how to find the gatekeeper of rent
One formula to take away:
PROPERTY = ASSET * ACCESS * JURISDICTION
If any multiplier goes to zero, everything goes to zero.
Read here: https://chasetrust.substack.com/p/the-economy-of-autonomy
😎😎😎😎
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Post #40
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